Latest Defence Intelligence.
Original coverage of contracts, programs, markets and technology across publicly traded defence and aerospace companies.
L3Harris Lands $4.7 Billion Missile Propulsion Award with Major US Manufacturing Commitment
L3Harris Lands $4.7 Billion Missile Propulsion Award with Major US Manufacturing Commitment L3Harris Technologies has secured a contract award valued at $4.7 billion for missile propulsion work, accompanied by plans to invest billions of dollars in expanding its manufacturing footprint across the United States. The announcement, reported by ConstructConnect News, adds to the company’s growing […]
C4ISR & Cyber · Sep 14, 2026L3Harris Lands New US Air Force Sensor Award as Shares Dip Slightly in Trading
L3Harris Lands New US Air Force Sensor Award as Shares Dip Slightly in Trading L3Harris Technologies has secured a new contract from the US Air Force covering sensor work, a development that drew investor attention even as the company’s shares traded modestly lower on the day. As of the latest market snapshot, L3Harris Technologies (LHX) […]
Naval & Maritime · Sep 14, 2026HII Grants Equity Award to General Counsel in Routine Compensation Filing
HII Grants Equity Award to General Counsel in Routine Compensation Filing Huntington Ingalls Industries (HII) has disclosed a dividend-equivalent grant that added stock rights to the compensation package of its legal chief, according to a regulatory filing flagged by financial data outlets. The move is a standard component of executive pay structures at large public […]
C4ISR & Cyber · Sep 14, 2026Boeing’s first new Air Force One jet aims for power-on this year, 2027 maiden flight
Boeing’s first new Air Force One jet aims for power-on this year, 2027 maiden flight Boeing expects to energize the first of two VC-25B presidential transport aircraft later this year, with a first flight targeted for 2027, according to a senior US Air Force official overseeing the long-delayed program. General Dale White, the Air Force’s […]
C4ISR & Cyber · Sep 14, 2026Defence AI Players Tighten Controls on External AI Models, Report Says
Defence AI Players Tighten Controls on External AI Models, Report Says Palantir Technologies and Booz Allen Hamilton, alongside chipmaker Nvidia, have moved to restrict the use of artificial intelligence models developed by Anthropic and OpenAI, according to a report from Yahoo Finance. The development highlights how companies building AI-driven platforms for government and commercial customers […]
Naval & Maritime · Sep 14, 2026Huntington Ingalls Director Receives Dividend-Equivalent Units Under Board Compensation Practice
Huntington Ingalls Director Receives Dividend-Equivalent Units Under Board Compensation Practice Huntington Ingalls Industries (NYSE: HII) has credited dividend stock units to one of its directors, according to a regulatory filing summarized in recent coverage. The units reflect the shipbuilder’s standard practice of granting equity-based compensation to board members, with dividend equivalents accrued on the awards. […]
Naval & Maritime · Sep 14, 2026Huntington Ingalls Director Granted Equity Award as Shares Slip
Huntington Ingalls Director Granted Equity Award as Shares Slip A member of the board of directors at Huntington Ingalls Industries has received a stock award, according to a regulatory filing highlighted by Stock Titan. The disclosure is a routine piece of corporate governance housekeeping for the Virginia-based shipbuilder, the parent company behind some of the […]
C4ISR & Cyber · Sep 14, 2026Air Force weighs “right mix” of weapons as industry presses for faster software and supply chains
Air Force weighs “right mix” of weapons as industry presses for faster software and supply chains Senior Air Force officials and defence industry executives gathered this week to discuss how the U.S. military should rebuild and reshape its munitions stockpiles, with a panel at the Air and Space Cyber Conference signalling a shift in focus […]
C4ISR & Cyber · Sep 14, 2026Palantir in the Spotlight as Analysts Weigh AI Software Rivals
Palantir in the Spotlight as Analysts Weigh AI Software Rivals A recent commentary from 24/7 Wall St. has reignited a familiar debate among market observers: how to think about Palantir Technologies compared with ServiceNow, two prominent names in enterprise software that have become frequent subjects of comparison in discussions about artificial intelligence adoption. The commentary, […]
Air & Aerospace · Sep 14, 2026Textron Aviation Prepares First Medical-Configured SkyCourier for Handover
