Industrial Base Alpha

Rocket Lab agreed to acquire satellite communications company Iridium for $8 billion ($54/share), combining launch, satellite manufacturing, and space services capabilities. The deal enables Rocket Lab to enter lucrative recurring revenue services market with Iridium's L-band spectrum and global constellation supporting critical communications for defense, maritime, and aviation.

Rocket Lab is acquiring satellite telecommunications company Iridium for $8 billion, combining Rocket Lab's launch and satellite manufacturing capabilities with Iridium's 66-satellite constellation and L-band spectrum for global communications services, including aviation tracking and positioning/navigation/timing capabilities.

Rafael Advanced Defense Systems secured a $2.3 billion contract to supply Spyder air defense systems to Romania, including launchers, interceptors, radar systems, and training. The deal represents Rafael's largest contract in history and includes local manufacturing in Romania with deliveries expected within 36 months.

Saab finalized a SEK 47 billion ($4.8B) contract with Poland for three A26 submarines to replace Soviet-era Kilo-class vessels, with deliveries planned through 2038. The deal includes weapons packages, training support, and €100M Saab investment in Polish subcontractors, strengthening NATO's Baltic security.

Parsons subsidiary Space Ground System Solutions secured a $245M indefinite-delivery/indefinite-quantity contract to provide software engineering, cybersecurity and IT infrastructure services for the Naval Research Laboratory's Blossom Point Tracking Facility. The facility provides command, control and communications support for spacecraft operations and has supported over 100 national security space satellites.

Quantifind raised $200M to scale its AI-native risk intelligence platform Graphyte for financial crime detection and national security operations. The funding supports international expansion and development of agentic middleware for government agencies and financial institutions.

Samsung and SK Hynix are planning approximately $1.3 trillion in semiconductor investments over the next decade to strengthen South Korea's position in AI chips and memory production. The initiative includes building new semiconductor fabrication facilities in southwest South Korea and expanding high-bandwidth memory capacity critical for AI infrastructure and data centers.

Redwood AI acquired Quantum.IQ Technologies, a post-quantum cryptography and enterprise security company, via share purchase agreement. The deal expands Redwood's capabilities in quantum-resistant cybersecurity for defense, government, and critical infrastructure customers facing future quantum-enabled cyber threats.

Vertex Aerospace secured a potential $500M Air Force contract to provide contractor logistics support for the C-12 aircraft fleet through mid-2031. Services include transportation, medical evacuation, and test support across U.S. bases and 16 countries, supporting Air Force Materiel Command and other defense organizations.

Rocket Lab is acquiring Iridium Communications in an $8 billion cash-and-stock deal, combining launch and satellite manufacturing capabilities with Iridium's global L-band LEO satellite network. The vertically integrated company will serve government, defense, aviation, maritime, and commercial markets with enhanced national security and emergency communications capabilities.

Rocket Lab is acquiring satellite operator Iridium for $8 billion, expanding its position as a space services company. The deal includes Iridium's orbital constellation and valuable spectrum assets, supporting Rocket Lab's strategy to scale space-based services for defense and commercial customers.

Mirendil raised $200M in seed funding to build AI systems designed to accelerate AI research and development. The company aims to democratize access to frontier AI R&D capabilities, with applications relevant to scientific discovery and technological innovation across domains.

True Zero Technologies selected as ninth awardee for DARPA's $350M Managed Enterprise Network Support Services contract. The company will provide technical support, product lifecycle management, and IT services for Ricoh Pro C7210x/sx commercial production printer used for DARPA research and development.

NASA awarded Rocket Lab an IDIQ task order under its $300M Venture-Class Acquisition of Dedicated and Rideshare contract to launch two space missions: TSIS-2 and PolSIR. Rocket Lab will use its Electron rockets for rideshare launches in 2027 to support critical space science and Earth observation missions.

WidePoint secured a 10-year, $3.1B IDIQ contract from DHS to provide cellular wireless managed services, including connectivity, lifecycle management, security, AI-driven data intelligence, and mission-tailored networking solutions across DHS components. The contract represents a strategic expansion of federal communications and mobility capabilities.

Firefly Aerospace acquired Space-ng, an AI-powered vision navigation and autonomous guidance company, to expand autonomous spacecraft capabilities for lunar, Mars and national security missions. Space-ng's technology was used in Blue Ghost Mission 1's lunar landing and will be integrated across Firefly's orbital vehicles and lunar landers.

Firefly Aerospace acquired Space-ng, an AI-powered vision navigation and autonomous guidance systems provider, to integrate its capabilities into Firefly's spacecraft software suite. The acquisition enables enhanced autonomous lunar landing, hazard avoidance, and orbital operations for government and commercial missions including NASA's lunar CLPS and MoonFall programs.

Askari Defence secured $9M in seed funding to accelerate development of hand-launched, autonomous interceptors for counter-UAS operations. The company has already delivered systems to government customers and raised an earlier $1.7M seed round.

GDIT secured a $71M task order potentially worth $115M from CBP to supply Relocatable Autonomous Surveillance Towers (RAST) for deployment along the southwest U.S. border. The towers use 5G networks, AI, and machine learning to autonomously identify and monitor threats, strengthening border security operations.

Strategic Mission Systems secured a potential $984M IDIQ contract to provide modernization, sustainment, and cybersecurity support for the U.S. Air Force E-4B command-and-control aircraft through 2037. Work includes engineering, software sustainment, and system integration lab expansion at multiple Air Force bases.

Lockheed Martin received a $35B undefinitized contract to scale THAAD interceptor production from 96 to 400 units annually over seven years. The award supports the DOW's Acquisition Transformation Strategy and includes a $9B investment in 20+ new manufacturing facilities nationwide.

Berlin-based defense startup Stark Defence raised €500M to expand manufacturing of loitering munitions and unmanned systems for European militaries. The round values the company at €3.5B, reflecting strong investor demand for European defense tech amid increased military spending and Ukraine-driven demand.

House Appropriations Committee approved $1.55 billion in funding to revive the E-7 Wedgetail airborne battle management program, delivering two prototype aircraft and continuing engineering and manufacturing development. The funding realignment reflects Pentagon's decision to reverse course on the program cancellation due to operational needs exposed by conflict in Iran.

Lockheed Martin secured a $35B seven-year contract to quadruple THAAD interceptor production from 96 to 400 units annually through 2032. The Pentagon contract supports defense industrial base expansion and munitions stockpile restoration following recent conflicts.

Edgewater Capital Partners sold Iten Defense, a composite armor manufacturer serving defense and law enforcement, to NP Aerospace. Iten produces protective equipment for aircraft, vehicles, maritime vessels, and personnel, making it a key defense industrial base asset for advanced protection systems.

LightBay Capital invested in Centre Technologies, a Houston-based managed IT services and cybersecurity provider serving 750+ organizations across healthcare, energy, financial services, and manufacturing. The investment supports Centre's growth in outsourced IT, cloud computing, cybersecurity, and business intelligence services.

Pentagon review recommends Congress allocate $5B over 5 years ($650M-$952M annually) in a dedicated, fenced-off Military Construction fund to modernize deteriorating RDT&E labs across services. Facilities averaging 45+ years old lack capacity for modern AI, cybersecurity, and advanced technologies critical to warfighting capability.

Innovative Defense Technologies secured a $157.2M Navy contract for automated testing and re-testing engineering services with options potentially raising total value to $749M through 2031. Work supports Navy modernization and AI integration testing under the Paladin initiative for automated test and re-test capabilities.

Boeing secured a $2B Air Force contract for the second phase of the Mobile User Objective System (MUOS) service life extension program, covering design, development, and production of two narrowband military satellite communications satellites with launch support and on-orbit testing through 2035.

General Atomics received a $20M California Competes Tax Credit to design and develop a Blanket Component Test Facility for testing full-scale fusion blanket components. The facility supports the development of commercial fusion energy technology through a public-private partnership with the U.S. Department of Energy and other collaborators.

Booz Allen Hamilton acquired Ultra I&C Mission Solutions for $720M to strengthen its defense technology portfolio with mission-critical software, encryption, and edge-compute products. The acquisition adds 220 specialized engineers and capabilities in command-and-control, secure data movement, and encrypted communications for tactical operations in contested environments.

Frankenburg Technologies opened its Riga Weapon System and Missile Assembly Factory to produce Mark I guided air defense missiles designed to counter drone threats. The facility supports the company's FieldFoundry manufacturing model for affordable, high-volume missile production, with capacity planned to reach 100 missiles/day by end-2026.

Northwood Space, a California startup developing commercial phased-array ground systems for satellite command-and-control, raised $100 million. The company is positioned to compete for U.S. Space Force contracts as the military shifts toward commercial procurement for its Satellite Control Network augmentation program.

MDA Space received a CAD $688 million contract from the Canadian Space Agency to build a replenishment radar imaging satellite for the Radarsat Constellation Mission. The satellite supports Canada's sovereign space capability and defense industrial capacity.

President Trump's administration secured $67.1B supplemental Pentagon funding including $21B for munitions stockpiles, $4B for Space Force programs (Airborne Moving Target Indication and Space Data Network Backbone), $5.1B for cybersecurity/autonomy, and $2.4B for drones. Funding supports Operation Epic Fury campaign against Iran and replenishes defense industrial base capabilities.

The Space Force awarded Boeing $2 billion to build two MUOS narrowband communication satellites to extend the constellation's operational life until 2035. The satellites will maintain tactical communications capabilities for U.S. and coalition forces, with launches planned for 2031-2032.

Missile Defense Agency awarded Lockheed Martin a $35.5 billion seven-year undefinitized procurement contract for THAAD interceptor production. Work will occur at company facilities in Dallas, Texas, with $843 million obligated at award, representing a major expansion of air defense missile manufacturing capacity.

The U.S. Space Force awarded Boeing a $2 billion contract for Mobile User Objective System (MUOS) satellites to extend service life and provide military forces with ultra-high frequency voice and data communications. This strategic investment ensures continued satellite-based communication capabilities for defense operations.

Lockheed Martin received an $8.4B contract modification from the U.S. Army to expand Precision Strike Missile (PrSM) production capacity through 2032, raising total contract value to $13.34B. Lockheed plans to invest $8-9B through 2030 across 20+ U.S. facilities to increase munitions manufacturing output and strengthen the defense industrial base.

U.S. government supplemental budget request for Pentagon operations in Iran conflict, including $21B for munitions, $5.1B for cyber/autonomy, $4B for space data network, and $2.4B for drones. Part of $87.6B total supplemental appropriation request.

FOSSA Systems secured $10.5M led by Kibo Ventures with backing from Spain's SETT to expand its sovereign satellite constellation for low-Earth orbit communications. The funding supports development of larger cubesats for sovereign communications, space-based intelligence, and dual-use government capabilities aligned with NATO innovation initiatives.

L3Harris broke ground on two advanced propulsion facilities at its Camden campus to increase PAC-3 missile production. The expansion includes 145,000 sq ft of manufacturing space with AI-powered inspection and automated casting capabilities to accelerate delivery of critical Army air defense systems.

Shield AI completed acquisition of Aechelon Technology for $12.7B, funded by $1.5B Series G round and $500M preferred equity. The deal combines Aechelon's synthetic reality and visual simulation technologies with Shield AI's Hivemind AI software to advance autonomous systems for military aircraft and manned-unmanned teaming capabilities.

Booz Allen Hamilton agreed to acquire Ultra I&C Mission Solutions, a defense tech company specializing in mission-critical software, encryption and edge-compute products for military customers. The acquisition expands Booz Allen's defense technology portfolio and will integrate Ultra's command-and-control and secure communications capabilities into the broader defense tech ecosystem.

Orbital-compute startup Sophia Space raised $7M in SAFE financing to develop and manufacture its TILE compute platform for in-orbit deployment. The funding supports R&D, team expansion, and manufacturing scale-up for edge compute hardware designed to process satellite data in space, with planned demonstration flights in 2026-2027.

Ubotica Technologies raised $11M to accelerate its orbital AI platform for maritime security and intelligence. The hardware-agnostic solution processes satellite data in orbit to detect maritime threats, addressing gaps in European maritime domain awareness and undersea cable/offshore energy security.

M-tron Industries received a $6.8M follow-on order from a DoD contractor for high-performance crystal oscillators supporting counter-UAS radar programmes. Work will continue through 2027, with systems anticipated in production past 2030.

