🔷 Saved Rounds 2.3.26

Welcome to Tuesday's Saved Rounds, where we send out all the goodies we couldn't squeeze into our Sunday newsletter.

📺 ON THE POD: The untold origin story of Anduril’s FYQ-44 Fury unmanned fighter jet. Check it out on YouTube, Spotify, Apple, or wherever you get your content.

In that Number

$13.2B

The global loitering munition market is projected to reach $13.2B by 2030, growing at a 19.9% compound annual growth rate.

This surge is driven by a rising demand for long-range fixed-wing strike systems.

Zoom in

As Palantir scales, is it opening gaps and seams for new competitors? As the saying goes, niches get riches.

Zoom in here for a take on what they propose is the coming ‘De-Palantirization’ shift.

They Said It

“This has been a bad contract for the last decade, this existing contract. As we enter into a new opportunity where we get to reprice, we want to make sure that we underwrite that contract to ensure it’s a fair contract and we can make money on that.” 

— Kelly Ortberg, Boeing CEO, on the KC-46 program

New Episode!

We have the untold origin story about the Fury unmanned fighter jet!

We talk with the people who created it, what led them to sell their company to Anduril, and how that experience led them to create an investment fund called the DoD Accelerator to help other companies with what they lived through.

Check it out!

YouTube

Apple

Spotify

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Saved Rounds

• Lockheed Martin announced it will 4X THAAD interceptor production to 400 annually

• York Space went public on the NYSE, reaching a $4.75B valuation

• Japan tested a new anti-ship missile capable of terminal evasive maneuvers

• Australia received its first MC-55A Peregrine under a $1.6B ISR contract

• The UK invited 7 firms to design Apache wingmen drones

• Bulgaria approved a $205M purchase of Naval Strike Missiles

• The Navy selected the Gentex Pursuit as the service’s next fixed-wing helmet

• Denmark ordered 3 massive TPY-4 surveillance radars ($610M deal)

• Stratolaunch raised capital to accelerate its hypersonic test capabilities

• CACI was awarded an Army task order for electronic warfare capabilities (worth potentially $250M)

• Raytheon won a $19M Navy contract for Rolling Airframe Missile engineering

• The Navy & Northrop Grumman tested the AARGM-ER in GPS-denied conditions

• Polaris won a German contract to build and flight-test a reusable hypersonic vehicle

• Raytheon won a $197M contract to supply MS-110 recce pods to Poland (for F-16s)

• The Marine Corps developed HANX, the service’s first organically-produced NDAA-compliant 3D-printed drone

• Elbit Systems & Lowental Hybrid partnered for hybrid drone engines

• Geoforce acquired AssetLink Global to expand satellite-enabled asset tracking for defense

• Raytheon won a $1B contract mod for Army LTAMDS radar production

• Boeing was awarded a $262M contract for 4 more MH-139A helicopters for the Air Force

• Norway selected Hanwha for a $2B rocket artillery deal

• The Navy reversed plans to decommission 7 Littoral Combat Ships and will retain 28 ships

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