Core Insights - The successful test of the Mighty Hornet IV Attack UAV marks a significant milestone for Kratos Defense & Security Solutions and the National Chung-Shan Institute of Science and Technology, paving the way for flight testing later this year [1][2][3] Group 1: Testing and Development - The integration of the NCSIST-provided payload/mission system with the Mighty Hornet IV has been validated without design revisions, confirming its operational capability [2] - The testing success validates the technical approach and highlights the collaborative effort between Kratos and NCSIST, setting a foundation for future projects [3] Group 2: Technical Specifications - The Mighty Hornet IV, based on the modified MQM-178 Firejet, features high-speed capabilities with a speed of Mach 0.8, high G maneuvering, and a service ceiling exceeding 35,000 feet, making it suitable for various operational scenarios [5] - Recent demonstrations have reinforced the MQM-178's reliability and adaptability, particularly in Manned-Unmanned Teaming (MUM-T) and loitering munition scenarios [5] Group 3: Strategic Objectives - The ultimate goal is to establish a large quantity of Mighty Hornet IV systems in Taiwan, providing an affordable mass deterrent ready for operational deployment [6] - The collaboration between the U.S. and Taiwan leverages mature Kratos technologies, significantly shortening the timeline from concept to functional system [6]

Company Overview - Edge Total Intelligence Inc. (edgeTI) is a leader in real-time digital operations solutions and will exhibit at the WEST Conference in San Diego, CA from February 10-12, 2026 [1][3]. Industry Context - The U.S. shipbuilding industry has faced significant challenges, with the U.S. accounting for only 0.1% of global shipbuilding, while China dominates with 53.3% [2]. Product Offerings - edgeTI will showcase its TRL9 Digital Twin and secure Data Mesh edgeCore™ platform, which aims to provide commanders with data dominance at a lower cost compared to legacy tools [3][4]. - The edgeCore platform enables organizations to achieve mission objectives under budget and ahead of schedule, facilitating faster AI/ML adoption without the need for costly data repositories [4][5]. Conference Significance - The WEST Conference connects over 150,000 professionals from the U.S. Navy, Marine Corps, and Coast Guard, providing valuable networking opportunities and direct feedback from operators to senior military and government officials [6][7][12].

Core Insights - Mercury Systems (MRCY) reported adjusted earnings of 16 cents per share for Q2 fiscal 2026, exceeding the Zacks Consensus Estimate by 128.6% and significantly up from 7 cents per share in the same quarter last year [1] - Revenues for the second quarter reached $232.87 million, marking a 4.4% year-over-year increase and surpassing the Zacks Consensus Estimate by 12.29% [1] Q2 Details - Total bookings for Q2 fiscal 2026 were $288 million, resulting in a book-to-bill ratio of 1.23 [2] - The company achieved a record backlog of $1.5 billion, which is an 8.8% increase year over year [2] Q2 Operating Details - Adjusted EBITDA for Q2 fiscal 2026 was $30 million, a 36.3% increase from $22 million in Q2 fiscal 2025 [3] - The adjusted EBITDA margin improved to 12.9% year over year [3] - GAAP net loss for the quarter was $15.1 million, with a diluted loss per share of 26 cents, compared to a net loss of $17.6 million and a loss per share of 30 cents in the prior year [3] Balance Sheet & Cash Flow - As of December 26, 2025, cash and cash equivalents were $335 million, up from $304.7 million as of September 26, 2025 [4] - Long-term debt remained unchanged at $591.5 million [4] - Cash flow from operations was $51.6 million, a significant increase from $2.2 million in the previous quarter [4] - Free cash flow for Q2 fiscal 2026 was $45.7 million, compared to negative $4.4 million in Q1 fiscal 2026 [4] Fiscal 2026 Outlook - The company maintains its full-year fiscal 2026 outlook, expecting low single-digit annual revenue growth and an adjusted EBITDA margin approaching the mid-teens [5] - Anticipates positive free cash flow for the year, with Q3 revenues expected to decline year over year, followed by a ramp-up in Q4 [5] - Q3 adjusted EBITDA margin is projected to approach double digits, while Q4 is expected to have the highest adjusted EBITDA margin of the fiscal year [5] Zacks Rank & Stocks to Consider - MRCY currently holds a Zacks Rank 4 (Sell) [6] - Other stocks in the aerospace sector with better rankings include CAE (Rank 2), Innovative Solution (Rank 1), and Bae Systems (Rank 2) [6]

Core Insights - Safe Pro Group Inc. is participating in the 2026 Defence Leaders Combat Engineer & Logistics Conference (CEL26) in Krakow, Poland, showcasing its AI-enabled defense solutions [1][2] - The company aims to highlight its proprietary Navigation Observation & Detection Engine (NODE), which enhances situational awareness for combat engineers [2][3] Company Overview - Safe Pro Group Inc. specializes in AI-enabled security and defense solutions, focusing on drone imagery processing and machine learning technologies [5] - The company’s SPOTD platform analyzes drone imagery to detect and classify explosive threats, providing high-resolution geospatial outputs for operational decision-making [3][5] Technology and Innovation - NODE is an edge-based, rapid field-deployable system designed for real-time battlefield analysis, offering 2D and 3D interactive mapping and hazard detection capabilities [2] - The SPOTD platform has been operational in Ukraine for nearly three years, analyzing over 2.4 million images and identifying more than 40,000 threats across approximately 28,000 acres [3] Market Engagement - Participation in CEL26 allows Safe Pro to engage with international stakeholders, including representatives from the U.S. Army, NATO, and Ukraine defense forces, to discuss the future of military engineering [2] - The conference aims to influence procurement strategies and defense policies, providing tools for short-term preparedness and long-term force design [2]

