Governments are rearming and racing into orbit, and the money lands on listed companies: the primes and shipyards, the makers of munitions, drones, engines and electronics, the software and services the forces run on, and the launch and satellite companies. StratDeck follows the 56 listed companies that build what that spending buys, grouped into 9 segments. Each day it shows which parts of the chain are strengthening, which are weakening, and what changed. The full list →
Weak market
From the last monitor run · 27 Sept, 00:31 UTC
The name the theme's research has most to say about, what the last run measured, and what its own segment says about the move.
11% of Primes is above its 200-day EMA, against 31% across the theme. Whatever the name does, the chain around it is weakening.
Every segment on one scale, then the names inside whichever one you pick.
Aero engines, Software and services and Electronics are at 40% or better. Primes, Components and Drones and autonomy are at 11% or less.
Next earnings: RTX, LMT, NOC · 20 Oct
The largest single-session moves among the theme's names, each beside the feed's headline for it, a print coming up, or where its segment sits this week.
Firefly Aerospace Inc. · Space
no story in the feed
GE Aerospace · Aero engines
Karman Holdings Inc. · Space
no story in the feed
AeroVironment Inc · Drones and autonomy
weakest segment this week
Kratos Defense & Security Solutions, Inc. · Drones and autonomy
weakest segment this week
Palantir Technologies Inc. · Software and services
no story in the feed
One list. The Terminal and Defence & Space shortlists merged, tagged by where each came from, with the board's best value pick to price them against.
The daily briefing, the sourced headlines behind it, and what the theme's companies filed with the SEC.
Briefing for 26 Sept
Past briefingsThis converts Rocket Lab from a pure launch and space-hardware player into an operator with an established satellite constellation business, a structural shift in scale and revenue mix for the space segment. Rocket Lab shares rose on the day alongside other launch and space names.
A major state-backed naval order confirms continued European fleet renewal spending, yet Fincantieri's 5.5% decline on the award day shows the market is not rewarding backlog additions in naval names right now, consistent with naval being one of the weakest groups.
The synchronized declines across multiple geographies point to a group-wide de-rating rather than company-specific news, and the land-munitions group has swung from being the strongest cohort a week ago to one of the weakest, with Oshkosh among names recently turning down.
Both moves show primes continuing to add international and service-specific business even as the prime contractor group overall has weakened sharply, including RTX and General Dynamics both recently turning down, suggesting new awards are not yet lifting prime sentiment broadly.
The award adds a new technology angle to GE's engine business and comes as the aero-engines group is the standout strengthening cohort in the sector, with MTU Aero Engines also recently turning up.
The gains ran well ahead of the modest news flow (Redwire's award, the Rocket Lab-Iridium approval), suggesting renewed risk appetite for space names broadly even as the space group overall remains one of the weaker cohorts in the sector.
The stories that mattered, from the 26 Sept run. Every claim links to its source.
8-K and 6-K current reports from EDGAR, and regulated announcements from the UK's FCA, France's AMF, Oslo Børs and Nasdaq Nordic. Every entry links to the filing.
Not every regulator. 19 of the 56 names list outside the US and have no filing here: none is collected yet from Germany, Italy or the Netherlands.
MCLEAN, Va., and LONG BEACH, Calif., September 24, 2026 – Iridium Communications Inc. (Nasdaq: IRDM) (“Iridium” or the “Company”), a leading provider of global voice, data, aircraft surveillance, and positioning, navigation, and timing (PNT) satellite services, and Rocket Lab Corporation (Nasdaq: RKLB) (“Rocket Lab”), a global leader in launch and space systems, today announced that Iridium…
DAVIDSON, N.C. – September 22, 2026 – Curtiss-Wright Corporation (NYSE: CW) today announced that its Board of Directors has elected Kevin M. Rayment, Executive Vice President and Chief Operating Officer, to succeed Lynn M. Bamford as Chief Executive Officer, effective January 1, 2027. Rayment will also assume the role of President and join Curtiss-Wright’s Board of Directors at that time. Ms…
CINCINNATI — September 22, 2026 — GE Aerospace (NYSE:GE) announced today that its Board of Directors has elected Wes Bush as independent Lead Director of the Board, effective on September 21, 2026. Tom Horton, independent Lead Director since 2018, will continue to serve as a member of the Board.
