government

L3Harris wins IPMS contract for Poland's Miecznik-class frigate program, extending its maritime systems footprint into NATO's eastern flank with an estimated $100–220M contract value across three hulls.

Anduril Industries positions itself as prime contractor for the Space-Based Interceptor program under the Golden Dome homeland missile defense initiative, expanding beyond its air and maritime autonomy portfolio.

Swedish rotary-wing integrator Savback pivots toward UAM/UAS operations with partnerships in medical logistics and advanced aviation, but faces high dependency risk on external OEM certifications.

Turkish defense firm STM pivots from naval engineering toward autonomous systems across air, surface, and underwater domains, with combat-proven loitering munitions and emerging maritime autonomy capabilities.

C2 Robotics christens first US export Speartooth LUUV, signaling entry into multi-billion-dollar US Navy undersea vehicle market and validating key bull-case catalyst for the Australian defense firm.

Domino Data Lab secures $100M Navy contract for AI-accelerated mine detection in underwater drones, positioning its MLOps platform as critical defense AI infrastructure.

German munitions maker Dynamit Nobel Defence carves a niche in automated counter-mobility systems, leveraging NATO rearmament demand with its Skorpion 2 UGV platform.

Peraton, an 18,000-person GovCon integrator, positions itself in defense autonomy as a sustainment and communications backbone rather than platform builder, with a $90.7M Navy UUV contract signaling its role.