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US defense industry
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- 1US Defense Firms Race to Expand Missile Production▼Defense Firms Are Rushing to Boost Missile Output. It's Coming Too Late. https://www.wsj.com/politics/national-security/
The Wall Street Journal reports that American defense contractors are hurrying to increase missile manufacturing capacity, but the effort may be arriving too late. The piece suggests current output levels remain insufficient to meet demand driven by stockpile depletion and geopolitical tensions, with production timelines constrained by supply chains and skilled labor shortages.
- 2Trump gives Ukraine license to make Patriot missiles, Zelensky says▼Donald Trump gives Ukraine license to manufacture Patriot missiles, Volodymyr Zelensky says
President Donald Trump has granted Ukraine a license to manufacture Patriot missiles domestically, according to President Volodymyr Zelensky. The announcement, reported by the Jerusalem Post, would mark a significant step in Ukraine's push to produce advanced air defense systems at home as it faces continued Russian missile and drone attacks. The move is being read as a major boost to Ukraine's defense industry and air defense capacity.
- 3US Awards RTX $20.7 Billion Missile Production Contract▼Department of War and RTX Accelerate Advanced Medium-Range Air-to-Air Missile Production Through $20.7B Award
The US Department of War has awarded RTX a $20.7 billion contract to accelerate production of the Advanced Medium-Range Air-to-Air Missile (AMRAAM). The deal significantly expands manufacturing capacity for one of the Pentagon's most widely used air-to-air weapons, drawing attention as demand for missile stockpiles continues to rise amid ongoing security commitments to Ukraine, Israel and allied air defense efforts.
- 4Redwire Lands $980 Million US Space Force Program●Redwire Selected For $980M US Space Force Program: A Look At The Key Highlights
Redwire has been selected for a $980 million US Space Force program, a major contract win for the space infrastructure company. The announcement covers key highlights of the award and its expected role in supporting national security space missions. Investors and space industry watchers are weighing the deal's significance for Redwire's growth and its standing in the defense space sector.
- 5Lockheed Martin Pushes Deeper Into Defense AI And Space●What Is Lockheed Martin (LMT) Building In Defense AI And Space?
Lockheed Martin, the US defense contractor, is drawing attention for its work combining artificial intelligence with space systems. The company is developing AI-enabled defense technologies alongside its satellite and space programs, positioning itself for growing military demand in both areas. Observers are weighing what these investments mean for the company's future role in US national security and the defense industry's broader technology shift.
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Foreign Affairs publishes a piece arguing that the United States must fundamentally restructure its defense industrial base to sustain weapons production at the scale great-power competition demands. The argument reflects a wider debate in Washington over whether American manufacturing can supply Ukraine, Israel, and a possible Pacific conflict simultaneously without deep reform of procurement and production.