Core Thesis - L3Harris Technologies, Inc. is positioned as a foundational enabler of next-generation defense systems, with a focus on resilience, connectivity, and real-time decision-making in defense technology spending [6]. Company Overview - L3Harris Technologies, Inc. provides mission-critical solutions for government and commercial customers globally, functioning as a critical component in missile defense architecture [2]. - The company specializes in secure, jam-resistant connectivity that integrates space assets, ground-based radars, command centers, and interceptor batteries into a unified system [3]. Technological Capabilities - L3Harris delivers advanced radios, sensor fusion platforms, and electronic pathways that guide interceptors, playing a crucial role in the kill chain despite its hardware being less visible [3]. - The company addresses vulnerabilities in modern warfare, such as information latency and signal degradation, by providing advanced tactical radios and electronic countermeasures for contested environments [4]. Market Demand - As missile defense systems become more distributed and software-driven, the demand for L3Harris's capabilities is expected to grow significantly, making the company increasingly essential in evolving geopolitical contexts [5]. - The shift in defense priorities towards resilience and connectivity indicates sustained demand growth for L3Harris's offerings, appealing to long-term investors [6].

TABLE OF CONTENTS As filed with the Securities and Exchange Commission on February 2, 2026. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SWARMER, INC (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 7372 93-1378503 (Primary Standard Industrial Classification Code Number) (IRS Employer Identification No.) 4515 Seton Cen ...

Acquisition will strengthen Ondas' offering to the defense and security markets through an expanded system-of-systems architecture, incorporating long-range unmanned aerial vehicles, autonomous strike platforms, advanced propulsion and engineering capabilities, integrated command-and-control technologies, and an established presence in the UK market. WEST PALM BEACH, FLORIDA / ACCESS Newswire / February 2, 2026 / Ondas Inc. (Nasdaq:ONDS) ("Ondas" or the "Company"), a leading provider of autonomous aerial ...

Ottawa, Ontario--(Newsfile Corp. - February 2, 2026) - DEFSEC Technologies Inc. (TSXV: DFSC) (TSXV: DFSC.WT.U) (NASDAQ: DFSC) (NASDAQ: DFSCW) ("DEFSEC" or the "Company") is pleased to announce today that it has appointed Elisabeth Preston as Senior Vice-President and Chief Legal Officer. "Elisabeth brings an impressive range of private and public company defence and security experience, including cross-border U.S.-Canada transactions as well as extensive international experience, managing strategic relatio ...

Group 1 - The Japanese government is collaborating with Finland to promote dual-use technology cooperation between enterprises, including financial support for financing and trade insurance [2][4]. - As defense spending increases in Europe, the demand for related technologies is expected to grow, with Japan aiming to enhance its technological capabilities through international collaboration [4]. - Japan plans to support a total of €8 billion (approximately ¥1.46 trillion) from the European Defense Fund and explore the use of loans from the Japan Bank for International Cooperation (JBIC) and trade insurance from Nippon Export and Investment Insurance (NEXI) [4]. Group 2 - The collaboration includes the development of synthetic aperture radar (SAR) satellite systems between Japan's IHI and Finland's ICEYE, which can accurately observe the ground under various conditions [4]. - Japanese company HYTEC INTER has developed technology for transmitting drone imagery in low-speed communication environments, and the two governments will promote the integration of this technology with Finnish wireless communication systems [5]. - The Japan External Trade Organization (JETRO) and Business Finland will sign a memorandum of cooperation to facilitate connections between Japanese and Finnish companies, marking the first joint statement focused on dual-use technology cooperation [5].

