News
The Navy is not buying a new missile. It is buying rate: a seven-year, $22.9 billion Tomahawk order that would take Raytheon from 60 a year to more than 1,000 after inventories were thinned by allied transfers and the Iran fight.
News
Anduril won the services track of DHS’s $1.5 billion, five-year counter-UAS vehicle and missed the hardware track. It protested at GAO on August 12. A decision is due November 20.
Drones
Ondas Inc. just announced $110 million in Q2 orders on May 29 - on top of a record Q1 and a guidance raise to $390 million. Here is what the ONDS story means for defense investors watching the autonomous systems space.