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Defense Industry 22 April 2026 - 20 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

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
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Kratos Stock Gets a Fresh Hypersonic Catalyst After Q1 Beat and Raised Outlook

Kratos Stock Gets a Fresh Hypersonic Catalyst After Q1 Beat and Raised Outlook

Kratos Defense & Security Solutions picked Odon, Indiana, for its latest hypersonic materials test facility, just two days after the defense firm bumped up its 2026 revenue guidance. The new site is set to host Project Helios—a mid-tier coupled arc jet and laser operation focused on testing materials for hypersonic systems, those vehicles built to travel at speeds topping Mach 5.
9 May 2026
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MP Materials Q1 Earnings Beat: Rare Earth Stock Rises as Pentagon and Apple Bet Faces Big Test

MP Materials Q1 Earnings Beat: Rare Earth Stock Rises as Pentagon and Apple Bet Faces Big Test

MP Materials turned in first-quarter numbers on Thursday that topped forecasts, as revenue surged 49% to $90.6 million. Adjusted diluted earnings landed at 3 cents a share. The rare-earths producer moved more neodymium-praseodymium—or NdPr—the key magnet ingredient. CEO James Litinsky pointed to “record NdPr production and sales,” noting progress at the Independence and 10X sites.
7 May 2026
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Everspin Stock Jumps After $40 Million Defense MRAM Deal — Why Investors Are Watching Now

Everspin Stock Jumps After $40 Million Defense MRAM Deal — Why Investors Are Watching Now

Everspin Technologies shot higher in the latest U.S. session. The Chandler, Arizona memory-chip company notched stronger first-quarter product sales and announced a $40 million MRAM deal tied to defense—a contract that could boost revenue over the coming 30 months. Shares changed hands at $21.49, a gain of $3.19 from the previous close, with volume reaching roughly 4.7 million shares. Market cap sat near $497 million.
3 May 2026
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RTX Stock Watch: Patriot Missile Work Mounts as U.S. Fast-Tracks $8.6 Billion Arms Sales

RTX Stock Watch: Patriot Missile Work Mounts as U.S. Fast-Tracks $8.6 Billion Arms Sales

RTX Corporation landed the role of principal contractor for two U.S.-approved arms deals in the Middle East, bringing the aerospace and defense giant back into the spotlight as the U.S. clears fresh missile defense sales for Qatar and Kuwait. The State Department greenlit over $8.6 billion in total sales to Qatar, Kuwait, Israel, and the United Arab Emirates. RTX and Lockheed Martin both appeared on the Qatar Patriot restock and Kuwait’s integrated battle-command system contracts. Northrop Grumman was also tapped for the Kuwait system, while BAE Systems featured on precision-weapon deals.
2 May 2026
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General Dynamics Corporation Stock Jumps After Submarine Orders, Gulfstream Jets Lift 2026 Outlook

General Dynamics Corporation Stock Jumps After Submarine Orders, Gulfstream Jets Lift 2026 Outlook

Shares of General Dynamics Corporation surged 10.9% to $347.72 in New York afternoon action after the company reported stronger-than-expected quarterly profit and revenue, prompting it to lift its 2026 earnings guidance. The defense contractor now projects full-year EPS between $16.45 and $16.55, up from the previous outlook of $16.10 to $16.20.
29 April 2026
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Rheinmetall Stock Rises After €1 Billion Bundeswehr Deal, But Investors Still Want Delivery

Rheinmetall Stock Rises After €1 Billion Bundeswehr Deal, But Investors Still Want Delivery

Rheinmetall shares jumped Monday after the German defence contractor landed a €1.04 billion contract from the Bundeswehr to supply additional IdZ-ES digital infantry systems. The news provided some relief for the stock, which had been battered along with other European defence names last week. Tradegate put the shares at €1,346.80, up 2.09%. Still, they’re off 13.75% so far this year.
27 April 2026
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Lockheed Martin Gets Golden Dome Opening as Profit Worries Bite

Lockheed Martin Gets Golden Dome Opening as Profit Worries Bite

Lockheed Martin Corp now finds itself more entangled in the U.S. contest to develop space-based missile interceptors, as Space Systems Command placed the company on the list of recipients for contracts totaling as much as $3.2 billion under President Donald Trump’s Golden Dome initiative. The planned interceptors are orbital weapons or systems designed to target missiles in flight—whether that’s during the boost, midcourse, or glide stage.
26 April 2026
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