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.
Lockheed Martin received a seven-year undefinitized contract action modification in July for up to $53.86 billion in PAC-3 MSE interceptors.
General Dynamics remains on schedule to increase submarine production to two Virginia-class boats and one Columbia-class boat annually in the early 2030s, company President Danny Deep said.
BAE Systems expects its U.S. operations to benefit from rising demand for munitions, counter-drone weapons and military space systems.
Northrop Grumman expects its national security space business to generate more than $7 billion in 2026 sales as U.S. military demand expands.
RENK Group posted record first-half order intake of about €1.2 billion, supported by strong defence demand and its highest-ever quarterly intake.
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