T3 Defense buys KeepZone to expand homeland security sales

Windward announced its acquisition of maritime visual intelligence company Azimut.ai on Nov. 3, 2026, adding an optical sensing layer to its platform. The deal marks Windward's first step into ground and ship-based sensors.¹

cameras at chokepointsaims to place cameras at chokepointsplanned

Windward aims to place cameras at chokepoints and fuse visual identifications with its existing datasets for government and commercial customers

intended for vessel analytics

The system gives customers no raw images or video and is intended for vessel analytics, not identifying individuals

Source: Windward, Nov. 3, 2026

Sources

• windward.ai ↗

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Windward aims to place cameras at maritime chokepoints and key thoroughfares, expanding into proprietary sensing alongside the multiple data sources its platform already combines.¹

The company says not every vessel transmits, and some signals used in maritime intelligence can be switched off, obscured by weather or jammed. It says the added optical layer identifies and fingerprints vessels in real time at chokepoints and ports, including vessels that go dark to evade detection.¹

The system provides customers with no raw images or video footage and is intended to analyze vessel activity, not identify or verify individuals.¹

The announcement does not disclose the price or other terms, including closing conditions, or name a customer using the Azimut.ai sensors.¹

Optics and imaging supplier LightPath Technologies closed the sale of its Zhenjiang, China, subsidiary to Hengtu Optical Technology on Oct. 30, 2026.^1–2 It announced the closing Nov. 5.¹

After closingcost plus 10%planned

During the five-year Exclusive Supply Term the subsidiary keeps supplying LightPath, at cost plus 10% after closing

Upon full payment of the principalcost plus 30%contingent

Upon full payment of the principal the supply price is fixed at cost plus 30%

Source: LightPath Forms 8-K, July 23 and November 5, 2026. As of November 5, 2026.

Sources

• www.sec.gov ↗
• www.sec.gov ↗

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The subsidiary will continue supplying LightPath for five years, becoming a third-party vendor for products serving LightPath's commercial customers in the U.S. and Europe.^2–3 The agreement links what LightPath pays for those products to the buyer's progress in paying for the business.³

The $4.5 million cash purchase price is due in full within five years of closing. The buyer must pay at least $500,000 annually, plus financing interest equal to 4% of the principal amount of each installment.³

LightPath initially pays cost plus 10% for products from the unit. The markup rises with each $1 million of principal paid and is fixed at cost plus 30% when the principal is paid in full.³

The unit's revenue from third-party customers, excluding LightPath, averaged approximately $4.5 million annually. That average covers fiscal 2025 and 2026; this revenue leaves LightPath's consolidated results following closing.²

LightPath president and chief executive officer Sam Rubin said defense primes and public safety agencies want to know where their optics are made and who owns the facilities. He said the company believes its manufacturing footprint positions it well for programs requiring non-China sourcing.²