Latest Us Defence Market News

First Graphene accelerates its US expansion by acquiring MITO Material Solutions, gaining functionalised graphene technologies and a direct commercial foothold in the world’s largest defence and aerospace market.

DroneShield has landed a $24.9 million contract with the US Department of War’s Joint Interagency Task Force 401 to supply mobile and fixed counter-drone solutions, reinforcing its foothold in the US defence market.

Li-S Energy has secured vital approvals to airfreight lithium-sulfur prototype cells to the United States, paving the way for direct engagement with US defence and drone sectors.

Electro Optic Systems (ASX: EOS) reported a 13% increase in contract backlog to A$518 million in Q1 2026, driven by multiple major defence orders and the opening of a new Singapore facility. The company’s cash position remains strong despite a $4 million ASIC penalty.

Harvest Technology Group sharpened its international defence focus in Q1 2026, onboarding NATO and commercial clients to its Nodestream platform, progressing new video features, and appointing Jeff Sengelman as Executive Chair amid CEO transition.

Harvest Technology Group has secured independent validation of its Nodestream platform's strong fit within the US defence sector, highlighting a clear pathway for market entry focused on bandwidth-constrained communications.

Electro Optic Systems secures two significant US contracts worth US$12 million for advanced Remote Weapon Systems, while progressing a conditional US$80 million Korean High Energy Laser contract with potential manufacturing shifts.

AML3D has landed a nearly $10 million order for four ARCEMY X 6700 systems from Newport News Shipbuilding, expanding its footprint in the US defence manufacturing sector.

VEEM Ltd posted a significant half-year loss of $19.5 million, driven by a 30% revenue decline and a $24.8 million impairment on gyro product development. Despite setbacks, new product launches and US defence market progress offer a hopeful outlook.

HighCom Limited appoints seasoned executive Geoffrey Knox as Executive Chairman and CEO, signaling a strategic push to strengthen its defence manufacturing and sustainment operations in Australia and the US.

Electro Optic Systems (EOS) reported a robust quarter ending March 2025, highlighted by significant new defence contracts and a strong cash position following the divestment of its EM Solutions subsidiary.