Aerospace
Lockheed Martin and L3Harris have locked in a seven-year propulsion deal to triple PAC-3 MSE interceptor output, pairing multiyear capital certainty with dual-source manufacturing to overcome a chronic missile bottleneck.
Naval
The Pentagon wants 1,000 Tomahawks a year to replenish spent stockpiles, but prime contractor Raytheon cannot scale output until General Dynamics delivers more titanium warhead cases from Alabama.
Funding
Israeli-founded Aitan is coming out of stealth with a $41 million round and a blunt argument: attritable drones are commodities, and the sovereign asset is the software that flies them together.
Funding
The Army locked a five-year, $862.8 million IDIQ for Northrop Grumman's M1156 Precision Guidance Kit, the $15,000 screw-in fuze that turns stock 155mm shells into GPS-corrected rounds. The next variants are built for jammed battlefields, and the line already belongs to one producer.
Drones
After losing at least 45 MQ-9 Reapers in 2026 combat operations, the Air Force is accelerating its Massed Modular Aircraft program to field low-cost attritable drones within three years.
Funding
The U.S. Army awarded AeroVironment a $464.8 million agreement for the Enduring High Energy Laser program, marking the first series-production contract for a laser weapon system in U.S. military history.
Partnerships
The U.S. Army awarded Palantir and Anduril a combined $192 million in delivery orders for the TITAN mobile intelligence ground station, marking a pivotal transition from experimental prototypes to fielded production hardware.
Companies
General Dynamics Land Systems delivered its first physical XM30 Wolf prototype to Aberdeen Proving Ground, Maryland in late August 2026. The milestone advances a head-to-head $45 billion competition against American Rheinmetall to replace the M2 Bradley.
Naval
The U.S. Navy awarded Castelion an $89,997,162 firm-fixed-price order to take Blackbeard to Early Operational Capability. The buy tests whether a Mach 5 strike weapon can be produced cheaply enough for the fleet to field it in numbers.
Aerospace
The Pentagon set an eye-popping $131.2 billion ceiling on Boeing's F-15 line through 2037, even as delivery delays officially breached the fighter's operational baseline and pushed full readiness to 2028.
Wall Street Wire
AeroVironment, Red Cat and Ondas turned drone stocks into one of the market's favorite themes. Duke Robotics just arrived on Nasdaq, and it is already executing on two distinct multi-billion-dollar opportunities.
Funding
Project Janus aims to shield major power-projection bases from domestic grid failure using commercial microreactors, but officials warned that private capital must carry the bulk of the cost.