News Analysis

Intuitive Machines Completes Acquisition of Lanteris Space Systems

Houston, Tex., Jan. 13, 2026--Intuitive Machines, Inc. (Nasdaq: LUNR) (has completed its acquisition of Lanteris Space Systems (“Lanteris”), formerly Maxar Space Systems. The acquisition, first announced on November 4, 2025, was completed for US$ 800 million before closing adjustments, consisting of US$ 450 million in cash and $350 million in Intuitive Machines Class A common stock.

US DoD Invests US$ 1 Bil. in L3Harris' Missile Solutions Business

Washington, D.C. January 13, 2026--L3Harris Technologies (NYSE: LHX) has announced a first-of-its-kind proposed partnership with the Department of War (DoW) to significantly increase capacity to build solid rocket motors that power vital U.S. and allied missiles. L3Harris and the DoW have agreed to the terms of a proposed DoW investment in L3Harris’ Missile Solutions business through a US$ 1 billion convertible preferred security, which would automatically convert into common equity upon an initial public offering (IPO).

AE Industrial Acqures Majority Stake in Space Propulsion and Power Systems Business of L3Harris Technologies

Boca Raton, Fla., January 6, 2026--AE Industrial Partners, LP, a private investment firm focused on technologies and services considered critical to aerospace and national and economic security, today announced that it has signed a definitive agreement to acquire a controlling interest in the Space Propulsion and Power Systems business of L3Harris Technologies (NYSE: LHX).The transaction encompasses business units across five locations in the U.S., which have developed the upper-stage rocket engines used in national security, civil and commercial missions for more than 60 years, as well as in-space propulsion, nuclear power and avionics assets.

Comtech Announces Financial Results for First Quarter of Fiscal 2026

Chandler, Ariz. December 11, 2025 -- Comtech Telecommunications Corp. (NASDAQ: CMTL)today reported financial results for its first quarter ended October 31, 2025.

Applied Aerospace and PCX Aerosystems Merge

Stockton, Calif.  December 3, 2025  — Applied Aerospace and PCX Aerosystems jointly announced the merger of the two organizations, establishing a unified and transformational supplier of precision hardware and systems for aircraft, rotorcraft, satellites, launch vehicles and missile defense. The combined company will be known as Applied Aerospace & Defense. It leverages the capabilities of two well established industry leaders, each with proven heritage, delivering highly engineered solutions for military, commercial, and scientific applications.

The Emergence of Sovereign Constellations

by Vivek Prasad

Bengalaru, India, December 1, 2025--Non-GEO constellation players have transformed the satellite communication (satcom) industry in the past five years. Leading this transformation is Starlink, which has set new benchmarks in satellite deployment speed, capacity influx, and customer acquisition. Other players like Amazon’s Kuiper, Eutelsat’s OneWeb, Telesat’s Lightspeed and SES’s mPower continue to reinforce the viability and advantages of Non-GEO solutions. As nations increasingly recognize the benefits, such as scalable bandwidth and reduced cost per Mbps, there is a growing shift toward developing sovereign constellations. These national initiatives are driven by the urgent need for secure communications, digital autonomy, and strategic resilience in response to shifting geopolitical landscapes and rapid technological progress.

Gilat Reports Third Quarter 2025 Results

Petah Tikva, Israel, November 12, 2025 — Gilat Satellite Networks Ltd. (NASDAQ: GILT, TASE: GILT today reported its results for the third quarter, ended September 30, 2025.

Comtech Announces Financial Results for Fourth Quarter and Fiscal Year 2025

Chandler, Ariz., November 10, 2025 – Comtech Telecommunications Corp. (NASDAQ: CMTL) today reported financial results for its fourth quarter and fiscal year ended July 31, 2025.

Kratos to Acquire Israel-Based Orbit Technologies Ltd for $356.3 Million

San Diego, Calif. November 4, 2025—Kratos Defense & Security Solutions, Inc., a technology company in defense, national security, and global markets, announced today that it has signed a definitive agreement to acquire 100 percent of the ordinary shares of Orbit Technologies Ltd (ORBI.TA) for US$ 356.3 million, which is expected to be funded via cash on Kratos’ balance sheet.