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Defense Industry 22 September 2025 - 19 October 2025

Germany’s Submarine Builder TKMS Debuts Amid Defense Boom – Is It the Next Rheinmetall?

Germany’s Submarine Builder TKMS Debuts Amid Defense Boom – Is It the Next Rheinmetall?

Thyssenkrupp Marine Systems will debut on the Frankfurt exchange October 20, 2025, after a spin-off that gives Thyssenkrupp shareholders 49% of TKMS shares and leaves Thyssenkrupp with 51%. TKMS, Germany’s largest naval shipbuilder, reported €1.59 billion in revenue and €75.2 million net profit for FY2025. Its order backlog reached €18.6 billion after a surge in defense contracts following Russia’s invasion of Ukraine.
19 October 2025
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BigBear.ai (BBAI) Stock Skyrockets on New Defense AI Deals – Is It the Next Palantir?

BigBear.ai (BBAI) Stock Skyrockets on New Defense AI Deals – Is It the Next Palantir?

BigBear.ai shares surged 22% on Oct. 13 after announcing a defense partnership with Tsecond, then settled at $7.42 by Oct. 17, nearly double last year’s price. The rally follows new defense and airport security contracts, but Q2 revenue fell 18% to $32.5 million and net loss widened to $228.6 million. Management cut 2025 sales guidance and suspended profit targets. Cash on hand stood near $391 million at June’s end.
19 October 2025
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RTX Stock Defies Market Slump as Engine ‘Game-Changer’ and Defense Deals Fuel Rally

RTX Stock Defies Market Slump as Engine ‘Game-Changer’ and Defense Deals Fuel Rally

RTX shares closed at $157.80 on Oct. 17, up 0.5% as the S&P 500 fell. Pratt & Whitney’s new GTF Advantage engine won EASA certification, with commercial entry expected in 2026. Raytheon broke ground on a $53 million expansion to boost LTAMDS radar production amid rising global demand. RTX reports Q3 earnings Oct. 21, with analysts expecting $1.42 EPS on $21.5 billion revenue.
17 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 (LMT) Stock Rises on $11B Navy Contract, Dividend Hike & Analyst Upgrades

Lockheed Martin shares traded near $505 on Oct. 15, up 0.2%, rebounding over 20% from July lows but still 18% below last year’s peak. The company reported Q2 earnings of $7.29 per share on $18.16 billion in sales, raised its quarterly dividend to $3.45, and expanded its buyback by $2 billion. Recent wins include an $11.4 billion Navy helicopter contract and a $9.8 billion Army Patriot missile order.
15 October 2025
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BigBear.ai Stock Soars Amid AI Boom – What’s Behind BBAI’s Wild 2025 Ride?

BigBear.ai Stock Soars on New Defense Deals – Can BBAI’s Rally Continue?

BigBear.ai shares jumped 22% on Oct. 13 after announcing a new defense partnership, pushing the stock near $9 and more than doubling its value in 2025. Despite the rally, Q2 revenue fell 18% to $32.5 million and net loss widened to $228.6 million. Analysts remain cautious, with most rating the stock “Hold” and a $6 average price target. Trading volume spiked to 172 million shares on Oct. 14.
15 October 2025
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BigBear.ai (BBAI) Stock Rockets 80% in 2025 – Is the Defense-AI Rally Just Beginning?

BigBear.ai (BBAI) Stock Rockets 80% in 2025 – Is the Defense-AI Rally Just Beginning?

BigBear.ai closed at $7.24 on Oct. 10, up roughly 78–82% year-to-date and 422% over 12 months. Q2 2025 revenue fell 18% to $32.5 million, with a GAAP net loss of $228.6 million on one-time charges. The company cut 2025 sales guidance and holds $390 million in cash. Wall Street consensus is “Hold” with a $6.00 target, despite recent government contract wins.
13 October 2025
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MP Materials Stock Soars on Pentagon and Apple Breakthroughs – 400% YTD Rally Explained

MP Materials Stock Soars on Pentagon and Apple Breakthroughs – 400% YTD Rally Explained

MP Materials shares surged nearly 400% year-to-date, closing at $78.34 on Oct. 10, 2025, after major deals with the U.S. Defense Department and Apple. The Pentagon invested $400M for a 15% stake and set a 10-year price floor on NdPr oxide. Q2 2025 revenue rose 84% to $57.4M, with a narrowed EBITDA loss. Analysts rate the stock a “Moderate Buy” as U.S. policy boosts MP amid China export curbs.
13 October 2025
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US Antimony (UAMY) Stock Skyrockets on $245M Defense Deal – Is It Too Good to Be True?

