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Aerospace 9 September 2025 - 26 November 2025

Rolls-Royce Holdings (RR.) Share Price Rises as Quantum Breakthrough and Dubai Orders Offset New Lawsuit – 26 November 2025

Rolls-Royce Holdings (RR.) Share Price Rises as Quantum Breakthrough and Dubai Orders Offset New Lawsuit – 26 November 2025

London, 26 November 2025 – Rolls-Royce Holdings plc is ending November on a volatile but broadly positive note. The FTSE 100 aerospace group’s share price edged up again today even as investors digested a fresh wrongful‑death lawsuit in the U.S. Virgin Islands, a new quantum‑computing milestone for jet‑engine design, and ongoing fallout – mostly positive – from a blockbuster Dubai Airshow. Investing.com+1
26 November 2025
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Lockheed Martin News Roundup (Oct 1–10, 2025): Defense Giant Navigates New Contracts, Space Ambitions, and Market Momentum

Lockheed Martin Targets Up to 200 F‑35 Deliveries in 2025 as Backlog Hits $179B — What’s New on November 10, 2025

Lockheed Martin is pushing for its strongest F‑35 production year yet, with multiple outlets and company disclosures indicating a stretch goal of as many as 200 jets in 2025 as global demand accelerates and the order book swells to a record $179 billion. The latest developments span fresh international activity, a thicker backlog, and ongoing recovery from last year’s TR‑3 delays—setting up a pivotal fourth quarter for the world’s largest defense contractor. Defence Industry Europe+2TipRanks+2
10 November 2025
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CVU Stock Skyrockets 70% on Missile Contract Win – CPI Aerostructures Surges as Analysts Weigh In

CVU Stock Skyrockets 70% on Missile Contract Win – CPI Aerostructures Surges as Analysts Weigh In

CPI Aerostructures’ stock took off explosively on news of a lucrative missile contract with Raytheon Missiles & Defense. The company announced on October 30 that Raytheon has tapped CPI Aero to manufacture structural missile wing assemblies for an undisclosed missile platformglobenewswire.com. The order is single-source and fixed-price – indicating CPI will be the sole supplier of these components – with production slated to begin in 2026globenewswire.com.
30 October 2025
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New AI Fighter Jet X-BAT Aims to Outsmart China’s First-Strike Threat

New AI Fighter Jet X-BAT Aims to Outsmart China’s First-Strike Threat

U.S. analysts warn that China’s military doctrine emphasizes crippling U.S. airpower on the ground. The People’s Liberation Army has deployed thousands of long-range precision missiles to hit U.S. carriers and Pacific airfields foxnews.com. “They’ve basically said, ‘We’re not going to compete stealth-on-stealth in the air — we’ll target your aircraft before they even get off the ground,’” explains Armor Harris, Shield AI’s VP of Aircraft Engineering foxnews.com. Indeed, modern air wars often begin by striking runways or airbases to prevent jets from taking off. In this context, the U.S. fears that a Chinese first strike could ground much of its air fleet before a conflict even begins. X-BAT is designed specifically to counter that scenario by eliminating runways as a vulnerability.
27 October 2025
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Lockheed Martin Stock Soars on Earnings Beat – “We’re an arm of the U.S. government,” analyst quips

Lockheed Martin Stock Soars on Earnings Beat – “We’re an arm of the U.S. government,” analyst quips

Lockheed Martin’s Oct. 21 earnings release blew past forecasts, reflecting surging military demand. Revenue rose 8.8% year-over-year to $18.61 billion and net income was $6.95/share seattlepi.com. That beat Wall Street’s $6.33/share estimate and matched analyst forecasts of about $18.56 billion. CEO Jim Taiclet highlighted the “unprecedented demand” for Lockheed products, noting a record $179 billion backlog – over 2½ years of sales news.lockheedmartin.com. In light of the strong quarter, Lockheed raised 2025 guidance. It now expects $22.15–$22.35 EPS and about $74.25–$74.75 billion in revenue reuters.com.
21 October 2025
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GE Aerospace Stock Rockets as Rally Continues – Q3 Earnings, Contracts, and Analyst Targets in Focus

GE Aerospace Stock Rockets as Rally Continues – Q3 Earnings, Contracts, and Analyst Targets in Focus

GE Aerospace shares have been on a tear in 2025, roughly doubling from lows. As of Oct 17, 2025, the stock closed around $300 reuters.com. That’s up about 78% this year intelligentinvestor.com.au – one of the best performances among mega-cap industrials. The 52-week high is $307.25 and the low was $159.36 reuters.com, reflecting a remarkable rebound as the company emerged as a pure-play aerospace engine maker.
18 October 2025
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Redwire (RDW) Shares Plummet on Shake-Up – Is a Takeoff Next?

