Defense Supply Chain Analysis
Mar 18, 2026
European defense companies see a pot of gold under missile defense dome developments.
Mar 13, 2026
Investor sentiment for defense remains strong, but here are some factors to consider about the wave of initial public and secondary offerings.
Mar 06, 2026
Announced program timescales suggest more than 1,200 CCAs could be in operation around the world by the end of 2036.
Mar 03, 2026
Listen in as editors reflect on program updates and other highlights from the AFA Warfare Symposium.
Feb 27, 2026
Separating aerospace and defense businesses from broader industrial production is becoming the only credible route to competing with focused champions.
Mar 20, 2026
Hypersonix Launch Systems and the UK business of European missile manufacturer MBDA will collaborate on a series of hypersonic weapon development efforts.
Mar 19, 2026
France and Germany are poised to make a decision on whether they can repair the fractured defense industrial relationship for the Future Combat Air System.
Mar 19, 2026
London wants to buy more Thales air defense missiles to aid Gulf allies drawn into the Iran war and convened talks with industry to see what more could be done.
Mar 18, 2026
Differences between the Royal Australian Air Force’s E-7 Wedgetail and the variant being acquired by the UK have led to “significant delays” in the program.
Mar 18, 2026
Beyond European exasperation with the Trump administration, there are market realities causing a rupture in Europe’s missile buying habit.
Mar 18, 2026
Hensoldt agreed a deal to assure critical radar component supply through 2030—a signal European defense suppliers are bullish about long-term demand.
Mar 16, 2026
Anduril did not win a $20 billion check from the U.S. Army on March 13, as announced, but instead a consolidated contracting vehicle.
Mar 16, 2026
The DOD and the Australian mining company Lynas have signed a $96M agreement to boost U.S. supply of rare earth minerals essential for defense. systems.