US Antimony (UAMY) Stock Skyrockets on $245M Defense Deal – Is It Too Good to Be True?

U.S. Antimony won a five-year, sole-source contract worth up to $245 million to supply antimony ingots to the U.S. Defense Logistics Agency. The company announced a $10 million initial delivery order and raised $51.25 million in equity placements in October 2025. Shares surged over 50%, reaching a record $13.93 and lifting market value to $1.6 billion. Revenue for H1 2025 jumped 160% to $17.53 million.
12 October 2025
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MP Materials Stock Skyrockets on Pentagon Deal and Apple Alliance – Rare Earth Boom or Hype?

Rare Earth Boom: MP Materials Stock Skyrockets on Pentagon Deal, China Curbs – Hype or Game-Changer?

MP Materials shares have surged nearly 380% year-to-date, trading in the mid-$70s after hitting record highs in August. The U.S. Department of Defense invested $400 million for a 15% stake and signed a 10-year supply deal. MP also secured a $500 million supply agreement with Apple. Despite a Q2 net loss, output and revenue jumped, and China’s new rare-earth export curbs triggered another share spike in October.
10 October 2025
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BigBear.ai Stock Soars 80% in 2025 – Is This AI-Defense Gem the Next Big Thing?

BigBear.ai Stock Soars 80% in 2025 – Is This AI-Defense Gem the Next Big Thing?

BigBear.ai shares closed at $7.49 on Oct. 9, 2025, up nearly 3% for the day and about 80% year-to-date, but still less than half their April 2022 peak. Q2 revenue fell 18% to $32.5 million, with a net loss of $228.6 million. The company reported $390.8 million in cash and a $380 million backlog. Analysts remain mixed, with a consensus “Hold” and average 12-month target near $6.
10 October 2025
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Nuburu’s Blue Laser Revolution: Defense Pivot Propels BURU Stock to Skyrocket

Nuburu’s Blue Laser Revolution: Defense Pivot Propels BURU Stock to Skyrocket

Nuburu, Inc. (NYSE American: BURU) shares surged over 300% to $0.68 intraday on Oct. 8, 2025, after defense-related announcements, lifting market cap to $60 million. The company, founded in 2015 in Colorado, reported Q2 revenue of $49,000 and a net loss of $12.2 million. Alessandro Zamboni and Dario Barisoni became co-CEOs on Oct. 1. Nuburu is shifting from industrial lasers to defense technology.
8 October 2025
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Blue Laser Pioneer Nuburu (BURU) Shines with Defense Pivot – Stock Soars & Key 2025 Insights

Blue Laser Pioneer Nuburu (BURU) Shines with Defense Pivot – Stock Soars & Key 2025 Insights

Nuburu’s stock surged over 70% in early October 2025, reaching $0.33 per share and a $30 million market cap, but remains about 50% below its January price. The company reported just $49,000 in Q2 revenue and a $12.2 million net loss, with auditors warning about its viability. Nuburu raised $12 million in September and announced a $12.5 million deal to acquire Italian software firm Orbit S.r.l. for defense sector expansion.
7 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 and the Pentagon finalized a $24.3 billion contract for 296 F-35 jets after two years of talks. The U.S. Army completed soldier-led flight tests of Lockheed’s new Precision Strike Missile from both HIMARS and MLRS launchers. NASA and Lockheed’s Skunk Works advanced the X-59 QueSST supersonic demonstrator toward a first flight by year-end. A U.S. government shutdown began Oct. 1, halting NASA but not Pentagon operations.
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 hit 1,176p mid-day Oct 3, 2025, near an all-time high and up 124% in 12 months. Q3 orders reached £8.5bn, up 22% year-on-year, driven by civil and defense contracts. FY2024 revenue rose 15% to £18.9bn; underlying operating profit climbed 55% to £2.5bn. UBS and others raised price targets after strong results and resumed dividends.
3 October 2025
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Ondas Holdings Skyrockets into the U.S. Defense Drone Race – Is ONDS the Next Tech Titan?

Ondas Holdings Skyrockets into the U.S. Defense Drone Race – Is ONDS the Next Tech Titan?

