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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

Jacksonville, Florida, May 14, 2026, 10:25 EDT 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.
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. The clock matters here. Over the past five years, Europe overtook every other region as the top arms importer globally, according to SIPRI data released Monday. Mathew George pointed out that heavier weapons flows to European states fueled a near 10% jump in global arms transfers. Also on Monday, NATO kicked off Arctic exercises with Denmark and 13 other countries, a sign that militaries are under real pressure to boost readiness—and fast.
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

New York, Jan 28, 2026, 15:50 EST — Regular session 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.
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

New York, January 26, 2026, 19:54 — After-hours 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.
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

New York, January 8, 2026, 20:31 EST — Market closed 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
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 The award matters now because it moves the B-52 re-engining effort into hands-on integration and testing after a major design checkpoint, a step needed to keep the bomber fleet viable for decades. The Air Force expects to operate the roughly 75-aircraft B-52 force into 2050, replacing its aging Pratt & Whitney TF33 engines with Rolls-Royce F130 engines as part of the upgrade, according to reports. Interesting Engineering
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

NEW YORK, December 29, 2025, 11:50 ET — Regular session Rocket Lab Corp shares rose 1.6% to $71.78 by 11:50 a.m. ET, rebounding from an 8.5% slide in the prior session. The stock traded between $69.32 and $72.74 on Monday, and has ranged from $14.72 to $79.83 over the past 52 weeks. The Nasdaq was down 0.7% and the S&P 500 fell 0.5%. Google+1

Stock Market Today

  • Welltower Up 20.9% in Six Months on Seniors Housing Strength
    June 29, 2026, 2:28 PM EDT. Welltower shares jumped 20.9% in the last six months, topping the 12.4% gain for healthcare REITs. Strong demand from aging populations and higher healthcare spending is pushing up the company's seniors housing operating portfolio. For Q1 2026, same-store net operating income rose 16.4%, with the seniors housing operating segment up 22.1%. Welltower is selling outpatient medical assets and putting money to work in high-growth regions like Canada and the U.K. The company's buyout of Amica Senior Lifestyles in Canada adds scale. Liquidity sat at $11.1 billion after paying down debt, keeping the balance sheet healthy for more investments.
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