Browsing Tag
Anduril Industries
17 posts
General Atomics and Anduril win U.S. Air Force autonomous fighter production contracts
General Atomics and Anduril win U.S. Air Force CCA production contracts. Discover how autonomous fighters could reshape airpower and defence manufacturing.
Northrop Grumman’s (NOC) Jackal missile test puts low-cost precision strike back in focus for U.S. Army planners
Northrop Grumman’s Jackal test shows how mobile missiles are reshaping land warfare. See why investors and armies are watching.
Could Applied Aerospace & Defense’s $650m IPO test investor appetite for defense manufacturing stocks?
Find out how Applied Aerospace & Defense’s $650 million IPO could test investor appetite for defense manufacturing stocks.
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.
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.
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.
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.
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.
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.
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.