Will Somerindyke founded a military supply chain and logistics company called Regulus Global a decade ago. Now, he’s raising hundreds of millions for a new defense tech play — and Regulus is the first customer.Read more: https://t.co/6QVy8mwIiq https://t.co/nESAwAtTVU ...

Company Overview - Will Somerindyke 十年前创立了 Regulus Global，一家军事供应链和物流公司 [1] - Regulus Global 成为 Somerindyke 新 defense tech 公司的首个客户 [1] Funding & Investment - Somerindyke 正在为其新的 defense tech 公司筹集数亿美元 (hundreds of millions) [1]

All right, let's start off with the footsie if you don't mind. Uh, very close to a record high, still within 1% of its record high. Today we got some data about the UK economy in contraction very slightly.Um, does that change your view on the UK right now and also the fact that while the UK is not necessarily in the EU that the European Union could face some tariffs. Well, I mean, I think everybody's concerned about tariffs and what they might do and what the impact might be uh to to the UK and to, you know ...

Funding & Investment - Cambridge Aerospace 是一家英国新成立的初创公司，已筹集约 1 亿美元的早期资本 [1] Industry Focus - 该公司致力于开发用于拦截无人机和巡航导弹的防御系统 [1]

Leonardo makes the lowest offer for Iveco Group’s defense unit amid political pressure to keep the business in Italian hands https://t.co/70vmNEt5pk ...

Core Insights - Lockheed Martin Corp. (LMT) has delivered the first Aegis System Equipped Vessel (ASEV) shipset to the Japan Ministry of Defense, marking a significant step in the U.S.-Japan security alliance [1][2] - The delivery highlights Lockheed's growing presence in the radar market, particularly with its SPY-7 radar, which is noted for its advanced capabilities and international demand [3] - Despite the positive developments, LMT's stock has underperformed compared to industry peers and broader market indices, raising concerns for potential investors [5][6] Delivery and Strategic Importance - The first ASEV shipset includes four AN/SPY-7(V)1 radar antennas, with two ASEVs expected to be commissioned by March 2027 and 2028 [1] - This delivery reinforces the long-standing security alliance between the U.S. and Japan, with Lockheed providing advanced defense technologies [2] Market Position and Product Demand - Lockheed's SPY-7 radar is recognized as one of the most powerful and versatile radars globally, contributing to its rising international demand [3] - The radar technology is set for deployment on naval vessels in Spain and Canada, indicating its broad acceptance in the international market [3] Stock Performance and Valuation - LMT shares have declined by 4.7% year-to-date, underperforming the Zacks Aerospace-Defense industry's growth of 21.8% and the S&P 500's return of 5.4% [5] - The company's forward 12-month price-to-earnings (P/E) ratio is 16.21X, which is lower than the peer group's average of 18.25X, suggesting a discounted valuation [16] Long-Term Growth Drivers - The F-35 program is a key long-term growth driver for Lockheed, with 1,149 F-35 airplanes delivered as of March 30, 2025, and a backlog of 361 jets [7][10] - Lockheed's international defense contracts, including PAC-3 missiles and THAAD systems, further support its long-term growth expectations [11][12] Near-Term Estimates - The Zacks Consensus Estimate for LMT's 2025 and 2026 sales indicates year-over-year improvements of 4.7% and 3.7%, respectively [13] - However, earnings estimates for 2025 suggest a decline, while a 9.1% increase is expected for 2026 [13] Industry Context - Lockheed's industry peers, such as Boeing and Embraer, have shown substantial stock gains year-to-date, with Embraer rising by 62.6% [6] - The defense sector faces challenges, including labor shortages that could impact production and operational performance [18][19]

“Europe must stop treating AI as a novel tool for back-office productivity and start deploying it as a crucial battlefield weapon,” argues Gundbert Scherf, the co-CEO of a defence-technology company https://t.co/hShd1bxPBuIllustration: Dan Williams https://t.co/vyWqgXIOrA ...

Investment Focus - European VC is breaking the taboo by investing in pure defense tech from Ukraine's war zones [1] Geopolitical Impact - The war in Ukraine is driving investment in defense technology [1]

With that, let's bring in Matt Powers, managing partner of P Advisory Group. Matt, great to have you here. Why don't we start off with your word of the day.Hey, Frank, thanks for having me. Yeah, word of the day is confusion. You know, markets are are staring down that confusing mix of uncertainty, tariff threats, and no clear details.And the Fed's set to release their minutes tomorrow and earning season's about to kick off. So, it's a it's a recipe for volatility. And right now, I mean, if this makes any s ...

Testing proves maturity as program moves closer to initial operational capabilityPORTSMOUTH, R.I., July 8, 2025 /PRNewswire/ -- Raytheon, an RTX (NYSE: RTX) business, has successfully demonstrated its Barracuda mine neutralization vehicle in an untethered, semi-autonomous operation for the first time during recent open water testing in Narragansett Bay.During the demonstration, Raytheon's Barracuda proved its ability to autonomously navigate, communicate, detect and identify targets, and operate independent ...