defense
1978 articles tagged
Rheinmetall rides European rearmament with €40B backlog but faces autonomy gap against software-native competitors as it pursues systems integrator model.
Teledyne partners with M Subs to compete for UK Royal Navy and AUKUS undersea autonomy programs, combining sensor expertise with sovereign manufacturing capacity.
Anduril Industries has raised $6.3B and is building a 1.7M sq ft factory to scale autonomous defense systems across counter-UAS, undersea, and collaborative combat aircraft platforms.
Boeing's MQ-28 Ghost Bat autonomous combat aircraft and $682B backlog signal a credible defense robotics pivot, though financial distress metrics and competition from autonomy-native firms present execution risks.
Elbit Systems carries a $25.2B backlog and launches Dominion-X autonomous platform, but a 68.6x P/E multiple leaves little room for execution error.
Axon Enterprise's $2.1B revenue and sensor-fusion platform strategy lock in law enforcement customers while expanding into defense through counter-UAS and NATO partnerships.
Four-year Russia-Ukraine conflict accelerates drone adoption in peer warfare, reshaping NATO and allied defense procurement through 2030.
GA-ASI and USAF successfully demonstrate autonomous manned-unmanned teaming between MQ-20 Avenger and F-22 Raptor, advancing operational readiness for integrated air combat.
Construction begins on Damen's Liberty-class 60m autonomous surface vessel at Conrad Shipyard, marking the first U.S. Navy program of record for large-scale autonomous ship production.
Philippine Navy commissions $753M fleet of patrol vessels and missile boats from South Korean and Israeli shipbuilders, signaling sustained Southeast Asian demand for maritime defense modernization.