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General Dynamics sees further U.S. Navy shipbuilding growth at Bath and NASSCO, with DDG-51 delivery nearly three months early

General Dynamics sees further U.S. Navy shipbuilding growth at Bath and NASSCO, with DDG-51 delivery nearly three months early

General Dynamics expects further growth in its U.S. surface and auxiliary ship businesses as higher productivity at Bath Iron Works and additional capacity at NASSCO support increased Navy work.

August 8, 2026
Lockheed Martin Canada plans up to 320 new Nova Scotia jobs and $126 million expansion as German Navy selects CMS 330

Lockheed Martin Canada plans up to 320 new Nova Scotia jobs and $126 million expansion as German Navy selects CMS 330

Lockheed Martin Canada plans to add up to 320 highly skilled jobs in Nova Scotia over the next five years.

August 8, 2026
Lockheed Martin CEO says $1.4 billion in contract modifications will speed Conventional Prompt Strike as new hypersonic glide body advances

Lockheed Martin CEO says $1.4 billion in contract modifications will speed Conventional Prompt Strike as new hypersonic glide body advances

Lockheed Martin is accelerating development and demonstration of the Conventional Prompt Strike hypersonic weapon after a series of successful flight tests, Chief Executive Jim Taiclet said.

August 8, 2026
Northrop Grumman CEO says Sentinel backlog rose by $7.6 billion, with first integrated missile flight planned for 2027

Northrop Grumman CEO says Sentinel backlog rose by $7.6 billion, with first integrated missile flight planned for 2027

Northrop Grumman added $7.6 billion to its Sentinel backlog in the second quarter after further contract definitization and authorization from the U.S. Air Force.

August 8, 2026
BAE Systems targets 400% Hägglunds production increase, CV90 and BvS10 output set to exceed 400 combat vehicles in 2027

BAE Systems targets 400% Hägglunds production increase, CV90 and BvS10 output set to exceed 400 combat vehicles in 2027

BAE Systems is expanding manufacturing capacity at its Hägglunds business in Sweden to support rising European demand for CV90 and BvS10 combat vehicles.

August 8, 2026
BWXT sees large U.S. uranium enrichment buildout for stockpile replenishment, with operational centrifuge due in 2026 and new plants under study

BWXT sees large U.S. uranium enrichment buildout for stockpile replenishment, with operational centrifuge due in 2026 and new plants under study

BWX Technologies sees a potentially large U.S. industrial opportunity in building domestic uranium enrichment capacity across multiple fuel grades, including infrastructure ultimately needed for stockpile replenishment.

August 8, 2026
Leidos CEO says IFPC air defense systems production is accelerating as Golden Dome sensors and counter-UAS work expand across US defense

Leidos CEO says IFPC air defense systems production is accelerating as Golden Dome sensors and counter-UAS work expand across US defense

Leidos is increasing production on its IFPC air defense program while expanding its position in missile warning, counter-UAS and base defense, Chief Executive Officer Tom Bell said.

August 8, 2026
BAE Systems expands defence production across the U.S. and Europe, backing missile, munitions and combat vehicle output with major investment

BAE Systems expands defence production across the U.S. and Europe, backing missile, munitions and combat vehicle output with major investment

BAE Systems is increasing manufacturing investment across the United States and Europe to meet higher demand for missiles, munitions and other defence equipment.

August 7, 2026
Rheinmetall CEO says German ATACMS production could start in late 2027, freeing Lockheed Martin capacity for new PrSM line

Rheinmetall CEO says German ATACMS production could start in late 2027, freeing Lockheed Martin capacity for new PrSM line

Rheinmetall expects to build the required production line next year and begin manufacturing ATACMS Lot 8 in late 2027.

August 7, 2026
Rolls-Royce CEO says smaller AMRs could be suited to space defense and industrial applications within the group’s nuclear strategy

Rolls-Royce CEO says smaller AMRs could be suited to space defense and industrial applications within the group’s nuclear strategy

Rolls-Royce sees smaller AMRs as potentially better suited to space defense and industrial applications than the larger-scale power markets being targeted by its SMR business, Chief Executive Tufan Erginbilgic said.

August 7, 2026
General Dynamics points to double-digit growth in ammunition and missile components, driven by artillery and allied demand

General Dynamics points to double-digit growth in ammunition and missile components, driven by artillery and allied demand

General Dynamics expects double-digit growth at its Ordnance and Tactical Systems business, with artillery, 155mm ammunition and missile components supporting the outlook, Chairman and Chief Executive Officer Phebe Novakovic said.

August 7, 2026
Kratos sees hypersonics revenue reaching at least $700 million in 2027, with MACH-TB funding and new awards driving expansion

Kratos sees hypersonics revenue reaching at least $700 million in 2027, with MACH-TB funding and new awards driving expansion

Kratos Defense & Security Solutions expects its hypersonics business to generate about $400 million in revenue in 2026 and at least $700 million in 2027.

August 7, 2026
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