Industrial Base Alpha

Industrial Base Alpha

This week's analysis
Featured · Oct 15, 2026⬟ Wolfspeed

⬟ Wolfspeed

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Two-tone rendering, not a photograph, of an Odys Aviation Laila drone carrying Honeywell's airborne counter-drone payload, on a plain sand background.
Autonomy

Honeywell Aerospace lands $1.5B DHS counter-UAS contract

EMS Defense Technologies, a Honeywell Aerospace subsidiary, won a $1.5 billion ceiling IDIQ contract to supply counter-unmanned aircraft systems hardware, software and services to the Department of Homeland Security.

Oct 14, 2026AnalysisHON
U.S. Army Patriot air and missile defense missile
Munitions

Army seeks CR anomaly to shield PAC-3 MSE and THAAD production from funding gap

The Army has obligated nearly all FY-26 munitions funding and requested special continuing resolution authority to protect Lockheed Martin missile production, including a seven-year PAC-3 MSE contract worth up to $58.6 billion, while the FY-27 request seeks $10.5 billion in mandatory funding for 830 THAAD interceptors.

Oct 13, 2026AnalysisLMT
Speaker on stage at an Air keynote, with the AIR enterprise readiness logo on screen, under the title Air Lands $200M Army NGC2 Software Deal.
Software

Air Books $200M DOW Contract for Army NGC2 Software Delivery

Air says it won a five-year, $200 million Department of War contract to deliver NGC2 command and control software to the U.S. Army, beginning with I Corps as the service scales the platform toward operational deployment.

Oct 13, 2026Analysis
Two-tone photo of a SIG Sauer M250 light machine gun on its bipod on a plain sand background, the gun rather than the FIRE STORM 250 drone that carries it.
Autonomy

Sig Sauer Fire Storm 250 drone completes firing test with M250 gun

Sig Sauer and Israel Aerospace Industries completed firing tests of an armed quadcopter carrying the M250 light machine gun, demonstrating target identification and engagement from the air with human operators controlling fire decisions.

Oct 13, 2026Analysis
Two-tone photo of two workers in hard hats and masks inside an Appian Capital portfolio graphite processing plant in Brazil.
Critical materials

Appian Capital plans $2.5B critical minerals push from new D.C. base

Mining investor Appian Capital Advisory opened a Washington, D.C. office and committed $2.5 billion over five years to develop rare earths, graphite and lithium capacity, hiring retired Rear Admiral John Meier to guide defense supply chain priorities.

Oct 13, 2026Analysis
Two-tone photo of the GRVTY headquarters building with the company name on its facade.
Electronics

GRVTY Secures $125M in Classified Prime Contracts in Q3

GRVTY won $125 million in classified prime contracts in Q3 to build layered defense architecture for detect, disrupt, deny and defeat operations. The award follows a $75 million Navy agreement in March.

Oct 13, 2026Analysis
Two-tone U.S. Air Force photo of a U.S. Marine Corps XQ-58A Valkyrie flying beside an F-16 chase plane, the U.S. version rather than the European U740 flight, set below the headline "Airbus and Kratos fly U740 Valkyrie drone in Europe."
Autonomy

Airbus and Kratos fly U740 Valkyrie drone in Europe for the first time

Airbus and Kratos conducted the first European flight of the U740 Valkyrie uncrewed aircraft, achieving rocket-assisted takeoff and Mach 0.8 maneuvers. The companies target a combat-ready Collaborative Combat Aircraft for German and European forces by 2029.

Oct 12, 2026AnalysisAIRKTOS
Archimedes

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AUSA It’s officially AUSA week in D.C.

⬟ Continuing Resolution

⬟ Continuing Resolution

Yesterday, the Office of Strategic Capital announced a $1.5 billion conditional loan commitment to Wolfspeed, which specializes in silicon carbide wafers critic

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