The Wall Street Journal reports that following the Israeli airstrike targeting a Hezbollah leader on September 27, shares in major defense companies like Lockheed Martin, RTX, and Northrop Grumman have outperformed the S&P 500. However, analysts caution that despite this performance boost, the defense sector is unlikely to see valuations comparable to those during the Cold War era without significantly larger defense budgets. The current fiscal environment and spending constraints may limit the industry’s long-term growth potential, despite increased geopolitical tensions.
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- 07/04/2025
- 0
L3Harris Technologies has signed a long-term agreement with the Netherlands Ministry of Defence to supply combat net radios under the Foxtrot armed forces digital modernization program. The radios will come from L3Harris’s Falcon IV family and support the MTBB project, which includes vehicle-mounted and handheld systems. The acquisition will equip approximately 8,000 vehicles, 3,500 personnel, 135 vessels, and 170 aircraft and helicopters. The Foxtrot program has a budget of up to €2.5 billion ($2.8 billion) and is set to continue until at least 2036. This agreement marks a significant step in modernizing the Netherlands’ military communication infrastructure. Original news
Lockheed Martin handovers first Bulgarian F-16 Block 70 fighter jet
- Veiko Lukmann
- 04/02/2025
- 0
Lockheed Martin has delivered the first two F-16 Block 70 multi-role fighter jets to Bulgaria in a ceremony held in Greenville, South Carolina. The delivery is part of two contracts signed in 2019 and 2022, totaling 16 aircraft. Bulgarian Defense Minister Atanas Zapryanov called the acquisition a historic milestone for the country’s Air Force, marking the beginning of its combat aviation renewal. The new jets enhance Bulgaria’s defense capabilities, ensuring full interoperability with NATO and EU allies. Equipped with advanced radar, an automatic ground collision avoidance system, and an upgraded cockpit display, the F-16 Block 70 provides superior situational awareness […]
Rafael to unveil new battlefield air defense solution
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- 11/10/2024
- 0
At the upcoming AUSA (Association of the United States Army) annual meeting, Rafael Advanced Defense Systems will unveil new unmanned air defense systems designed to offer ground troops comprehensive protection and enhanced combat capabilities. Among the systems being showcased are the laser-based Lite Beam and the 30 mm Samson remote weapon system, both mounted on four-wheeled vehicles. These systems will provide ground forces with flexible and extensive defense against advanced aerial threats, including UAVs. Rafael will also highlight the enhanced capabilities of its Trophy active protection system for military vehicles, which has demonstrated its effectiveness against various battlefield threats in […]