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Two-tone Gooch & Housego company photo of an automated optics assembly cell on a production line, shown as a panel on a plain sand background.
Electronics

Arlington Capital Partners acquires Gooch & Housego for $460.6M

PE firm Arlington Capital Partners completed the acquisition of British photonics maker Gooch & Housego for $460.6M, planning major US capacity expansion to meet surging defense demand for infrared imaging, laser systems, and guidance components.

Oct 19, 2026AnalysisAVAV
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 PsiQuantum photo of cryogenic cabinets at its Milpitas, California facility, set below the headline "PsiQuantum secures $150M conditional loan from Department of War."
Electronics

PsiQuantum secures $150M conditional loan from Department of War

PsiQuantum received a conditional $150 million loan commitment from the Department of War's Office of Strategic Capital to expand quantum computing manufacturing at its Milpitas facility, complementing $225 million in prior DARPA and Commerce Department awards.

Oct 10, 2026Analysis
Two-tone U.S. Air Force photo of an F-35A from the demonstration team taxiing at the FIDAE air show in Santiago, Chile, in 2026, with the Andes behind; the BAE electronic warfare suite is internal and not visible, set below the headline "BAE lands $1.2B Lockheed F-35 electronic warfare subcontract."
Electronics

BAE Systems lands $1.2B Lockheed Martin F-35 EW systems subcontract

BAE Systems received a $1.2 billion subcontract from Lockheed Martin to produce AN/ASQ-239 electronic warfare systems for F-35 production Lots 20-22 and retrofits. The company is accelerating output through automation and facility investments.

Oct 6, 2026AnalysisLMT
Two-tone photo of an officer of Ukraine's 11th Anti-Aircraft Missile Brigade standing in front of a German-made Hensoldt TRML-4D radar in Ukrainian service, set below the headline "Hensoldt signs Ukraine air defence radar MoU."
Electronics

Hensoldt signs Ukraine air defence radar MoU amid NATO demand surge

The German radar maker signed a memorandum with Ukraine's Ministry of Defence for large-scale deliveries and joint development of TRL-4D LR long-range air defence radars, deepening cooperation as European NATO demand drives production expansion.

Oct 5, 2026Analysis
Electronics

CBP forecasts $100M maritime surveillance system requirement

U.S. Customs and Border Protection has forecast a $100 million requirement for maritime approaches surveillance systems to be deployed along U.S. coastlines, with solicitation expected December 1, 2026 and award anticipated Q3 FY2027.

Sep 18, 2026Analysis