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Military Technology News 3 December 2025 - 31 January 2026

L3Harris Navy “Red Wolf” win and Lockheed missile push: defense and space stock prices to watch Monday

L3Harris Navy “Red Wolf” win and Lockheed missile push: defense and space stock prices to watch Monday

L3Harris shares fell 3.7% after announcing a U.S. Navy contract for Marine Corps precision-strike vehicles. Lockheed Martin rose 1.88% as it detailed plans to boost missile production and projected $6.5–$6.8 billion in 2026 free cash flow. Redwire dropped to $11.75 following insider sales. Markets closed Friday with defense and space stocks mixed.
31 January 2026
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Lockheed Martin stock jumps after hypersonic missile engine test with GE, Stinger-replacement flight milestone

Lockheed Martin stock jumps after hypersonic missile engine test with GE, Stinger-replacement flight milestone

NEW YORK, Jan 14, 2026, 19:15 ET — After-hours Lockheed Martin shares jumped 2.6% in after-hours trading Wednesday following news that the defense giant and GE Aerospace wrapped up engine tests for a new ramjet designed for hypersonic missiles. Northrop Grumman climbed 4.4%, RTX edged up 2.4%, and General Dynamics gained 0.7%. GE Aerospace, however, slipped 2.5%. This update is crucial as investors seek clear signs that U.S. weapons makers are accelerating progress on next-gen missile technology and expanding the supply chains needed to support it. Hypersonic programs come with high costs and complexity, but any breakthrough news can quickly
15 January 2026
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Lockheed Martin stock rises after missile flight test as Pentagon motor deal keeps defense names in focus

Lockheed Martin stock rises after missile flight test as Pentagon motor deal keeps defense names in focus

New York, January 14, 2026, 15:33 EST — Regular session Lockheed Martin (LMT) shares climbed roughly 2.3% Wednesday, closing at $571.40, while the SPDR S&P 500 ETF (SPY) dipped around 0.8%. The stock fluctuated between $553.74 and $578 during the session. Investors are zeroing in on clear evidence that major defense contractors can convert demand into actual output, particularly in missiles and air defense. This focus has been fueling the sector’s gains, even when the broader market wobbles. On Tuesday, the Pentagon announced a $1 billion investment in L3Harris Technologies’ expanding rocket-motor division, aiming to lock down a reliable supply
14 January 2026
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Pentagon-Lockheed deal aims to triple PAC-3 Patriot interceptor output to 2,000 a year

Pentagon-Lockheed deal aims to triple PAC-3 Patriot interceptor output to 2,000 a year

PentagoWASHINGTON, January 7, 2026, 15:34 (EST) The U.S. Department of War said it has signed a seven-year framework agreement with Lockheed Martin to lift annual production of the PAC-3 Missile Segment Enhancement (MSE) — a Patriot interceptor meant to hit incoming missiles — to about 2,000 units from roughly 600. The department said it will also work with key suppliers on seven-year subcontracts, part of what it calls a new acquisition model. Michael Duffey, the under secretary for acquisition and sustainment, called it “a fundamental shift in how we rapidly expand munitions production.” U.S. Department of War Demand for Patriot
7 January 2026
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Pentagon awards Lockheed $328.5 million Taiwan IRST pod contract as China drills keep island on alert

Pentagon awards Lockheed $328.5 million Taiwan IRST pod contract as China drills keep island on alert

WASHINGTON, January 2, 2026, 13:48 ET The Pentagon awarded Lockheed Martin a ceiling $328.5 million undefinitized letter contract — a preliminary deal that lets work begin before final terms are set — for fixed-wing sensor hardware for Taiwan, a U.S. government contracts notice said. The award covers 55 Infrared Search and Track (IRST) Legion Enhanced Sensor pods, which can detect aircraft by heat, plus related equipment under the Foreign Military Sales (FMS) program, the U.S. government’s channel for selling weapons to partners. The notice said $157.3 million in FMS funds were obligated at award, work will be performed in Orlando,
2 January 2026
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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

NEW YORK, January 1, 2026, 19:21 ET Boeing (BA.N) 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
2 January 2026
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Pentagon awards Lockheed $328.5 million Taiwan contract for IR sensor pods as China drills escalate

Pentagon awards Lockheed $328.5 million Taiwan contract for IR sensor pods as China drills escalate

NEW YORK, January 1, 2026, 19:20 ET The Pentagon said on Wednesday it awarded Lockheed Martin a contract worth up to $328.5 million for a foreign military sale to Taiwan to meet what Washington called an “urgent operational need” of the Taiwan Air Force. The deal covers 55 Infrared Search and Track Legion Enhanced Sensor pods and related processors and containers, with work in Orlando, Florida expected to be completed by June 2031. Reuters The award comes as Taiwan has remained on high alert after China staged massive drills around the island this week in an exercise Beijing dubbed “Justice
2 January 2026
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India fires two Pralay missiles back-to-back in salvo test, signalling induction is near

India fires two Pralay missiles back-to-back in salvo test, signalling induction is near

