Estonia wants to open its ecosystem of local defense startups to more customers https://t.co/TtkxXcypss ...

Two men who have dedicated their lives to military service, to defending and protecting our country, found themselves on Capitol Hill today testifying. They found themselves there largely due to the actions of a defense secretary who during his 10-month tenure as Secretary of Defense has done little more than seemingly try to embarrass the men and women of the military. Navy Admiral Frank Bradley and Joint Chief's Chairman Dan Kaine were on the Hill today briefing Congress about that deadly double tap boat ...

Joining us now to break down all this, Punch Bowl News co-founder and MS Now political contributor Jake Sherman, staff writer for The Atlantic, Missy Ryan, Wall Street Journal national security reporter Vera Bergen Gruin, and retired commander of US Army Europe, Lieutenant General Mark Hurtling. It's good to see all of you. General Hurtling, I'll begin with you.Knowing more about the September 2nd boat strikes, what do you think Democrats were so disturbed by after that briefing from the Admiral. probably t ...

Core Thesis - Kratos Defense & Security Solutions, Inc. is transitioning from a high-concept defense innovator to a revenue-generating company, with a current share price of $76.10 and trailing and forward P/E ratios of 585.38 and 158.73 respectively [1][2] Financial Performance - In Q3 2025, total revenue increased by 26% year-over-year to $347.6 million, driven by a 36% surge in the unmanned systems segment due to Valkyrie drone production and delivery [3] - The company reported adjusted EPS of $0.14, surpassing expectations, and a GAAP net profit of $8.7 million, indicating a shift into profitability [3] Strategic Vision and Execution - The performance aligns with CEO Eric DeMarco's vision of low-cost, AI-enabled expendable combat aircraft, moving from conceptualization to actual production [4] - Free cash flow remains negative at $41 million, primarily due to $28 million in strategic capital expenditures for new factories, supporting a record backlog of $1.48 billion and a bid pipeline of $13.5 billion [4] Segment Analysis - The Government Solutions (KGS) segment is a stable cash generator, benefiting from Defense Rocket Support Systems, hypersonic test targets, and satellite control systems [5] - Long-term guidance forecasts 15–20% revenue growth for 2026 and 18–23% for 2027, supported by domestic demand and new international opportunities following MTCR export rule adjustments [5] Valuation Insights - Valuation analysis indicates a FY26 forward P/S of 6.38x and a DCF-derived intrinsic value of $70–$85 per share, suggesting the stock is reasonably priced relative to its growth potential [6] - The company is strategically positioned at the intersection of autonomous drones, hypersonic systems, and space communications, offering substantial upside if it successfully navigates these growth vectors [6]

Core Insights - Raytheon has entered a strategic collaboration with Amazon Web Services (AWS) to enhance satellite data processing and mission control operations, aiming to meet national security objectives [1][4] - The partnership focuses on deploying scalable cloud-based solutions utilizing AWS's artificial intelligence (AI) and machine learning (ML) services to reduce mission costs and increase operational flexibility [2][3] Group 1: Collaboration Details - The collaboration allows Raytheon to leverage AWS technologies to improve decision-making, operational coordination, and flexibility for customers in the space industry [3][4] - Raytheon aims to accelerate responsible AI innovation while maintaining high security levels and optimizing resources through this partnership [3][4] Group 2: Technological Advancements - The collaboration will enhance mission data processing and reporting by utilizing AWS and Raytheon's capabilities [7] - It includes advanced constellation command and control using modular, software-defined systems for task scheduling and asset coordination [7] - The partnership will incorporate AWS's advanced AI and ML services to revolutionize software development and mission operations [7]

US Navy admiral to brief lawmakers over controversial 'double-tap' strike https://t.co/Jy36nOLvLk ...

Core Insights - A persistent theme in 2023 has been the global defense industry, which tends to perform well when geopolitical factors influence the macroeconomic landscape [1] Industry Summary - The defense industry historically benefits from geopolitical tensions, indicating a strong correlation between global events and defense spending [1]

Lockheed Martin has opened a new lab focused on hypersonic weapons in Alabama, as the US struggles to catch up with China and Russia in deploying the advanced technology. https://t.co/fPV84JHlnc ...

Core Viewpoint - Ondas Holdings Inc. has been selected as the prime contractor for a significant development and commercialization program aimed at enhancing national defense capabilities through advanced autonomous systems [1] Group 1: Program Details - The program is a multi-year, multi-phase initiative with the initial purchase order expected in January 2026 [1] - It will integrate various advanced defense technologies into a strategic System-of-Systems designed to protect national borders and maneuvering units [1] - The program will focus on the development of multipurpose drones, ground launching systems, and advanced software and AI capabilities to maximize system autonomy and effectiveness [1] Group 2: Competitive Advantage - Ondas Autonomous Systems was selected after demonstrating the highest performance across key criteria in a competitive tender process against major defense primes [1] - This selection underscores the company's capabilities in providing autonomous aerial and ground robot intelligence [1] Group 3: Future Outlook - The program is expected to span the next two years, indicating a long-term commitment to enhancing defense and homeland security capabilities [1]

RESTON, Va.--([BUSINESS WIRE](https://www.businesswire.com))--CACI International Inc ([NYSE: CACI] (https://cts.businesswire.com/ct/CT? id=smartlink&url=https://www.nyse.com/quote/XNYS:CACI&esheet=54366581&newsitemid=20251203112316&lan=en- US&anchor=NYSE:+CACI&index=1&md5=4b2df7d9505a1f3683300d79abf7f746)) announced today that it has been awarded a five-year task order valued at up to $145 million to continue supporting the U.S. Navy Portsmouth Naval Shipyard (PNS) Engineering and Planning Department (EPD), ...