Browsing Tag
Department of War
26 posts
USA Rare Earth lands $750m U.S. government backing for Serra Verde rare earth supply
USA Rare Earth secured $1.55B of backing for Serra Verde, including $750M from the U.S. government and a $300M purchase contract.
RTX’s Raytheon wins $22.9bn U.S. Navy Tomahawk contract as missile production ramps
RTX’s Raytheon wins a $22.9bn U.S. Navy Tomahawk contract to ramp missile output. See what it means for $RTX, suppliers and investors.
Boeing lands $636m Apache sustainment award as Mesa aftermarket franchise pushes past $1.1bn
Boeing wins $636.1m US Army Apache modification, lifting the contract past $1.1bn as Mesa sustainment work runs through April 2029. What comes next?
Sunrise Energy Metals (ASX: SRL) lands $400m Pentagon loan commitment for Syerston scandium project
Sunrise Energy Metals lands a conditional US$400m OSC loan and eyes a US listing as Syerston targets a 2H26 final investment decision and 2H28 first output.
Lockheed Martin (LMT) wins $58.62bn PAC-3 MSE multiyear as Patriot demand triples
Lockheed Martin's $58.62B seven-year PAC-3 MSE award triples Patriot output by 2030. Can the Camden ramp keep pace with stretched NATO stockpiles?
Oracle secures $6.99bn, 10-year DoW IDIQ under Enterprise Software Initiative vehicle
Oracle wins a 10-year Department of War IDIQ worth up to $6.99B, but the ceiling flatters a task-order structure and a stock still 64% off its 2025 peak.
Eos Energy (NASDAQ: EOSE) surges 21% after Golden Dome Z3 prototype award from Pentagon
Eos Energy (NASDAQ: EOSE) surges 21% after winning a multi-million-dollar Golden Dome prototype contract from the Department of War, referenced by Trump.
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.