On September 21, 2026, TransDigm Group Incorporated (“TransDigm Group”) announced that its operating unit, Extant Aerospace, entered into a definitive agreement to acquire certain assets comprising a portfolio of commercial rotorcraft, land systems, and business jet products, including a facility located in California for approximately $240 million in cash (the “Acquisition”).
Haifa, Israel, September 18, 2026 – Elbit Systems Ltd. (NASDAQ: ESLT) (TASE: ESLT) (“Elbit Systems” or the “Company”) announced today that it has filed a shelf prospectus with the Israel Securities Authority and the Tel Aviv Stock Exchange (the “Shelf Prospectus”).
On August 26, 2026, Iridium Communications Inc., a Delaware corporation (the “Company” or “Iridium”), filed its definitive proxy statement on Schedule 14A (as such may be supplemented from time to time, the “Proxy Statement”) with the Securities and Exchange Commission (the “SEC”) with respect to the special meeting of Iridium’s stockholders (the “Special Meeting”) to be held in connection with…
Forward-Looking Statements & Non-GAAP Financial Information Forward-Looking Statements This presentation may contain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. We intend all forward-looking statements to be covered by the safe harbor provisions of the Private Securities Litigation Reform Act…
Iridium Acquisition Now Fully Financed: Rocket Lab completes the $1.944 billion At-The-Market (ATM) equity offering, securing the required cash consideration (alongside available liquidity) to fully fund its pending acquisition of Iridium Communications - expected to close in mid-2027, pending regulatory approvals.
ARLINGTON, Virginia, (September 15, 2026) – RTX (NYSE: RTX) today announced Jill Albertelli has been appointed president of Pratt & Whitney, effective Jan. 1, 2027, and will report to RTX chairman and chief executive officer Chris Calio. Albertelli succeeds Shane Eddy who has decided to retire.
Entry into a Material Definitive Agreement.
CURTISS-WRIGHT RAISES TOTAL SHARE REPURCHASE AUTHORIZATION TO $700 MILLION AND ANNOUNCES AN ADDITIONAL $100 MILLION EXPANSION OF 2026 SHARE REPURCHASE PROGRAM
On September 14, 2026, TransDigm Group Incorporated (“TransDigm Group”) announced that its wholly-owned subsidiary, TransDigm Inc. (the “Issuer”) priced the previously announced offering of $3,000 million aggregate principal amount of 6.75% Senior Secured Notes due 2035 (the “Notes”), which was increased from the previously announced initial $2,500 million, pursuant to a confidential offering…
Cash Tender Offer for Any and All 6.75% Senior Secured Notes due 2028 of TransDigm Inc.
ARLINGTON, VA, September 9, 2026 — AeroVironment, Inc. (NASDAQ: AVAV) (“AeroVironment” or the “Company”) reported today financial results for the fiscal first quarter ended August 1, 2026.
2 Caution concerning forward - looking statements: This document contains "forward - looking statements" – that is, statements related to future events that by their nature address matters that are, to different degrees, uncertain. Uncertainties related to this transaction, including expected timing and structure, the ability of the parties to satisfy regulatory and other closing conditions and…
San Francisco, CA – September 3, 2026 – Planet Labs PBC (NYSE: PL) (“Planet” or the “Company”), a leading provider of daily data and insights about change on Earth, today announced financial results for the period ended July 31, 2026.
Haifa, Israel, September 1, 2026 – Elbit Systems Ltd. (NASDAQ: ESLT) (TASE: ESLT) (“Elbit Systems” or the “Company”) announced today that it has signed contracts with an international customer, in an aggregate value of approximately $270 million, in the field of advanced ISR & Targeting payloads, to be performed over a period of up to six years.