Redwire (RDW) Shares Plummet on Shake-Up – Is a Takeoff Next?

Redwire closed about $9.40 on Oct 15, down ~1.5% on the day investing.com. The stock is volatile: it fell ~9.4% in one day and ~18.6% over a week after recent corporate news ts2.tech. Year-to-date, RDW is still down ~42% ts2.tech. Major catalysts include a new Oct 14 partnership with Red Cat to pair Redwire’s Stalker drone with Red Cat’s Black Widow quadcopter businesswire.com, a Sept 25 contract to supply solar arrays for Axiom Space’s station module, and the Aug launch of SpaceMD, Redwire’s new pharmaceutical subsidiary satellitetoday.com. Leadership changes also loomed: on Oct 7 Redwire announced two veteran directors joining its board and two departing ts2.tech, and CFO Jonathan Baliff will retire Nov. 30 ts2.tech. Analysts’ consensus 12-month target is ~$18–$19 ts2.tech public.com; Wall Street has mostly “Buy” ratings on RDW, though Bank of America recently kept an Underperform stance nasdaq.com.
15 October 2025
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Lockheed Martin News Roundup (Oct 1–10, 2025): Defense Giant Navigates New Contracts, Space Ambitions, and Market Momentum

Lockheed Martin News Roundup (Oct 1–10, 2025): Defense Giant Navigates New Contracts, Space Ambitions, and Market Momentum

Lockheed Martin kicked off October with key company news. On October 1, the firm announced a successful series of U.S. Army flight tests of its new Precision Strike Missilenews.lockheedmartin.com. In late September, soldiers at White Sands Missile Range fired PrSMs from both a HIMARS launcher and a modernized M270A2 rocket launcher, marking the first dual-launcher operational testnews.lockheedmartin.com. “This milestone validates the soldier’s ability to fire PrSM from all platforms… and certifies mission readiness,” said Carolyn Orzechowski, Lockheed’s VP of Precision Fires, noting the company is “pushing the boundaries of innovation” to deliver advanced long-range strike capabilitiesnews.lockheedmartin.com. The tests demonstrated PrSM’s extended 400+ km reach and accuracy, aligning with the Army’s modernization goalsnews.lockheedmartin.com. This successful demo brings the next-generation missile closer to fielding as a 21st Century Security® solution for U.S. forces.
5 October 2025
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Rolls-Royce Soars to Record High: What’s Fueling the Unstoppable Rally?

Rolls-Royce Rockets 40%+ in 2 Years: Jet Engine Boom and £11B Submarine Deal Fuel Rally

Rolls-Royce shares are at multi‑year highs after a remarkable rally. On Oct 3, 2025 the stock was around 1,176.5p reuters.com, near its all-time peak reuters.com. This compares with only ~520p a year ago – a +124% gain nasdaq.com. The 2‑year surge is roughly +400%, reflecting a turnaround since mid‑2023 reuters.com. The stock trades at a market‑leading valuation that still trails U.S. peers, reflecting rapid earnings growth reuters.com nasdaq.com. YTD, RR.L has handily outperformed the FTSE 100 and sector indexes. Trading volume is elevated, and several analysts have recently raised targets – UBS notably lifted RR’s price target on Sept 30 reuters.com, helping Rolls-Royce jump ~+2% that day. Overall market sentiment is positive: the stock has become a top Buy pick for many UK fund managers, buoyed by strong bookings and cost cuts.
3 October 2025
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Virgin Galactic’s Turbulent Ride: Can Space Tourism Turn $SPCE$ Into a Star or a Falling Satellite?

Virgin Galactic’s Turbulent Ride: Can Space Tourism Turn $SPCE$ Into a Star or a Falling Satellite?

Virgin Galactic shares hovered near multi‑year lows heading into October 2025. On 1 October, SPCE closed at $3.42; after‑hours trading modestly lifted the price to $3.44 Yahoo. The stock had tumbled about 41 % year‑to‑date through late September, extending a five‑year decline of roughly 99 % Yahoo. Volume on 1 October trailed the average daily volume of 3.48 million Yahoo, suggesting subdued investor interest.
2 October 2025
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Rolls-Royce Soars to Record High: What’s Fueling the Unstoppable Rally?

