BAE Systems is expanding manufacturing capacity at its Hägglunds business in Sweden to support rising European demand for CV90 and BvS10 combat vehicles.
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.
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.
BAE Systems is increasing manufacturing investment across the United States and Europe to meet higher demand for missiles, munitions and other defence equipment.
Rheinmetall expects to build the required production line next year and begin manufacturing ATACMS Lot 8 in late 2027.
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.
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.
Kratos Defense & Security Solutions expects its hypersonics business to generate about $400 million in revenue in 2026 and at least $700 million in 2027.
Amentum Chief Executive Officer John Heller highlighted the company’s operations in the Middle East, where employees are working alongside customers on what he described as “high-consequence missions.”
BAE Systems has increased production rates at its Bofors business by three to four times across several product areas.
Nammo Sweden has signed a seven-year framework agreement with Sweden for programmable 30mm and 40mm ammunition.
Leidos has received $5 billion in defense-technology awards so far in 2026, Chief Executive Officer Tom Bell said.
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