An aircraft lost in war leaves two gaps: one on the balance sheet and another in the missions the force can perform tomorrow. Washington can authorize money to close the first. Closing the second requires manufacturing capacity, repair facilities, qualified personnel and time. That distinction is the most important issue raised by the aircraft losses associated with Operation … [Read more...] about Epic Fury Aircraft Losses Expose the Gap Between Replacement Funding and Military Readiness
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PDW Looks to Bring Ukrainian Battlefield Technology Into American Production
Performance Drone Works is pursuing two partnerships intended to bring Ukrainian defense technology into American evaluation, integration and potential manufacturing. One memorandum of understanding, signed with The Fourth Law and Odd Systems, covers development and qualification of Ukrainian thermal-camera technology, including the Kurbas camera family, alongside exploration … [Read more...] about PDW Looks to Bring Ukrainian Battlefield Technology Into American Production
Raytheon Tests Faster Coyote Interceptors as Counter-Drone Requirements Intensify
Raytheon has completed three successful developmental tests of upgrades to its Coyote counter-drone interceptor, advancing the program from concept to testing in 15 months. The company-funded effort, designated Coyote Block 2C+RM, aims to incorporate a tactical rocket motor for faster launch and flight, with a new seeker and warhead also planned. The October 12 announcement … [Read more...] about Raytheon Tests Faster Coyote Interceptors as Counter-Drone Requirements Intensify
Fortem and MBDA Expand Counter-Drone Defense With Net Capture and Armed Interceptors
Fortem Technologies and MBDA are expanding a counter-drone partnership that combines two different ways of intercepting hostile aircraft. Under the agreement announced on October 12, MBDA will offer Fortem’s DroneHunter interceptors as a layer within customers’ existing air-defense networks. The companies will also offer their jointly developed FireThorn interceptor. The … [Read more...] about Fortem and MBDA Expand Counter-Drone Defense With Net Capture and Armed Interceptors
L3Harris’s $250 Million Rocket Motor Award Puts the Ammunition Buildout on the Factory Floor
L3Harris has received a $250 million follow-on contract from Lockheed Martin to manufacture propulsion units for standard-range Guided Multiple Launch Rocket System rockets. Announced on October 12, the award covers what L3Harris describes as the highest quantity in the program’s history. The company says the work will be fulfilled at its new 60,000-square-foot Arsenal of … [Read more...] about L3Harris’s $250 Million Rocket Motor Award Puts the Ammunition Buildout on the Factory Floor
Why Defense Stocks Are Falling While the World Is Running Short of Ammunition
There is an extraordinary contradiction in the global defense industry. The United States and its allies are struggling to replenish depleted ammunition inventories, missile interceptors are being consumed faster than manufacturers can replace them, and military planners are discovering that modern warfare requires far greater industrial capacity than they had anticipated. Yet … [Read more...] about Why Defense Stocks Are Falling While the World Is Running Short of Ammunition
Smart Shooter Wins Up to $150 Million U.S. Counter-Drone Contract for SMASH Systems
Smart Shooter has secured a potentially significant expansion of its U.S. defense business after receiving a 36-month, single-award indefinite-delivery/indefinite-quantity contract for its SMASH counter-drone fire control systems. The contract, awarded by the U.S. military’s Joint Interagency Task Force 401 (JIATF-401), carries a maximum ordering ceiling of $150 million and … [Read more...] about Smart Shooter Wins Up to $150 Million U.S. Counter-Drone Contract for SMASH Systems
Aerial Refueling Became the Main Instrument of US Iran Policy, and Israel the Safest Place to Base It
Refueling aircraft are now the most reliable indicator of what Washington intends to do about Iran, and the most useful lever it holds over how the war gets fought. Carrier movements are slow, ambiguous and expensive. Bomber deployments are a commitment. Tankers are neither. They are cheap to move, legible to everyone watching flight tracking data, reversible within days, and … [Read more...] about Aerial Refueling Became the Main Instrument of US Iran Policy, and Israel the Safest Place to Base It
Ondas (ONDS) Q2 2026: The Full-Year Guide Requires a $256 Million Fourth Quarter
Ondas reported record second-quarter revenue of $83.8 million on August 13, up 67% sequentially from $50.1 million and more than thirteen times the $6.3 million it booked a year earlier, and raised its full-year target to $525 to $550 million. The stock fell roughly 9% on the print and closed Friday at $9.24, recovering 3.7% on the day as new tariffs on imported drones lifted … [Read more...] about Ondas (ONDS) Q2 2026: The Full-Year Guide Requires a $256 Million Fourth Quarter
Trump’s Steam Catapult Order Targets a Real Ford-Class Failure With the Wrong Fix
A presidential memorandum signed on August 13 directs the Navy to strip electromagnetic launch and the Advanced Weapons Elevators out of future Ford-class aircraft carriers and replace them with steam catapults and hydraulic elevators. The Secretary of War and the Secretary of the Navy have 60 days to deliver a plan covering timelines and resourcing, beginning with CVN-81, the … [Read more...] about Trump’s Steam Catapult Order Targets a Real Ford-Class Failure With the Wrong Fix