Electronics - Defense Stocks

A military combat helicopter in flight equipped with directional infrared countermeasure laser pods

Electronics

How Northrop Grumman Locked In a Decade of Laser Defense for U.S. Army Helicopters

The U.S. Army awarded Northrop Grumman a $4.84 billion contract for Common Infrared Countermeasure systems through 2035, cementing a sole-source transition from pyrotechnic flares to continuous laser jamming across its combat helicopter fleet.

U.S. Air Force KC-46A Pegasus refueling an F-15, illustrating the tanker type cleared for possible sale to Qatar

Aerospace

Qatar’s Possible $4.5 Billion KC-46 Buy Is an Export Win for Boeing—and a Parts Win for RTX

State cleared a possible $4.5B FMS for up to four KC-46As, eight PW4062s, and LAIRCM/ALR-69A gear for Qatar. Contractors include Boeing, Pratt & Whitney, RTX, and Northrop Grumman—this is not a signed sale.

Patriot missile launch during Balikatan 2023 (public domain / U.S. Army)

Funding

L3Harris Will Nearly Triple PAC-3 Motors and Quadruple THAAD Propulsion

L3Harris’s seven-year PAC-3 and THAAD propulsion frameworks disclose no dollar values—only rate targets. For LHX investors, the signal is capacity, not backlog.