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Defense Industry News 13 June 2025 - 3 October 2025

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

Current Stock Performance (Oct 2025) Rolls-Royce shares are at multi‑year highs after a remarkable rally. On Oct 3, 2025 the stock was around 1,176.5p reuters.com, near its all-time peak (1,196p) reuters.com. This compares with only ~520p a year ago – a +124% gain nasdaq.com. The 2‑year surge is roughly +400%, reflecting a turnaround since mid‑2023 reuters.com. The stock trades at a market‑leading valuation (P/E ~17×) that still trails U.S. peers (e.g. GE’s ~21×), reflecting rapid earnings growth reuters.com nasdaq.com. YTD, RR.L has handily outperformed the FTSE 100 (the broader index hit record highs at quarter‑end reuters.com) and sector indexes. Trading volume
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?

Stock Performance Overview The stock chart above (Oct 1, 2025) shows high volatility and volume as ONDS reacted to corporate news. After climbing into the high-$7s in late Sept, shares fell ~5% on Oct 1 (closing $7.18 on ~40M shares) following the share offering announcement investing.com. ONDS has experienced explosive growth: according to InvestingPro data, it “has surged over 460% in the past year” investing.com. Volume has been extremely high (tens of millions per day), reflecting retail interest and the enlarged float. Notably, a 40M-share public offering at $5.00 (gross $200M) was priced in mid-Sept and closed in late Sept stocktitan.net, expanding the share count
2 October 2025
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DroneShield Stock Skyrockets 40%: What’s Behind the Surge and What’s Next?

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

The Rise and Fall of DroneShield’s Stock DroneShield, headquartered in Sydney, specialises in technologies that detect and defeat unmanned aerial systems. Its DroneGun and DroneSentry products combine radar, radio‑frequency sensors and signal jamming to intercept drones without kinetic damage. Over the past year, geopolitical conflicts and high‑profile drone attacks have driven governments and critical infrastructure operators to invest heavily in counter‑UAS solutions. DroneShield responded by signing new contracts, including two U.S. Department of Defense orders worth US$7.9 million, which pushed its total deliveries above 4,000 systems proactiveinvestors.com. Investors interpreted these contracts as validation of the firm’s technology and future revenue potential.
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’s share surge comes on the heels of specific contract announcements and sales milestones. On September 17, 2025, DroneShield confirmed it had secured two new U.S. Department of Defense contracts totaling AUD $7.9 million for handheld counter-drone systems (mainly the RfPatrol) channellife.com.au. The company also announced that its cumulative deployments had now passed 4,000 devices worldwide – a threshold underscoring the maturity and trust in its technology. As DroneShield’s U.S. CEO Matt McCrann noted, “Passing 4,000 systems in service is an important milestone… It underlines the performance and dependability of our solutions in the field, and the trust placed in DroneShield by those who
1 October 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’s “Vectis” – A New Era for Stealth Drones Lockheed Martin’s famed Skunk Works – known for iconic secret projects like the U-2 and F-117 – has lifted the veil on a new stealth drone that could revolutionize future air warfare. Dubbed “Vectis” (Latin for “lever,” reflecting the leverage it gives commanders twz.com), the jet-black unmanned aircraft was unveiled ahead of the Air & Space Forces Association conference in September 2025. Skunk Works officials describe Vectis as a “survivable, lethal, and reusable” autonomous drone that embodies decades of Lockheed’s expertise in stealth technology, advanced fighters, and uncrewed systems theaviationist.com theaviationist.com.
22 September 2025
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China’s J-35 Stealth Fighter: Inside the Navy’s New F-35 Rival

China’s J-35 Stealth Fighter: Inside the Navy’s New F-35 Rival

The J-35 naval variant traces back to the FC-31 “Gyrfalcon” program, with its first carrier-focused prototype flight in late October 2021 featuring enlarged folding wings, reinforced landing gear, and a catapult launch bar. By mid-2025, evidence indicates the J-35 naval version has entered low-rate initial production, with photos showing PLAN markings and serial numbers 0011 and 0012 on two examples. The land-based J-35A first flew on September 26, 2023 and was publicly unveiled at Airshow China in November 2024 wearing PLAAF insignia and the number 75. The J-35 is a twin-engine, single-seat stealth fighter about 17.3 meters long with an
22 July 2025
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F-35 Lightnig II Uncovered: Inside the $1 Trillion Stealth Fighter Dominating the Skies

F-35 Lightnig II Uncovered: Inside the $1 Trillion Stealth Fighter Dominating the Skies

The F-35 is a family of three variants: F-35A conventional takeoff and landing (CTOL), F-35B short takeoff/vertical landing (STOVL), and F-35C carrier-capable version. The aircraft first flew in 2006, with IOC achieved by the F-35B in July 2015, the F-35A in August 2016, and the F-35C in early 2019. As of mid-2025, more than 1,170 F-35s have been delivered worldwide, with the U.S. planning to buy 2,456 and partners adding 900-plus for a fleet exceeding 3,000 by about 2035. Unit flyaway costs for Lot 15–17 averaged $82.5 million for the F-35A, $109 million for the F-35B, and $102 million for
15 June 2025
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Skyrocketing Fighter Jet Market 2025: Tech Triumphs and Global Rivalries Fuel a New Arms Race

Skyrocketing Fighter Jet Market 2025: Tech Triumphs and Global Rivalries Fuel a New Arms Race

By late 2024, the F-35 Lightning II had surpassed 1,000 deliveries worldwide, fueling Lockheed Martin’s market dominance and its ubiquity across more than a dozen nations. Lockheed Martin continues F-16 production into a 50th year with new Block 70/72 variants exported to Slovakia and Bahrain. Boeing is delivering the F-15EX Eagle II to the U.S. Air Force, while the F/A-18E/F Super Hornet line ends in 2025 and India’s export bid remains pending. Dassault secured a 42-aircraft Rafale F4 tranche in 2023 to be delivered from 2027, with Indonesia also ordering 42 Rafales. Saab has 96 firm Gripen E/F orders (60
13 June 2025
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