Today: 2 July 2026
Browse Category

Defense Industry 11 May 2026 - 30 May 2026

General Dynamics Stock Reacts to New Pentagon Move

General Dynamics Stock Reacts to New Pentagon Move

General Dynamics picked up a small win heading into June, as its shares ended the week higher. A new communications-support contract for its Mission Systems division landed in a Pentagon update late Friday, giving the stock a push with U.S. trading shut for the weekend. Shares finished at $346.82, down 0.61% on Friday, but up around 1.1% since May 22 in a week shortened by the holiday. Timing is in play. The New York Stock Exchange didn’t open Monday for Memorial Day, so only four trading sessions this week. Now General Dynamics has to see if April’s earnings jump can last with the market still at record levels.
30 May 2026
··
Microsoft gets Pentagon boost in AI, Wall Street moves in

Microsoft gets Pentagon boost in AI, Wall Street moves in

Microsoft shares rose over 5% on Friday, building on Thursday’s strong rally. Buyers cited optimism over artificial intelligence products, a big U.S. defense contract, and stronger signals from enterprise tech demand. The stock was last seen at $450.24, putting Microsoft’s market value near $3.35 trillion. Microsoft wants investors to see that its push into artificial intelligence is starting to pay off, not just bump up data center costs. Reuters said Thursday that the company will roll out new in-house AI models, such as a coding model for GitHub Copilot, a move aimed at lowering its reliance on outside model providers.
29 May 2026
··
AeroVironment Jumps 17% on Drone Funding Chatter

AeroVironment Jumps 17% on Drone Funding Chatter

AeroVironment Inc. shares surged over 17% Thursday, part of a broad jump in U.S. drone names following news of possible Washington funding for domestic drone producers. AeroVironment also said it landed a $20 million defense materials contract. Shares were last up $31.21 at $212.49 after reaching $216.59 earlier in the session. Volume was close to 3.0 million. Investors now see drones and counter-drone tech as a policy trade rather than only a defense play. Reuters, citing the Wall Street Journal, said the Trump administration has been talking about funding some drone companies, with the Pentagon and the Office of Strategic Capital involved in the conversations. Reuters said it could not verify the report.
28 May 2026
····
UMAC Stock Gains After Pentagon Funding Report, Profit Uncertainty Remains

UMAC Stock Gains After Pentagon Funding Report, Profit Uncertainty Remains

Unusual Machines shares surged at the open Thursday in New York after news reports said the Trump administration is talking about funding U.S. drone makers. The coverage drove attention back to the Orlando drone-parts supplier. The stock climbed up to 52% at one point, and was last up 41% at $26.52. Washington’s push to boost local drone manufacturing has U.S. officials in talks to fund smaller drone suppliers, Reuters said, citing the Wall Street Journal. If the talks lead to deals, firms like Unusual Machines, Neros, and Performance Drone Works could get fresh cash. Some of the proposals on the table could give the government equity and debt stakes.
28 May 2026
··
Kratos Shares Move After Drone Funding Report

Kratos Shares Move After Drone Funding Report

Kratos Defense & Security Solutions stock took off in premarket trade Thursday, lifted with other U.S. drone names after word the Trump administration is discussing funding for domestic drone companies. The Reuters report pushed Kratos up 11.2% ahead of the open, with AeroVironment up 9.1% and Unusual Machines rallying 33%. Timing is key here. Washington wants to bolster its domestic drone industry — meaning uncrewed aircraft for surveillance, attack and support — and that’s got investors seeing a potential boost for smaller defense-tech firms, not just the traditional big defense contractors.
28 May 2026
····
Unusual Machines Stock Surges Premarket as Pentagon Drone Funding Report Puts UMAC Back in Focus

Unusual Machines Stock Surges Premarket as Pentagon Drone Funding Report Puts UMAC Back in Focus

Unusual Machines shares jumped in early premarket trade Thursday, after a report that the Trump administration is discussing funding deals for U.S. drone makers put the small-cap drone-parts supplier back in the center of a fast-moving defense trade. UMAC closed Wednesday at $18.83, up 8.97%, and was indicated around $24.9 before the bell, according to Public.com. Premarket trading is the lower-liquidity session before the main U.S. market opens, so prices can move sharply and reverse before regular trade.
28 May 2026
···
GE’s Air Force Engine Win Draws Attention to Drone Push