Ondas Holdings (NASDAQ: ONDS) shares surged 460% year-over-year, hitting a 52-week high of $8.58 on Sept. 29, 2025, after major defense orders and a $200M share offering. Q2 revenue reached a record $6.3M, with a net loss of $10.8M. Ondas acquired Apeiro Motion for $12M and took a 51% stake in SPO Smart Precision Optics. Cash on hand stood at $68.6M as of June 30.
2 October 2025
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Defense Stock Plummets 19%: Why DroneShield’s Mega Crash Is All Over the Headlines (Plus EU’s ‘Drone Wall’ & ASML Boom)

Defense Stock Plummets 19%: Why DroneShield’s Mega Crash Is All Over the Headlines (Plus EU’s ‘Drone Wall’ & ASML Boom)

DroneShield shares plunged 19% on Oct. 2 after soaring more than 577% year-to-date, as investors took profits amid warnings of unsustainable valuations. The Australian defence-tech firm reported 210% revenue growth in H1 2025 and secured new Pentagon contracts, while expanding U.S. operations. Demand for anti-drone systems has surged due to geopolitical tensions and EU efforts to counter Russian incursions.
2 October 2025
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DroneShield Stock Skyrockets 40%: What’s Behind the Surge and What’s Next?

DroneShield Stock Skyrockets 40%: What’s Behind the Surge and What’s Next?

DroneShield (ASX:DRO) shares surged about 40% in early October 2025 after securing two U.S. Department of Defense contracts worth AUD $7.9 million and surpassing 4,000 global counter-drone unit sales. The company reported H1 FY2025 revenue of A$72.3 million, up 210% year-over-year, and turned profitable. DroneShield’s backlog and cash reserves remain strong, with major orders from Europe, Australia, and Ukraine.
1 October 2025
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Wall Street Braces for Shutdown: Stocks Rally as Fed Cuts Loom – Tech & Defense in Focus

Wall Street Braces for Shutdown: Stocks Rally as Fed Cuts Loom – Tech & Defense in Focus

S&P 500 futures rose 0.3% Monday as Congress faced a Tuesday midnight deadline to avert a U.S. government shutdown. Gold hit a record $3,808/oz, while oil slipped near $70 on OPEC+ news. AstraZeneca shares gained 1.3% on its NYSE listing plan; First Brands Group filed for Chapter 11. Investors trimmed Fed rate-cut bets amid mixed economic data and looming jobs report.
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 Skunk Works has unveiled the Vectis, a stealth autonomous drone designed as a reusable combat aircraft with modular payloads. The tailless, lambda-wing drone is set for its first flight by 2027. Vectis will operate alongside fighter jets for air-to-air, strike, and ISR missions, targeting long-range theaters. It fits the U.S. Air Force’s Collaborative Combat Aircraft concept.
22 September 2025
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Stock Market Today

  • Q1 Earnings Review: The Ensign Group (ENSG) Trails Healthcare Providers & Services Peers
    May 22, 2026, 11:54 PM EDT. Healthcare providers & services stocks delivered a solid Q1, with revenues beating estimates by 1.4% and shares rising 9.6% on average. The Ensign Group (NASDAQ:ENSG) reported $1.39 billion in revenue, up 18.4% year-over-year but missing analyst expectations by 8.4%. ENSG's stock fell 4.9% post-earnings, marking the weakest performance among its peers. Sector challenges include high operational costs and reimbursement pressures, yet an aging population and healthcare digitization provide growth opportunities. CEO Barry Port emphasized the company's focus on quality care and managing complex patient cases. Despite ENSG's miss, the sector outlook remains cautiously optimistic amid ongoing regulatory and labor headwinds.

Latest articles

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

23 May 2026
The Dow closed at a record 50,579.70 on Friday, while the S&P 500 notched its eighth straight weekly gain. After-hours trading saw SPY, QQQ, DIA, and IWM all move lower. U.S. markets will be closed Monday for Memorial Day. Investors await Thursday’s inflation data.
IREN Stock Pauses as Nvidia Rally Cools Before Holiday

IREN Stock Pauses as Nvidia Rally Cools Before Holiday

23 May 2026
IREN shares fell 2.1% to $56.83 Friday, ending a two-day rally but closing the week up 7.4%. The stock’s moves follow a $3.4 billion AI cloud deal with Nvidia and a $3 billion convertible note offering. March-quarter revenue dropped to $144.8 million, with a net loss of $247.8 million. U.S. markets close Monday for Memorial Day; trading resumes Tuesday.
AXT stock reaches record; investors weigh risk to rally

AXT stock reaches record; investors weigh risk to rally

23 May 2026
AXT shares jumped 16.37% to $140.83 on Friday, hitting a 52-week high and trading above all recent analyst targets. The surge followed strong demand for AI-linked optical networking hardware and a sharp rise in indium phosphide orders. First-quarter revenue climbed to $26.9 million, with gross margin turning positive. Management forecast Q2 profitability and a backlog over $100 million.
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