General Atomics’ defence arm, GA-ASI, is riding a wave of strategic growth as it expands its influence in both the US submarine market and Europe’s uncrewed aerial systems landscape. July 2026 saw the company at the forefront of two colossal US Navy contracts, valued at a combined $76.6 billion. While defence giants General Dynamics Electric Boat and Huntington Ingalls took the lead on submarine production, GA-ASI is quietly building its European drone empire through strategic partnerships and NATO adoptions.
Technology & Capability Trends
Technology
Mentions
Assessment
Collaborative Combat Aircraft (CCA)
3
Key enabler for future joint tactical operations
Uncrewed aircraft
2
Pivotal role in advancing European defense capabilities
Submarines
1
Vital asset for underwater dominance and deterrence
Contract & Market Landscape
Deal
Value (USD)
Geography
Notes
Virginia-class SSNs & Columbia SSBNs
$76,600.0M
United States
Largest-ever US Navy submarine deal
Belgian Industrial Cooperation Initiative
N/A
Belgium
Strengthens GA-ASI’s European manufacturing footprint
What to Watch
GA-ASI’s progress in integrating Kongsberg’s Joint Strike Missile on MQ-9B drones
UK Protector weapons’ deployment timeline following successful testing
US Navy’s future submarine contracts, with potential for additional GA-ASI involvement via collaboration partners