Browsing Tag
Department of War
19 posts
Lockheed Martin (LMT) breaks ground on Alabama THAAD interceptor plant as missile demand surges
Lockheed Martin (LMT) breaks ground on a new Alabama THAAD plant as wartime demand strips US stockpiles, yet the stock sits near a 52-week low. Read more.
Northrop Grumman (NOC) lands $697m Marine Corps radar sustainment BOA as G/ATOR enters life-cycle phase
Northrop Grumman captures a $697M Marine Corps radar sustainment BOA, deepening its grip on G/ATOR economics as NOC sits 28% off highs. Read more.
Leidos (NYSE: LDOS) stock faces defence re-rating test as hypersonics and low-cost missile deals reshape growth story
Leidos has fresh missile catalysts, but LDOS still trades far below its high. The real test is whether production scale changes the story.
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.
Elsight (ASX: ELS) stock up 11.02% as Halo Blue UAS clearance drives 12x revenue surge
Modern drones need bulletproof comms in jammed airspace. Elsight (ASX: ELS) just cleared the US Blue UAS List and grew revenue twelve-fold. The procurement story is now real.
L3Harris wins US Air Force ABMS digital backbone role as LHX trades 21% off 52-week high
The Air Force just gave L3Harris the ABMS backbone. The harder question is whether LHX, down 21% from highs, can convert this into multi-year backlog.
Why Donald Trump’s UFO file release has reopened America’s transparency fight
UFO files are public, but certainty is not. Donald Trump’s release turns a secrecy debate into a test of United States trust.
LMT stock falls 4.6% on Q1 2026 earnings miss as Lockheed Martin’s free cash flow swings to minus $291m
Lockheed Martin Q1 2026 EPS of $6.44 missed estimates as margins fell across three segments. Full-year guidance reaffirmed. Read the full analysis.
Why acute stress disorder may become the next major neuroscience opportunity for BXCL501
Could BXCL501 open a major new neuroscience market in acute stress disorder? Read what this means for BioXcel Therapeutics and investors.
Lockheed Martin (LMT) bags $4.7bn PAC-3 MSE contract as U.S. pushes missile production to record highs
Lockheed Martin secures a $4.7bn PAC-3 MSE accelerated production contract. Here's what it means for LMT stock, allied air defence, and the defence sector. Read more.