Partnerships - Defense Stocks

Turbofan engine for the JASSM second-source F143

News

Kratos and GE Just Became the Second Engine on America’s Standoff Missile

Kratos and GE Aerospace's GEK800 received the F143-ZZ-100 type designation and a U.S. Air Force EMD contract as JASSM's second-source engine. Neither company disclosed a dollar value.

News

The Pentagon Just Locked Boeing and RTX Into Seven Years of SM-3 Parts

The Pentagon signed two seven-year SM-3 component frameworks with Boeing and RTX. Neither side disclosed a dollar value. The only official print this month is MDA’s $745 million Block IIA award for the United States and Japan.

Policy and Budgets

Europe Goes Bilateral and Congress Goes to $1.1 Trillion: The Week That Redrew the Defense Budget Map

The UK and Poland signed the Northolt Treaty on May 27. The House Armed Services Committee released its FY27 defense bill on May 29. Together, these two events tell the same story: the global defense budget architecture is being rebuilt from scratch.