Ondas Inc. announced USD 40M in new orders for autonomous defense systems including counter-UAS, loitering munitions, and ground systems from government and defense customers across multiple international markets. Orders reflect urgent global demand for C-UAS capabilities.

Boeing awarded $2 billion contract to design, develop, and produce two next-generation military communications satellites for the U.S. Space Force's Mobile User Objective System (MUOS) constellation. Satellites to be delivered by 2035, extending critical narrowband communications network used by troops, ships, aircraft and special operations forces.

Ubotica Technologies raised $11M to scale its Live Maritime Intelligence platform, which uses on-board AI to analyze satellite data in real-time for maritime security and threat detection. The funding enables automated orbital processing to detect vessel activity and critical infrastructure threats without ground-station delays.

The Pentagon is reallocating $1.55 billion to fund the E-7 Wedgetail airborne battle management platform for fiscal 2027, with $651M from Navy's Aircraft Procurement and $899M from Air Force classified accounts. The funding supports engineering, manufacturing, and development of two prototypes and five initial aircraft to replace the E-3 AWACS.

KBR Wyle Services won a $207M contract to provide systems engineering, software, cybersecurity and technical services for U.S. Army air- and ground-launched weapons systems at Redstone Arsenal through 2031. The cost-plus-fixed-fee contract includes $35M initial funding from FY25-26 Army and foreign military sales funds.

TTM Technologies opened a $130M Ultra-HDI printed circuit board manufacturing facility in Syracuse with $30M from the Department of War. The 215,000-sq-ft facility produces advanced PCBs for radar systems, missile defense, space sensors, and autonomous systems, creating 400 jobs and strengthening domestic defense microelectronics supply chain.

ASI Air Space Intelligence won an $875M, 12-year FAA contract to deploy FMDS and SMART platforms modernizing the National Airspace System with AI and software capabilities. The platforms will reduce delays, improve traffic flow, and increase airspace capacity through predictive modeling and operational data integration.

Lockheed Martin received an $8.4 billion ceiling increase for its Precision Strike Missile (PrSM) contract, extending the Army's procurement timeline from five to eight years through 2032. The modification supports production scaling for advanced missile systems critical to U.S. military capabilities.

SpaceX announced its first investment-grade bond sale to fund artificial-intelligence ambitions and operations. The capital raise represents a significant financing mechanism for the aerospace company's expansion of space and AI capabilities.

Shield AI completed acquisition of Aechelon Technology to enhance its autonomous defense capabilities. This acquisition supports Shield AI's Hivemind platform for unmanned systems autonomy.

Jacobs and a Wiley|Wilson-Burns & McDonnell joint venture each won five-year, $249 million Navy IDIQ contracts for architectural and engineering support services for NAVFAC Washington. Work includes design, engineering studies, environmental assessments, and infrastructure planning for Navy facilities through June 2031.

MDA Space is acquiring Blue Canyon Technologies from Raytheon in a $620M all-cash deal to strengthen manufacturing capacity in U.S. aerospace. BCT designs and manufactures spacecraft, satellite components, and mission systems, having supported 85+ spacecraft launches and multiple government/DARPA missions.

Japanese satellite reentry startup ElevationSpace raised $40M Series B to develop in-orbit transportation platforms for research and payload recovery from space stations. The company is collaborating with JAXA and targeting 2029 ISS demonstration, with applications for Mars landings and crewed spacecraft recovery.

EOS secured a $124M order for Slinger Counter-Drone Remote Weapon Systems from UAE defense provider Gen5, with manufacturing in Australia and UAE. The deal also includes a 50/50 joint venture to develop next-generation high-energy laser weapons and distribute existing systems across the Middle East and North Africa region.

Shield AI completed acquisition of Aechelon Technology, a leader in high-fidelity simulation and synthetic reality, as part of a $2B strategic financing package ($1.5B Series G + $500M preferred equity). Integration enables advanced manned-unmanned teaming capabilities and supports critical DoD platforms including the Joint Simulation Environment.

Dream raised $260M to expand sovereign AI and national cyber defense platforms for governments and critical infrastructure. The funding supports deployment of platforms like Sphere (cyber defense), Hero (AI security researcher), and Atlas (sovereign AI) across Europe, Middle East, Asia, and Americas—helping governments operate AI systems under their own authority rather than relying on foreign-owned models.

Austrian satellite propulsion startup Gate Space secured €6.3M ($7.2M) in grants and equity from the EU's European Innovation Council to accelerate industrialization of chemical propulsion systems for military and commercial satellites, including Austria's first military satellite BeaconSat launching in 2027.

Boeing secured a five-year, $880M Navy IDIQ contract for procurement, sustainment and modernization of aircrew and maintenance training systems for the P-8A Poseidon maritime patrol aircraft. Work includes development, testing, integration and delivery of new training devices with upgrades to existing trainers across multiple domestic and international locations.

MDA Space (Canadian) acquired smallsat manufacturer Blue Canyon Technologies from RTX for $620M in all-cash deal. BCT generates ~75% of revenue from U.S. defense work and will give MDA Space direct access to U.S. government defense market and ability to pursue classified contracts.

Rune Technologies won a five-year, $99M indefinite-delivery/indefinite-quantity (IDIQ) contract from the U.S. Army to provide access to its TyrOS logistics software platform. The platform supports military operations in contested environments with limited connectivity, enabling asset tracking, predictive logistics, and command-and-control functions across Army and joint force units.

MDA Space is acquiring spacecraft manufacturer Blue Canyon Technologies from Raytheon for $620 million in an all-cash transaction. The acquisition gives the Canadian space company direct access to the U.S. defense market and a strategic foothold in defense satellite manufacturing.

Leidos awarded a potential $270M contract by U.S. Customs and Border Protection to deliver up to 100 medium energy mobile systems (MEMS) for non-intrusive inspection of vehicles and cargo over five years. MEMS support border security by screening for contraband, weapons, and threats at ports of entry.

General Atomics and Anduril awarded Air Force production contracts for Collaborative Combat Aircraft (CCA) semi-autonomous drones, advancing from prototype to manufacturing. Air Force seeking ~1,000 CCAs total with ~$1B requested for fiscal 2027 procurement, part of $2.37B program request.

Twenty, an AI-enabled cyber warfare startup, raised $100M in Series B funding to expand offensive cyber capabilities for the U.S. military and intelligence community. The round brings the company to $1B valuation and $138M total funding, supporting R&D of AI-automated systems for disrupting cyberthreats.

SandboxAQ received $500M from Commerce Department's CHIPS R&D Office to develop critical semiconductor materials including PFAS-free chemicals, rare earth-free magnets, and battery technologies using AI-driven simulation platforms. The funding strengthens domestic semiconductor supply chains and reduces reliance on foreign suppliers.

IntelliWare Systems, an Agile Defense company, secured a $145M contract to provide intelligence analysis support to the FBI's Threat Screening Center. The work covers threat information sharing across federal, state and local law enforcement agencies with modernization and AI capabilities.

Twenty, a venture-backed cyber warfare startup, raised $100M Series B to build AI-enabled offensive cyber capabilities for the U.S. military and Intelligence Community. The funding supports research and engineering to industrialize cyber warfare systems that provide warfighters speed and scale to deter adversaries while maintaining human judgment oversight.

Comand AI raised €32 million Series A funding to accelerate deployment of its AI-enabled command-and-control platform across NATO and allied defense forces. The platform helps military units process information, coordinate activity, and make decisions faster across land, air, and maritime domains.

Rune Technologies received a five-year, $99M IDIQ contract from the U.S. Army for its TyrOS AI-powered predictive logistics platform. The contract enables rapid procurement across Army and joint force organizations, supporting operational readiness and mission command in contested environments.

Israeli AI and cybersecurity company Dream raised $260M at $3B valuation to provide AI and cybersecurity services to governments and critical infrastructure operators. The funding nearly tripled the company's valuation from $1B in February 2025.

Private equity firm EQT is acquiring Exolaunch, a satellite rideshare launch services provider that has coordinated launches for over 790 satellites. The deal supports Exolaunch's expansion to meet growing demand for launch capacity and acquire additional launch vehicles to serve smallsat constellation operators.

The Pentagon's Office of Strategic Capital signed two conditional loans totaling $1.2 billion: $725M to Energy Fuels for rare earth separation and metallization facility, and $500M to Phoenix Tailings for a 'Freedom Facility' to process rare earth minerals. Funding supports domestic supply chain resilience for permanent magnets critical to defense weapons production.

The DoD Office of Strategic Capital provided a $725M loan to Energy Fuels to expand rare earth separation and metallization capabilities at its White Mesa Mill in Utah and establish a new U.S.-based rare earth processing facility, supporting critical minerals supply chain security.

DARPA awarded SecuriGence a $121 million contract modification to extend IT multi-network support services, bringing the total cumulative value to $816 million since 2021. SecuriGence, now owned by Chenega, provides cybersecurity, software engineering, and cloud computing services to DOD and intelligence community clients.

SpaceX is acquiring AI coding platform Cursor (via parent Anysphere) for $60B in stock to expand frontier AI capabilities and integrate Cursor's software expertise with SpaceX's compute infrastructure and space-based systems, including orbital AI satellites and the Colossus supercomputer.

Empower AI secured a five-year, $255.4M recompete contract from DISA to provide enterprise IT support services for the Pentagon and National Capital Region. The award emphasizes AI-enabled automation to improve service delivery, reduce manual workloads, and accelerate issue resolution for critical defense IT operations.

Katalyst Space raised $12M to develop NEXUS, a GEO-capable robotic servicing spacecraft for in-space satellite servicing missions. The funding supports development of capabilities for orbital refueling, inspection, and life-extension services, with applications for US Space Force and commercial satellite operators.

Lockheed Martin secured a $514 million U.S. Space Force contract to build GPS IIIF Space Vehicles 23 and 24. These next-generation satellites feature enhanced anti-jamming capabilities, military protection features, and improved accuracy for critical military and civilian positioning, navigation, and timing services.

U.S. State Department approved a $1.5 billion Foreign Military Sale to Austria for 12 UH-60M Black Hawk helicopters with engines and defense systems. Lockheed Martin's Sikorsky division is the principal contractor with GE Aerospace supplying engines and integrated defense systems.

USAF awarded landmark contracts to General Atomics and Anduril for Collaborative Combat Aircraft (CCA) development, the service's first major autonomous aircraft program. The Air Force also awarded separate contracts to six companies for mission autonomy software. CCA is a key component of NGAD and aims to field 1,000 combat-capable platforms by decade's end.

Katalyst Space Technologies raised $12M to develop Nexus spacecraft for geosynchronous orbit satellite servicing. The mission will support U.S. Space Force space domain awareness and national security operations before expanding to commercial customers, demonstrating critical robotic servicing capabilities for orbital infrastructure.

U.S. Air Force awarded Dell Federal Systems $1.44 billion to renew Microsoft Enterprise License Agreement for 365 E3/E5 and F-series products through April 2029. The contract supports Air Force technology modernization and operational continuity for defense operations.

GALT Aerospace acquired North Star Scientific, a Hawaii-based defense electronics company specializing in high-reliability communications, radar, and RF systems. The acquisition expands GALT's C3ISR capabilities supporting major U.S. military platforms including E-2D Hawkeye, E-3 Sentry, and EA-18 Growler.

Parsons received a $184M Navy contract to support the Intelligence Carry-On Program (ICOP), a portable intelligence system enhancing battlespace awareness and tactical decision-making. The single-award IDIQ contract expands Parsons' defense portfolio supporting naval modernization and operational capabilities.

Gilat Satellite Networks is acquiring Comtech Telecommunications' Satellite & Space Communications segment for $157.5M to expand defense and space communications capabilities. The acquisition includes satellite ground systems for GEO, MEO, and LEO constellations and strengthens Gilat's position in defense satellite networking.

Space Force awards Lockheed Martin $514M contract to build two GPS IIIF satellites (SVs 23 and 24) with enhanced anti-jamming capabilities and M-Code military protection for contested environments. Contract supports modernization of aging GPS constellation assets.

Optera raised £3M ($4M) to relocate from Australia to the UK and expand its engineering team for space domain awareness (SDA) and dual-use neuromorphic sensing applications. The neuromorphic sensors use low-power processing to identify and track fast-moving objects for on-orbit intelligence gathering, directly supporting UK sovereign space and defense capabilities.

