Browsing Tag
Anduril Industries
14 posts
Why firing a $2 laser might be worth more than a $12.7m interceptor
A 12.7 million dollar interceptor against a 30,000 dollar drone is unsustainable math, and it is quietly rewiring the thesis for Lockheed Martin and RTX. Read more.
May 25, 2026
DoW missile agreements put Leidos, Anduril, and Castelion at the centre of America’s strike-capacity reset
America needs missile mass faster than legacy procurement can deliver. DoW’s new deals show how defence production is being rewired.
May 17, 2026
How a single Utah chemical plant became the chokepoint of American missile production
AMPAC's Cedar City plant is the sole North American source of ammonium perchlorate. NewMarket Corporation's $100M expansion will not eliminate the chokepoint.
May 10, 2026
Rocket Lab stock surges 24% on record Q1 and Neutron deal: What RKLB (NASDAQ: RKLB) investors need to watch next
Wall Street stopped asking when Neutron flies. Rocket Lab's biggest contract ever, $2.2B backlog, and Anduril deal already reset the medium-lift launch story.
May 9, 2026
Ukraine sank a third of Russia’s Black Sea Fleet without a navy: The sea drone playbook that is rewriting US naval doctrine
Ukraine sank a third of Russia's Black Sea Fleet with cheap drones. We analyse how that campaign is reshaping US Navy MUSV doctrine and Indo-Pacific strategy. Read more.
April 7, 2026
MASC is gone and the MUSV marketplace is open: what Magnet Defense, Saronic, Anduril, and Blue Water Autonomy gain and lose from the Navy’s pivot
MASC is cancelled. We analyse what the Navy's MUSV marketplace shift means for Magnet Defense, Saronic, Anduril, and Blue Water Autonomy. Full competitive breakdown.
April 1, 2026
The M48 USV begins production: Can Magnet Defense convert 40,000 nautical miles of sea trials into a Navy contract?
Magnet Defense begins M48 USV production targeting Q2 2027 delivery. Analysing what 17,000nm range and 40,000nm of sea trials mean for Navy contracts. Read more.
March 27, 2026
U.S. Air Force and General Atomics conduct dual MQ-20 Avenger autonomy exercises to advance Collaborative Combat Aircraft capabilities
U.S. Air Force and General Atomics tested MQ-20 Avenger autonomy in two February 2026 exercises, validating F-22 manned-unmanned teaming and passive infrared targeting.
March 18, 2026
Airbus and KTOS advance XQ-58A Valkyrie toward Eurofighter teaming trials as German drone race heats up
Airbus prepares two Kratos XQ-58A Valkyrie drones in Manching for first flight with its MARS sovereign mission system. Read what this means for the German Air Force CCA contest and KTOS.
March 14, 2026
Ottawa startup Dominion Dynamics bets C$50m on ACP drone to fly alongside Canada’s future fighter fleet
Dominion Dynamics commits C$50M to build Canada's first autonomous wingman ACP, targeting a sub-scale prototype within 36 months. Read what it means for Canadian defence.
March 8, 2026