contracts

GomSpace achieves record Q4 2025 profitability with 12% EBITDA margin and 410 MSEK backlog, but negative FCF guidance and wide margin range create 2026 execution risk for European defense programs.

NATO NSPA activates first call-off orders for Parrot ANAFI UKR micro-UAVs, converting framework access to operational procurement across ~30 member states with initial Finnish Defence Forces shipments.

Orqa launches €12.7M-backed Global Manufacturing Partnership Program targeting 1M+ annual FPV drone units, but lacks named customers and verifiable production commitments.

Saildrone's Surveyor autonomous surface vessel deployment with Woolpert for NOAA seafloor mapping demonstrates commercial revenue conversion and regulatory de-risking ahead of expected Series D financing.

Evolve Dynamics' Sky Mantis tethered ISR platform offers genuine all-weather persistent surveillance capabilities, but funding constraints and lack of disclosed contracts raise supplier viability concerns for defense procurement.

SVT Robotics' SOFTBOT Platform achieves enterprise validation through DHL Supply Chain's global deployment, claiming 12x faster robot integration and strengthening the vendor's Series B positioning.

Ukraine's $35–50B drone deal proposal highlights SkyFall interceptor drones as viable counter-UAS option, while clarifying company identity confusion with US AIOps startup.

US Navy awards Gecko Robotics a $54M–$71M five-year IDIQ contract to deploy climbing robots and AI drones across 18 Pacific Fleet vessels for inspection and maintenance.

Zelenskyy's $35–50B drone export proposal creates a government-to-government pathway for Wild Hornets' counter-UAS technology, but Trump's public rejection forecloses the highest-credibility channel.