Ent raised $100M in seed funding for its AI-powered endpoint security platform designed to prevent insider threats, govern AI usage, and stop attacks in real time. The company is already deployed with defense sector customers and aims to shift security from reactive detection to proactive prevention.

Pegasus Tech Ventures and CYBERDYNE launched a $60M corporate venture fund focused on Physical AI, robotics, and healthcare automation. The fund will invest in startups developing human-cyber-physical systems with applications in automation, healthcare, and intelligent systems relevant to defense-adjacent autonomous and robotic technologies.

Israel Innovation Authority grants $1.5M to Insignito for two-year development of DUMBO acoustic sensor system for drone detection and classification. DUMBO provides counter-UAS capability for critical infrastructure and strategic site protection using advanced microphone arrays.

Foundation Alloy raised $22M Series A to scale production of solid-state metal alloys for defense, aerospace, and automotive applications. The startup's technology produces superior metals for military drone parts and other high-performance components requiring both heat and mechanical stress resistance.

Umbra Space secured a multi-year, multi-million dollar agreement with a government customer in Asia to deliver high-volume, high-resolution synthetic aperture radar (SAR) imagery for critical missions. This represents expansion of Umbra's remote sensing capabilities in the Asia-Pacific region for government situational awareness operations.

Dawn Aerospace closed a $25M Series B to scale satellite propulsion systems, in-space refueling technology (Loop), and Aurora suborbital spaceplane development. The capital-efficient company addresses national security needs in space transportation and hypersonics testing for U.S. and allied defense capabilities.

The Defense Department's Office of Strategic Capital provided a conditional $500M loan to rare earth element processor Phoenix Tailings for facility expansion and construction. The investment supports domestic industrial base resilience and reduces dependence on foreign sources of critical materials.

Mach Industries secured a Defense Innovation Unit contract as aircraft integrator for the Navy's Runway Independent Maritime Expeditionary Strike (RIMES) program to develop long-range, runway-independent drones for deployment on surface combatants. The program focuses on autonomous systems capable of strike and re-arm operations without large flight decks.

Dawn Aerospace secured $25M Series B to accelerate development of its Aurora spaceplane and conduct in-space refueling demonstrations. The funding supports hypersonic defense applications and satellite refueling infrastructure, with CEO noting expansion into defense markets including hypersonics.

The U.S. Navy awarded Castelion a $23.4M firm-fixed-price order for production and delivery of 50 Blackbeard hypersonic strike weapon prototypes and associated containers. This marks the first delivery order for low-cost hypersonic weapons and exercises Castelion's expanding production capacity at its Project Ranger manufacturing campus in New Mexico.

Navy awards Lockheed Martin potential $2.29B IDIQ contract for F-35 Lightning II sustainment and support services worldwide. Work includes site activation, technical support, and fleet management through December 2028.

Amazon Web Services secured a potential $2.56B DHS contract for commercial cloud services including PaaS, SaaS, professional services and training support across DHS components through the Cumulus cloud acquisition program.

DLA issued RFP for 7-year IDIQ contract covering SAP RISE cloud services, ERP hosting, and managed support services. Contract aims to modernize defense logistics systems through cloud migration from on-premise platforms.

Gilat Satellite Networks is acquiring Comtech's satellite ground infrastructure, troposcatter systems, and space communications equipment for $157.5M. The deal includes anti-jam tactical modems for U.S. Army and Air Force, strengthening Gilat's defense business from 25% to 40% of revenue.

U.S. Space Force awarded Lockheed Martin a $514M contract to manufacture two additional GPS 3F satellites (vehicles 23 and 24). GPS 3F is next-generation military navigation constellation with enhanced resilience against jamming and electronic threats, including Regional Military Protection capability for encrypted M-Code signals in contested environments.

Honeywell completes spin-off of its $17.5 billion aerospace business into an independent public company. The separation creates Honeywell Aerospace as a standalone defense and aerospace supplier, strengthening focus on mission-critical systems and technologies.

SpaceX's historic $75B IPO funds continued expansion of space launch services and Starlink satellite internet. The company supports critical national security missions through Space Force NSSL contracts and recently acquired xAI to integrate AI with space infrastructure.

Woven Solutions acquired Insignis, a systems engineering and software development provider for critical cyber operations. The deal enhances Woven's technical capabilities and workforce to better serve government cybersecurity and national security missions.

Multiple-award IDIQ contract for 59 companies including Leidos, Lockheed Martin, and IBM to modernize naval maintenance and logistics IT systems. Work covers five functional areas to improve data integration and accelerate software capabilities for fleet readiness through 2031.

KBR secured a 5-year IDIQ contract to support NOAA's National Weather Service by procuring weather and environmental data from nonfederal networks including weather stations, radar, aircraft and marine observation systems for forecasting missions.

Five-year Navy contract for engineering, technical, logistics and programmatic support for electronic warfare systems. Award covers depot-level sustainment and modernization activities for electromagnetic warfare capabilities used by U.S. Navy and joint force.

10-year contract for cloud-based HR platform to modernize federal workforce management, supporting 2M civilian employees across government agencies with end-to-end HR lifecycle capabilities and FISMA compliance.

Hubbell acquires NSI Industries, a provider of electrical components including connectors, conduit fittings, and lighting controls used in industrial, infrastructure, and commercial applications with exposure to power utilities and data centers.

Military-focused spacecraft company going public via SPAC to build highly maneuverable Ranger vehicles for U.S. Space Force reconnaissance missions. Funds will build manufacturing facilities producing one spacecraft per quarter by 2028.

Exit of medical device manufacturer specializing in minimally invasive surgical consumables and biomedical textiles. Riverpoint's proprietary coating technologies and surgical fibers have potential dual-use applications in defense medical systems.

U.S. Navy awarded Castelion a $23M firm-fixed-price contract to produce and deliver 50 Blackbeard hypersonic weapons prototypes and storage containers. Part of SBIR Phase III effort to advance low-cost, rapidly deployable hypersonic strike capabilities for the Navy and Marines.

Contract covers operation, maintenance and modernization of Hawthorne Army Depot through 2046, including ammunition demilitarization and supply depot operations. Critical for US ammunition production capacity and defense industrial base modernization.

SpaceX's massive IPO will fund orbital data centers combining space launch capabilities, satellite internet, and AI compute infrastructure. The plan requires reusable rockets, new chip foundry, and rapid satellite production to compete in enterprise AI markets.

Contract covers operation, maintenance and modernization of Hawthorne Army Depot, plus ammunition demilitarization and supply depot operations through 2046, strengthening U.S. munitions production capabilities.

Foreign Military Sale of 70 AIM-120C-8 Advanced Medium Range Air-to-Air Missiles plus technical support to enhance South Korea's air defense capabilities. RTX serves as prime contractor for the weapons system sale.

Bain Capital acquiring majority control of aerospace supply chain distributor FDH Aero from Audax, which retains minority stake. FDH distributes hardware, electronics, and consumables to aerospace and defense OEMs and aftermarket customers across 15 countries.

10-year IDIQ contract for Air Education and Training Command base operations support including resource management, communications/IT, maintenance, and logistics across 11 Air Force installations. Contract sustains installation readiness and mission support capabilities.

Contracts to build first two operational PTS-G satellites for secure military communications in geosynchronous orbit, launching 2028. Part of broader $2B Protected Tactical SATCOM program to replace Advanced Extremely High Frequency constellation.

Marine special operator-founded startup raised funding to build AI tools trained on combat-specific data for faster battlefield decision-making, targeting military users with specialized defense applications.

SAIC secured a key role on Air Force contract to develop digital infrastructure for Advanced Battle Management System (ABMS), focusing on DAF Battle Network and CJADC2 operations with networking, cloud and data-sharing capabilities for multi-domain command and control.

Arcline acquired the 121-year-old general aviation piston engine manufacturer from Chinese state-owned AVIC subsidiaries. Continental designs and manufactures aircraft engines for general aviation with significant aftermarket revenue streams supporting global customers.

PE acquisition of space infrastructure contractor serving NASA and DoD with 30-year track record at Kennedy Space Center and Space Force bases. Company builds launch pads, spacecraft processing facilities, and ground systems for Artemis program and national security missions.

Contract awards to build first two operational PTS-G satellites for protected tactical communications in geosynchronous orbit, launching in 2028. Part of broader effort to replace Advanced Extremely High Frequency constellation with anti-jam capabilities.

SAIC secured a key role on a $192M Air Force contract to develop digital infrastructure for the Advanced Battle Management System (ABMS). Work supports the DAF Battle Network and CJADC2 operations with networking, cloud, and data-sharing capabilities for multi-domain command and control.

Raytheon investing $100M to expand Portsmouth facility for LTAMDS radar testing and Patriot GEM-T missile production. Supports next-gen air defense systems including hypersonic weapon detection capabilities for US Army and international customers.

Funding to develop orbital data center constellation of smaller satellites for AI inference workloads. Plans demo mission in 2027 and first satellite launch in 2028, targeting eventual constellation of 100,000+ satellites for space-based computing.

Acquisition takes the 121-year-old general aviation piston engine manufacturer private from Chinese state-owned AVIC subsidiaries. Continental designs and manufactures aircraft engines for general aviation with significant aftermarket revenue streams.

PE acquisition of space infrastructure contractor serving NASA and DoD with 30-year track record. Company builds launch pad infrastructure at Kennedy Space Center and other military space facilities. Will serve as platform for additional space/defense acquisitions.

Bain Capital acquires majority stake in aerospace supply chain distributor FDH Aero from Audax, which retains minority interest. FDH distributes hardware, electrical products, and consumables to aerospace and defense OEMs and aftermarket customers globally.

Strategic investment establishes JP Donovan as Godspeed's platform for space infrastructure, expanding capabilities in construction, engineering, fabrication and precision machining for government and commercial space programs including NASA's Artemis program.

Contract supports chemical and biological threat detection and soldier protection efforts under Army's SBIR Phase III program. Work focuses on enhancing detection capabilities and strengthening protection for military personnel through 2031.

Merger will fund production of Ranger spacecraft platform for national security missions and expand manufacturing operations including a facility in Tulsa, Oklahoma. Quantum Space develops maneuverable spacecraft for contested orbital environments.

UK startup developing very low Earth orbit satellites for enhanced imagery and communications. Former UK Joint Forces commander advisor notes VLEO will support national security missions alongside commercial applications.

State Department approved Kuwait's request for nearly $2B in Anduril counter-UAS platforms following Iranian drone attacks. Sale includes electronic and kinetic defeat capabilities, training, and C2 systems to counter current and future threats.

US State Department approved Kuwait's request for nearly $2B in counter-UAS platforms from Anduril, including electronic and kinetic defeat capabilities, following Iranian drone attacks on Kuwait infrastructure.

Acquisition of 43,000 sq ft facility from Arcade Technology to support domestic drone production and defense technologies. Part of company's strategy to become vertically integrated manufacturer serving federal, defense, and homeland security markets.

Contract provides for purchase of all up rounds with containers, test hardware, and support items for Joint Strike Missile program, with operational testing planned for October 2027.

Honeywell-backed trapped-ion quantum computing company goes public at $60/share. Government validation includes $100M Commerce Dept grant as US treats quantum as strategic national infrastructure for defense applications.

Contract modification supports SPY-6 air and missile defense radar production and integration, including upgrades for Arleigh Burke destroyers and international sales through Foreign Military Sales program.

Funding will scale production of spacecraft, propulsion systems and orbital maneuvering capabilities. Company develops Mira precision spacecraft, Helios kick stage, and Caravan rideshare services for military and commercial space operations.

PDW acquires RF and communications specialist Vanteon to enhance tactical communications capabilities for next-generation small unmanned aircraft systems. Deal brings 40+ engineers with expertise in software-defined radios and embedded systems to support defense missions.

German defense giant Rheinmetall divests struggling automotive unit to Munich investment firm, completing strategic pivot to pure-play defense focus as European military spending surges post-Ukraine war.

Neo4j acquiring GraphAware to deliver AI-driven, graph-powered intelligence analysis platform for government agencies. Combined offering provides open standards alternative to Palantir Gotham for collaborative investigations and decision intelligence.

PDW acquires RF and communications engineering firm Vanteon to strengthen next-generation drone capabilities and mission-critical connectivity. Brings 40+ engineers with deep RF design and software-defined radio expertise to PDW's vertically integrated platform.

Funding will accelerate development of robot foundation models that generalize across thousands of form factors and tasks. Led by ex-DeepMind researchers, Generalist focuses on dexterous manipulation for commercial applications including assembly and manufacturing work.