Company increases fiscal year 2027 guidance for revenue, adjusted EBITDA(1), adjusted EBITDA margin %(1) and adjusted diluted EPS(1); reiterates free cash flow(1) guidance
On August 24, 2026, The Boeing Company (“Boeing”) entered into a $3.0 billion, 364-day revolving credit agreement (the “364-Day Credit Agreement”) with Citibank, N.A. (“Citibank”) and JPMorgan Chase Bank, N.A. (“JPMorgan”) as joint lead arrangers and joint book managers, Citibank as administrative agent, JPMorgan as syndication agent, and a syndicate of lenders as defined in the 364-Day Credit…
RESTON, Va., August 28, 2026 – Science Applications International Corp. (NASDAQ: SAIC) announced today that the company’s board of directors declared a cash dividend of $0.37 per share of the company’s common stock payable on October 23, 2026 to stockholders of record on October 9, 2026.
Entry Into a Material Definitive Agreement.
On August 24, 2026, Lockheed Martin Corporation (the “Company”) entered into a new 364-Day Revolving Credit Agreement (the “364-Day Revolving Credit Agreement”), among the Company, as borrower, the lenders listed therein (the “Lenders”), JPMorgan Chase Bank, N.A., as syndication agent, Citibank, N.A., Crédit Agricole Corporate and Investment Bank, Mizuho Bank, Ltd. and Wells Fargo Bank, National…
HUNTINGTON BEACH, Calif. Aug. 26, 2026 - Karman Space & Defense (“Karman”, “Karman Holdings, Inc.” or “the Company”) (NYSE: KRMN) today announced that Chris Boynton will join Karman as Chief Financial Officer, effective September 14. Current CFO Mike Willis will depart Karman following a phased transition process, by year-end. This transition is the result of deliberative succession planning…
HEICO CORPORATION REPORTS RECORD NET INCOME (UP 33%) ON RECORD OPERATING INCOME (UP 34%) AND RECORD NET SALES (UP 23%) FOR THE THIRD QUARTER OF FISCAL 2026
Booz Allen Completes Acquisition of Ultra I&C Mission Solutions Business McLean, VA—August 24, 2026—Booz Allen Hamilton (NYSE: BAH) has completed its previously announced $720 million acquisition of the Ultra I&C Mission Solutions business (Ultra Mission Solutions), further strengthening its technology solutions for national security missions. Combining Ultra Mission Solutions’ defense…
On August 19, 2026, the Board of Directors of The Boeing Company (the “Company”) appointed Ryan L. Shedd as the Company’s Senior Vice President and Controller, to be effective as of the first business day following the Company’s filing of its Annual Report on Form 10-K for the year ended December 31, 2026 (the “Effective Date”). In that position, Mr. Shedd will also act as the Company’s…
(e) On August 19, 2026, the independent members of the Board of Directors of Northrop Grumman Corporation (the “Company”) approved a one-time grant of performance-based equity to Kathy J. Warden, Chair, Chief Executive Officer and President. This award recognizes and is intended to sustain Ms. Warden’s critical leadership contributions and strengthens alignment of her interests with those of the…
DAVIDSON, N.C. – August 18, 2026 -- Curtiss-Wright Corporation (NYSE: CW) today announced a $100 million expansion of its 2026 share repurchase program, which is now expected to yield annual share repurchases of $260 million in 2026.
On August 14, 2026, Science Applications International Corporation (the "Company") entered into Amendment No.6 (the "Amendment") to the Master Accounts Receivable Purchase Agreement (the "Existing Purchase Agreement"), among the Company, as a seller and seller representative, and MUFG Bank, Ltd., as purchaser (the "Purchaser").
Lauren Barnes Appointed President of Space & Mission Systems and Christopher Aebli Appointed President of Communications & Spectrum Dominance
Voyager Technologies, Inc. ("we" or "our" or the "Company") is filing the corresponding Current Report on Form 8-K and this Exhibit 99.1 to recast certain amounts previously reported in the Company's Annual Report on Form 10-K for the fiscal year ended December 31, 2025, filed with the Securities and Exchange Commission (“SEC”) on March 10, 2026 (the "2025 Form 10-K") to conform with revisions…
As previously announced, on June 16, 2026, Space Exploration Technologies Corp. (the “Company”), X67 Inc., a wholly owned subsidiary of the Company (“Merger Sub”), and Anysphere, Inc. (“Cursor”) entered into an Agreement and Plan of Merger (the “Merger Agreement”), which provided for, among other things, the merger of Merger Sub with and into Cursor, with Cursor surviving the merger as a wholly…
New equity distribution agreement replaces the Company’s prior equity distribution agreement and provides for an aggregate offering amount equal to the remaining unsold amount; No increase in aggregate amount offered
UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL INFORMATION OF ROCKET LAB CORPORATION AND IRIDIUM COMMUNICATIONS INC.