Core Viewpoint - Safe Pro Group Inc. is set to present its AI-enabled defense and security solutions at the 2026 Defence Leaders Combat Engineer & Logistics Conference (CEL26) in Krakow, Poland, highlighting its innovative technologies for military applications [1][2]. Group 1: Company Overview - Safe Pro Group Inc. (NASDAQ: SPAI) specializes in AI-enabled security and defense solutions, focusing on advanced situational awareness tools for defense, humanitarian, and homeland security applications globally [5]. - The company leverages commercially available drones and proprietary machine learning technology to enhance the identification of explosive threats, providing a safer alternative to traditional methods [5]. Group 2: Technology and Innovations - The company will showcase its proprietary Navigation Observation & Detection Engine (NODE) at CEL26, which is designed for real-time battlefield analysis and enhances force protection for combat engineers [2]. - Safe Pro's SPOTD AI platform can analyze imagery and video from drones to detect and classify over 150 types of landmines and unexploded ordnance (UXO), supporting operational decision-making in high-risk areas [3]. Group 3: Market Engagement - Participation in CEL26 allows Safe Pro to engage with international stakeholders, including representatives from the U.S. Army, NATO, and Ukraine defense forces, to promote its AI technology's role in military engineering [2]. - The conference aims to provide nations with tools to enhance both short-term preparedness and long-term force design, influencing procurement strategies and defense policies [2].

Core Insights - Parsons Corporation has deployed its counter-unmanned aircraft system, DroneArmor™, to enhance security along the U.S. southern border for a Federal national security customer [1][2] - DroneArmor™ is a Technology Readiness Level 9 (TRL-9) capability that provides real-time situational awareness and precise mitigation against unauthorized drone activity [2] - The system integrates advanced technologies including AI and machine learning to autonomously track and mitigate threats, thereby improving decision-making and situational awareness [3][4] Company Overview - Parsons Corporation is recognized as a leading disruptive technology provider in national security and global infrastructure markets, with expertise in various sectors including cyber warfare, space defense, and critical infrastructure protection [6] - The company emphasizes rapid innovation and adaptability in its C-UAS solutions, utilizing a modular and scalable command and control platform [4] - The development of DroneArmor™ takes place at Parsons' C-UAS Center of Excellence in West Virginia, which focuses on rapid prototyping and interoperability testing [4]

Core Insights - Ondas Inc. has secured a strategic contract with a governmental defense customer in the Asia-Pacific (APAC) region, enhancing its presence and capabilities in autonomous unmanned aerial systems (UAS) for national security missions [1][2][3] Group 1: Contract Details - The contract will be executed in multiple phases, with initial deliveries expected to begin this year and potential follow-on orders as deployments expand [1] - The contract reflects the growing demand for mission-ready autonomous defense systems in response to evolving threats in the APAC region [2][3] Group 2: Company Strategy and Market Position - Ondas is committed to integrating its autonomous systems within existing defense architectures, providing unique tactical capabilities [2] - The new contract aligns with Ondas' broader global strategy to scale deployments across defense, homeland security, and public safety markets [3][4] - The company is investing in localized production capacity and regional partnerships to support long-term program expansion and address international demand [4] Group 3: Product Offerings - Ondas Autonomous Systems (OAS) offers a range of AI-powered defense and security platforms, including the Optimus System and Iron Drone Raider, which are designed for various operational needs [6] - The company’s platforms are distinguished by their maturity, combat-proven performance, and customization capabilities to meet specific customer requirements [3][6]

This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Happy Tuesday. I did my workout studio's Hyrox-themed class yesterday, which not only left me sore but also with a better understanding of what all the hype in the fitness business is about.S&P 500 futures ticked higher this morning. The stock market is coming off a winning day.Here are five key things investors need to know to start the trading day:1. Take-off preparationsElon Musk attends the 56th annual Worl ...

Core Viewpoint - The collaboration between Maris-Tech and Iron Brain aims to integrate advanced AI capabilities into edge computing platforms for defense applications, enhancing performance on small and unmanned systems [1][2][3] Company Overview - Maris-Tech is a leader in video and AI-based edge computing technology, focusing on intelligent video transmission solutions that address complex encoding-decoding challenges. The company offers lightweight, low-power products that provide high-performance capabilities in various sectors, including defense and aerospace [4] - Iron Brain specializes in adaptive AI solutions for defense and intelligence, utilizing a self-learning approach that allows military systems to recognize new targets with minimal training data. The technology is designed for real-time multi-sensor intelligence across various environments [5] Collaboration Details - The integration of Iron Brain's self-learning AI into Maris-Tech's edge computing platforms is expected to significantly enhance AI performance in existing defense applications, such as drones and armored vehicles [3] - The combined solution will enable advanced AI capabilities on platforms that previously could not support legacy AI, improving ground situational awareness and terrain dominance [2]

WEST HOLLYWOOD, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- VisionWave Holdings, Inc. (Nasdaq: VWAV), a dual-market autonomous systems and sensing technology holding company spanning defense and commercial infrastructure, today highlighted continued execution across its platform strategy, including advances in RF-based defense capabilities and the integration of QuantumSpeed™ assets with the Company’s internally developed qSpeed™ computational acceleration architecture. This update is being provided in connec ...