Dual acquisition of defense connector manufacturer Omnetics and torque sensor maker MagCanica. Omnetics makes critical micro-connectors for aerospace/defense platforms, MagCanica produces non-contact sensors for military turboshaft engines including Army/Navy programs with Lockheed Martin.

Acquisition of Green Circuits, a provider of high-complexity printed circuit board services to aerospace and defense, medical, and industrial sectors. Company serves defense contractors with quick-turn PCB assembly capabilities from 60,000 sq ft California facility.

PDW has acquired Vanteon, a Rochester-based electronics engineering company specializing in advanced communications, RF engineering, and software-defined radio development. The acquisition adds ~40 skilled engineers and strengthens PDW's ability to integrate communications as core differentiator in autonomous systems operating in contested environments with jamming and spectrum denial threats.

Funding will support hiring and manufacturing growth to build in-space mobility infrastructure including vehicles, propulsion systems, and operational architecture for spacecraft movement after launch. Company has flown three missions and secured hundreds of millions in government and commercial contracts.

Impulse Space raised $500M Series D to build in-space mobility infrastructure for the space economy. The company develops high-thrust spacecraft like Mira for payload deployment and orbital transfers, supporting defense and commercial space missions with advanced propulsion capabilities.

Valiant Solutions acquired BreakPoint Labs, adding AI-enabled cyber operations, adversarial threat emulation, and DevSecOps capabilities. Strengthens Valiant's cybersecurity platform for federal and national security customers, marking second acquisition this year.

OMNI acquired Nara Logics to expand AI capabilities for Department of Defense and federal customers. The deal adds Nara's explainable Synaptic Intelligence Platform to OMNI's portfolio of mission-critical data platforms serving classified networks.

KBR secured an $8B, 20-year contract to provide logistics, infrastructure and scientific mission support for U.S. Antarctic Program operations, maintaining America's strategic research presence and operational capabilities in Antarctica.

Five-year investment to accelerate quantum computing R&D, manufacturing scaling, and delivery of fault-tolerant quantum systems by 2029. Critical for defense quantum applications and national security technology leadership.

Acquisition combines cybersecurity and counter-drone capabilities, creating Luxembourg's first defense unicorn. Deal brings together cyber defense with combat-tested C-UAS technology deployed in Ukraine and Middle East, addressing unified threat surface.

IBM's five-year investment supports quantum R&D, manufacturing scaling, and delivery of fault-tolerant quantum systems by 2029. Critical for defense applications as quantum computing enables breakthrough capabilities in cryptography, simulation, and optimization.

Creates Luxembourg's first defense unicorn by combining cyber defense capabilities with combat-tested counter-UAS technology. Deal addresses growing overlap between cyber threats and drone threats in modern warfare.

Air Force budgets $213M for CV-22 fleet improvements including new proprotor gearboxes with X-53 Triple-Melt Steel to address critical failures that caused fatal crashes. Part of $1.12B Pentagon-wide V-22 investment.

Air Force contracts GE and Rolls-Royce to advance engine designs for medium-thrust autonomous collaborative platforms that will operate alongside piloted aircraft in contested environments, supporting the military's shift toward autonomous airpower.

Report estimates $10-11B needed to establish independent U.S. Cyber Force with 20K+ personnel to better organize, train and equip military cyber capabilities currently spread across services and CYBERCOM.

Defense and commercial optics provider LightPath raised $50M through primary stock offering for working capital, investments, acquisitions, and general corporate purposes. Company serves defense markets with next-generation optics and imaging systems.

Funding supports AI safety research, compute infrastructure, and expansion of Claude AI models. Company works with government partners on cybersecurity through Project Glasswing, identifying vulnerabilities and strengthening cyber defenses for defense applications.

Funding will support hiring 200 employees and building/testing space vehicles including Mira platform for U.S. Space Force and Helios satellite deployment system. Company focuses on in-space mobility solutions for national security applications.

Acquisition of marine services provider that manufactures aluminum vessels for military, law enforcement, and commercial customers. Expands Tallvine's North American marine infrastructure platform with West Coast operations including vessel manufacturing capabilities.

Data security company Cyera raises funding to expand its platform that helps enterprises safeguard data from AI-weaponized attacks. The company serves one-fifth of Fortune 500 and has tripled revenue, making it valuable for protecting critical defense and enterprise data infrastructure.

Tallvine acquired Lind Marine, which provides marine services including dredging and manufactures aluminum vessels for military, law enforcement, and commercial customers through its Moose Boats division. Part of Tallvine's North American marine infrastructure platform expansion.

Data storage security company raising funds to protect enterprise data from AI-weaponized attacks. With Fortune 500 customers and $150M ARR, the platform addresses critical cybersecurity needs for defense contractors and government agencies handling sensitive data.

Acquisition will create lunar platform spanning full arc of operations including surface delivery, power systems, and habitation to support NASA's Artemis program and establish permanent U.S. lunar presence by 2028.

First platform investment from Periscope's $370M third fund into cashless card systems for entertainment venues. RFID-based payment technology serves 800+ customers across 3000+ arcade and entertainment locations.

Task order for baseline sustainment and obsolescence support of MUOS satellite communications ground segment. Continues GDMS' long-running role supporting military satellite communications with potential $294.9M total value through 2031.

Contract modification supports sustainment requirements for Army, Air Force, Navy and Marine Corps aircraft through supply chain management, engineering and depot support services through September 2027.

SpaceX awarded $4.16B other transaction authority agreement to develop Space-Based Airborne Moving Target Indicator (SB-AMTI) program, creating space-based sensing layer to track airborne threats globally with constellation deployment by 2028.

Coast Guard planning $100M contract for program management and analytical support services to advance modernization, governance and transformation efforts within the service's systems enterprise under Force Design 2028 initiative.

Motorola acquiring Israeli counter-drone company D-Fend Solutions to expand into airspace security market. D-Fend's RF-based technology can take control of unauthorized drones and safely land them, addressing growing public safety and infrastructure protection needs.

Seoul-based rocket startup developing small satellite launch vehicles using kerosene-oxygen propulsion. Successfully launched UNA EXPRESS-I from Korean soil in 2025, targeting orbital missions and eventual partnerships with Korean aerospace defense firms.

Defense tech startup developing five autonomous vehicles including drones and strike aircraft, recently won DoD contract for Navy strike aircraft and acquired rocket motor company Exquadrum to control supply chain.

UAE defense conglomerate EDGE Group establishes European arm with Paris headquarters and Bordeaux manufacturing facility to build sovereign defense capability through technology-first industrialization and partnerships with European firms.

Pentagon's Global Support Solution Reset seeks $13.7B over FY26-31 to address declining F-35 readiness rates, which dropped from 38% to 25% mission capable. Funding aims to boost spare parts supply, manage corrosion, and improve sustainment of the troubled stealth fighter program.

Polish Ministry of Defence awarded contracts worth $16.5B to domestic defense companies for infantry fighting vehicles, howitzers, and military vehicles, funded by EU's SAFE loan program. Deals aim to boost Poland's defense production capacity for both domestic needs and export sales.

Contract covers development and testing of AI/ML capabilities to process massive datasets and support scalable infrastructure for next-generation military operations through 2029.

UK-based Computacenter acquired Government Acquisitions Inc., a federal IT services provider with 35+ years supporting US agencies. GAI will operate as specialized federal business unit, expanding Computacenter's US government market presence with AI, cybersecurity and digital transformation capabilities.

Navy's $350M multiple-award IDIQ contract supports intelligence, surveillance, reconnaissance systems, information operations, and cybersecurity missions through 2033. Work includes systems engineering, hardware/software development for multidomain ISR capabilities from seabed to space.

Contract to build satellite constellation for Space-Based Air Moving Target Indication program, tracking airborne targets from orbit by 2028. Part of multidomain architecture to counter adversary anti-access systems and provide sustained battlespace awareness.

SpaceX received $4.16B for missile/air defense satellites and $2.29B for LEO communications network. Contracts boost company ahead of planned IPO and highlight government dependency representing 20% of 2025 revenue.

BAE Systems awarded Army contract for Soft Kill Active Protection System using ROOK technology to defeat missiles and drones through electronic warfare. First phase supports further development of TERRA RAVEN and Stormcrow defense systems for ground vehicle protection.

Contract covers 298 Lynx combat vehicles, Skyranger air defense systems, ammunition and naval vessels. Rheinmetall will expand Romanian manufacturing capacity with hundreds of millions in investment. Deliveries 2028-2030 under EU SAFE program.

Palo Alto Networks acquired Portkey to strengthen its Prisma AIRS AI security platform, providing centralized governance and control for enterprise AI interactions. The deal advances capabilities to secure autonomous AI agents and production-scale deployments.

Major defense contract for combat vehicles, air defense systems including Skyranger C-UAS, ammunition and naval vessels under EU SAFE programme. Rheinmetall will expand Romanian manufacturing capacity with technology transfer, deliveries 2028-2030.

Rocket Lab acquired Motiv Space Systems to expand space robotics capabilities for Mars exploration and orbital infrastructure. Motiv brings 50 employees and expertise in robotic arms, actuators, and precision drive electronics for spacecraft systems and scientific instruments.

Dell Federal Systems secured a $9.69B blanket purchase agreement from the U.S. Navy under the Department of War's Enterprise Software Initiative to provide Microsoft software licenses, cloud subscriptions, and IT services across DOW, intelligence community, and Coast Guard.

Proceeds will fund next-generation drone delivery platform and expand commercial operations across food, retail, and healthcare. Company is only operator with FAA Type Certification for drone delivery platform.

8VC invested in Saris AI, which automates complex back-office workflows for financial institutions using agentic AI. The platform operates natively across legacy banking systems and has shown $28M annual ROI at trillion-dollar institutions, positioning itself as a control plane for financial operations.

Saris AI automates complex back-office workflows for banks and credit unions using agentic AI that operates across legacy financial systems. The platform has demonstrated $28M annual ROI at trillion-dollar institutions by dramatically reducing workflow execution times and processing costs.

Contract funds flight testing of Quarterhorse unmanned aircraft to provide data for future high-speed military aircraft concepts. Company aims to reach Mach 3 speeds by 2027, supporting DOD's hypersonic technology development priorities.

SpaceX secured a $2.29B Space Force contract to develop the SDN Backbone, a proliferated LEO satellite constellation providing secure, high-speed military communications worldwide. Must deliver fully operational prototype by end of 2027.

NASA awarded contracts for lunar terrain vehicles and cargo delivery services to support sustained Moon Base operations and Artemis missions. Astrolab ($219M), Lunar Outpost ($220M), Blue Origin ($188M), and Firefly received awards for rover development and lunar surface operations by 2028.

Booz Allen completed acquisition of Defy Security to deliver technology-driven cybersecurity platforms across federal and commercial markets, combining end-to-end cyber capabilities including Vellox platform for faster threat detection and response.

Army increases M-SHORAD RDT&E budget from $296M to $461M for FY27 to integrate new capabilities including Next Generation Short Range Interceptor, directed energy upgrades, and mobile air defense systems to counter UAS and aerial threats.

Contract supports Army's 15-year modernization plan to transform depots, arsenals and ammunition plants into advanced, digitally connected manufacturing environments. Work includes enterprise solutions development, systems integration and innovation acceleration.

DTC acquired Adaptive Dynamics to expand anti-jamming and interference mitigation capabilities for tactical communications in contested electromagnetic environments. The deal strengthens DTC's spectrum resilience offerings for defense operations across land, maritime and airborne missions.

Combined contract to develop and deliver spacecraft for Protected Tactical Satellite-Global program. Supports secure satellite communications for tactical forces in contested environments through 2029.

Army's massive C-sUAS investment covers kinetic/non-kinetic interceptors, directed energy weapons, and portable handheld systems to counter small drone threats. Includes $111M for 800 Raytheon Coyote interceptors and $66M for laser systems development.

Contract for SpaceX's militarized Starshield satellites to create backbone of Space Data Network, providing global tactical communications and broadband services for joint force with fully operational prototype by end of 2027.

Funding will accelerate Shield AI's autonomous systems development including V-BAT drones and Hivemind AI pilot. Aechelon acquisition adds simulation capabilities to close the loop on AI pilot training and testing for advanced aircraft systems.

Rocket Lab acquired Motiv Space Systems, a Mars-proven robotics company, to gain end-to-end Mars mission capabilities and precision mechanisms for next-generation space infrastructure including orbital data centers and national security applications.