Intuitive Machines Reports Second Quarter 2026 Financial Results; Continues Record Backlog Expansion With Quarter-end Backlog of $1.8 Billion
Won multiple contracts to support NASA's Moon Base program and acquired Space-ng to fuel autonomous space operations, while adding more national security wins and maturing our launch vehicle programs.
Attached hereto as Exhibit 1 and incorporated herein by reference is the Registrant’s press release dated August 11, 2026.
Comprehensive spectrum strategy with shared MNO spectrum and controlled MSS spectrum targeting ~100 MHz access in the U.S. and 60+ MHz access globally on a market-by-market basis
THOUSAND OAKS, Calif. and SALT LAKE CITY, Utah – August 10, 2026 – Teledyne Technologies Incorporated (NYSE:TDY) (“Teledyne”) and Varex Imaging Corporation (NASDAQ:VREX) (“Varex”) jointly announced today that they have entered into a definitive agreement under which Teledyne will acquire all of the outstanding common shares of Varex for $18.90 per share payable in cash. The aggregate value for…
RESTON, Va. – General Dynamics (NYSE: GD) announced today that its board of directors has elected Danny Deep to be a director of the corporation.
ARLINGTON, Va.– Aug. 7, 2026 -- AeroVironment, Inc. (“AV”) (NASDAQ: AVAV) today announced that it has appointed Michael D. Ruppert to its Board of Directors, effective August 5, 2026.
1 For more information, see “Non-GAAP Financial Measures” and the schedules to this release.
JACKSONVILLE, Fla. / August 5, 2026 Redwire Corporation (NYSE:RDW, “Redwire” or the “Company”), a global leader in space and defense technology solutions, today announced results for its second quarter ended June 30, 2026.
RESTON, Va.--(BUSINESS WIRE)--CACI International Inc (NYSE: CACI) announced results today for its fiscal fourth quarter and full year ended June 30, 2026, and issued guidance for fiscal year 2027.
SpaceX Reports Second Quarter 2026 Results • Demonstrated the power of extreme vertical integration, delivering revenue growth of 92% year-over-year across Space, Connectivity and AI • Completed two successful Starship V3 flight tests in the past 90 days, advancing towards full and rapid reusability • Closed multiple industry-leading Cloud Services Agreements resulting in $14.1 billion of…
RESTON, Va., August 4, 2026 – Leidos Holdings, Inc. (NYSE: LDOS) today reported financial results for the second quarter of fiscal year 2026, highlighted by robust revenue growth and free cash flow generation.
On August 4, 2026, General Dynamics Corporation (the “Company”) filed a prospectus supplement, dated August 4, 2026 (the “Prospectus Supplement”), with the Securities and Exchange Commission (the “SEC”) pursuant to Rule 424(b)(5) under the Securities Act of 1933, as amended, relating to the Company’s offer to rescind (the “Rescission Offer”) the acquisition of up to 1,010,925 shares of the…
On August 4, 2026, Booz Allen Hamilton Inc., a Delaware corporation (the “Company”) and a wholly-owned subsidiary of Booz Allen Hamilton Holding Corporation, a Delaware corporation (the “Parent Guarantor”), issued $700,000,000 aggregate principal amount of its 5.375% Senior Notes due 2030 (the “2030 Notes”) and $500,000,000 aggregate principal amount of its 5.900% Senior Notes due 2034 (the…
Second Quarter 2026 Revenues of $458.8 Million Reflect 19.1 Percent Organic Growth and 30.5 Percent Growth Over Second Quarter 2025 Revenues of $351.5 Million
DENVER, August 3, 2026 /Business Wire/ -- Voyager Technologies, Inc. [NYSE: VOYG] (“Voyager” or the “Company”) today announced financial results for the second quarter 2026.
