defense
52 articles tagged
Rheinmetall acquires Naval Vessels Lürssen, becoming Germany's integrated naval systems house with €40B+ backlog and positioning for maritime autonomous systems integration.
DroneShield posts A$216.5M revenue with 277% YoY growth, cementing its position as the world's only publicly-traded pure-play counter-UAS company amid Ukraine deployment and NATO procurement wins.
Northrop Grumman is the only defense prime with fielded autonomous platforms across air, maritime, undersea, and space domains, backed by a $95.68B backlog and ambitious 2026 space robotics launch.
Belgium delivers second autonomous mine countermeasure vessel in rMCM program, validating NATO doctrine and intensifying competition among Saab, Exail, and Kongsberg for fleet modernization contracts.
CACI 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.