UAS

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Anduril: Company Profile security

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.

Analysis 3 min read
Boeing: Company Profile security

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.

Analysis 4 min read
Elbit Systems Ltd.: Company Profile security

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.

Analysis 4 min read
Four Years That Changed Drones Forever intelligence

Four-year Russia-Ukraine conflict accelerates drone adoption in peer warfare, reshaping NATO and allied defense procurement through 2030.

Brief 1 min read
GA-ASI & USAF Demonstrate F-22 & MQ-20 Manned-Unmanned Teaming In Joint Autonomy Exercise intelligence

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.

Brief 1 min read
Talon Blue Is The New Name For Northrop Grumman’s YFQ-48A ‘Fighter Drone’ intelligence

Northrop Grumman officially names its autonomous combat drone 'Talon Blue' (YFQ-48A) for the USAF's Collaborative Combat Aircraft program, signaling transition toward procurement consideration.

Brief 1 min read
RTX: Company Profile security

RTX's $251B backlog and autonomous systems partnerships signal a strategic pivot toward fielding AI-powered weapons at scale, leveraging its installed base of legacy hardware.

Analysis 3 min read
RTX: Company Profile security

RTX Corporation, the world's largest aerospace and defense contractor, is executing a measured pivot toward autonomous combat systems with a record $251B backlog and AI-enabled platforms like Coyote and Shield AI integration.

Analysis 4 min read
RTX: Deep Dive security

RTX Corporation dominates aerospace and defense with $80.7B revenue and a strategic pivot toward AI-enabled autonomous systems, though its partnership-dependent autonomy strategy presents structural vulnerabilities.

Deep Dive 13 min read
RTX: Deep Dive security

RTX Corporation dominates aerospace and defense with $80.7B revenue and a strategic pivot to AI-enabled autonomous systems, though its partnership-dependent autonomy strategy presents structural vulnerabilities.

Deep Dive 13 min read