Rolls-Royce Soars to Record High: What’s Fueling the Unstoppable Rally?

Rolls-Royce stock has surged strongly in 2025. By late September the share price stood around 1,180–1,190p uk.investing.com investing.com, roughly double its level at the start of the year uk.investing.com. The year-to-date rally has lifted Rolls into the FTSE 100’s top ranks by market cap. In the past month the stock added another few percent as H1 results drove investor demand. For example, on 29 Sep the price hovered near 1,187p investing.com. Prior to that, trading was strong: after the earnings release on 31 Jul, the stock jumped +10% in a single day carboncredits.com.
29 September 2025
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Stealth Revolution: Lockheed’s New Vectis Drone Poised to Redefine Air Combat

Stealth Revolution: Lockheed’s New Vectis Drone Poised to Redefine Air Combat

Lockheed Martin’s famed Skunk Works – known for iconic secret projects like the U-2 and F-117 – has lifted the veil on a new stealth drone that could revolutionize future air warfare. Dubbed “Vectis”, the jet-black unmanned aircraft was unveiled ahead of the Air & Space Forces Association conference in September 2025. Skunk Works officials describe Vectis as a “survivable, lethal, and reusable” autonomous drone that embodies decades of Lockheed’s expertise in stealth technology, advanced fighters, and uncrewed systems theaviationist.com theaviationist.com.
22 September 2025
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The Netherlands’ Space Industry Is Booming: Inside the Dutch Satellite Sector and 2030 Outlook

The Netherlands’ Space Industry Is Booming: Inside the Dutch Satellite Sector and 2030 Outlook

The Netherlands has a rich space heritage dating back to the dawn of the space age. It was an early participant in European space efforts – by 1968, ESA’s ESTEC technical center was established in Noordwijk, inaugurated by Dutch royalty to spearhead Europe’s space research esa.int. The country joined the newly formed European Space Agency in 1975 as a founding member, embedding itself in collaborative programs from the start.
20 September 2025
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Brazil’s Space Industry Is Taking Off: New Players, Big Plans, and a Sky-High 2040 Outlook

Brazil’s Space Industry Is Taking Off: New Players, Big Plans, and a Sky-High 2040 Outlook

Brazil’s space journey began in the early 1960s amid the space race era. In 1961, the government formed its first space research group and by 1964 started launching home-grown Sonda sounding rockets for high-atmosphere research en.wikipedia.org. Over the next two decades, Brazil methodically built up expertise in rocketry and satellite technology, albeit under military oversight during the Cold War. A milestone plan, the Missão Espacial Completa Brasileira launched in 1980, aimed to make Brazil self-sufficient in space tech – including developing launch vehicles, a launch site, and a series of indigenous satellites en.wikipedia.org.
16 September 2025
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Space Sector Frenzy: Launch Scrubs, Surprise Liftoffs & Bold Cosmic Moves Rock Sept 8–9, 2025

Space Sector Frenzy: Launch Scrubs, Surprise Liftoffs & Bold Cosmic Moves Rock Sept 8–9, 2025

SpaceX’s busy week. Elon Musk’s SpaceX saw a flurry of launch activity and a bit of suspense. On Monday Sept. 8, Falcon 9 was minutes from launching the Nusantara Lima satellite when storms violated weather rules, forcing a scrub spaceflightnow.com. SpaceX reset for the next evening, and by Sept. 9 conditions improved enough to send Nusantara Lima toward geostationary orbit. The Falcon 9 lifted off from Cape Canaveral at 8:01 p.m. EDT on Tuesday, successfully deploying the satellite after a 27-minute ascent spaceflightnow.com spaceflightnow.com. Boeing Satellite Systems president Ryan Reid applauded the partnership with Indonesia’s PSN company on this state-of-the-art high-throughput satellite, stating “we’re proud to continue that legacy” of serving the Asia-Pacific region’s connectivity needs spaceflightnow.com. The mission used a veteran booster on its 23rd flight, which landed on the drone ship A Shortfall of Gravitas – marking SpaceX’s 502nd booster landing to date spaceflightnow.com. In fact, just a few days earlier SpaceX celebrated its 500th booster landing milestone during a Starlink launch spaceflightnow.com.
9 September 2025
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