Browsing Tag
AUKUS
10 posts
Babcock (LSE: BAB) shares hit a new low, but did the market overreact to Type 83?
Babcock lost a future warship opportunity just after another £140 million frigate charge. Can submarines, nuclear growth and buybacks repair trust?
Babcock (LSE: BAB) shares fall 5.9% as £140m Type 31 charge overshadows FY26 growth
Babcock International reported stronger underlying defence and nuclear growth, robust cash generation and another £200 million buyback, but a third major Type 31 charge revived concerns over contract execution.
Royal Australian Navy’s HMAS Eyre commissioning puts Australia’s patrol fleet reset back under scrutiny
HMAS Eyre joins the Royal Australian Navy as Australia resets patrol fleet priorities. Read how Arafura-class vessels fit Indo-Pacific strategy.
AUKUS underwater drone project puts seabed warfare and cable protection at centre of alliance strategy
AUKUS is moving below the surface. Underwater drones could turn seabed infrastructure protection into the alliance’s first real Pillar II test.
Australia and South Korea sign energy security pact as Strait of Hormuz blockade hits ninth week
Hormuz is in week nine. Seoul and Canberra just signed the bilateral that locks in LNG and diesel flows. The disruption-notification clause is the real news.
How the UK fell below NATO’s defence average and what it means for BAE and peers
Britain says it is rearming. NATO's 2025 data says London is now spending less of its economy on defence than Türkiye, and the gap is structural.
Babcock (LSE: BAB) secures six-month FMSP bridging agreement with UK MOD as long-term successor contract nears finalisation
Babcock International Group (BAB) agrees six-month FMSP bridge with the UK Ministry of Defence as a long-term naval submarine support contract nears finalisation. Read full analysis.
Rolls-Royce (LSE: RR) posts £3.5bn profit and £9bn buyback as Erginbilgic transformation pays off
Rolls-Royce posts £3.5bn profit, a 17.3% margin, and launches a £7-9bn buyback. Full analysis of upgraded targets, divisional performance, and what happens next. Read more.
Is this the moment Aurora Labs (ASX: A3D) breaks into the defence export big leagues?
Aurora Labs partners with Sovereign Propulsion Systems to launch real-world drone engine testing after A$5.5M raise. Find out how this boosts defence readiness.
Helsing dives deep: German defence AI firm set to buy Australia’s Blue Ocean to expand maritime autonomy
Discover how Helsing’s takeover of Blue Ocean could redefine underwater autonomy, reshape AUKUS-Europe defence links, and set a new standard for AI-driven naval warfare.