92 stories found
Major Spanish defense firms Indra, Escribano, Santa Bárbara, and Sapa have resolved internal disputes that previously stalled industry plans, though they continue to compete for contracts.
German authorities investigated after several Molotov cocktails were discovered near the premises of defense industry firms in Munich. The incidents prompted heightened security measures around the targeted corporate sites.
Munich authorities are investigating a series of incendiary device launches targeting a street housing multiple defense contractors, with police suspecting a political background.
French defense contractors have secured significant agreements to supply warships to both Croatia and Sweden, including corvette designs for Zagreb and four frigates for Stockholm. The deals mark a notable expansion of France’s naval exports across Northern and Southeastern Europe.
Rising government requirements for missile interceptors have provided a multi-year outlook of stability and growth for two key defense industry players.
Two major U.S. defense contractors have finalized long-term supply agreements for missile systems, reinforcing their position in federal procurement and military readiness programs.
While foreign defense contractors struggle to find local partners to fulfill massive obligations, Danish companies are positioned to capitalize on the growing security market despite current partnership gaps.
An opinion piece argues that escalating trade tensions between Washington and Ottawa could negatively impact American defense firms reliant on cross-border supply chains and contracts.
While automotive and manufacturing sectors reduce headcount, German arms manufacturers are aggressively expanding their workforce, creating a stark contrast in regional employment trends.
MarketWatch highlights twelve companies trading near 52-week lows that analysts expect to rebound strongly, including retailers and defense contractors like Dick’s Sporting Goods and L3Harris.
Reports reveal that Israeli government ministries and defense contractors have quietly funded research projects at prestigious American institutions like Harvard and Columbia.
Major US defense contractors are racing to produce more affordable missiles at a faster pace, as the Iran war highlights strained inventories of critical interceptors like Patriots.
The Pentagon is pressuring US defense contractors to increase weapons production, citing concerns over depleted stockpiles and the need for faster manufacturing, a call echoed by German reports.
German defense contractors are experiencing full order books as modern warfare, driven by drones, software, and artificial intelligence, transforms the industry and increases the importance of specialized start-ups.
The ongoing conflict in Iran is creating distinct winners and losers in the market, with defense contractors like Lockheed Martin benefiting while airlines such as American Airlines face challenges.
The United States is implementing measures to make it more difficult for defense contractors to acquire materials from China.
Washington has ordered the suspension of ICE traffic stop detentions following the deaths of Lorenzo Salgado Araujo and Joan Sebastián Guerrero, putting ICE operations under scrutiny, while Donald Trump has overturned the suspension and is pressuring the agency to resume operations after two deadly shootings.
One of the UK's largest defense contractors, Babcock, reported a 19% drop in underlying operating profits, attributing problems with a key Royal Navy contract, including a 2019 frigate-building program, to Brexit and Covid-19.
One of China's largest defense contractors displayed a drone assembly line model at an international exhibition, suggesting plans to expand overseas drone production for Middle Eastern buyers.
Defense stocks are expected to gain as the Pentagon faces an estimated $50 billion in war damage repairs, suggesting potential contracts and increased demand for defense contractors.
Military experts and defense contractors convened in Vienna to discuss the future of warfare, particularly the role of drones, with an ex-US military official suggesting a necessary strategy change for the US.
A wealth advisor has reportedly invested $15.6 million in defense contractors, a move attributed to the ongoing conflict involving Iran.
An analysis examines two defense contractors frequently called upon by the Pentagon during the Iran War era and their implications for 2030-focused investors.
A commentary argues that artificial intelligence is turning tech companies into de facto defense contractors, making them central to modern warfare and potential military targets due to their data and capabilities. The piece emphasizes that the associated risks are currently underestimated.
As Americans struggle amid the threat of higher inflation, Lockheed Martin, Shell and other companies are experiencing gains Two weeks into the US-Israel war with Iran, the White House was fielding…
RH stock experienced a significant drop, while defense contractors Boeing and Lockheed Martin secured new deals with the Pentagon, indicating varied performances in the market.