Shield AI announced $2B funding round and planned acquisition of Aechelon to accelerate AI pilot development through simulation. Funding supports scaling V-BAT drone deployment globally and advancing X-BAT autonomous aircraft program for next-generation airpower capabilities.

Rocket Lab acquires Motiv Space Systems to gain Mars-proven robotics and precision mechanisms for planetary missions and space infrastructure. Brings 50-person team and capabilities for national security applications in contested environments.

Rocket Lab acquired Motiv Space Systems (now Rocket Lab Robotics) to gain Mars-heritage robotics and precision mechanisms for planetary missions, orbital data centers, and constellation manufacturing. Adds 50-person team and Pasadena facilities for end-to-end space mission capabilities.

Rocket Lab acquired Motiv Space Systems, now rebranded as Rocket Lab Robotics, to gain Mars-proven robotics and precision mechanisms for planetary missions and space infrastructure including orbital data centers.

CHIPS Act funding to accelerate US quantum computing development through domestic manufacturing foundries and utility-scale quantum systems. IBM receives $1B for Anderon quantum foundry, supporting national quantum technology leadership and industrial base.

Five-company IDIQ contract for Navy's Automated Digital Network System production, modernization and sustainment. Supports tactical wide area network capabilities across Navy surface ships, submarines, aircraft and shore facilities through 2034.

Contract provides product support integration services for F-16 Avionics Intermediate Shop program, covering sustainment, modernization and lifecycle support for avionics testing infrastructure used to maintain F-16 fighter aircraft readiness.

SpaceX filed SEC registration for IPO on Nasdaq under ticker SPCX, with Goldman Sachs and other major banks as underwriters. The space company reported $18.67B in 2025 revenue and holds major national security launch contracts with U.S. Space Force worth over $900M.

Five-year basic ordering agreement for sustainment engineering and logistics services for expeditionary radar programs, including G/ATOR systems that track drones and cruise missiles. Supports Marine Corps radar modernization efforts through 2031.

Acron Technologies acquired Sightline Intelligence, which develops AI-enabled onboard video processing technology for unmanned aerial, ground, and maritime defense systems. The acquisition expands Acron's mission systems capabilities for aerospace and defense applications.

Three-year IDIQ contract for deployment of AI-enabled counter-UAS systems including Merops interceptors, Bumblebee quadcopters, and Hornet strike drones. Systems proven effective against Iranian Shahed drones in Ukraine conflict.

Funding will accelerate development of fault-tolerant, utility-scale quantum computing systems using neutral-atom technology. Investment supports U.S. leadership in quantum technologies and includes in-house component development and supply chain partnerships.

Contract to design, manufacture, integrate and operate two geostationary satellites hosting Heimdall space domain awareness payloads. Extends Rocket Lab's mission model into GEO orbit and enhances Space Force's ability to track objects in the GEO belt.

Contract to design, manufacture and operate two geostationary satellites hosting Heimdall space domain awareness payloads for tracking objects in orbit. Expands Space Force's surveillance capabilities in critical GEO environment 22,000 miles above Earth.

Red Cat acquired Quaze Technologies to add wireless power transfer capability to its all-domain drone and robotic systems. The acquisition addresses a critical barrier to robotic autonomy by enabling systems to recharge without manual battery swaps or precise connectors, extending mission duration in contested environments.

Air Force requesting $1.5B to fund E-7A Wedgetail airborne battle management aircraft in FY27, with production of 7 aircraft planned for FY28. Built by Boeing to replace aging E-3 AWACS fleet, program was previously zeroed out but reinstated under larger defense budget.

Sweden selected France's Naval Group to supply four FDI frigates in deal worth ~$4.2B, representing one of Sweden's biggest defense investments since Gripen fighter jets. Deal will triple Sweden's air-defense capabilities amid serious security situation.

Three-year IDIQ contract to deploy low-cost drone interceptors including Merops, Bumblebee, and Hornet systems for battlefield air defense. Features AI-enabled detection, tracking and targeting technologies to protect warfighters from adversary unmanned systems.

Pentagon contract to accelerate procurement of AI-enabled counter-drone systems including Merops interceptors, Bumblebee quadcopters and Hornet strike drones. Part of billion-dollar Drone Dominance initiative to counter threats demonstrated in Ukraine conflict.

Three-year contract for AI-enabled counter-drone systems including Merops interceptors, Bumblebee quadcopters, and Hornet strike drones. Part of Pentagon's billion-dollar Drone Dominance initiative to counter threats demonstrated in Ukraine conflict.

Army exploring $99M contract vehicle to accelerate commercial technology testing and fielding for special operations forces. Program aims to speed up acquisition of training tools, hardware, software, and mission support services.

Mach Industries acquired solid rocket motor startup Exquadrum for $50M to vertically integrate supply chain and solve critical bottlenecks in munitions production. Deal includes 85 employees, IP, and 70K sq ft facility in Victorville, CA.

Acquisition adds 44 antennas and deep space communications capabilities to support lunar and cislunar operations. Expands Intuitive Machines' integrated space-to-ground network for government and commercial space missions including NASA's Artemis program.

Air Force Research Laboratory releases draft solicitation for revived $10B AMAC contract supporting R&D in air/space tech, cybersecurity, electronic warfare and multi-domain operations. Contract includes 5-year base with three 1-year options to accelerate emerging capabilities delivery.

Contract to develop Enhanced Protected Tactical Satellite Communications prototype for military operations in contested environments. Features advanced antennas and onboard processing to counter jamming, supporting Space Force modernization efforts.

Acquisition adds 44 antennas and deep space communications capabilities to support lunar and cislunar operations. Deal strengthens integrated space-to-ground network for government and commercial customers including NASA Artemis missions.

Air Force Research Laboratory revived its $10B AMAC contract vehicle supporting unclassified R&D for Air Force and Space Force across air/space technologies, cybersecurity, electronic warfare and multi-domain operations. The 5-year base with 3 option years accelerates emerging capability delivery.

Contract for Enhanced Protected Tactical Satellite Communications prototype to strengthen military communications in contested environments where adversaries may jam signals. Uses advanced antennas and onboard processing for Protected Tactical Waveform with deployment targeted for fiscal 2030.

Artemis acquired Optikos, which develops optical, opto-mechanical, and opto-electrical systems used in defense optics, semiconductor inspection, and other applications. The 90+ employee company serves aerospace, defense, and industrial sectors with precision optical engineering and metrology services.

ENERCON provides engineering services to 90% of US nuclear plants and federal energy programs including DOE and NNSA. Will merge with Arlington's Pond & Company to create 2,700-employee platform serving nuclear power, defense facilities, and critical infrastructure amid rising power demand from AI and national security priorities.

Phase 1 of integrated drone manufacturing hub featuring 23 industrial sheds for drone companies, R&D labs, and training centers. Project aims to strengthen India's indigenous drone ecosystem and create employment for 800 youth while supporting defense and aerospace innovation.

Funding will support manufacturing expansion and faster deployment of autonomous defense systems. Anduril continues expanding its defense portfolio including space domain awareness and missile defense capabilities through acquisitions and major contracts.

Five-year task order supports Army's cloud modernization and digital transformation initiatives across Defense Intelligence Enterprise. Work covers AI/ML systems, data platforms, cybersecurity, and systems integration for multi-domain operations.

Acquisition gives Iridium full ownership of space-based air traffic surveillance system, strengthening aviation safety and data services capabilities for global airspace management including autonomous aircraft support.

Contract to design and build Enhanced Protected Tactical SATCOM-Prototype satellite with advanced anti-jam and data processing capabilities, launching no sooner than fiscal 2030. Builds on baseline PTS-P program to deliver more resilient protected communications for joint force operations in contested environments.

Canada will purchase Polish-made Warmate loitering munitions, FlyeEye mini-drones, and Gladius strike drones from WB Group through EU's SAFE defense procurement scheme. Part of Canada's $900M drone innovation hub and broader defense industrial cooperation.

Additional funding raises DIU contract ceiling to $219M for flight tests of Quarterhorse drone capable of Mach 3 speeds and payload delivery. Aircraft designed as unmanned F-16 equivalent with potential for mass production as game-changing warfighting capability.

Navy contract for technical and engineering support of unmanned maritime systems including underwater and surface vehicles for missions like mine warfare, ASW, and ISR. Supports full lifecycle from design through sustainment.

Anthropic seeks massive funding to expand AI-driven cybersecurity and national security capabilities including Project Glasswing initiative. The Claude developer focuses on autonomous vulnerability discovery and critical infrastructure protection for defense applications.

Kymeta joins Red Cat's industry consortium to integrate satellite communications technology into Blue Ops Variant 7 uncrewed surface vessels. Partnership enables resilient multi-orbit connectivity for autonomous maritime operations in contested environments.

Contract to develop external fuel tank system based on F-16I design to extend range of Israel's F-35I fighter jets amid regional tensions with Iran. Part of Israel's broader F-35I fleet expansion to 100 aircraft across four squadrons.

Danish startup democratizes hardware prototyping with AI chatbot that generates code from natural language descriptions. Enables rapid development of defense-relevant hardware systems without specialized engineering expertise.

Contract consolidates Thermal Protection Shield and Common Hypersonic Glide Body programs to transition from prototyping to production. Award builds on prior hypersonic work and supports Army's next-generation strike capabilities modernization.

Contract to build 5 Arctic Security Cutters for enhanced U.S. sovereignty and security in Arctic region against Russian and Chinese naval incursions. Part of broader $25B Coast Guard fleet modernization effort to expand icebreaker capabilities.

Defense tech company doubled 2025 revenue to $2.2B and now valued at $61B, more than double its $30.5B valuation from under a year ago. Funding supports expansion of autonomous defense systems including fighter jets and missile defense platforms.

Multi-year production agreement for low-cost hypersonic strike missiles, marking first production-scale contract for this weapon class. Supports Arsenal of Freedom initiative to build credible deterrence through mass production of advanced weapons.

Government-owned ASC receives $7.8B to extend life of six Collins-class diesel submarines until 2040s as interim solution while Australia transitions to nuclear submarines under AUKUS pact. Critical for maintaining naval capabilities during transition period.

Contract modification expands Lockheed's Aegis Guam missile defense work through December 2029, supporting engineering, development and certification of advanced air and missile defense capabilities for Pacific island protection against evolving regional threats.

Forus uses AI to automate the entire journey from prescription to treatment across all drugs, payers, and prescribers. The platform integrates with provider EHRs to handle benefits verification, prior authorization, appeals, and pharmacy routing at no cost to providers or patients.

Forus uses AI to automate the entire journey from prescription to treatment across all drugs, payers, and prescribers. The platform integrates with provider EHRs and handles benefits verification, prior authorization, and pharmacy routing at no cost to providers or patients.

Pentagon reverses course on E-7 Wedgetail early warning aircraft program, submitting budget amendment to restore funding for Boeing 737-based AWACS replacement. Program includes 7 aircraft with $2.5B Boeing contract for initial prototypes.

Red Cat, a US defense drone provider, raised $225M through public stock offering to fund strategic growth initiatives including acquisitions, R&D, and expansion of all-domain drone solutions for military and national security operations.

Defense drone company Red Cat Holdings plans to raise $200M through public offering to fund acquisitions, R&D, and strategic growth initiatives. Company provides advanced all-domain drone solutions for defense and national security through subsidiaries Teal Drones and FlightWave Aerospace.

Defense drone manufacturer Red Cat priced public offering at $9.40/share for general corporate purposes and strategic growth initiatives including acquisitions, R&D, and expanding all-domain drone capabilities for military operations.

Defense drone provider Red Cat Holdings raising $200M through public offering to fund acquisitions, R&D, and expansion of all-domain drone solutions for military and national security operations.

Signals intelligence satellite constellation operator raises $416M through NYSE IPO to expand operations serving defense, intelligence and national security customers with 30+ satellite fleet.

CACI secured a potential $113.8M Navy contract to support Military Sealift Command's integrated business systems, extending the company's long-running logistics platform support through 2031 with global operations.

Funding will support development of custom rockets to launch space-based data centers for AI compute, addressing launch capacity constraints. Company plans first launch by 2028 with purpose-built rockets carrying 800 GPUs per satellite.

European military drone startup raises massive round to advance autonomous defense technologies proven in Ukraine conflict. Follows previous €600M round led by Spotify founder Daniel Ek, positioning Helsing as Europe's most valuable defense tech unicorn.