Textron Aviation Prepares First Medical-Configured SkyCourier for Handover Textron Aviation, a unit of Textron Inc. (TXT), is weeks away from delivering the first air ambulance variant of its Cessna SkyCourier twin-engine turboprop, according to comments made at the Air & Space Forces Association conference near Washington DC on 14 September. Bob Gibbs, the company’s vice […]
C4ISR & Cyber · Sep 14, 2026Palantir’s Guidance Under the Microscope as Investors Weigh What They’re Paying For
Palantir’s Guidance Under the Microscope as Investors Weigh What They’re Paying For A recent Yahoo Finance commentary has put renewed attention on Palantir Technologies Inc. (NASDAQ: PLTR), asking whether investors buying the stock at current levels are paying for the company’s forward guidance or for something less tangible. The piece reflects a broader debate that […]
C4ISR & Cyber · Sep 14, 2026Palantir and Booz Allen Move to Restrict External AI Models in Government Work
Palantir and Booz Allen Move to Restrict External AI Models in Government Work Palantir Technologies and Booz Allen Hamilton, two of the most prominent technology providers serving the U.S. defence and intelligence community, have reportedly put restrictions in place on the use of large language models from Anthropic and OpenAI, according to a report from […]
C4ISR & Cyber · Sep 14, 2026AI Software Rivals ServiceNow and Palantir Draw Investor Debate
AI Software Rivals ServiceNow and Palantir Draw Investor Debate A recent commentary published by Yahoo Finance has reignited discussion among market watchers over how to position within the fast-growing artificial intelligence software space, weighing enterprise workflow specialist ServiceNow against defence-adjacent data analytics firm Palantir Technologies. The piece, which leans toward ServiceNow, arrives as both companies […]
C4ISR & Cyber · Sep 14, 2026L3Harris Ramps Up Cincinnati Production Line for Air Force Fuze Sensor Program
L3Harris Ramps Up Cincinnati Production Line for Air Force Fuze Sensor Program L3Harris Technologies is broadening manufacturing output of its C-HOBS (Collaborative Hardened Objective Sensor) production effort at its Cincinnati facility, a move that supports U.S. Air Force programs requiring precise control over munition detonation altitude, according to a company announcement. The Cincinnati site, long […]
C4ISR & Cyber · Sep 14, 2026Data-Security Concerns Reshape How Defence AI Firms Select Their Model Partners
Data-Security Concerns Reshape How Defence AI Firms Select Their Model Partners Recent reporting by Yahoo Finance indicates that Palantir Technologies and chipmaker Nvidia have become more cautious about their use of Anthropic’s artificial intelligence models, with the concern centred on whether sensitive corporate information could be exposed through third-party AI systems. The development highlights a […]
Space & Missile Defence · Sep 14, 2026What Comes Next for On-Orbit Servicing? (Replay)
[embedded content] Already, spacecraft are demonstrating autonomous rendezvous, on-orbit servicing, orbital transfer, debris removal and robotic operations. But which markets will mature first? What technical standards are needed for vehicles built by different companies to work together? How should governments encourage commercial investment? This event explored what comes next for the technologies, policies and business […]
C4ISR & Cyber · Sep 14, 2026Palantir Positions Itself for AI Workloads in Regulated Sectors, With a Boost From Nvidia’s Ecosystem
Palantir Positions Itself for AI Workloads in Regulated Sectors, With a Boost From Nvidia’s Ecosystem Palantir Technologies is making the case that its future lies in artificial intelligence deployments that consumer-facing AI firms are structurally unlikely to pursue: highly regulated, sensitive environments such as government agencies and large defence-adjacent institutions. A recent piece from 24/7 […]
C4ISR & Cyber · Sep 14, 2026Palantir and Nvidia Said to Restrict AI Model Usage Amid Data-Security Concerns
Palantir and Nvidia Said to Restrict AI Model Usage Amid Data-Security Concerns A report from The Information, carried by India’s Economic Times, indicates that Palantir Technologies and Nvidia have moved to limit how artificial intelligence models are used within their organizations, with data-related concerns cited as the driving factor. The report underscores a tension increasingly […]
Original coverage based on publicly available information and press releases. Nothing here is investment advice.