Industrial Base Alpha

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Autonomy

DHS Hudson Yards test shows DJI Matrice 4T scoring 4.6 vs. Skydio 3.7

DHS National Urban Security Technology Laboratory tested DJI drones against approved Blue UAS alternatives in New York City and withheld performance scores from the public report, revealing the Chinese-made Matrice 4T outperformed domestic competitors.

Oct 2, 2026Analysis
Land systems

Otokar signs $1.47B wheeled armored vehicle export contract

Turkish defense manufacturer Otokar won a $1.47 billion export contract for wheeled armored vehicles and logistics support, with deliveries planned from 2027 over three years pending government approvals and advance payment.

Oct 1, 2026Analysis
Munitions

RTX Raytheon wins $24.4B Navy SM-6 missile production contract

The U.S. Navy awarded RTX's Raytheon a five-year multiyear contract worth up to $24.4 billion to produce Standard Missile-6 interceptors, part of a Pentagon push to replenish munitions stockpiles depleted by Middle East conflicts.

Oct 1, 2026AnalysisRTX
Shipbuilding

Pearl Harbor Naval Shipyard receives $349M heavy-lift crane under SIOP

The Navy delivered a 175-ton Konecranes portal crane to Pearl Harbor as part of its $349 million Shipyard Infrastructure Optimization Program to modernize four public shipyards. The first crane at the facility in 24 years expands concurrent submarine overhaul capacity.

Oct 1, 2026Analysis