Pentagon increased Scale AI's contract from $100M to $500M to support AI-driven decision-making, computer vision, and data operations across defense components. The expansion reflects rapid adoption and Pentagon's broader AI acceleration push.

IPO to fund expansion of AI infrastructure and wafer-scale processors with 4 trillion transistors. Technology supports DoE labs and defense workloads, with OpenAI partnership for 750MW AI compute capacity through 2028.

Funding will accelerate satellite production for commercial customers and multiple U.S. government programs of record including Protected Tactical Satcom-Global, Andromeda and Resilient GPS. Includes $300M Series E and $155M credit facility from Trinity Capital.

Rocket Lab acquires Motiv Space Systems to add space robotics and precision spacecraft mechanisms to support planetary exploration, national security and satellite constellation programs. Brings 50 engineers and manufacturing facility for vertical integration strategy.

Record federal IT budget to fund modernization of legacy systems, cybersecurity and zero trust projects, and emerging technologies including AI across civilian agencies. VA gets largest allocation at $12.2B for EHR modernization and healthcare delivery improvements.

Multi-award IDIQ contract for advisory and assistance services supporting National Air and Space Intelligence Center operations through 2034. Strengthens Air Force intelligence and analytical capabilities for national security missions.

NextPoint Group acquired software development company UScontracting to expand cybersecurity, signals intelligence and data analysis capabilities for intelligence community customers. Deal marks NPG's first acquisition since Godspeed Capital acquired the company in 2025.

Pentagon's CDAO raised Scale AI's production OTA ceiling fivefold to $500M due to increased demand for enterprise AI adoption. The agreement enables DOD components to deploy AI models at tactical edge through centralized contracting for Scale's data engine, GenAI platform, and decision-support tools.

BlackSky secured multiple defense contracts including $99M Air Force Research Lab IDIQ for advanced Earth observation payload development, $25M international Ministry of Defense contract, and $30M tactical ISR subscription for Gen-3 space-based intelligence and AI services.

Formation of new AI services company to deploy Anthropic's Claude platform across enterprise operations. Focuses on healthcare, manufacturing, financial services, retail and infrastructure with potential defense applications through AI automation and operational efficiency gains.

Red Cat acquired Apium Swarm Robotics, a developer of distributed control systems for autonomous swarming drones and USVs, and announced a definitive agreement to acquire Quaze Technologies, a wireless power solutions company for automation systems.

Acquisition adds Mars-proven robotics heritage for planetary missions and vertically integrates spacecraft components like solar array drive assemblies, reducing supply constraints for satellite constellation manufacturing.

Multi-launch contract for three HASTE hypersonic test launches from Virginia to accelerate development of Mach 5+ hypersonic technologies for future defense missions, demonstrating rapid contract-to-launch capability.

Multi-launch contract includes 5 Neutron and 3 Electron dedicated launches for confidential customer between 2026-2029. Deal brings Rocket Lab's backlog to $2.2B+ and launch manifest to 70+ missions, strengthening position as world's second most active launch provider.

Rocket Lab and Raytheon partnership selected to demonstrate advanced missile defense capabilities for Space Force's Space Based Interceptor program, focusing on countering hypersonic threats for national security.

Red Cat acquired Apium Swarm Robotics, developer of distributed control systems for autonomous swarming drones and USVs, and announced definitive agreement to acquire Quaze Technologies, a wireless power solutions company for automation systems.

Acquisition adds Mars-proven robotics technology and insources critical spacecraft components like solar array drive assemblies. Enables constellation-scale satellite manufacturing and advanced planetary/national security missions.

Multi-launch contract for three HASTE hypersonic test flights from Virginia launch complex. Partnership advances Department of War's critical hypersonic technology development with Mach 5+ capabilities for future defense missions.

Rocket Lab and Raytheon partnership selected to demonstrate advanced capabilities for Space Force's Space Based Interceptor program focused on next-generation missile defense including countering hypersonic threats.

Contract modification increases total ceiling from $99.7M to $200M for deployment and development of secure mesh networking capabilities for Space Domain Awareness and space surveillance network sensors through 2027.

Funding will accelerate satellite production for commercial customers and scale operations to support major US Government Programs of Record including PTS-G, Resilient GPS, and Andromeda as Space Force sees budget increases to counter China and Russia space threats.

Army's $2.1B R&D budget boost targets next-gen systems including $904M for NGC2 command systems, $2.1B for MV-75 Cheyenne II tiltrotor, $474M for Abrams M1E3 modernization, and $1.1B for THAAD transition to maintain technological advantage through 2040.

Phase 3 funding supports transition to large-scale production of NDAA-compliant lithium-ion battery cells for military drones and unmanned systems, reducing reliance on foreign battery supply chains.

AI-powered expert network platform using voice onboarding to better match companies with specialized knowledge. Serves defense-adjacent clients including hedge funds, PE firms, and foundational AI labs needing expert consultation for strategic projects.

Space Force modifying Andromeda contract ceiling by $4.4B to $6.24B total for space-based domain awareness technologies. Supports 14 contractors including Lockheed Martin, Northrop Grumman for surveillance and reconnaissance systems through 2030.

Contract for global satellite communications connectivity services to support Marine Corps operations under the MECS2 program. Covers transponded bandwidth, managed services, wireless/cellular services, and network monitoring capabilities across multiple frequency bands.

Task order modifications for logistics and base support operations in Europe ($304M) and Fort Irwin ($145M), providing maintenance, supply, food services, and emergency response through March 2027 under the Army's LOGCAP V contract.

Funds will build quantum-ready GPU edge network across US metropolitan markets, supporting AI inference workloads and secure enterprise computing for financial services, sports, media, and life sciences clients.

Air Force expanding EA-37B electronic attack aircraft fleet from 12 to 22 jets over five years to counter advanced adversary air defenses, particularly China's systems. Program includes $660M in 2027 budget for three new aircraft with plans for seven more through 2031.

Funding supports development of gyro-stabilized landing platform for VTOL drones on moving vessels. System enables autonomous drone operations from ships as small as 10 meters, addressing critical maritime UAV recovery challenges for defense and commercial offshore operations.

Finnish AI lab developing QuTwo OS orchestration layer for classical, quantum and hybrid computing architectures. Focus on enterprise AI with quantum-inspired computing for defense and dual-use applications across automotive, life sciences sectors.

Funding supports regulatory reform, digital infrastructure, and drone identification systems to enable routine autonomous aviation operations. Over half will develop real-time drone tracking system for security and emergency services.

PSI awarded $110.1M task order to support Air Force Special Operations Command mission integration including global operations, maintenance, sustainment and engineering support for integrated mission systems plus cybersecurity and deployed support activities.

Coast Guard will compete $100M+ contract for data analytics and AI support services across 11 operational domains including C4IT, intelligence, and cyber. Contract supports Force Design 2028 modernization initiative with 5-year performance period through 2031.

Five-year contract for vehicle maintenance, fielding, training and program management services for Abrams tanks, Joint Assault Bridge and assault breacher vehicles. Supports Army modernization efforts and Foreign Military Sales requirements.

Israeli government approved purchase of fourth F-35I squadron from Lockheed Martin and second F-15IA squadron from Boeing, part of $118B decade-long force building plan. Will double Israel's fleet of both aircraft types to maintain air superiority amid regional tensions.

Israeli government approved procurement of fourth F-35I squadron from Lockheed Martin and second F-15IA squadron from Boeing as part of $118B decade-long force building plan. Will double Israel's fleet of both aircraft types to strengthen air superiority capabilities.

Air Force budget request includes $2.19B over 5 years for 17 new C-37C executive transport jets to replace aging fleet, plus $1.17B for VC-25B Air Force One replacement program. Critical for high-profile government transportation missions.

Space Force increased Andromeda contract ceiling by $4B to build reconnaissance and surveillance satellite constellations for RG-XX and SG-XX programs, addressing escalating threat environment projected for 2030+.

Air Force awarded Boeing $219M to begin low-rate production of first 14 T-7A Red Hawk trainer jets, marking Milestone C approval. Contract includes spare parts, support equipment, and training for the advanced jet trainer program.

Idaho-based UAV battery maker opens full-scale European production facility, becoming first major drone battery supplier with multi-continental operations. Plant focuses on high-density silicon-anode packs for defense and commercial UAVs, creating ITAR-friendly localized supply chain.

Navy awards contracts to eight vendors for up to 474 composite rigid hull inflatable boats over 10 years. Base value $326M with potential to reach $650M total, supporting naval operations and force protection capabilities.

Naval Sea Systems Command awarded 8 vendors contracts for up to 474 composite rigid hull inflatable boats, with potential total value of $650M over 10 years if all options exercised.

CYBERCOM's massive AI budget increase aims to field AI capabilities for processing data, threat detection, and cyber operations at machine speed to counter adversary nations like China investing heavily in AI for strategic advantage.

Army's FY27 budget allocates nearly $1B for small counter-UAS procurement, nearly double FY26 levels, covering operational capabilities, fixed site defense, kinetic/non-kinetic effectors, and directed energy systems to counter growing drone threats.

Sweden will order four FDI frigates from French Naval Group, marking the country's largest defense acquisition since the 1980s. The frigates will enhance Sweden's naval capabilities and NATO role in the Baltic Sea region with advanced air defense systems.

Five-year blanket purchase agreement consolidates Microsoft software and cloud services across DoD, Intelligence Community and Coast Guard. Enables CJADC2 capabilities and is expected to save $422M annually while streamlining IT procurement.

Navy increased budget ceiling for Undergraduate Jet Training System development from $1.8B to $2.7B after industry pushback. Multiple contractors including Textron, SNC, Northrop Grumman competing for up to 216 aircraft contract to replace aging trainer fleet.

Funding to build rockets with upper stages serving as computing platforms for orbital data centers, targeting AI demand with plans to launch up to 20,000 units to LEO by 2028.

Funding to develop space-based data centers for AI inference using radiation-hardened GPUs. Plans demo flight with Nvidia chip in 2028, targeting 10,000 satellite constellation providing distributed gigawatt of computing power for defense and commercial applications.

Astroscale raised 30.6 billion yen ($79M) through convertible bonds and equity to expand production facilities in Japan and UK, and manufacture LEXI-P spacecraft for satellite servicing. Funding supports transition from demo missions to repeatable commercial business with defense customers in space domain awareness and spacecraft refueling.

Shanhai Xingyao, a Chinese propulsion startup founded in August 2025, closed a seed round led by Jinjiang Talent Fund to develop air-breathing helicon plasma engines for very low Earth orbit (VLEO) satellites. The technology ingests atmospheric gas as propellant, enabling extended mission lifetimes at altitudes below 300km with applications for Earth observation and communications.

International defense customer awarded BlackSky a $30M contract for real-time space-based tactical ISR capabilities using Gen-3 satellite imagery. Customer scaled from pilot program to full subscription in under 6 months, representing BlackSky's largest annual Assured contract to date.

Red Cat secured a competitive contract from Japan's Ministry of Defense to deliver Black Widow drone systems to the Japan Ground Self-Defense Force under Japan Fiscal Year 2026. The systems include aircraft, ground control stations, and mission-critical components for tactical ISR missions.

Contract for design, engineering, integration, and testing to incorporate M-Code GPS functionality into the Joint Precision Approach and Landing System. Enhances military GPS capabilities for precision landing operations.

Funding will accelerate development of space defense capabilities including Jackal autonomous orbital vehicles and Mosaic mission software for contested space environments. Company plans dozen missions over 18 months and workforce expansion to 500+ employees by 2026.

Funding will advance xCell containerized drone factories that can 3D print military drones in under 24 hours. Technology addresses contested logistics challenges by bringing production closer to front lines, with platforms already deployed domestically and operationally in Indo-Pacific.

Air Force 2027 budget includes $116M procurement and $87.9M R&D for HH-60W Jolly Green II helicopters, adding infrared countermeasures against shoulder-fired missiles and VIP transport capabilities to replace aging Huey fleet.

CGCYBER preparing $100M+ contract for integrated operations management services supporting cyberspace operations across Coast Guard networks. Contract will provide technical, operational, and security management support for defending critical infrastructure and countering cyber threats.

Funding supports scaling production for defense, public safety, and infrastructure customers. Company also committed $3.5B to U.S. drone manufacturing to strengthen domestic industrial base and provide NDAA-compliant alternatives to foreign systems.