Closed the acquisition of Precision Components Group, LLC (PCG) on July 1, 2026, establishing a U.S. footprint for commercial nuclear component manufacturing
Palantir Reports Q2 2026 U.S. Comm Revenue Growth of 149% Y/Y and Revenue Growth of 93% Y/Y; Raises FY 2026 Revenue Guidance to 82% Y/Y Growth and U.S. Comm Revenue Guidance to 134% Y/Y, Crushing Consensus Expectations
HOUSTON, TX — Aug. 3, 2026 — Intuitive Machines, Inc. (Nasdaq: LUNR) (“Intuitive Machines”, together with its subsidiaries, the “Company”), a space technology, infrastructure, and services leader, today announced it has completed its previously announced acquisition of Goonhilly Earth Station Limited (“Goonhilly”) and completed the acquisition of COMSAT LLC, world-class deep space communications…
ARLINGTON, Va., (BUSINESS WIRE) July 30, 2026 — Leonardo DRS, Inc. (Nasdaq: DRS), a leading provider of advanced defense technologies, today reported financial results for the second quarter 2026, which ended June 30, 2026.
NEWPORT NEWS, Va. (July 30, 2026) - HII (NYSE: HII) today reported results for the second quarter of fiscal 2026.
Continued strong demand with 24% year-over-year increase in contract awards and a 1.2x book-to-bill ratio for the quarter, positioning the company for continued success
ARLINGTON, Va. – July 29, 2026 – AeroVironment, Inc. (“AV”) (NASDAQ: AVAV) today announced that Stephen F. Page, a member of AV’s Board of Directors (the “Board”), has informed the Board of his decision not to seek re-election and to retire from the Board at the company’s 2026 Annual Meeting of Stockholders.
MELBOURNE, Fla., July 29, 2026 — L3Harris Technologies (NYSE: LHX) reports second quarter 2026 results.
RESTON, Va. – General Dynamics (NYSE: GD) today reported second-quarter 2026 operating earnings of $1.5 billion, and $4.24 per diluted share (EPS), on revenue of $14.1 billion. Compared with the year-ago quarter, revenue increased 8.1%, operating earnings increased 11.9%, and diluted EPS increased 13.4%. Operating margin of 10.4% was a 40-basis-point expansion from the year-ago quarter.
ARLINGTON, Va. — Leonardo DRS, Inc. (Nasdaq: DRS) today announced that it has entered into a definitive agreement to acquire Raft LLC (“Raft”) in an all-cash transaction valued at $450 million. Founded in 2018 and headquartered in McLean, Virginia, Raft provides open-architecture mission software, specializing in multi-domain data fusion and artificial intelligence (AI) that supports real-time…
Non-GAAP measure; complete definitions of Boeing’s non-GAAP measures are on page 5, “Non-GAAP Measures Disclosures."
OSHKOSH, Wis. (July 28, 2026) – Oshkosh Corporation (NYSE: OSK), a leading innovator of purpose-built vehicles and equipment, today reported 2026 second quarter net income of $183.2 million, or $2.92 per diluted share, compared to net income of $204.8 million, or $3.16 per diluted share, for the second quarter of 2025. Adjusted1 net income was $180.1 million, or $2.87 per diluted share, for the…
Booz Allen Hamilton Announces First Quarter Fiscal 2027 Results 1 1 Revenue, Excluding Billable Expenses, Adjusted Net Income, Adjusted EBITDA, Adjusted Diluted EPS, Adjusted EBITDA Margin on Revenue, and Free Cash Flow are non- GAAP financial measures. See "Non-GAAP Financial Information" below for additional details. Three Months Ended June 30, 2026 2025 % Change (unaudited) Revenue $2,800…
On July 23, 2026, the Compensation Committee of the Board of Directors of L3Harris Technologies, Inc. (the “Company”) approved the grant of special one-time equity awards (the “Sustainment Awards”) to each of Kenneth Sharp, Senior Vice President and Chief Financial Officer, Kenneth Bedingfield, President, Missile Solutions, and Samir Mehta, President, Space & Mission Systems and Communications &…
BETHESDA, Md., July 23, 2026 – Lockheed Martin Corporation [NYSE: LMT] today reported second quarter 2026 sales of $20.1 billion, compared to $18.2 billion in the second quarter of 2025. Net earnings in the second quarter of 2026 were $1.8 billion, or $7.94 per share, compared to $342 million, or $1.46 per share, including $1.6 billion of program losses and $169 million of other charges, in the…
ARLINGTON, Va., July 23, 2026 – RTX (NYSE: RTX) reports second quarter 2026 results.
