Browsing Tag
Northrop Grumman
26 posts
Boeing beats Northrop Grumman for $20bn US Navy next-generation fighter programme
The F/A-XX development award gives Boeing another next-generation combat-aircraft programme after its F-47 victory and strengthens the long-term outlook for its St. Louis defence operation.
October 1, 2026
US missile stockpiles face dangerous strain as Iran war drains critical air defenses
US missile inventories face mounting strain as the Iran war consumes Patriot, THAAD and long-range weapons faster than factories can replace them.
August 5, 2026
General Dynamics beats Q2 estimates, raises 2026 guidance on record backlog
General Dynamics beat Q2, raised full-year EPS guidance to $16.80-$16.90 and hit a record $136.5B backlog, yet shares fell 3.1% on supply chain concerns.
August 1, 2026
Qorvo (NASDAQ: QRVO) signs worldwide distribution pact with Rochester Electronics on defense RF
Qorvo (NASDAQ: QRVO) signs Rochester Electronics deal for long-term RF supply, deepening its defense positioning before the Skyworks merger closes in 2027.
July 14, 2026
Global defense spending hits record $2.9T as satellite and drone names join the primes
Global defense spending hit a record $2.9T and is broadening beyond the primes. Planet Labs' record quarter, with defense revenue up 65%, shows the new defense-tech track.
June 5, 2026
Lockheed Martin (LMT) clears the last hurdle before PrSM Increment 4 flight testing
Lockheed Martin and L3Harris clear the ramjet hurdle on PrSM Inc 4. Can they beat Raytheon and Northrop Grumman to the Army's 1,000km missile?
June 3, 2026
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.
May 20, 2026
Electro Optic Systems (ASX: EOS) stock up 7.67% as A$518m backlog meets Goldrone laser test
Most defence companies still develop laser weapons. EOS (ASX: EOS) sells them. The US$80m Goldrone conversion in Q2 will either validate that gap or expose it.
May 15, 2026
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.
May 9, 2026
A160 Hummingbird unmanned rotorcraft: Inside Boeing’s failed bid to redefine vertical lift
Boeing built a UAV helicopter that flew 18.7 hours and hovered at 20,000 feet. The Army cancelled it anyway. The A160 Hummingbird story still shapes 2026 UAV strategy.
May 3, 2026