NEW YORK, December 31, 2025, 14:29 ET India’s Defence Research and Development Organisation (DRDO) on Wednesday test-fired two indigenously developed Pralay missiles in quick succession off the coast of Odisha, in a user evaluation trial that officials said underscored the system’s readiness for service. The test matters because user evaluation trials are a late-stage proving process, typically involving the military “users” who will operate the system, and are usually among the final steps before formal induction. It also comes as India continues to strengthen its domestic weapons programme and expand conventional strike options, against the backdrop of long-running rivalry with
31 December 2025
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Lockheed pitches made-in-India C-130J Super Hercules line as IAF weighs 80-plane transport buy

Lockheed pitches made-in-India C-130J Super Hercules line as IAF weighs 80-plane transport buy

NEW YORK, December 29, 2025, 21:53 ET Lockheed Martin has offered to set up a C-130J Super Hercules final-assembly line in India as the Indian Air Force (IAF) moves toward buying up to 80 military transport aircraft, a PTI report carried by local media said. mint The pitch lands as India tries to modernise the air force’s transport fleet, a workhorse capability used to move troops, vehicles and relief supplies across long distances. It also underscores New Delhi’s push to tie major defence buys to local manufacturing, forcing overseas contractors to show how much work they will shift to India.
30 December 2025
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Military Tech Stocks Week Ahead (Dec. 22–26, 2025): Space Force Satellite Awards, Drone Dominance, and Analyst Calls in Focus

Military Tech Stocks Week Ahead (Dec. 22–26, 2025): Space Force Satellite Awards, Drone Dominance, and Analyst Calls in Focus

Military tech stocks are heading into the Christmas-shortened trading week with fresh catalysts from December 19–21 that reinforce a clear narrative: modern defense spending is tilting toward space-based sensing, low-cost drones, and software-heavy systems—while investors debate how much of that shift is already priced into 2025’s big gains. Barron’s+3Air & Space Forces Magazine+3Reuters+3 With U.S. equity markets set to close early on Wednesday, December 24, and remain closed on Thursday, December 25, any headlines on contracts, policy, or analyst calls can have an outsized impact in thinner liquidity—especially for smaller-cap “pure-play” defense tech names. Investopedia+2New York Stock Exchange+2 Below is
21 December 2025
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Defense Technology Stocks Today: US Defense Contractors, AI, Drones and Cyber Names React to Policy Risk and 2026 Spending Tailwinds (Dec. 17, 2025)

Defense Technology Stocks Today: US Defense Contractors, AI, Drones and Cyber Names React to Policy Risk and 2026 Spending Tailwinds (Dec. 17, 2025)

NEW YORK — December 17, 2025 — Defense technology stocks on the U.S. stock market are trading in a familiar crosscurrent: long-cycle demand for missiles, drones, cyber defense, and space systems remains strong, but Washington-driven policy risk is suddenly back in the foreground. The sector’s tone shifted early Wednesday after reports that the Trump administration is preparing an executive order that could curb dividends, share buybacks, and executive compensation for defense contractors whose major programs run significantly over budget or fall behind schedule. Reuters+1 At the same time, the Senate is moving toward final passage of a $901 billion National Defense Authorization Act (NDAA), which
17 December 2025
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Germany Switches On Arrow 3 Missile Shield at Holzdorf – What the 3 December Milestone Means for Europe

Germany Switches On Arrow 3 Missile Shield at Holzdorf – What the 3 December Milestone Means for Europe

Germany has formally begun commissioning its new Arrow 3 missile defence system, turning the Holzdorf air base south of Berlin into the heart of a future long‑range protective shield for much of Europe. On 3 December 2025, the Bundeswehr declared the “initial operational capability” of the first Arrow 3 battery at Schönewalde/Holzdorf, a site straddling the border between Brandenburg and Saxony‑Anhalt.DIE WELT+1 The step marks more than just a technical upgrade. It is: Arrow 3 goes live at Holzdorf At midday on 3 December, senior military leaders including Inspector General Carsten Breuer and Air Force Inspector Lieutenant General Holger Neumann gathered at Fliegerhorst Holzdorf to
3 December 2025
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Stock Market Today

Meta stock faces an AI split: ad gains vs a $135 billion bill

Meta stock faces an AI split: ad gains vs a $135 billion bill

7 February 2026
Meta shares dropped 1.3% to $661.46 on Friday after the company projected 2026 capital spending of up to $135 billion, raising investor concerns over cash flow. Meta reported Q4 revenue of $59.89 billion, up 24% year-over-year, with ad impressions rising 18%. Analysts remain divided on whether AI-driven ad gains can offset the steep spending ramp.
IAG share price jumps toward a 52-week peak — what to watch before London reopens

IAG share price jumps toward a 52-week peak — what to watch before London reopens

7 February 2026
IAG shares rose 4.33% to 438.50 pence Friday, near their 52-week high, ahead of full-year results due later this month. The company reported 162,073,135 treasury shares and total voting rights of 4,565,128,012. Brent crude fell 2.2% Thursday to $67.93 a barrel. South Europe Ground Services logged 712,340 operations in 2025 and seeks approval to operate in Portugal.
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