Financial coverage of defense and aerospace firms: order intake, backlog, factory expansion, export approvals and cash behind promised output increases.
A new seven-year deal aims to push PAC-3 MSE production from about 600 missiles a year to 2,000, but the real constraint is the supplier base that feeds the line, not the line itself.
A near-party-line July 22, 2026 vote sends the House NDAA to a divided Congress, with air defense programs riding on a conference that may not convene.
The OASIS Act of 2026, introduced June 4, 2026, would force Defense Department action on air and missile defense acquisition, the slowest link in the interceptor chain.
Chairman Rogers and Ranking Member Smith published the FY2027 NDAA chairman's mark ahead of the committee's June 4, 2026 markup, opening the season that sets interceptor policy.
A May 2, 2026 approval wave sent Qatar about 4 billion dollars of Patriot replenishment and allied allies precision-weapon kits, with the usual review waived.
A US government contract decision announced April 21, 2026 tasks Lockheed Martin with integrating the Army's best interceptor into the fleet's combat system.