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Defense Contracts 29 December 2025 - 27 May 2026

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 jumped almost 14% Thursday morning, building on its strong post-earnings recovery. Investors zeroed in on the space-and-defense firm's record backlog and the 2026 sales goal, largely brushing off a steeper first-quarter loss. Shares were last seen at $13.04, putting Redwire’s market cap around $2.53 billion.
14 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 announced Monday that its OneArc unit has landed a seven-year contract with the Danish Army to upgrade military training software, deepening the UK defense firm’s footprint in simulation tech. Under the arrangement, the Danish Army gets VBS4, VBS Builder Edition, Blue IG, TerraTools Platinum, plus software support and on-site training. BAE did not share the deal’s value.
9 March 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

Shares of Redwire Corp dropped roughly 6% on Wednesday, pulling back from a strong surge fueled by the company landing a spot on a major U.S. missile-defense contract vehicle. The stock was trading down 6.0% at $13.35, after finishing Tuesday at $14.20. Intraday, it fluctuated between $12.87 and $14.87, with volume topping 48 million shares by mid-afternoon.
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 announced that the U.S. Army has handed it a $5.6 billion contract over 10 years, through its Computable Insights subsidiary, aimed at boosting access to its data and cloud tech. The company said the agreement is an indefinite-delivery, indefinite-quantity contract — a typical government setup that limits total spending but doesn’t guarantee orders. Salesforce expects revenue to come in as the Army places those orders. “This new contract … will operationalize Missionforce across the Army,” said Kendall Collins, CEO of Missionforce and Government Cloud.
27 January 2026
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GE Aerospace stock drops despite $1.42 billion Navy engine award as earnings loom

GE Aerospace stock drops despite $1.42 billion Navy engine award as earnings loom

GE Aerospace shares fell 2.9% to $314.44 on Thursday, after trading as high as $330.06 and as low as $310.42. Separately, a U.S. Navy contract notice showed General Electric Aerospace was awarded a $1.421 billion modification tied to 277 T408-GE-400 turboshaft engines for the Marine Corps’ CH-53K program, with work running through September 2032. U.S. Department of War
9 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 has landed a $2.04 billion U.S. Air Force task order to advance the B-52 Commercial Engine Replacement Program, with work planned at Port San Antonio in Texas alongside sites in Oklahoma City, Seattle and Indianapolis. The work is expected to run through May 31, 2033, and begins with about $35.8 million in fiscal 2026 research-and-testing funding, a Defense Department contract notice showed. KSAT
2 January 2026
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