The US Department of Defense announced three contracts with defense contractors to increase missile production and other parts, aiming to replenish dwindling supplies used in the Middle East conflict, with The Jakarta Post also reporting on the Pentagon's order for more missiles.
An opinion piece argues that companies developing AI for military applications are effectively defense contractors and should not be allowed to obscure their role in AI warfare, citing examples from conflicts in Gaza and Iran.
A new ad from a progressive challenger, Nida Allam, attacks Representative Valerie Foushee over financial backing she has received from defense contractors and the A.I. industry.
Rise Of Europe's "War Unicorns" As Goldman Maps The Defense-Startup Ecosystem The "war unicorn" startup boom we pointed out the other week isn't just an American story. It's happening across the West, as defense startups built around dual-use technology could become the next hot bubble. Goldman analysts, led by Sam Burgess, told clients on Tuesday that European defense is seeing a "rise of the startups," which could reshape an industry long dominated by major defense contractors. Burgess said there are more than 380 defense tech startups across Europe, and these companies have raised over $3 billion, heavily focused on dual-use areas like AI analytics, autonomy, sensing, cyber resilience, and next-generation communications. He said these startups are clustered around major innovation hubs in London, Munich, Stockholm, Paris, and Helsinki, backed by early-stage investors and public programs, including the NATO Innovation Fund and the EIF Defense Equity Facility. Here's a visual breakdown of the EU defense startups ecosystem: "Recent conflicts, particularly the war in Ukraine, have underscored the need for rapid technological iteration, multi-domain integration, and a digitally enabled battlefield," Burgess said. Burgess' note is exactly on point and follows our view of the rise of war unicorn startups as big defense primes face an "adapt or die" moment, as the war in Ukraine and a surge in dual-use technologies (drones, ground bots, and AI kill chains) have pushed Secretary of War Pete Hegseth to recently announce a move to accelerate the fielding of this new technology. Translation: The DoW under Hegseth and the rest of the procurement process are moving away from bloated legacy defense primes toward defense tech startups, creating a boom as we've characterized by the rise of war unicorns like Palmer Luckey's Anduril Industries. The shift away from big defense primes in the DoW's procurement process comes as the war in Ukraine has given military planners and strategists an uncomfortable preview of what conflict in the 2030s could look like. It's not just about expensive stealth jets, bombers, and big, fancy missiles and cannons. It's about ground robots, drones, and consumer-grade products that can easily be weaponized. Professional subscribers can read the full note on Europe's rise of defense startups on our new Marketdesk.ai portal. Tyler Durden Wed, 02/18/2026 - 05:45
The Estonian Center for Defense Investments is pursuing legal action against two defense firms regarding unresolved payment and delivery obligations.
Four convicted members of the animal rights organization Palestine Action have formally lodged appeals against their lengthy prison terms. The defendants argue that their convictions under anti-terrorism legislation were disproportionate to their actions targeting defense contractors.
Investors are rapidly divesting from defense contractors, triggering a notable market downturn in the sector as broader geopolitical and fiscal concerns weigh on military spending outlooks.
Global defense contractors are increasingly targeting Bosnia and Herzegovina as production costs remain competitive, driving a more than 50 percent increase in demand for military manufacturing compared to four years ago.
Industry analysis shows Lockheed Martin outperforming peers in the defense sector regarding stock valuation metrics and shareholder dividend payouts.
Defense firms Curtiss-Wright and Castellum have been awarded separate U.S. military contracts totaling over $70 million for aerospace engineering and naval aviation maintenance. The agreements underscore continued federal spending on defense infrastructure and technical support services.
British officials have warned executives of companies producing military equipment for Ukraine of a high risk of targeted attacks and sabotage by Russian intelligence services.
Paramount Group executives stated that growing geopolitical friction between the United States and European allies is creating new procurement opportunities for defense contractors within NATO.
