- Company Focus Today
L3Harris' May Maneuvers: Navigating Naval Domains and Space Frontiers
L3Harris maintains its trajectory in naval and space sectors with strategic acquisitions and technological advancements. L3Harris solidified its position in the underwater domain with significant autonomous undersea vehicle (AUV) deliveries to the U.S. Navy and advanced ship management systems for Polish frigates.
- Company Focus Today
Lockheed Martin's May: F-35 Dominance, Global Expansion, and Combat System Advancements
Lockheed Martin maintains its dominance in global defense with significant F-35 developments, international expansion, and combat system breakthroughs. F-35 Leadership: Lockheed Martin continues to solidify its position as the world's leading defense contractor, driven by robust global demand for the F-35 Lightning II.
- Despatches Today
Rheinmetall's Romanian Windfall: A New Chapter in European Arms Race?
Today's blockbuster weapons package for Rheinmetall signals a surge in European defense spending and a new chapter in the great power competition. Key finding: The $6.6 billion deal between Rheinmetall and Romania is not only the largest international contract for Rheinmetall but also an acceleration of Europe's arms race, with a 52% increase in story volume over the past week.
- Despatches Yesterday
AUKUS Drone Deal Kicks Off Submarine Race Acceleration
Yesterday's AUKUS underwater drone announcement accelerates a 30-day trend of increased focus on unmanned systems and submarine capabilities. Key finding: The AUKUS partners' joint development for underwater drone payloads signals an acceleration in their efforts to enhance deterrence against growing underwater threats, aligning with the 30-day trend of increased focus on unmanned systems.
- Company Focus Yesterday
RTX's June Showcase: Javelin Modernization, SeaRAM Expansion, and Propulsion Breakthroughs
Raytheon Technologies Inc. (RTX) delivers on next-gen missile systems, secures international contracts, and advances propulsion technologies in a robust June performance. RTX successfully delivered and deployed modernized Javelin launchers and software patches, demonstrating its commitment to improving soldier capabilities.
- Analysis Yesterday
AI and Artificial Intelligence in Defence 2026
AI dominates defence procurement with $54 billion in Pentagon investment. Traditional primes integrate AI into platforms while Anduril, Saronic, and Helsing raise record funding.
- Company Focus 1 Jun 2026
Anduril's May: $5B Raise, LCCM Contracts, and Global Expansion
Anduril Industries solidifies its position as a defense technology leader with strategic contracts, funding, and international growth. Anduril secured significant framework agreements for low-cost cruise missiles and hypersonic solutions, valued at over $10B.
- Company Focus 1 Jun 2026
Company Focus: Lockheed Martin
Lockheed Martin delivered its first Integrated Combat System baseline to the US Navy, shipped next-gen Javelin launchers with RTX, broke ground on a $9 billion THAAD facility, and notched two major F-35 weapons integration milestones.
- Despatches 1 Jun 2026
UUVs Surge: AUKUS Accelerates Underwater Drone Development
Yesterday's AUKUS news signals an acceleration in underwater drone development, with potential implications for maritime surveillance and warfare. Key finding: The announcement of a joint AUKUS project to develop cutting-edge payloads for uncrewed underwater vehicles (UUVs) is not isolated; it's the latest in a series of collaborative efforts among the trio, marking an acceleration in their underwater drone ambitions.
- Despatches 31 May 2026
Space Race Accelerates as U.S. Boosts Orbit Tracking, Russia Plays Dirty with Drones
Yesterday's space and drone headlines converge with 30-day trends, signaling accelerating arms races and evolving threats. Key finding: The Pentagon's $4B SpaceX deal marks the third major space-related contract awarded in the past month, indicating an escalating pace of investment in orbital capabilities.
- Analysis 31 May 2026
The Underwater Scramble
L3Harris is delivering submarine-launched AUVs through DIU. Turkey unveiled an armed XLUUV with torpedo capability. The U.S. Navy advanced seven MUSV designs to prototype. And the SEALs are testing crewed-uncrewed teaming underwater.
- Despatches 30 May 2026
Space, Spoofing, and the Gripen Gamble
A $6.45 billion SpaceX double-header, GPS spoofing dragging NATO into the Ukraine war, Ukraine's Gripen acquisition, and serious questions about US readiness for a Pacific conflict.