AVAV $144.65 -1.10% ▼ BA $212.25 +0.90% ▲ BAH $72.80 -0.95% ▼ CACI $623.61 -1.06% ▼ CW $566.75 -0.35% ▼ GD $359.39 -1.79% ▼ HEI $325.48 -0.37% ▼ HII $285.93 -2.08% ▼ HWM $259.27 -0.85% ▼ IRDM $47.21 +1.42% ▲ KBR $36.82 -1.89% ▼ KTOS $47.82 -0.58% ▼ LDOS $133.05 -0.86% ▼ LHX $256.45 -2.08% ▼ LMT $525.28 -1.36% ▼ MRCY $82.42 -2.45% ▼ NOC $514.98 -2.09% ▼ PLTR $174.33 -4.44% ▼ RTX $200.79 -0.65% ▼ SAIC $126.75 +0.20% ▲ TDG $1,162.05 +0.36% ▲ TXT $79.07 -0.38% ▼ AVAV $144.65 -1.10% ▼ BA $212.25 +0.90% ▲ BAH $72.80 -0.95% ▼ CACI $623.61 -1.06% ▼ CW $566.75 -0.35% ▼ GD $359.39 -1.79% ▼ HEI $325.48 -0.37% ▼ HII $285.93 -2.08% ▼ HWM $259.27 -0.85% ▼ IRDM $47.21 +1.42% ▲ KBR $36.82 -1.89% ▼ KTOS $47.82 -0.58% ▼ LDOS $133.05 -0.86% ▼ LHX $256.45 -2.08% ▼ LMT $525.28 -1.36% ▼ MRCY $82.42 -2.45% ▼ NOC $514.98 -2.09% ▼ PLTR $174.33 -4.44% ▼ RTX $200.79 -0.65% ▼ SAIC $126.75 +0.20% ▲ TDG $1,162.05 +0.36% ▲ TXT $79.07 -0.38% ▼
Defence markets + industrial intelligence

Track the companies shaping modern defence.

Public markets, procurement, aerospace, autonomous systems, space and government services — organised for investors and industry professionals.

28Covered companies
5Capability verticals
1342Intelligence reports
Defence strategic-systems panel: aircraft, naval, space and networked assets.
Live market wire
The Defence Brief

Get defence markets in your inbox.

The morning read on defence stocks, contracts and original coverage — distilled into one concise briefing.

  • Market movers
  • Contract & program watch
  • Original coverage
This field is for validation purposes and should be left unchanged.

Free · Unsubscribe anytime · No spam

Situation room

The defence market at a glance

Market data via Yahoo Finance; values may be delayed. Not investment advice.

Latest intelligence

Company, market and technology updates

All updates →
Defence Markets · Original Coverage

HII Lands $336 Million Navy Award Tied to Future Carrier CVN 82

HII Lands $336 Million Navy Award Tied to Future Carrier CVN 82 Huntington Ingalls Industries (HII) has been awarded a $336 million contract by the U.S. Navy for work connected to CVN 82, a future Gerald R. Ford-class aircraft carrier. The announcement reinforces the shipbuilder’s position as the Navy’s primary provider of nuclear-powered aircraft carriers […]

Sep 4, 2026
Defence Markets · Original Coverage

L3Harris Wraps Initial Production Run of Viper Shield Electronic Warfare Suites

L3Harris Wraps Initial Production Run of Viper Shield Electronic Warfare Suites L3Harris Technologies said it has completed production of the first 35 Viper Shield units, marking a manufacturing milestone for the electronic warfare (EW) system designed for the F-16 aircraft platform. Electronic warfare suites are onboard systems that help aircraft detect and manage radio-frequency threats […]

Sep 4, 2026
Defence Markets · Original Coverage

Palantir Lands U.S. Army Award as Investor Michael Burry Exits Stake

Palantir Lands U.S. Army Award as Investor Michael Burry Exits Stake Palantir Technologies (NASDAQ: PLTR) is navigating two contrasting developments: a new contract award from the U.S. Army, and the disclosure that prominent investor Michael Burry has exited his position in the company, according to a Yahoo Finance report. The Army award adds to Palantir’s […]

Sep 4, 2026
Defence Markets · Original Coverage

Palantir’s Weight in Growth ETFs Draws Fresh Scrutiny as Shares Slide

Palantir’s Weight in Growth ETFs Draws Fresh Scrutiny as Shares Slide Palantir Technologies (PLTR) has become a prominent holding in popular growth-focused exchange-traded funds, and its recent pullback is prompting investors to reconsider how much of their growth exposure is concentrated in a handful of mega-cap names. A recent Yahoo Finance analysis noted that the […]

Sep 4, 2026
Defence Markets · Original Coverage

Huntington Ingalls Shares Slip Despite Second-Quarter Revenue Beat

Huntington Ingalls Shares Slip Despite Second-Quarter Revenue Beat Huntington Ingalls Industries (NYSE: HII) reported stronger-than-expected revenue for its second quarter, but the market reaction was muted, with the shipbuilder’s stock edging lower in Thursday trading. The news, first reported by AD HOC NEWS, capped a quarter in which the nation’s largest military shipbuilder showed continued […]

Sep 4, 2026
Defence Markets · Original Coverage

Law Firm Announces Inquiry Into L3Harris as Shares Slip

Law Firm Announces Inquiry Into L3Harris as Shares Slip Bronstein, Gewirtz & Grossman has opened an investigation into L3Harris Technologies, Inc. (NYSE: LHX), according to a notice reported by The National Law Review. The firm said it is examining whether the defence contractor or certain of its executives may have violated securities laws, though no […]

Sep 4, 2026