Browsing Tag
U.S. Army
37 posts
Beryllium joins DIU Certificate Shepherd initiative as Pentagon pauses CMMC Phase II
Beryllium will provide a Microsoft-based managed enclave to DIU portfolio companies, although federal CMMC reforms could reshape certification demand and programme economics.
July 16, 2026
AVAV stock: What the Army’s $500m contract means after AeroVironment’s 52-week low
AeroVironment wins a $500 million Army counter-drone contract as shares rebound sharply from a recent 52-week low.
July 4, 2026
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.
June 3, 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
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.
May 17, 2026
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.
April 28, 2026
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.
April 27, 2026
Leidos (NYSE: LDOS) expands Army air defense backlog with $617m IFPC launcher award
Drones are cheap. Air defense is not. Leidos’ $617M Army award shows why launcher capacity is becoming a Pentagon bottleneck.
April 25, 2026
Can Ondas Holdings Inc. turn Mistral’s backlog into a larger U.S. defense platform?
Find out how Ondas Holdings Inc.’s Mistral merger could reshape its U.S. defense contracting strategy and backlog growth today!
April 24, 2026
Collins Aerospace wins five MV-75 systems contracts from Bell as U.S. Army accelerates FLRAA timeline
Collins Aerospace, an RTX business, has secured five MV-75 FLRAA system contracts from Bell Textron. Read the full strategic and market analysis here.
April 13, 2026