NEWS
88 articlesCACI International builds the sensing, networking, and EW infrastructure enabling autonomous operations in contested environments, with $1.3B in autonomy-adjacent wins in 2024.
Saab Group's underwater robotics subsidiary Seaeye is a credible autonomy player, but operates within a broader defense portfolio where missiles and radar drive revenue.
Boston Dynamics reports $130M in 2025 revenue with 2,000+ Spot units deployed globally and a production Atlas humanoid unveiled at CES 2026, but faces leadership transitions amid speculation of a 2027 IPO.
AeroVironment dominates tactical UAS with 20,000+ Ravens deployed globally and 30-40% of loitering munition market share, but faces execution risks at 42x P/E valuation amid rising competition.
BlueHalo's $4.1B acquisition by AeroVironment consolidates RF counter-UAS, directed-energy weapons, and Space Force capabilities into a strategically differentiated defense platform.
U.S. military confirms first combat use of SpektreWorks' LUCAS one-way attack drone in Iran strikes, instantly validating an opaque startup as a combat-proven munitions supplier.
MDA Space scales toward $1.5B revenue run rate on the back of 55 years of space robotics heritage and the commercial SKYMAKER platform.
Teledyne partners with M Subs to compete for UK Royal Navy and AUKUS undersea autonomy programs, combining sensor expertise with sovereign manufacturing capacity.
Almaz-Antey, Russia's state-owned air defense monopolist, scales production under sanctions while facing semiconductor supply chain constraints that will limit next-generation autonomous system capabilities.
Rheinmetall leverages Europe's defense buildup with €40B backlog and combat-validated systems, but faces unresolved questions on autonomous systems leadership.