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Defense Contracts 29 December 2025 - 27 May 2026

Rocket Lab gets Pentagon nod; SpaceX IPO talk fuels sector

Rocket Lab gets Pentagon nod; SpaceX IPO talk fuels sector

Rocket Lab cleared a key system requirements review for the Space Development Agency’s $816 million missile-warning satellite program, keeping the project on schedule. Shares rose 5.5% in premarket trading amid broader interest in space stocks. The company also secured a $90 million U.S. Space Force contract and completed its acquisition of Motiv Space Systems. First-quarter revenue reached $200.3 million, up 63.5% from last year.
27 May 2026
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Redwire Stock Jumps Again as $498 Million Backlog Puts Defense Growth Back in Play

Redwire Stock Jumps Again as $498 Million Backlog Puts Defense Growth Back in Play

Redwire shares jumped nearly 14% to $13.04 Thursday after reporting first-quarter revenue up 57.9% to $97 million and reaffirming its 2026 sales outlook. The company ended March with a $498.1 million backlog but posted a $76.5 million net loss. Redwire also launched a $350 million at-the-market share program, raising dilution concerns.
14 May 2026
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Firefly Aerospace Stock Jumps After Q1 Revenue Beat and Golden Dome Defense Deal

Firefly Aerospace Stock Jumps After Q1 Revenue Beat and Golden Dome Defense Deal

Firefly Aerospace shares jumped 10% in after-hours trading Monday after reporting record first-quarter revenue of $80.9 million, up 40% from the prior quarter. The company kept its 2026 revenue outlook and said its SciTec unit won a U.S. Space Force contract for the Space-Based Interceptor program. Firefly’s net loss widened to $96.7 million, but its adjusted loss beat analyst estimates.
5 May 2026
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BAE Systems Wins 7-Year Danish Army Training Deal as Europe Rearms

BAE Systems Wins 7-Year Danish Army Training Deal as Europe Rearms

BAE Systems said Monday its OneArc unit won a seven-year contract to upgrade Danish Army training software, including VBS4 and on-site support; financial terms were not disclosed. The announcement came as Europe became the world’s top arms importer and NATO launched Arctic drills involving Denmark and 13 other countries. Denmark plans to raise defense spending to 3.2% of GDP in 2025.
9 March 2026
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Boeing stock jumps, but Pentagon payout crackdown is the next big test for BA shares

Boeing stock jumps, but Pentagon payout crackdown is the next big test for BA shares

Boeing shares rose 2.6% to $243.03 Friday as the Dow closed above 50,000 for the first time. Investors are awaiting a Pentagon list of underperforming defense contractors that could face new limits on buybacks and dividends. Boeing’s delivery timing and supply-chain issues remain under scrutiny. The Pentagon review follows a Trump executive order targeting defense sector payouts.
8 February 2026
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Salesforce stock slips after hours as traders parse $5.6B U.S. Army contract

Salesforce stock slips after hours as traders parse $5.6B U.S. Army contract

Salesforce shares fell 0.2% to $228.05 Wednesday, then dropped another 1.6% after hours following news of a $5.6 billion U.S. Army contract ceiling awarded to Computable Insights LLC for Salesforce products and services. The 10-year IDIQ deal runs through June 2035 but does not guarantee the full amount. Salesforce also granted over 139,000 restricted stock units to new hires from recent acquisitions.
29 January 2026
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Redwire stock slips 6% after $151B SHIELD contract buzz; RDW swings into the close

Redwire stock slips 6% after $151B SHIELD contract buzz; RDW swings into the close

Redwire Corp shares fell 6% to $13.35 on Wednesday, reversing a 30% surge after landing a spot on the U.S. Missile Defense Agency’s SHIELD contract vehicle. The company said SHIELD has a $151 billion ceiling but no guaranteed revenue, with future gains dependent on specific task orders. Trading volume topped 48 million shares by mid-afternoon. Investors are waiting for details on funded work and contract timelines.
28 January 2026
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Salesforce stock price ticks up as CRM flags $5.6B U.S. Army contract; investors look to earnings

Salesforce stock price ticks up as CRM flags $5.6B U.S. Army contract; investors look to earnings

Salesforce said it secured a $5.6 billion, 10-year contract vehicle with the U.S. Army to expand access to its data and cloud technology. The agreement is indefinite-delivery, indefinite-quantity, with revenue dependent on Army task orders. Salesforce shares closed up 0.6% at $229.40 Monday. Investors await the Feb. 25 earnings report for details on contract impact.
27 January 2026
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Airbus stock price closes higher as French Navy drone deal lands; engine supply still the swing factor

