Bwx Technologies Inc.

Issued on behalf of VisionWave Holdings, Inc.

NEW YORK, March 11, 2026 /CNW/ -- Equity-Insider.com News Commentary -- The Pentagon's FY2026 budget commits $66.1 billion to IT and cyberspace activities, channeling a 2.8% year-over-year increase directly into AI integration, electronic warfare modernization, and hardened networking infrastructure across every military branch.^[1] The spending surge sits within a broader global rearmament cycle, with worldwide defense expenditure projected to surpass $2.6 trillion in 2026 as allied nations compress procurement timelines under escalating geopolitical pressure.^[2] Companies potentially positioned in this space include VisionWave Holdings (NASDAQ: VWAV), BWX Technologies (NYSE: BWXT), CACI International (NYSE: CACI), Mercury Systems (NASDAQ: MRCY), and Northrop Grumman (NYSE: NOC).

The defense electronics segment alone is forecast to reach $317 billion by 2030, growing at 5.4% annually as demand for radiation-hardened computing, secure signal processing, and AI-enabled sensor fusion accelerates across air, space, and maritime domains.^[3] NATO allies have committed to investing 3.5% of GDP in defense by 2035, locking in multi-year procurement cycles for the mission-critical hardware and electronic warfare systems that underpin modern force projection.^[4]

VisionWave Holdings (NASDAQ: VWAV) released a corporate update highlighting strategic progress since completing its business combination and becoming publicly traded. Back in February, the company entered into a $10 million Statement of Work supporting development of the QuantumSpeed computational acceleration platform, designed to support high-performance computing environments required for advanced AI workloads.

VisionWave also formed a joint venture with Boca Jom Ltd. in Israel to advance automated semiconductor design technologies and established collaborations with PVML for secure AI infrastructure and Aiphex for technology ecosystem expansion.

VisionWave introduced the VARAN Unmanned Ground Vehicle platform, designed for surveillance, logistics, and security missions, and announced the PS500000 autonomous ground vehicle program. Through its wholly owned subsidiary Solar Drone Ltd., the company advanced multiple UAV initiatives including international discussions regarding wildfire mitigation, infrastructure monitoring, and environmental protection. Solar Drone was selected to participate in Abu Dhabi Sustainability Week 2026.

The company unveiled its ARGUS AI-driven counter-drone system designed to detect and analyze aerial threats using RF-based sensing technologies. VisionWave conducted pilot programs and live demonstrations with defense partners and announced collaboration with SaverOne to integrate RF-based detection into defense systems. The company also announced its intention to pursue a multi-patent portfolio associated with the ARGUS counter-drone initiative.

VisionWave entered into a definitive agreement to acquire a 51% controlling stake in C.M. Composite Materials, a certified Israeli manufacturer specializing in aerospace-grade composite materials whose structural assemblies are embedded in Israel's multi-layer missile defense architecture including Iron Dome and the Barak 8 long-range air defense system developed jointly by Israel Aerospace Industries and India's Defense Research and Development Organization. C.M. signed a memorandum of understanding regarding the German defense market through the Bundeswehr and is advancing joint venture discussions in India through FBM Technologies.

CONTINUED… Read this and more on VisionWave at: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/

In other industry developments and happenings in the market include:

BWX Technologies (NYSE: BWXT) reported full-year 2025 results including diluted non-GAAP EPS of $4.01 and adjusted EBITDA of $574.3 million, while ending the year with backlog of $7.3 billion, up 50% year-over-year. The growth was driven by large multi-year awards across naval propulsion, special materials, and commercial nuclear power programs.

"We delivered a strong fourth quarter, and a record year for BWXT," said Rex D. Geveden, president and chief executive officer. "In our tenth year as a standalone public company, 2025 was monumental for BWXT as we expanded our service and product offerings with two acquisitions and captured significant high-value awards across both Government and Commercial segments, driving 50% backlog growth."

Geveden noted that BWXT "operates at the intersection of national security and commercial nuclear power markets, where demand for both remains exceptionally strong." The company initiated 2026 guidance calling for non-GAAP EPS of $4.55-$4.70, adjusted EBITDA of $645-$660 million, and free cash flow of $305-$320 million.