Funding will accelerate development of AI-driven platform enabling autonomous multi-drone coordination for public safety and defense. Platform reduces operator workload by shifting from pilot-centric to mission-centric operations, allowing single operators to manage multiple drones simultaneously for critical incident response.

Funding supports expansion and modernization of solid rocket motor production facilities for PAC-3, THAAD, Tomahawk and Standard Missile programs. Investment through convertible preferred security tied to MSL business, supporting planned IPO.

Space Systems Command awarded $3.2B in OTA agreements to 20 companies including Anduril, Lockheed Martin, and Northrop Grumman to develop space-based missile interceptors for the Golden Dome layered defense architecture, targeting hypersonic threats with 2028 initial capability.

Funding will expand solid rocket motor production facilities for PAC-3, THAAD, Tomahawk and Standard Missile programs. Investment structured as convertible preferred security tied to planned IPO of L3Harris Missile Solutions business.

Up to $3.2B in OTA agreements for developing space-based missile defense interceptors under Golden Dome program. Awards went to mix of traditional and emerging defense contractors to build proliferated LEO constellation for intercepting hypersonic and maneuverable threats.

Iron Bow secured a firm-fixed-price contract to provide software modernization support services, covering consolidated hardware and software for training, asset management and tracking capabilities across multiple Air Force sites through April 2027.

Contract for production and delivery of additional launchers for the Army's Indirect Fire Protection Capability Increment 2 air defense system. Brings Leidos' total IFPC Inc 2 program value to approximately $1.2B, with deliveries of 100+ launchers planned through 2029.

Space Force awarded 20 contracts to 12 companies to develop space-based interceptor capabilities for the Golden Dome missile defense program. The interceptors will form a proliferated constellation in low-Earth orbit to counter advanced missile threats by 2028.

Google commits $10B now with $30B more tied to performance targets to support Anthropic's AI development including Mythos model with significant cybersecurity applications. Investment includes compute capacity access critical for defense-relevant AI capabilities.

Contract funds integration of Blackbeard hypersonic strike weapon onto F/A-18 Super Hornet, including system safety testing, certification, and flight testing for Early Operational Capability in 2027. Builds on previous $49.9M Navy contract to advance affordable hypersonic deterrence capability.

Space Force awarded 20 contracts to 12 companies including SpaceX, Lockheed Martin, Northrop Grumman, and Anduril to develop space-based interceptor capabilities for the Golden Dome missile defense program, targeting 2028 demonstration.

Google commits $10B now plus $30B contingent on performance targets to support Anthropic's AI development and computing needs. Anthropic's latest model Mythos has significant cybersecurity applications, making this relevant for defense tech infrastructure and AI capabilities.

Contract funds integration of Blackbeard hypersonic strike weapon onto F/A-18 Super Hornet, including system safety testing, certification, and flight testing for Early Operational Capability in 2027. Critical for U.S. hypersonic deterrence capabilities.

Blanket purchase agreement to provide operational software supporting farm security, fraud prevention, and foreign influence protection. Builds on Palantir's growing federal portfolio including missile defense and VA contracts, strengthening national security through agricultural data integration.

Partnership establishes air taxi vertiport at luxury residential development, integrating eVTOL aircraft operations with existing helipad infrastructure. First residential building in LA to offer integrated air taxi service for residents.

Funding will scale production of Reliable Autonomy System for fully automated aircraft operations, serving both military and commercial sectors. The FAA-certifiable system aims to prevent aviation accidents while enhancing national security capabilities.

Three-year follow-on contract for independent scientific analysis, digital engineering and operational support for Trident II D5LE strategic weapon system. Work includes hypersonic flight advancement, materials testing and submarine-launched ballistic missile refurbishment.

Seven-year contract to provide cyber support services and full-spectrum cyber platforms for computer network operations supporting U.S. intelligence agency's global mission. Contract will drive growth of MANTECH's cyber workforce to address complex cyber domain challenges.

Investment accelerates production of AI-driven drone detection and neutralization technology for integration with Lockheed's Sanctum counter-UAS ecosystem. Funding will double manufacturing capacity and create jobs at Utah facility to meet urgent military demand for affordable drone defense solutions.

Multi-year assured contract provides guaranteed access to BlackSky's 35-centimeter Gen-3 satellite imagery with real-time AI analytics for maritime domain awareness missions, accelerating customer's national space capabilities.

Investment enables Fortem to scale production of AI-powered counter-drone systems and double manufacturing capacity. Partnership advances integrated counter-UAS capabilities within Lockheed's Sanctum ecosystem for military and government defense.

Initial tranche of Series B funding to accelerate counter-UAS production and integrate with Lockheed's Sanctum ecosystem. Will double manufacturing capacity at Utah facility to address growing drone threat market projected to exceed $12B by 2030.

Multi-year contract provides guaranteed access to BlackSky's Gen-3 satellite imagery and real-time AI analytics for maritime domain awareness missions. Deal accelerates customer's national space capabilities and demonstrates proven demand for commercial space intelligence services.

NATO country Lithuania purchased 48 Merops counter-drone interceptors at $15,000 each from US startup Perennial Autonomy, part of growing adoption of low-cost drone defense systems along NATO's eastern flank facing Russian threats.

NATO state Lithuania purchased 48 Merops counter-drone interceptors at $15,000 each without competitive bidding, following earlier deployments with Polish and Romanian forces along NATO's eastern flank for defense against Iranian Shahed drones.

Lockheed Martin's venture investment in Fortem Technologies, a counter-drone defense company. This funding supports development of counter-UAS systems for military and security applications.

Contract modification for installation, integration, development, testing, and modernization of Zumwalt-class destroyer combat systems. Continues RTX's multi-billion dollar support role for the Navy's advanced destroyer program through April 2027.

Five-year contract to modernize USCIS digital services including myUSCIS platform enhancements, security improvements, and AI-era capabilities. Supports Department of Homeland Security's digital transformation efforts affecting millions navigating immigration processes.

Scale AI acquired ICG Solutions, a defense tech firm specializing in real-time streaming data analytics. The deal integrates ICG's LUX platform into Scale's AI infrastructure to support national security and intelligence missions with enhanced situational awareness capabilities.

ServiceNow acquired Armis for $7.75B to integrate cyber asset visibility and automated risk response into its AI platform. The deal expands visibility into operational technology and IoT environments, supporting both federal agencies and Fortune 100 companies with enhanced cybersecurity capabilities.

USAF seeks $1.4B for Air Base Air Defense Systems (ABADS) including Small Unmanned Aircraft Defense System and counter-missile variants to protect bases from drone and missile threats. Investment includes $1.3B procurement increase and $85.3M for R&D.

CesiumAstro awarded contract to deliver active phased array communications system for Ground-based Midcourse Defense weapon system modernization, supporting critical national missile defense capabilities with software-defined, mobile-ready terminals.

Air Force FY2027 budget allocates $15B for munitions with $10.8B for procurement and $4.3B for R&D. Key investments include $1.4B for AMRAAMs, $1.1B for Joint Advanced Tactical Missile, and $1.2B for Hypersonic Attack Cruise Missile to restore weapons stockpiles and counter China threat.

CesiumAstro awarded contract to deliver active phased array communications system for Ground-based Midcourse Defense modernization. The Skylark product expansion supports critical missile defense infrastructure with software-defined, mobile-ready terminals.

Space situational awareness firm NorthStar will merge with Viking SPAC at $300M pre-money valuation, raising $30M+ to expand satellite sensor network for orbital threat detection and space domain awareness services to defense and government customers.

Leidos secured a $456.3M GSA contract to support DoD's Military OneSource program, providing 24/7 support services to 4.7M active-duty service members and families through call centers, IT platforms, counseling, and AI-enabled tools, replacing incumbent Cognosante.

Department of Transportation announces $1.9B blanket purchase agreement to modernize IT infrastructure, transitioning from legacy systems to enterprise digital platforms. The 1DOT initiative aims to unify DOT operations and improve coordination across transportation modes through shared digital services.

Integrated Investment Program allocates A$425B over decade to accelerate defense capabilities including nuclear submarines, frigates, air defense systems, and Ghost Bat drones. Represents Australia's largest ever defense allocation amid China threat concerns.

Investment in AI-powered accounting platform targeting America's defense companies, datacenter developers, energy companies, and manufacturing firms supporting reindustrialization and AI infrastructure buildout.

Contract modification for low-rate initial production of 5 LTAMDS units and 6 spare systems. LTAMDS is a radar system designed to counter hypersonic weapons and advanced threats with 360-degree coverage, supporting Army modernization efforts.

Amazon acquires Globalstar's satellite operations, infrastructure and spectrum licenses to expand direct-to-device services for commercial and government customers. The deal supports continuous connectivity for defense missions and Amazon's 2028 D2D satellite system launch.

Five-year task order from NIWC Atlantic for tactical satellite communications support to U.S. Special Operations Command, continuing nearly 20 years of CACI service. Covers systems engineering, network engineering, training, and lifecycle sustainment for global special operations.

Funding will expand AI platform that predicts and prevents supply chain disruptions using unstructured data automation. Critical for defense contractors managing complex global supply chains and ensuring resilient defense production capabilities.

AI coding startup Cursor raises funding to scale enterprise growth and reduce reliance on third-party AI models through proprietary technology development, targeting $6B+ revenue run rate.

Funding supports 57 collaborative defense R&D projects across 26 EU states plus Norway, with heavy focus on loitering munitions, mass drone production, and AI-powered cyber defense. Includes Ukrainian entities for first time as subcontractors.

Funding supports drone defense, loitering munitions, and AI-powered systems based on Ukraine battlefield lessons. €796M for capability development, €391M for research, with Ukrainian entities participating for first time.

Air Force seeks additional $3.2B for spare parts as part of larger push to improve aircraft readiness, bringing weapons sustainment funding to 93% of requirements versus historical 85% level.

Acquisition brings laser-optical communications terminal provider in-house to scale production for government and commercial satellite constellations. Mynaric supplies CONDOR terminals to SDA's Proliferated Warfighter Space Architecture programs.

H.I.G. Capital acquired Inventus Power, which designs and manufactures lithium-ion battery packs and power systems for aerospace and defense OEMs. The company operates manufacturing facilities across multiple countries serving defense applications.

Contract modification for Glide Phase Interceptor development to counter hypersonic threats from China and Russia. Accelerates delivery timeline to 2031 and brings total program cost to $1.31 billion for Navy-launched interceptor system.

UK's biggest drone support effort delivers tens of thousands of uncrewed systems to Ukraine while directing contracts to domestic manufacturers like Windracers. The initiative supports Ukraine's defense needs while strengthening British drone manufacturing capacity and supply chains.

L3Harris expanding Virginia manufacturing site to double production capacity for solid rocket motors for DoD. Investment will create 350 jobs and establish new propulsion facilities for mixing, grinding, casting and assembling critical missile components.

Five-year contract extension for sustaining engineering and program management services for T-6 Texan II trainer aircraft fleet used by Air Force, Navy and Army. Extends previous $95M contract to maintain operational performance through 2031.

Fortreum acquired AI-native cybersecurity compliance platform Kovr.AI to combine automated compliance capabilities with independent assessment services for federal and regulated industry customers, supporting FedRAMP, CMMC 2.0, and other defense frameworks.

Navy contract for long lead time materials and engineering to begin construction of four Medium Landing Ships (LSMs), accelerating the program and reducing schedule risk for rapid transition to ship construction.

Strategic investment and joint venture to localize counter-drone production in Texas, combining EagleNXT's UAS capabilities with ThirdEye's AI-powered optical recognition systems for defense and public safety markets.

Rocket Lab acquired Mynaric AG for $155.3M to add laser optical communications capabilities to its space systems portfolio. The deal strengthens Rocket Lab's position in satellite constellation supply chains and supports defense contracts including $1.3B SDA contracts.

Five-year cost-plus-fixed-fee contract to upgrade and modernize infrastructure and instrumentation at Reagan Test Range on Kwajalein Atoll. Critical for ballistic missile testing including Minuteman III ICBM evaluation and reentry vehicle systems.

Signals intelligence firm HawkEye 360 filed for IPO to fund expansion of space-based RF detection capabilities. Company provides critical domain awareness and early warning indicators to U.S. government and allies through proprietary satellite constellation and AI-powered analytics.

AFRL awarded six companies positions on a $200M contract for aerospace vehicle R&D including aerodynamics and structural technologies. Work supports development and transition of advanced aerospace technologies for operational defense use through 2037.

