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S&P Global Ratings has adjusted the outlook for Lockheed Martin Corp. from 'stable' to 'positive', citing improved credit metrics amid high demand for defense products. The ratings agency confirmed the issuer's long-term credit rating at 'A-', short-term credit rating at 'A-2', as well as the ratings for the company's unsecured debt issues at 'A-'.

The governments of the UK and Poland have inked a comprehensive defense and security deal. As reported by the British government on Wednesday, May 27, the new agreement outlines an expansion of cooperation in defense and security sectors, according to dpa. Additionally, it aims to deepen collaboration between the two countries in energy and migration sectors. The signing took place at a former military base in northwest London.

Franco-German tank manufacturer KNDS is negotiating to pull in additional production capacity from other sectors, including the automotive industry, aiming to ramp up output in Europe, said CEO Jean-Paul Alari on Tuesday.

German defense giant Rheinmetall has struck a deal with Romanian authorities worth €5.7 billion. The country will receive 298 Lynx combat vehicles, Skyranger air defense systems, numerous munitions, and four military boats. This was announced in a press release from Rheinmetall on Tuesday, June 2.
The defense conglomerate called the deal "historic" and "the largest international order in the company’s recent history." According to Rheinmetall, the first deliveries under the contract are set to begin in 2028 and conclude by 2030. To facilitate this, the company plans to establish its own manufacturing in Romania and invest several hundred million euros into the country's defense industry.

Preliminary trading for Applied Aerospace & Defense shares, which develops equipment for aerospace defense enterprises, has kicked off in the Freedom trading system. The launch comes amid rising investor interest in the sector, fueled by the Middle East conflict and increased U.S. military spending. Later on June 3, Applied Aerospace shares will hit the New York Stock Exchange under the ticker AADX.

Lockheed Martin Corp (New York:LMT) opened a rocket assembly plant on Monday, covering about 8,175 sq. m in Cortland, Alabama. The facility will produce next-gen interceptors for the Missile Defense Agency.
The facility, named 'Missile Assembly Building No. 5', is equipped with digital manufacturing tools and automated workflows designed to support the production of the interceptor system. The plant utilizes advancements from programs like Terminal High Altitude Area Defense and employs digital twin methodologies.

Germany's Chancellor advisor Friedrich Merz on security, Günter Sautter, has hit up Paris for the first round of talks about tighter cooperation in nuclear deterrence, as reported on Saturday, May 30, by the German magazine Der Spiegel.
"Representatives from other European countries also joined the consultations," the journalists note. According to Der Spiegel, the next meeting is scheduled "before the summer break" in Germany.

US Defense Secretary Pete Hegset praised Washington's allies in Asia while warning European partners about the need to take greater responsibility for their own security, Bloomberg reported on Friday.
Speaking at the Shangri-La Dialogue security forum in Singapore, Hegset stated that the Trump administration will prioritize collaboration with those allies willing to invest in their own defense capabilities.

Shares of Melrose Industries PLC dropped 5% on Tuesday after the British aerospace components manufacturer reported an ongoing incident at its facility in Garden Grove (California), which disrupted operations at the site employing around 500 people.
In a regulatory update, the company noted that on 21.05.2025 (Thursday), a thermal issue was detected in the methyl methacrylate (MMA) storage area at the GKN Aerospace facility in Garden Grove—a high-strength aerospace acrylic material.

The withdrawal of US troops from Europe won't impact NATO's plans to strengthen the region's defense. This was stated on Tuesday, May 19, by the Supreme Commander of the Alliance's combined armed forces in Europe, Lieutenant General of the US Air Force Alexus Grinkevich.

German auto giant Mercedes might pivot to manufacturing military tech amid global security threats. This was stated by Mercedes-Benz Group CEO Ola Källenius in an interview with The Wall Street Journal, published on Friday, May 15.
"The world has become a more unpredictable place, and, in my view, it’s clear that Europe needs to strengthen its defense capabilities," he said. "If we can play a positive role in this process, we will be ready to do so."

Mobix Labs, Inc. (NASDAQ:MOBX) shares surged by 58% during the pre-market session on Thursday after the company announced it had signed a non-binding letter of intent to acquire Special Project Delivery LLC — a platform focused on establishing American supply chains for rare earth elements and critical minerals.

The official statements from US authorities claiming that Iran has been militarily crushed contradict the intel from American intelligence. According to their data, the Islamic Republic still has control over about 70% of its mobile launchers within the country and has retained around 70% of its pre-war missile arsenal, reports The New York Times on its site on Tuesday, May 12.

The defense industry is a solid place to cash in today. Many Portuguese firms are catching on, aggressively launching into the market with increasingly lucrative offers. According to José Neves from the AED Cluster Portugal, last year the profits in the defense sector hit around €2.1 billion: "And the growth trend is still strong."

Poland is the first country in the European Union to ink a deal with the EU for a loan under the pan-European military modernization program - Security Action for Europe (SAFE). According to the terms, Warsaw will score a loan of around 43.7 billion euros for defense needs - that’s nearly a third of the 150 billion euro SAFE budget allocated for all EU countries.

The buzz around a potential SpaceX IPO is a major event for the entire space sector. Elon Musk's company has upped its target valuation to over $2 trillion as it gears up for the IPO presentation, according to Bloomberg sources. The listing is anticipated in the summer of 2026, with SpaceX possibly raising up to $75 billion, making it one of the largest listings in market history. Oninvest has picked five already-trading space small-caps — from satellite reconnaissance and radar imaging to infrastructure and defense tech — offering investors a chance to get in on the sector before SpaceX hits the exchange.

Italian aerospace and defense giant Leonardo dropped their Q1 2026 earnings report on Wednesday: operating profit blasted past analyst expectations thanks to a sharp recovery in margins for the aircraft structures division and a profitability boost in the defense electronics segment. Plus, order volume hit a peak not seen in recent quarters.

The UK has rolled out a new sanctions package targeting supply chains for Russian drone manufacturing plants and human trafficking networks exploiting migrants in Russia's war against Ukraine. The restrictions hit 35 individuals and entities, including those orchestrating schemes for recruiting and smuggling foreign nationals to the front lines or military factories. These sanctions are part of the fight against hybrid threats from the Kremlin, as noted in the UK government's press release issued on Tuesday, May 5.

Shares of Firefly Aerospace, a mid-cap competitor to Elon Musk's SpaceX, which develops launch vehicles and orbital systems, surged nearly 9% in pre-market trading on May 5. Initially, the company announced that its subsidiary would participate in the U.S. missile defense program "Iron Dome." Then, it reported revenues that exceeded Wall Street's expectations.

Japan's Prime Minister Sanae Takaichi is scheduled to arrive in Canberra late Sunday for a three-day official visit aimed at strengthening ties with Australia, according to Bloomberg.
The visit follows the recently updated regional strategy rolled out by the Prime Minister in Vietnam, and will focus on defense, critical minerals, and broader economic security.