Core Viewpoint - Cognizant Technology Solutions Corporation's subsidiary, Belcan Government Solutions, has secured a significant U.S. defense contract under the Missile Defense Agency's SHIELD program, which is designed for next-generation homeland defense systems [1][2]. Group 1: Contract Details - The SHIELD contract is an indefinite-delivery, indefinite-quantity vehicle with a ceiling of $151 billion across all participating vendors [2]. - The contract supports rapid development and deployment of layered missile defense capabilities [2]. Group 2: Scope of Work - The award allows participation across a wide set of technical and operational domains, focusing on delivering innovative capabilities to the warfighter with increased speed and agility [3]. - Cognizant's President of Americas, Surya Gummadi, emphasized the company's pride in partnering with the Missile Defense Agency and highlighted the team's dedication and expertise [3]. Group 3: Company Focus and Market Reaction - The company remains focused on delivering innovative, agile solutions to address complex defense challenges [4]. - At the time of publication, Cognizant Tech shares were down 1.50% at $82.05 [4].

Core Viewpoint - Aether Global Innovations Corp. has entered into an exclusive agency agreement with Bravo Zulu Drone Defense Inc. to distribute and promote drone-defense products in Canada, enhancing its position in the defense technology sector [1][4]. Group 1: Agreement Details - The agreement grants Aether exclusive rights to market and distribute Bravo Zulu's counter-UAV technologies within Canada and to select international customers [1][2]. - The initial term of the agreement is one year, with the possibility of renewal for up to five additional one-year periods [3]. - Aether will earn commissions on sales generated through its efforts and retains commission rights for 24 months on customers it introduced, even after the agreement ends [3]. Group 2: Strategic Implications - The agreement is seen as complementary to Aether's ongoing acquisition of Arion Defense Inc., which is expected to enhance Aether's defense technology offerings [4]. - The collaboration with Bravo Zulu provides Aether immediate access to established counter-UAV systems and market engagement with military and law enforcement sectors [4]. - The combined initiatives from the Bravo Zulu agreement and the Arion acquisition are anticipated to create commercial synergies and strengthen Aether's competitive position in the defense and security technology market [4]. Group 3: Company Overview - Aether Global Innovations focuses on UAV management, operations services, and counter-drone solutions, aiming to integrate advanced technologies and infrastructure [6].

Palladyne AI lands contract for autonomous swarm technology. General Dynamics, Textron fall after quarterly earnings. ...

Core Viewpoint - AeroVironment, Inc. is positioned to benefit from increasing geopolitical spending and defense priorities, with analysts maintaining positive ratings and price targets for the stock [1][2][3]. Group 1: Analyst Ratings and Price Targets - Citizens analysts reiterated a Market Outperform rating on AeroVironment, Inc. with a price target of $400 [1]. - RBC Capital also maintained an Outperform rating with a price target of $375, despite a stop-work order from the US Department of Defense affecting a key program [3]. Group 2: Company Positioning and Growth Opportunities - The company is well-positioned to leverage US defense tailwinds and global defense priorities, which are driving rapid funding and procurement in aerospace [2]. - A merger with BlueHalo is anticipated to enhance AeroVironment's capabilities in drone and cyber spaces, creating a scaled design-to-production engine [2]. - The company has a strong international base that serves as a second growth engine [2]. Group 3: Product and Market Focus - AeroVironment is a leader in defense technology, specializing in intelligent, multi-domain robotic systems, including drones, loitering munitions, and counter-UAS solutions for various clients [4].

Core Insights - CACI International Inc has been awarded a five-year task order valued at up to $250 million to enhance spectrum dominance for the U.S. Army Capability Program Executive – Intelligence, Electronic Warfare & Sensors [1] Group 1: Company Overview - CACI is a national security company with 26,000 employees focused on expanding national security limits [3] - The company is recognized as a Fortune World's Most Admired Company and is part of the Fortune 500, Russell 1000 Index, and S&P MidCap 400 Index [3] Group 2: Strategic Initiatives - CACI is making significant investments in software-defined electronic warfare (EW) solutions to maintain an advantage over adversaries [2] - The company aims to empower warfighters to achieve and maintain spectrum dominance in contested environments [2] - CACI will utilize its expertise for the integration and sustainment of technology to enhance the Army's multi-domain EW capabilities [2]