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The Singapore Airshow, scheduled for February 3-8, 2026, will introduce a Space Summit to address a commercial space economy projected to reach $1.8 trillion by 2035.
Lockheed Martin reinforces its NATO defense role with new fighter jet deliveries and missile defense progress, projecting $81 billion in revenue by 2028.
AI chip startup Mythic Inc. raised $125 million on December 17, 2025, in a funding round led by DCVC to expand its challenge to Nvidia's dominance in the artificial intelligence hardware market.
On December 17, 2025, Xcel Energy appointed former Lockheed Martin CIO Maria Demaree to its board of directors to strengthen technology and cybersecurity oversight.
AAR Corp. extended its multi-year aircraft support contract with Air Methods on December 17, 2025, as its stock gained 21.7% over the prior six months.
BAE Systems secured a $117.7 million contract from the U.S. Navy to modernize the USS Forrest Sherman destroyer, with the work scheduled for completion by August 2027.
Morgan Stanley updated its ratings for major defense contractors on December 16, 2025, upgrading L3Harris and General Dynamics while downgrading Lockheed Martin, based on a new valuation framework reflecting a 15% discount to the market.
Lockheed Martin has rolled out the first of 64 F-35A fighter jets destined for the Finnish Air Force, a move that enhances NATO's defense capabilities in Northern Europe.
Lockheed Martin's stock fell 1.52% after Morgan Stanley downgraded the company, citing a weaker growth outlook compared to its competitors.
Major defense contractors, including Lockheed Martin which fell 1.52%, saw their stocks decline after President Trump stated he is mulling an executive order to limit their stock buybacks and dividends.
Kratos Defense & Security Solutions is expanding its production footprint with a new facility, mirroring a broader defense industry trend aimed at increasing manufacturing capacity and enhancing supply chain resilience. A subsequent stock upgrade by B. Riley Securities highlights positive market sentiment for companies strategically positioned to capitalize on rising global defense demands.
Switzerland will reduce its planned purchase of 36 F-35A fighter jets from Lockheed Martin. Rising costs and the U.S. government's refusal to grant a fixed-price contract have made the original order financially unfeasible within the nation's legislated CHF6 billion procurement budget.
Lockheed Martin has completed production of F-16 Block 70 jets for Bulgaria and Slovakia, enhancing NATO capabilities. The company’s stock rose 1.13% on the news, reflecting investor confidence in its production milestones and long-term service revenue.
Boeing has finalized its acquisition of key supplier Spirit AeroSystems in a strategic move to address production bottlenecks and quality control issues. The decision comes amid mixed November delivery data and persistent regulatory scrutiny, but the company maintains a strong order backlog and positive cash flow forecast.
BAE Systems secured an $11 million contract to supply Identification Friend or Foe (IFF) systems for South Korea's KF-21 jets. This deal underscores a critical defense sector trend: the urgent need for modernized, reliable airspace deconfliction technology to mitigate operational risks.
Germany is set to acquire 750 air defense missiles from RTX for $3.5 billion, reinforcing the global rearmament trend and strengthening RTX's order backlog. The deal adds to a series of recent contract wins and positive analyst ratings for the defense contractor.
Lockheed Martin (LMT) shares rose 1.48%, closing at $474.88, following a positive revision of its earnings per share (EPS) forecast. This movement highlights analyst confidence in the defense sector amid broader market evaluations.
The U.S. seizure of a Venezuelan oil tanker amid a significant military deployment in the Caribbean has bolstered defense sector stocks and caused a minor uptick in oil prices. The action is part of a stated pressure campaign against the Maduro government.
Rocket Lab has advanced its Neutron rocket program by completing qualification testing for its Hungry Hippo fairing system. The component has been shipped to Virginia, marking a critical step towards the rocket's inaugural launch and entry into the medium-lift launch market.
Kratos Defense & Security Solutions is positioning itself to capture a larger share of the hypersonic weapons market by offering lower-cost systems for testing and potential operational use, responding to a clear Pentagon need for more affordable high-speed weapons.