Browsing Tag
U.S. Navy
36 posts
HII raises 2026 revenue forecast after record $3.5bn quarter and major submarine awards
HII secures $32.4 billion in defense contracts as quarterly revenue reaches $3.54 billion and earnings rise nearly 50%.
Defense tech’s next test is not software but factories, shipyards and scale
Anduril Industries, Saronic Technologies, Hadrian and Shield AI are moving beyond software, drones and prototypes into shipyards, aircraft plants and automated factories. The emerging shift could reshape competition across the U.S. defense industrial base, but production execution will matter far more than announced capacity.
U.S. Navy places up to $200m Blackbeard production order with Castelion
The U.S. Navy has placed a production delivery order worth up to $200 million for Castelion’s Blackbeard hypersonic weapon, advancing the programme beyond early operational prototypes as the startup deploys fresh private capital into manufacturing scale.
Huntington Ingalls Industries (NYSE: HII) wins $336m CVN 82 materials contract
Huntington Ingalls Industries has secured a $336 million U.S. Navy award for long-lead propulsion materials for CVN 82, offering an early signal of future carrier construction demand across the Newport News Shipbuilding supply chain.
Conrad Industries backlog reaches 1.9 times market value as U.S. Navy work drives concentration
Conrad Industries added substantial government work during the first half of 2026, lifting backlog above its annual revenue base and nearly twice its stock-market value. The hidden issue is that one U.S. Navy programme explains more than the company’s entire net backlog increase, leaving investors dependent on execution across a concentrated group of fixed-price contracts.
Bluestone is backing 700-worker Delphinus. Can Roby Lentz build a naval maintenance platform?
Bluestone Investment Partners is pairing an insider-led succession with fresh capital and an acquisition strategy aimed at expanding Delphinus Engineering across the U.S. naval maintenance market.
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.
Fincantieri wins first U.S. Navy LSM award, opening path to four-vessel construction phase
Fincantieri has secured its first U.S. Navy LSM contract. Read why this early award could reshape its U.S. defense shipbuilding outlook.
Tetra Tech (NASDAQ: TTEK) JV bags Navy A-E deal for waterfront and shore infrastructure design
Tetra Tech (TTEK) and Mason Hanger JV win a $99M NAVFAC Southeast A-E contract. Analyse the strategic fit, execution risks, and what it means for TTEK stock. Read more.
Mobix Labs, Inc. secures Tomahawk missile component order amid accelerating U.S. Navy procurement (NASDAQ: MOBX)
Mobix Labs, Inc. secures a Tomahawk missile order as U.S. Navy production rises. Explore what this means for defense growth and investor sentiment.