GE’s Air Force Engine Win Draws Attention to Drone Push

GE Aerospace picked up a U.S. Air Force contract for its GE426 engine, pushing the company deeper into the fight to supply engines for autonomous combat planes expected to operate alongside crewed aircraft. The deal funds a preliminary design review, which is an early technical step before moving to pricier prototyping and trials, part of the Air Force’s medium-thrust Autonomous Collaborative Platform program. The Air Force is moving to keep options open on drone-wingman engines. In February it split engine work among Beehive Industries, Honeywell, Pratt & Whitney, and a GE-Kratos group. The service said picking more than one company would help avoid relying on a single supplier for future Autonomous Collaborative Platform and Collaborative Combat Aircraft, or CCA, needs.
26 May 2026
·····
Lockheed Martin Rises Going Into Holiday on Missile Plans

Lockheed Martin Rises Going Into Holiday on Missile Plans

Lockheed Martin shares climbed 2.0% Friday to close at $533.24, pushing the stock about 3.3% higher from where it stood on May 15 ahead of the Memorial Day break. The defense company managed a stronger finish after a volatile week, as investors balanced worries over earnings with shifting missile demand. Capacity is the focus now. Lockheed has started building an 87,000-square-foot munitions center in Troy, Alabama to boost production of THAAD interceptor missiles and Next Generation Interceptors. CEO Jim Taiclet called it “an important step forward.” Pentagon weapons buyer Michael Duffy said, “talk becomes action.”
23 May 2026
···
Ondas Pauses After $196.6M AI-Defense Deal

Ondas Pauses After $196.6M AI-Defense Deal

Ondas Inc. shares didn’t move Friday after the company wrapped up its $196.6 million all-stock purchase of Israel’s Omnisys. Traders also noted a fresh resale filing linked to a recent Mistral deal. Shares traded at $9.23, up 0.54% at 11:49 a.m. EDT, Google Finance data showed. Volume was around 21.73 million. The company’s market cap came in at $4.57 billion. The stock is well below its 52-week peak of $15.28.
22 May 2026
···
Ondas Shares Slip After $196.6M AI Defense Contract

Ondas Shares Slip After $196.6M AI Defense Contract

Ondas Inc. stock slipped Thursday after the company wrapped up its $196.6 million all-stock deal to buy Omnisys Ltd. of Israel. The company aims to expand in AI battlefield software with the move. Shares last traded at $9.035, off 32.5 cents, or roughly 3.5%. Volume was around 24.4 million shares. Investors are focusing on Ondas as the company tries to stitch together its recent deals into a wider defense play, and with new Ondas shares likely hitting the market. In a Form 8-K filed Thursday, Ondas said it picked up all of Omnisys, paying in shares. $25.5 million in stock was issued at closing, $3.5 million went into escrow, and another $142.5 million will be paid in five tranches.
21 May 2026
··
Redwire draws attention after latest Army and NATO drone contracts

Redwire draws attention after latest Army and NATO drone contracts

Redwire Corporation shares were up Wednesday after the company picked up two new drone contracts. The stock gained after Redwire announced a $15 million follow-on order from the U.S. Army before the bell, following news of a bigger NATO deal a day earlier. The stock traded up 0.6% to $13.99, moving between $13.35 and $14.53. Shares trailed peers, with Rocket Lab up 4.6%, Kratos Defense up 3.5%, and the iShares U.S. Aerospace & Defense ETF up 2.3%.
20 May 2026
···
Ondas Stock Is Moving Again After a $199 Million AI Defense Deal — What Investors Missed

Ondas Stock Is Moving Again After a $199 Million AI Defense Deal — What Investors Missed

Ondas Inc. shares rose in midday trading on Wednesday as investors weighed the company’s planned purchase of Israeli defense software firm Omnisys against a stock that has already had a sharp defense-drone run. The shares recently traded up 3.3% at $9.43, after touching $9.47, with about 22.0 million shares changing hands. The reason this matters now is not just another acquisition. Ondas is trying to move further into software-defined defense systems, where unmanned aircraft, sensors and command software are tied together for faster battlefield decisions. The company said on Monday it had agreed to buy 100% of Omnisys, whose Battle Resource Optimization software, or BRO, helps plan and allocate defense resources in real time.
20 May 2026
··
Ondas Shares Drop Following $199 Million AI Defense Deal, Traders Eye Next Steps