Seven-year contract for CACI to provide Agile software development support and software-defined platforms to modernize the Army's Integrated Personnel and Pay System-Army (IPPS-A), advancing digital HR capabilities across all service components.

Contract enables Lockheed Martin to accelerate PAC-3 interceptor production to record levels, supporting framework agreement to increase annual production from 600 to 2,000 units over seven years for US and allied forces.

Contract enables Lockheed to accelerate PAC-3 interceptor production and deliver record numbers of combat-proven missiles for U.S. and allied forces, supporting critical air defense capabilities against ballistic missiles and hypersonics.

IDIQ contract for KH1000ULE solar-powered drones with 75-hour flight capability for ISR missions. Part of Pentagon's broader $1B Drone Dominance Program to enhance small drone capabilities across military services.

Contract supports space domain awareness capabilities under Andromeda program, including next-gen RG-XX reconnaissance satellites in geosynchronous orbit to replace GSSAP constellation through 2036.

Contract to complete work on Frenzy 8 disposable jet engine for drones and missiles under Family of Affordable Mass Missiles program. Includes vehicle integration, flight testing, qualification and manufacturing of test version of Frenzy 6 engine.

iQPS contracted three additional dedicated Electron launches from 2028, bringing total missions to 15. Deal strengthens partnership for deploying QPS-SAR Earth-imaging satellite constellation with 100% mission success rate.

French military procurement agency seeks counter-drone interceptor systems under ELISA programme to neutralize threats including drones over 100kg flying up to 600km/h. Contract includes development, supply, and support services for next-generation aerial defense capabilities.

Contract to modernize Space Force ground systems under MOSSAIC program for space situational awareness, threat detection and faster decision-making. Supports military operations and civil/commercial applications in contested space domain.

Booz Allen acquired Defy Security to enhance cyber capabilities with AI-native products like Vellox for faster threat detection. The deal combines Booz Allen's federal expertise with Defy's commercial customer base across financial services, healthcare, and manufacturing sectors.

Partnership to build robotized 155mm ammunition factory with 180,000 rounds/year capacity and 40mm ammo production of 480,000 rounds/year, leveraging Poland's PLN 23.8B EU SAFE loan funding for domestic ammunition sovereignty and NATO ally supply.

Imperial Capital formed new platform focused on utility infrastructure services and acquired Aerial Solutions, a helicopter-based vegetation management provider serving utilities, pipelines, railroads, and government agencies across two dozen states.

Contract funds enhancements to Architecture Evolution Plan ground system to support GPS IIIF satellites launching in fiscal 2027, amid uncertainty over the delayed $8B OCX modernization program that is 10 years behind schedule.

Private equity firm raised $3B to invest in middle-market aerospace, defense, and government-focused technology companies. Fund exceeded $2B target and received backing from pension funds, sovereign wealth funds, and other institutional investors.

Merger combines Blue Marble's Global Mapper and Geographic Calculator with Avenza Maps to create integrated geospatial workflow spanning office analysis to field operations. Serves defense, AEC, energy sectors with focus on drone mapping, surveying and inspection capabilities.

Funding will accelerate development of Mach 5 hypersonic unmanned aircraft for DoD, expand manufacturing capabilities, and grow team to 300+ employees. Company partnered with Pratt & Whitney to modify F100 engines for faster development.

Navy seeks massive 1,200% increase in Tomahawk procurement to replenish stockpile depleted during Iran war. Request includes $1.5B for missile modifications and would replace 850+ missiles fired in recent conflict operations.

Arastelle partners with Red Cat to integrate tethered drone technology for persistent ISR and tactical communications. The collaboration enables extended flight endurance and continuous operations for defense missions through modular, portable systems.

Massive $1.5T defense budget request includes $350B for critical munitions, Golden Dome missile defense, $65.8B for 34 ships including Trump-class battleship, and 7% military pay raise to rebuild US military capabilities and industrial capacity.

LMI awarded $100M SBIR Phase III contract by Space Systems Command for life cycle logistics and readiness sustainment. Work focuses on modernizing support execution across digital transformation and readiness functions through March 2031.

Funding will develop satellite constellation for precise Earth observation data for AI models, with partnership with defense contractor L3Harris for sensors. Targets enterprise and government buyers for infrastructure monitoring and supply chain tracking.

Government-to-government deal for dozens of PULS rocket artillery launchers and rockets with 25-186 mile range. Includes four years delivery timeline plus decade of support services, with technology transfer to Greek industry.

Government-to-government deal for dozens of PULS launchers and rockets with 25-186 mile range. Elbit Systems serves as prime contractor with technology transfer to Greek industry. Part of Greece's 'Achilles Shield' defense modernization project.

Space Force's $71B FY2027 budget request includes $31B increase for missile warning/defense, satellite communications, and space-based capabilities. Major funding boosts for Golden Dome missile defense project and doubling Guardian personnel to 20,000.

Air Force budget includes $996.5M for Collaborative Combat Aircraft procurement plus $150M advance procurement for 2028. CCAs are semi-autonomous drones designed to fly as unmanned wingmen alongside manned fighters, with General Atomics and Anduril competing for production.

Army consolidates RS3 and ITES-3S into single $50B MAPS contract vehicle for IT services, cybersecurity, engineering, logistics and R&D support. 10-year IDIQ aims to reduce duplication and accelerate acquisition of critical defense services.

Yuzu Health builds unified operating system and third-party administrator platform for health insurance innovation. Not a defense deal but healthcare technology infrastructure.

Partnership brings advanced robotic 3D printing and AI-powered manufacturing to Blue Ops' facility, doubling USV production capacity and enabling rapid scaling for defense maritime systems through distributed microfactory network.

Pentagon's FY2027 budget requests $11.36B for Air Force missile procurement, more than doubling from 2025's $5.14B, with plans to rapidly procure 12 critical munitions and expand defense industrial base capacity for scalable munitions production.

Proposed $65.8B in shipbuilding capital to manufacture 18 battle force and 16 non-battle force ships, including Trump-class battleships, frigates, submarines, and support vessels. Aims to rebuild maritime industrial base and deliver Golden Fleet capabilities for contested waters.

Task order covers two launches for Space Development Agency beginning Q3 FY2027 to deploy Sierra Space-developed missile tracking satellites supporting warfighter requirements and national defense capabilities under NSSL Phase 3 Lane 1 program.

Investment positions GALT as defense tech platform for multi-domain C3 capabilities and JADC2 technologies. Supports scaling operations and development of airborne networking systems for cross-domain military connectivity across air, land, sea, space and cyber domains.

Counter-drone company establishes European HQ to serve EU/NATO markets with $1.2B pipeline. Europe generated $98M (45%) of company revenue in 2025. Expansion supports EU ReArm Europe Plan and growing demand from Ukraine conflict and regional security threats.

Acquisition of precision metal components manufacturer serving aerospace, defense, and satellite markets with 650+ employees and 400k sq ft across 7 facilities. Company produces critical components for aerospace engines, satellite communication systems, and defense applications.

Acquisition of metals recycling company processing critical materials including aluminum, copper, and steel scrap from aerospace and defense sources. Strengthens domestic metals supply chains for defense manufacturing at a time when localized processing is critical.

Funding will expand shipbuilding capacity and accelerate production of autonomous surface vessels including the Corsair and Marauder platforms. Company is developing Port Alpha shipyard and scaling AI-driven maritime capabilities for defense and commercial applications.

Funding will accelerate expansion of Internet intelligence platform and AI-driven security solutions. Censys provides real-time mapping of global Internet infrastructure to help enterprises and governments identify vulnerabilities and defend against cyber threats.

Strategic investment enables Terra Drone to integrate combat-tested Ukrainian interceptor drone technology with mass production capabilities. Partnership launches Terra A1 interceptor drone with 32km range and 300 km/h speed to counter low-cost loitering munitions threats globally.

Funding supports expansion to 40 new U.S. operational bases for suburban UAV delivery operations. Manna has completed 250,000+ commercial UAV flights and aims to scale proven autonomous delivery technology for last-mile logistics infrastructure.

Strategic add-on acquisition of precision aerospace machining company serving commercial and military customers. Expands Aeromax's capabilities in tight-tolerance metallic components and assemblies for defense applications.

SpaceX filed for IPO seeking $75B raise at $1.75T valuation, primarily driven by Starlink satellite internet business with 9.2M subscribers and major NASA/Pentagon contracts, despite $5B losses from xAI acquisition.

Strategic investment in Ukrainian fixed-wing interceptor drone developer WinnyLab, part of Terra Drone's $10M commitment to Ukraine's unmanned technologies sector. Investment supports development of Terra A2 UAV for layered air defense systems.

SSC awarded 20 other transaction authority agreements worth up to $3.2B to 12 companies including SpaceX, Lockheed Martin, and Anduril for developing space-based interceptors as part of the Golden Dome missile defense system's Low Earth Orbit structure.

Navy increases training systems support contract ceiling by $1.2B to $2.51B total for sustainment, simulator operations, instructional services, and engineering support across multiple naval installations through August 2027.

Five-year IDIQ contract to provide simulation and modeling tools for Joint Deployment and Distribution Enterprise analysis, supporting strategic deployment capabilities in contested environments.

Leidos acquired ENTRUST Solutions Group to double its energy infrastructure market presence, adding 3,100+ employees and capabilities in electric grid engineering, natural gas infrastructure, and automation services to support critical infrastructure resilience.

Terra Drone made strategic investment in Amazing Drones LLC to develop Terra A1 interceptor drone with 32km range and 300km/h speed for counter-drone operations. Partnership accelerates global expansion of defense equipment capabilities.

PE acquisition of defense electronics manufacturer serving military contractors, aerospace and satellite communications. Company makes RF components, circuit cards, and power systems for military aircraft, ground vehicles, naval systems and space satellites across four operating segments.

NVIDIA's $2B investment in Marvell Technology expands their AI infrastructure partnership, integrating custom silicon, networking, and data center technologies. The deal enables specialized AI systems with greater flexibility and supports defense-relevant capabilities in telecommunications and 6G networks.

Seed funding to scale platform that turns autonomous vehicle footage into structured datasets for training and fleet monitoring. Serves defense-relevant customers in autonomous systems development including robotics and self-driving vehicles.

Rivian spinoff Also raised $200M to develop autonomous delivery vehicles with DoorDash, bringing total funding to $505M and valuation above $1B. The partnership will create small electric autonomous vehicles for last-mile delivery operations.

Ursa Major completed facility expansions across Colorado and Ohio sites, doubling machining capacity and tripling machine shop footprint to scale production of hypersonic missiles, solid rocket motors, and propulsion systems for national defense.

Multi-year contract to develop advanced large aperture optical payloads for Earth observation and space domain awareness platforms. Funding accelerates BlackSky's leap-ahead space technologies and next-generation satellite constellation roadmap.

10-year IDIQ contract for full life cycle support of T-38C Talon trainer aircraft avionics system, including sustainment, engineering, logistics, and maintenance services across multiple Air Force bases to maintain operational readiness.

Contract modification for additional MQ-9B unmanned aircraft systems and related equipment for Customs and Border Protection, including replacement aircraft, spare parts, maintenance support, and ground station facilities under existing 2022 agreement.

CACI acquired ARKA Group to add electro-optical/infrared imaging, hyperspectral technologies, and AI-enabled software to its national security portfolio. Deal contributes $150M in expected FY26 revenue.

Funding will scale military drone production, strengthen engineering capabilities, and expand product offerings. PDW produces combat robotic systems including strike drones for U.S. military services and was recently selected by the Army alongside Anduril for small drone supply contracts.

Austin-based VC firm raised oversubscribed $250M second fund to invest in 25 early-stage defense, space and deep tech companies at Seed and Series A stages, building on $70M debut fund.

Rocket Lab acquires German laser optical communications terminal provider Mynaric to strengthen satellite constellation capabilities and support national security needs across multiple sovereign nations and commercial customers globally.

Contract covers production of approximately 296 F135 engines for F-35 Joint Strike Fighter Lots 18 and 19, ensuring uninterrupted manufacturing and maintaining production capacity through March 2028.

Red Cat acquired Apium Swarm Robotics to deepen capabilities in autonomous drone swarming technology. Apium's distributed control systems enable coordinated operations in contested environments, enhancing Red Cat's Family of Systems including the Army-fielded Black Widow drone.