Browsing Tag
RTX Corporation
27 posts
U.S. Army’s Stinger replacement push shows why short-range air defence is becoming a missile capacity race
The U.S. Army wants 11,000 Stinger replacement missiles as drone threats rise. Read how NGSRI could reshape short-range air defence.
Lockheed Martin’s Alabama missile plant shows why homeland defence is becoming an industrial capacity race
Lockheed Martin’s new NGI facility in Alabama signals a missile-defence capacity race. Read how it could shape homeland defence.
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.
How Iran’s mining threat in the Strait of Hormuz is reshaping autonomous naval warfare ambitions
Can rising Middle East shipping threats accelerate Pentagon demand for AI-powered mine countermeasure systems? Read the latest defense analysis.
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.
Lockheed Martin deepens space defense role as U.S. Space Force advances space-based interceptor program
Missile defense is moving into orbit. Lockheed Martin’s SBI role tests whether space can become the next layer of U.S. homeland defense.
Rolls-Royce (RR) reaffirms £4bn-plus profit guidance as Trent XWB flying hours fully recover from West Asia conflict disruption
Rolls-Royce held its 2026 profit guidance through a West Asia conflict. The harder question is whether the market is still pricing in risk that no longer exists.
Can mobile air defense become the next big defense stock theme after drones changed the battlefield?
Drones are cheap. Defending against them is not. Leidos, RTX and Lockheed Martin may be entering a new air defense cycle.
Why Leidos’ $617m Army contract may be the start of a bigger air defense spending cycle
Drones are cheap. Air defense is not. Leidos’ $617M Army award shows why launcher capacity is becoming a Pentagon bottleneck.