Raising full year 2026 GAAP diluted earnings per share outlook to $20.73 to $20.99 compared with the prior outlook of $20.08 to $20.44, and raising full year 2026 non-GAAP earnings per share outlook to $24.45 to $24.65, compared with the prior outlook of $23.85 to $24.15
FALLS CHURCH, Va. – July 21, 2026 – Northrop Grumman Corporation (NYSE: NOC) reported second quarter 2026 sales increased 5 percent to $10.9 billion, as compared with $10.4 billion in the second quarter of 2025. Second quarter sales reflect continued strong demand for our global capabilities. Second quarter 2026 net earnings totaled $1.1 billion, or $7.68 per diluted share, as compared with $1.2…
AST SpaceMobile Announces Pricing of Private Offering of $1.0 Billion of Convertible Senior Notes Due 2034 (Effective Conversion Price of $149.20 per Share with Capped Call)
On July 15, 2026, the Board of Directors (the “Board”) of Leonardo DRS, Inc. (the “Company”), on recommendation of the Nominating and Corporate Governance Committee, approved and adopted a new Code of Ethics and Business Conduct (“Code of Conduct”). The Code of Conduct is applicable to all directors, officers and employees of the Company and its subsidiaries, including but not limited to the…
MIAMI, FL and HOLLYWOOD, FL / ACCESS Newswire / July 16, 2026 / HEICO Corporation (NYSE:HEI.A, HEI) today announced that it closed an offering of $550 million in aggregate principal amount of 4.950% Senior Notes due 2031 (the "2031 Notes") and $650 million in aggregate principal amount of 5.400% Senior Notes due 2036 (the "2036 Notes", and together with the 2031 Notes, the "Notes").
CINCINNATI — July 16, 2026 — GE Aerospace (NYSE:GE) announced results today for the second quarter ending June 30, 2026.
MIDLAND, Texas—(BUSINESS WIRE) – AST SpaceMobile, Inc. (“AST SpaceMobile”) (NASDAQ: ASTS), the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, today announced its intent to offer, subject to market conditions and other factors, $1.0 billion aggregate principal amount…
On July 10, 2026 and effective as of such date, the Board of Directors (the “Board”) of Redwire Corporation (the “Company”), upon recommendation by the Nominating and Corporate Governance Committee of the Board, appointed Gregory L. Heston to fill the vacancy on the Board resulting from the previously announced resignation by David Kornblatt. Mr. Heston will serve as a Class III director with a…
On July 6, 2026, Voyager Technologies, Inc. (the “Company”) and its subsidiaries entered into a Fourth Amendment (the “Fourth Amendment”) to that certain Credit Agreement, dated as of May 30, 2025, among the Company, the other loan parties party thereto, the lenders party thereto, and JPMorgan Chase Bank, N.A., as administrative agent (the “Credit Agreement”).
On June 30, 2026, Redwire Defense Tech Intermediate Holdings, LLC (“Parent”), a wholly owned subsidiary of Redwire Corporation (the “Company”), entered into a First Amendment (the “Amendment”) to the Amended and Restated Credit Agreement, dated as of February 20, 2026, by and among Parent, Redwire Defense Tech Intermediate II Holdings, LLC (the “Lead Borrower”), the other borrowers from time to…
Earnings from the last monitor run and the curated calendar, 28 days out.
International Astronautical Congress (Antalya)
The space industry's largest annual meeting: agencies and launch, satellite and lunar companies set out programmes and partnerships, a read on where government space money goes next.
AUSA Annual Meeting (Washington)
The US Army's own trade show, where it sets out modernisation priorities and vendors show vehicles, munitions and drones; Army programme news clusters in this week.
European Council summit (defence, budget, Ukraine)
EU leaders take defence readiness, the next long-term budget and Ukraine support together; joint funding for European procurement is decided here, not by the companies.
Looking beyond defence? The Terminal screens 270+ stocks across every sector the same way.
The wider market and AI Infrastructure, as a five-minute read, Monday to Saturday before the New York open. Defence & Space is not in it yet.