Ondas Shares Drop Following $199 Million AI Defense Deal, Traders Eye Next Steps

Ondas Inc. shares dropped roughly 10% in midday Nasdaq trade Monday, pulling back from last week’s gains as the company announced an all-stock deal to buy Israeli defense software firm Omnisys and filed for a resale of shares. The stock was last at $9.555, off an intraday low of $9.53, with volume topping 48 million. Ondas wants to take its quick acquisitions in drone, counter-drone, and defense robotics and make one larger software platform for the battlefield. Now, traders are asking less about demand and more about whether Ondas can pull these deals together without flooding the market with extra shares.
18 May 2026
··
United States Antimony Stock Falls After $11.3 Million Loss as Defense Contract Ramp Awaits

United States Antimony Stock Falls After $11.3 Million Loss as Defense Contract Ramp Awaits

United States Antimony Corporation posted a first-quarter loss Thursday, hit by rising costs and stock-based compensation. Despite the setback, the miner and processor highlighted fresh U.S. defense-related contracts and stood by its gross revenue projection for 2026. The Dallas-based firm reported revenue of $6.8 million for the quarter ending March 31, slipping from $7.0 million a year ago. Net loss hit $11.3 million, or 8 cents per diluted share. That’s a swing from net income of $546,524 in the same period last year, the company said.
15 May 2026
···
Mobix Labs Stock Jumps After Rare-Earth Deal Puts Defense Supplier in China Supply-Chain Fight

Mobix Labs Stock Jumps After Rare-Earth Deal Puts Defense Supplier in China Supply-Chain Fight

Irvine, California, May 14, 2026, 10:03 PDT Mobix Labs shares surged, climbing almost 100% during regular U.S. trading on Thursday after word came down about a non-binding letter of intent to acquire Special Project Delivery LLC. That’s a private American platform with a focus on rare earths, critical minerals, and energy storage. Mobix said the planned deal would push its defense and aerospace supply business deeper into the supply chain, reaching into the raw materials side of weapons, aircraft, and AI infrastructure.
14 May 2026
··
BigBear.ai Stock Rallies Again as Defense-AI Backlog Puts Turnaround in Play

BigBear.ai Stock Rallies Again as Defense-AI Backlog Puts Turnaround in Play

BigBear.ai Holdings caught a bid Wednesday, shares jumping as much as 3.1% to $4.32 by 2:46 p.m. EDT. More than 30 million shares changed hands as the defense AI firm continued to claw back from early-year losses, drawing fresh investor attention. Shares have surged 24.7% in the past month, leaving both the S&P 500 and the tech sector trailing, Zacks figures via TradingView show. But the rally isn’t just about earnings—a lot of eyes are on whether investors will stick around for BigBear.ai’s government AI bets and growing backlog, which could mean fatter margins if the platform push pays off.
13 May 2026
··
Redwire Stock Jumps as $498 Million Backlog Puts Defense Orders Back in Focus

Redwire Stock Jumps as $498 Million Backlog Puts Defense Orders Back in Focus

Redwire Corporation shares jumped Monday, with investors moving back into the space-and-defense tech supplier after last week’s earnings pointed to a record-high backlog, improved margins, and a wave of new military contracts. Shares climbed roughly 10.1% to $12.19 in the early afternoon, after reaching as high as $12.50. That puts the Jacksonville-based company's market cap close to $2.36 billion.
11 May 2026
···
1 2 3 4 … 18

Stock Market Today

  • Aberdeen Equity Income Trust posts Q2 2026 portfolio details
    July 2, 2026, 11:40 AM EDT. Aberdeen Equity Income Trust plc, run by abrdn Fund Managers Limited, published its portfolio for the quarter ending 30 June 2026. The update lists stakes in other UK listed investment companies and investment trusts, as required by UK Listing Rule 11.7.8. The trust aims for compliance and disclosure around its holdings, especially where there's no strict 15% limit on investing in similar firms. The release came through the London Stock Exchange's Regulatory News Service, which is FCA-approved for UK market announcements.
Go toTop