Deputy Secretary Feinberg issued a memo signaling a change in the administration's strategy for engaging with defense contractors, raising questions about the military-industrial complex's influence.
Defense contractors and aerospace firms are adjusting strategies amid evolving global security dynamics, with focus on modernization programs and supply chain resilience.
The Pentagon is seeking to gain deeper access to the cost data provided by defense contractors.
A Michigan-based group of Lebanese Americans has filed a class-action lawsuit against the US government and defense contractors. The lawsuit alleges abuses of rights during the Lebanon war.
An analysis compares how the stock market is pricing two major defense contractors, RTX and Lockheed Martin, highlighting their financial standing.
The earnings reports from RTX and Lockheed Martin raise questions about whether strong guidance from these defense contractors can reset and positively influence the defense trade market.
US defense contractors are confronting Europe's growing initiative to prioritize local control and production within its defense industry, potentially impacting transatlantic arms trade.
President Trump called for defense contractors to ‘do magnets’ repeatedly, insisting the US had the materials and the companies would make money
An Al Jazeera report examines how defense contractors, energy companies, and investment banks saw significant profit increases as war and uncertainty disrupted global markets during the 'war on Iran'.
A bill approved by the Senate Armed Services Committee would prevent defense contractors from buying back their stock without prior approval from the Pentagon.
The U.S. military is urging defense contractors to significantly reduce missile production time and costs, aiming to save hundreds of millions of dollars.
An article provides guidance on how to trade Lockheed Martin stock, specifically in the context of escalating tensions between the United States and Iran, suggesting market implications for defense contractors.
A report indicates that one-fifth of SpaceX's revenue is derived from U.S. government contracts, highlighting the company's growing role and potential disruption to traditional defense contractors.
An analysis compares the revenue trends of major defense contractors Lockheed Martin and Northrop Grumman, highlighting their financial performance in the industry.
An analysis suggests that a conflict with Iran would likely lead to increased orders for major US defense contractors.
Austrian high-tech company Frequentis is experiencing a boost in business due to current geopolitical uncertainties, similar to defense contractors.
An analysis compares the financial performance and investment potential of two major defense contractors, Lockheed Martin and RTX, for investors interested in the defense sector.
US Secretary of State Marco Rubio has sharply criticized Spain and other European NATO allies for their limited support in the war with Iran, calling their alleged lack of assistance 'very disappointing' and suggesting Washington might reassess its relationship with the alliance after the conflict concludes, questioning the benefits of the alliance for the US.
The Pentagon has finalized agreements with several defense contractors to significantly increase the production of munitions, aiming to bolster military supplies.
The White House is scheduled to meet with defense contractors to discuss strategies for increasing weapons production.
The Trump administration plans to meet with major US defense contractors to accelerate weapons production and replenish supplies following strikes on Iran and other military efforts.
The US Department of War is scrutinizing AI firm Anthropic. Major defense contractors like Boeing and Lockheed Martin have been asked about their use of Anthropic's Claude AI. This comes as the Pentagon issued an ultimatum to Anthropic regarding its AI model's military applications. Anthropic's refusal to remove safeguards has led to this escalation.
The United States plans to construct 11 new icebreakers, with contracts not awarded to any major defense contractors.
European defense contractors and officials are opposing Brussels' proposed strategy to decrease reliance on American technology firms, warning that the shift could introduce new security vulnerabilities.
Denmark’s intelligence agency has issued a warning that Russia is actively planning sabotage operations against domestic defense contractors and companies linked to Ukraine. Authorities also report that Moscow is attempting to recruit Danish citizens to facilitate these covert activities.
Five major Turkish defense contractors enter the Defense News Top 100, reflecting the country's expanding footprint and increased arms exports worldwide.
Turkish defense contractors achieved significant international recognition, with five firms making the 2026 Defense News Top 100 rankings based on combined revenues exceeding $14.9 billion.
