Industrial Base Alpha

All stories

U.S. Army Patriot air and missile defense missile
Munitions

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

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

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

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

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

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

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

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

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

GRVTY Secures $125M in Classified Prime Contracts in Q3

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

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

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

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

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

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

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

Oct 12, 2026AnalysisAIRKTOS
Two-tone photo of a Raytheon Coyote Block 2 interceptor on a display stand in 2025, the earlier block rather than the rocket-motor variant, set below the headline "RTX rocket-motor Coyote Block 2C completes three tests."
Autonomy

RTX's Coyote Block 2C+RM rocket motor variant completes three tests

Raytheon finished three successful tests of a rocket motor-powered upgrade to its Coyote drone interceptor, improving velocity and warhead capability. Production will double by mid-2027 as the Army pursues international FMS sales to Qatar and Jordan.

Oct 12, 2026AnalysisRTX
Two-tone photo of a PAC-3 MSE canister launcher on display at an air show in 2022, the interceptor Steelfin is priced against, not Steelfin itself, set below the headline "Anduril unveils Steelfin interceptor at one third PAC-3 MSE cost."
Munitions

Anduril unveils Steelfin interceptor at one-third PAC-3 MSE cost

Anduril unveiled Steelfin, a modular interceptor designed to cost one-third of PAC-3 MSE missiles. The company plans full-rate production by end-2028 or early-2029 at its Arsenal-1 facility in Ohio, targeting thousands to hundreds of thousands annually.

Oct 12, 2026Analysis
Two-tone L3Harris photo of a VAMPIRE counter-drone system on a tactical truck firing a rocket during a live-fire test, sensor mast raised.
Autonomy

L3Harris lands $500M international VAMPIRE counter-drone order

L3Harris Technologies secured approximately $500 million from an undisclosed international customer for its VAMPIRE counter-drone system, roughly five times the value of its $106 million U.S. Army award from summer 2026.

Oct 12, 2026AnalysisLHX
Two-tone photo of a Zipline P2 delivery droid, the pod lowered to customers, on display at an event in 2026 rather than at the Round Rock hub, set below the headline "Zipline opens first Austin-area drone delivery hub in Round Rock."
Autonomy

Zipline opens first Austin-area drone delivery hub in Round Rock

Zipline began deliveries from its first Austin-area drone hub on October 9, 2026, with about 25 businesses listed in its app at launch, per News 4 San Antonio. Round Rock plans to write drone hub zoning rules after evaluating a second hub inside city limits.

Oct 11, 2026Analysis