Aerospace & Defense

San Diego – – September 18, 2026 -- Obsidian Sensors has secured a contract under the DUTCH project to deliver high-resolution thermal cameras at attritable price points for the Drone Dominance program, using a manufacturing process the company says will eventually cut costs by an order of magnitude versus incumbent suppliers.

Obsidian fabricates MEMS sensors on glass panels 20 times larger than standard silicon wafers

The company's proprietary Large Area MEMS Platform (LAMP) departs from the thermal imaging industry's traditional reliance on 8-inch silicon wafers. Instead, Obsidian builds its MEMS thermal sensor structures on large glass substrates inside a standard flat-panel display factory, borrowing the scale and cost structure of the display manufacturing sector rather than the semiconductor industry.

Manassas, Va. and Wichita, Kan. – September 18, 2026 -- Electra and The Atlas Group have signed an airframe manufacturing agreement for the EL9 Ultra Short aircraft, with Atlas set to build and assemble airframes for Electra's flight test and certification program starting this month.

Atlas begins airframe production this month with first deliveries targeted for 2027

Work commences at Atlas facilities immediately, feeding Electra's certification campaign for the nine-passenger hybrid-electric EL9, which is designed to take off and land in as little as 150 feet. The two companies will jointly mature production architecture and reduce manufacturing risk ahead of scaled output.

"Realizing this vision requires more than a breakthrough aircraft; it requires the ability to build and deliver it with the consistency and scale of an advanced production system," said Marc Allen, CEO of Electra.

Scottsdale, Ariz. – September 18, 2026 -- Axon Enterprise, Inc. (Nasdaq: AXON) intends to offer $1.0 billion in aggregate principal amount of 0% convertible senior notes due 2031, subject to market conditions, the public safety technology company announced.

Axon adds $150 million over-allotment option for underwriters

Underwriters will have the option to purchase up to an additional $150.0 million in notes to cover over-allotments, exercisable for settlement within an 11-day period beginning on the first issuance date. Goldman Sachs & Co. LLC, Morgan Stanley & Co. LLC, J.P. Morgan Securities LLC, RBC Capital Markets, LLC and Citigroup Global Markets Inc. are serving as joint lead book-running managers.

Providence, R.I. – September 18, 2026 -- Meller Optics, Inc. has introduced custom fabricated sapphire optics engineered to withstand temperatures up to 1,600°C, targeting missile seeker windows, furnace inspection ports, semiconductor processing equipment, pyrometers, vacuum chambers, and aerospace instrumentation.

Sapphire optics resist fluorine exposure and extreme thermal swings

The optics operate across a range of -200°C to +1,600°C depending on configuration and remain impervious to fast-moving fluids, particles, and most chemicals, including fluorine at temperatures up to 300°C. This chemical and thermal resilience makes them suitable for harsh industrial environments where standard optical materials degrade.

Paris – September 17, 2026 -- HawkEye 360, Inc. (NYSE: HAWK) has signed a Memorandum of Understanding with Leonardo S.p.A. to integrate radio-frequency sensing data into a sovereign, multi-sensor intelligence solution for European customers.

Leonardo takes data integration lead while HawkEye 360 supplies dedicated RF capacity

Under the MoU, Leonardo will manage overall data integration and institutional engagement across Europe through its geospatial solutions arm, while HawkEye 360 provides RF data capacity tailored to European operational requirements. The first phase integrates a customized RF layer into Leonardo's global Intelligence, Surveillance, and Reconnaissance (ISR) service offering, including reserved capacity for defined European areas of interest.

Paris – September 17, 2026 -- HawkEye 360 (NYSE: HAWK) has signed a collaboration agreement with ERA a.s. to make the Czech surveillance specialist an international processing partner for automated terrestrial and maritime radar products derived from HawkEye 360's radio frequency (RF) data.

ERA becomes processing hub for HawkEye 360's space-based RF data

Under the agreement, ERA will integrate HawkEye 360's space-based signals intelligence and automated geolocation with its own multistatic passive surveillance and mission-workflow systems. The combined offering targets defense and security customers seeking faster access to operationally actionable RF insights.

Paris – September 17, 2026 -- HawkEye 360, Inc. (NYSE: HAWK) has established its first European subsidiary, HawkEye 360 Luxembourg, S.à r.l., marking the company's initial legal entry into the European Union's defense and space industrial base.

HawkEye 360 CEO meets US envoy to Luxembourg during Paris space summit

The announcement coincided with a meeting between HawkEye 360 Chief Executive Officer John Serafini and U.S. Ambassador to Luxembourg Stacey Feinberg during World Space Business Week in Paris. Serafini said establishing the Luxembourg entity strengthens the company's ability to work alongside European governments and industry, support sovereign national requirements, and move its space-based radio frequency (RF) capabilities closer to regional customers.

Huntsville – September 17, 2026 -- Titomic Limited's U.S. subsidiary, Titomic USA, Inc., has secured a US$5.0 million (AU$6.9 million) contract from the U.S. Air Force to supply, integrate and commission a Next Generation Titomic Kinetic Fusion (TKF)TM High Pressure Cold Spray System at Tinker Air Force Base in Oklahoma City, Oklahoma.

USAF selects Titomic to equip the nation's largest MRO facility

The turnkey system, built around Titomic's TKFTM 1000 high-pressure cold spray platform, will integrate industrial robotic automation, powder and gas management, process monitoring, safety systems and real-time quality verification. Tinker Air Force Base operates the largest U.S. Air Force maintenance, repair and overhaul facility in the country.

Torrance, Calif. – September 17, 2026 -- Castelion has secured a U.S. Navy production delivery order worth up to $200 million to manufacture, assemble, test and deliver an initial lot of Blackbeard hypersonic weapons to the fleet.

Navy shifts Blackbeard from prototypes to a production line under SBIR Phase III

The order was awarded by Portfolio Acquisition Executive Aviation (PAE(A)) through its Future Capability Development and Integration Aviation Rapid Capabilities Cell, marking the program's transition from early operational capability testing to full production rounds. It follows a June 2026 order for 50 Early Operational Capability weapons, extending the Navy's commitment to the air-launched hypersonic strike system.

Dallas – September 17, 2026 -- ATI Inc. (NYSE: ATI) Board Chair, President and CEO Kim Fields will participate in a fireside chat at the Morgan Stanley 14th Annual Laguna Conference in Dana Point, California, on September 17, 2026, at 4:05 p.m. ET.

Fields will field questions on aerospace demand and ATI's specialty materials portfolio

The session will be hosted by Kristine Liwag, Morgan Stanley's Senior Aerospace & Defense equity analyst, giving institutional investors direct access to ATI's leadership on growth opportunities within the aerospace and defense supply chain.