We're continuing to follow the breaking news of a shooting. At least five people have been injured or five casualties at Fort Stewart base in Georgia. Now the question turns to who did it and why. I want to bring in NBC News national law enforcement correspondent Tom Winter, retired ATF, retired ATF special agent in SNBC terrorism analyst Jim Kavanaaugh. On the phone is our senior national security correspondent Courtney QB. Uh let's set set the stage if we can Tom. What do we know at this hour? >> Sure. So ...

Kawasaki Heavy Industries maintained profit guidance despite the impact of US tariffs, as Japan’s second-largest defense contractor expects to offset rising expenses with price hikes and controlling fixed costs https://t.co/Z20Lnpr4h9 ...

Financial Performance - Voyager Technologies 第二季度亏损扩大，但收入增长 25% [1] - 公司提高了全年业绩指引，调整后的每股收益（EPS）和未计利息、税项、折旧及摊销前的利润（EBITDA）与分析师的预期一致 [4] Business Strategy & M&A - Voyager Technologies 积极进行收购，自成立以来已完成 8 项收购，并通过收购来补充其高有机增长率 [8] - 公司正在放弃低利润合同，并计划通过并购和有机增长举措转向更高利润的产品组合 [9][10] - Voyager Technologies 关注信号情报领域的并购，该领域增长迅速，并由人工智能驱动 [11][12] Defense Sector & Technology - Voyager Technologies 参与了 Golden Dome 项目，特别是下一代拦截器（Next Generation Interceptor）计划，旨在防御来自中国和俄罗斯等国的核弹头高超音速导弹 [5][6] - 公司的技术在下一代拦截器计划中发挥着关键作用，该计划最近通过了一项关键技术里程碑，即关键设计审查 [7]

Core Viewpoint - Graham reported a significant improvement in profitability for Q1 FY2026, with non-GAAP EPS of $0.45 exceeding analyst estimates, but GAAP revenue fell short of expectations at $55.5 million [1][2]. Financial Performance - Non-GAAP EPS increased by 36% year-over-year, from $0.33 in Q1 FY2025 to $0.45 in Q1 FY2026 [2][6]. - GAAP revenue was $55.5 million, which was below the expected $63.4 million, despite an 11% year-over-year increase [2][5]. - Gross margin improved to 26.5%, up 1.7 percentage points from the previous year, while operating margin rose to 8.9% compared to 6.5% in Q1 FY2025 [2][5]. - Adjusted EBITDA climbed 33% to $6.8 million [2][6]. Orders and Backlog - The total order figure reached $125.9 million, more than doubling compared to the same quarter last year, resulting in a record book-to-bill ratio of 2.3x [7][11]. - Backlog increased by 22% year-over-year to $482.9 million, with approximately 87% tied to Defense projects [7][11]. Business Strategy - Graham focuses on expanding into new markets, innovation, and deepening ties to U.S. defense programs while maintaining financial discipline [4][3]. - The integration of P3 Technologies has enhanced capabilities in turbomachinery, allowing for novel project pursuits [12]. Future Guidance - The company maintains its FY2026 guidance, projecting net sales between $225 million and $235 million and adjusted EBITDA of $22 million to $28 million [14]. - Capital expenditures for FY2026 are planned between $15 million and $18 million, targeting 8-10% annual organic revenue growth [14].

Industry Position & Production Capacity - Andre is now the third supplier of solid rocket motors for the United States, joining L3 Harris and North of Grumman [1] - Andre is opening a full-rate manufacturing facility in Mississippi, aiming to produce 6,000 tactical motors per year by the end of 2026 [1][5] - The new facility addresses supply chain issues within aerospace and defense, particularly the need to stockpile or replenish weapons [3][4] - The company has a 5 million square foot manufacturing facility in Ohio called Arsenal 1, and the SRM facility is another component of building up supply chain and production capacity [10] Customer & Partnership - Andre has partnerships with European partners, the Navy, and the Army to supply rocket motors to both existing and new platforms [7] - The company is already building to fulfill orders [7] Business Expansion & Future Plans - Andre is ramping up quickly on solid rocket motor platforms and other business units, including counter intrusion systems and collaborative combat aircraft (CCA) [9] - The company is working on CCA (collaborative combat aircraft) with the United States Air Force, which is essentially an autonomous fighter plane [9]

Russian plot to assassinate the CEO of Ryan Metal. The Russian government planned to assassinate you. >> It's about one year ago.>> Armen Papagar, the CEO of German defense company Ryan Matal, has been enthusiastically arming Ukraine. It's brought his company unprecedented riches, but it's also put a target on his back. In 2024, US intelligence agencies warned their German counterparts that Russia was actively plotting to assassinate him.The company has emerged as a central player in Europe's push to arm Uk ...

A VC firm targeting defense tech and industrial production is raising money from a cadre of alumni from companies like Palantir and SpaceX https://t.co/npphUuqFfR ...

Boeing Defense Workers Begin Striking For First Time Since 1996 After Rejecting Contract Offer https://t.co/jZJtFVu2Lj https://t.co/jZJtFVu2Lj ...

A German defense company is making a fortune arming Ukraine, turning the Rheinmetall CEO into a Russian target https://t.co/Yo0I8cQEvr ...

Let's turn to Boeing. Continued labor issues for that company and Phil Bose's got the latest for us. Phil, David, there is a strike right now of Boeing workers down in the St.Louis area. That part of the company builds defense projects. Specifically, they work on the F-16, F-18, some munition systems as well.About 3,200 workers who are represented by the International Association of Machinist went on strike at midnight. They have rejected a 20% raise, including a $5,000 signing bonus. And as I mentioned, th ...