Company Focus
KONGSBERG: Spreading Wings and Eyes Under the Sea in August 2026
Analysis of KONGSBERG: Spreading Wings and Eyes Under the Sea in August 2026 activity.
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Despatches
03 / FILED- Today
Canada's Saab GlobalEye Deal Sets Stage for North American AEW&C Renaissance
Today's non-binding term-sheet between Canada and Saab marks a turning point in North American airborne early warning and control (AEW&C) capabilities. Key finding: After months of speculation, Saab's GlobalEye AEW&C platform has taken a significant step towards entering the North American market, with Canada inching closer to a procurement deal that could reshape regional air defense architectures.
- Yesterday
Naval Cooperation Intensifies as Underwater Capabilities Take Center Stage
Today's wave of naval collaborations, led by Germany and the UAE, signals a heightened focus on underwater surveillance and protection as technology trends deepen. Key finding: Today's signing of a Memorandum of Understanding (MoU) between TKMS and EDGE Group for underwater surveillance and protection reflects a 30-day trend of intensifying focus on underwater capabilities, with 3 mentions today and 18 in the last month.
- 26 Sept 2026
Blackbeard Takes Flight, Accelerating Navy Hypersonics
First flight of Blackbeard hypersonic missile under F/A-18 wings marks an acceleration in U.S. Navy hypersonic capabilities. Key finding: After months of anticipation, Blackbeard hypersonic missile took its maiden flight under the wings of an F/A-18 Super Hornet, signaling a significant step towards enhanced naval strike capabilities.
Company Focus
03 / FILED- 25 Sept 2026
General Atomics: Powering Armies, Guarding Skies in August
Analysis of General Atomics: Powering Armies, Guarding Skies in August activity.
- 24 Sept 2026
M1 Support Services Soars: $21B in Army Training Wins
Analysis of M1 Support Services Soars: $21B in Army Training Wins activity.
- 23 Sept 2026
Hanwha Defense USA: Artillery & Shipbuilding Surge in August
Analysis of Hanwha Defense USA: Artillery & Shipbuilding Surge in August activity.
Analysis
02 / FILED- 2 Jun 2026
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.
- 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.
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Procurement & Contracts
Who's winning the programmes that matter — and why.
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Programme Intelligence
Deep briefings on major programmes, cost trajectories, and political risk.
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Industry Movements
Supply chain shifts, M&A, and what the primes aren't saying publicly.
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