The U.S. Department of Defense finalized multi-year agreements with defense contractors to significantly ramp up domestic manufacturing of missiles, aiming to strengthen strategic deterrence and supply chain resilience.
Early trading shows S&P 500 futures declining, with notable movements led by pharmaceutical and defense contractors Praxis Precision Meds and Science Applications International Corp.
Investment analysts compare Kratos Defense & Security Solutions against GE Aerospace, highlighting how increased military budgets may favor next-generation defense contractors.
Shares in British defense contractors fell after reports indicated the UK government may abandon previously committed military spending benchmarks amid budget reassessments.
Investment firms are rapidly liquidating stakes in defense contractors and aerospace companies, with exit valuations already exceeding the complete previous year's figures amid strong sector demand.
As China rapidly advances its missile technology and regional reach, major US defense contractors are expected to see increased Pentagon funding and contract opportunities.
A new Chinese study advises Beijing to be cautious of defense contractors gaining too much influence over policy, drawing parallels with the US military-industrial complex.
Ondas has secured a tender from the Israeli Defense Ministry to develop advanced tactical attack drones for the IDF, outcompeting major defense contractors like Elbit Systems and Rafael.
Gellért Jászai, CEO of 4iG, held discussions in Washington with various government officials, as well as the leadership of major defense contractors Lockheed Martin and Northrop Grumman.
In an unprecedented move, China has placed Wroclaw University of Science and Technology, a Polish university, on an export control blacklist alongside defense contractors, citing links to the European security sector.
Defense contractors are reporting unprecedented backlogs of orders, indicating a significant ramp-up in military spending and demand for defense-related products and services.
A bipartisan initiative aims to micromanage defense contractors by restricting their stock buybacks, a move critics argue could deter investment in the industry.
Government documents have disclosed that defense contractors including Rocket Lab and Lockheed Martin are partnering with SpaceX to develop a satellite network for tracking airborne threats.
General Motors has held discussions with defense contractors RTX and L3Harris regarding potential collaborations to increase munitions production.
This article compares investment opportunities in proven defense contractors, represented by ITA, against an active bet on the burgeoning space economy, represented by ARKX.
Jamie Dimon, CEO of JPMorgan Chase, has reportedly sent a stark message regarding defense contractors, indicating a significant stance on the industry.
Australian billionaire Gina Rinehart has reportedly built a $97 million stake in various U.S. defense contractors, diversifying her investment portfolio.
Amazon Web Services (AWS) is reportedly entering a 'new era' for defense contractors by significantly expanding its cloud capabilities tailored for the sector.
Three under-the-radar defense contractors are reportedly building multiyear backlogs, suggesting sustained demand that could outlast specific geopolitical strategies.
Several defense contractors have secured a $1.84 billion Andromeda deal aimed at enhancing space surveillance capabilities.
Sweden has announced the purchase of new air defence and counter-drone systems from defense contractors Saab and BAE, bolstering its national security capabilities.
Senators Josh Hawley (R-Mo.) and Elizabeth Warren (D-Mass.) have introduced a new bill aimed at codifying a Trump-era executive order, which seeks to crack down on stock buybacks and executive compensation for underperforming defense contractors.
Beyond well-known defense contractors like Rheinmetall, two smaller, less-scrutinized defense companies are identified as attractive investment opportunities, with one offering strong growth, particularly a drone manufacturer.
With U.S. weapons stockpiles reportedly strained, defense contractors Lockheed and RTX are scheduled to meet at the White House.
Major defense contractors, including Lockheed, are reportedly discontinuing the use of Artificial Intelligence (AI) technology developed by Anthropic. This action follows a ban on the technology implemented by former President Trump.
The US Defense Department has given AI firm Anthropic a deadline to ease usage restrictions on its models, threatening a $200 million contract loss. Anthropic, citing concerns over autonomous weapons and surveillance, has resisted. Nvidia CEO Jensen Huang acknowledged both sides have valid points, suggesting the dispute, while significant, isn't catastrophic for either party.