Airbus stock price closes higher as French Navy drone deal lands; engine supply still the swing factor

Airbus shares closed up 1.2% at 217.40 euros on Friday after France awarded its helicopters unit and Naval Group a contract for six VSR700 uncrewed systems. Financial terms were not disclosed. Investors await Airbus’ Feb. 19 results for updates on 2026 production and cash targets. The pan-European STOXX 600 ended flat.
18 January 2026
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Airbus stock eyes Monday test after French Navy drone order; share price closed higher Friday

Airbus stock eyes Monday test after French Navy drone order; share price closed higher Friday

Airbus shares closed Friday up 1.19% at 217.40 euros after its helicopter division won a French Navy contract for six VSR700 drones and Ghana ordered new helicopters. The VSR700s will be operational from 2028. Investors await updates on an ATR 42-500 incident and Airbus’ full-year results due Feb. 19. Supply chain delays continue to affect A320neo production.
17 January 2026
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Rocket Lab stock jumps 9% as RKLB traders weigh insider-sale filing and defense-contract backdrop

Rocket Lab stock jumps 9% as RKLB traders weigh insider-sale filing and defense-contract backdrop

Rocket Lab shares rose 8.9% to close at $75.99 Friday after trading between $66.85 and $76.24, with 31.2 million shares exchanged. After the close, an SEC filing showed officer Frank Klein plans to sell up to 100,000 shares. Investors remain focused on Rocket Lab’s $816 million Space Development Agency contract announced in December. The stock was up 0.3% in after-hours trading.
3 January 2026
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Boeing’s $2.04 billion B-52 engine upgrade contract puts Port San Antonio in the spotlight

Boeing’s $2.04 billion B-52 engine upgrade contract puts Port San Antonio in the spotlight

Boeing secured a $2.04 billion U.S. Air Force contract to integrate and test new engines on two B-52 bombers, with work at Port San Antonio and three other sites. The project, part of the B-52 Commercial Engine Replacement Program, is scheduled to finish by May 31, 2033. Initial funding of $35.8 million will support research and testing in fiscal 2026.
2 January 2026
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Boeing stock today slips as year-end trading thins, despite $8.6B Pentagon F-15 deal

Boeing stock today slips as year-end trading thins, despite $8.6B Pentagon F-15 deal

Boeing shares slipped 0.4% to $217.61 in midday New York trading Wednesday after the Pentagon awarded the company an $8.6 billion contract for F-15 jets for Israel. U.S. stocks edged lower in thin, year-end volumes, with defense peers also down. The F-15 contract runs through 2035 and includes 25 new jets, with an option for 25 more.
31 December 2025
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Rocket Lab stock rises as traders revisit Space Force satellite deal after Friday slump

Rocket Lab stock rises as traders revisit Space Force satellite deal after Friday slump

Rocket Lab shares rose 1.6% to $71.78 by late morning Monday, recovering some ground after an 8.5% drop in the previous session. The company disclosed an $816 million contract to build 18 missile-warning satellites for the U.S. Space Force, with deliveries expected in 2029. The Nasdaq fell 0.7% and the S&P 500 dropped 0.5%.
29 December 2025
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Stock Market Today

  • NSE Allocates 10% of Annual CSR Fund to Social Stock Exchange
    June 9, 2026, 10:16 AM EDT. The National Stock Exchange (NSE) will deploy 10% of its annual Corporate Social Responsibility (CSR) corpus through the Social Stock Exchange, signaling trust in this market-based platform designed to connect social enterprises with investors. This move aims to enhance transparency and impact investing by leveraging the exchange's resources to support social causes.

Latest articles

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GSK’s $10.6 Billion Oncology Leap Goes Deeper Than Headlines Show

GSK’s $10.6 Billion Oncology Leap Goes Deeper Than Headlines Show

9 June 2026
GSK will buy Nuvalent for $10.6 billion in cash, paying a 40% premium, to boost its oncology pipeline ahead of looming HIV drug patent expiries; Nuvalent shares jumped 38.9% premarket while GSK fell 1.4%, with the deal expected to add to GSK sales and profit from 2027 but dilute earnings per share 2026-2028 if it closes in Q3, and final outcome depends on FDA approvals and regulatory clearance.
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