CACI International (NYSE: CACI) completed its acquisition of ARKA Group in an all-cash transaction for $2.6 billion. ARKA provides industry-leading electro-optical/infrared and hyperspectral imaging capabilities alongside Agentic AI-based software, delivering geospatial intelligence for critical national security missions. The acquisition expands CACI's portfolio of national security space programs and strengthens its position in a domain traditionally defined by high technical barriers to entry.

"Today, more than 1,100 ARKA employees join us as we continue to expand to the limits of national security," said John Mengucci, CACI President and Chief Executive Officer. "ARKA purposefully accelerates our space market strategy while adding technologies that strengthen and expand our position in this rapidly growing domain."

ARKA's space-based sensors expand CACI's existing portfolio across land, sea, and air domains, while its geospatial intelligence complements CACI's established signals intelligence capabilities. Combined with operationally proven Agentic AI-based software, the combined entity is positioned to deliver multi-source intelligence to the Intelligence Community, the U.S. Space Force, and the Department of War.

Mercury Systems (NASDAQ: MRCY) reported record backlog exceeding $1.5 billion with a book-to-bill ratio of 1.23, reflecting sustained demand for the company's mission-critical processing subsystems, sensors, and safety-critical electronics across major defense program portfolios.

"Our ability to accelerate progress on a number of our customers' high-priority programs once again contributed to strong results this quarter, including record first-half revenue," said Bill Ballhaus, Chairman and CEO of Mercury. "In the second quarter we secured bookings of $288 million, with a 1.23 book-to-bill, resulting in a record backlog approaching $1.5 billion. Revenue for the second quarter was $233 million, resulting in a 7.1% year-over-year increase in the first half."

The company's secure processing solutions span airborne ISR platforms, missile defense systems, and electronic warfare applications requiring radiation-hardened computing capable of sustained operation in extreme thermal, vibration, and electromagnetic environments. Mercury's high-speed signal processing systems and ruggedized electronics are embedded within supply chains for advanced defense programs including next-generation AESA radar systems, precision-guided munitions guidance packages, and electronic countermeasure platforms where processing latency, thermal management, and fault tolerance directly determine mission outcomes in contested electromagnetic environments.

Northrop Grumman (NYSE: NOC) recently secured a $225 million contract for U.S. Navy E-130J training systems, supporting the service's ongoing modernization of aircrew training infrastructure for next-generation maritime patrol and reconnaissance operations across Atlantic and Pacific fleet commands. The award covers advanced simulation technology, synthetic training environment development, and integrated mission rehearsal systems for naval aviation programs across multiple fleet readiness centers supporting both initial qualification and advanced tactical training requirements.

The company maintains substantial positions in strategic programs including the B-21 Raider stealth bomber and Global Hawk high-altitude reconnaissance systems, with mission systems integration, autonomous platforms, and AI-enabled training capabilities spanning air, space, and cyber domains. Northrop Grumman's defense electronics and computing infrastructure serve both U.S. and allied requirements for interoperable command, control, communications, and intelligence systems, with particular emphasis on secure data fusion across distributed sensor networks and multi-domain battle management architectures supporting joint all-domain and coalition operations across contested electromagnetic environments.

SOURCE: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/

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SOURCES:

1. https://www.washingtontechnology.com/opinion/2026/02/dods-66b-it-budget-pivots-ai-and-efficiency/411370/
2. https://www.nationaldefensemagazine.org/articles/2026/1/29/global-defense-spending-to-top-2-6-trillion-in-2026
3. https://www.mordorintelligence.com/industry-reports/defense-electronics-market
4. https://gabelli.com/research/nato-spending-overview-a-structural-change-to-the-defense-industry/

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NEW YORK, March 6, 2026 /CNW/ -- According to sources, the Pentagon will prohibit the use of rare earth magnet materials originating from China in U.S. military platforms beginning in 2027. This mandate will have broad implications across the American defense industrial base, requiring manufacturers to verify the origin of the rare earth metals used in their systems, tracing them back to the earliest stages of the processing chain. Companies mentioned in this release include: REalloys Inc. (ALOY), Olin Corporation (NYSE: OLN), The Metals Company (NASDAQ: TMC), Huntington Ingalls Industries (NYSE: HII), BWX Technologies (NYSE: BWXT), TransDigm Group (NYSE: TDG).

Defense giants like Lockheed Martin are overhauling their magnet supply chains to avoid non-compliance in 2027, warning that rare earth sourcing restrictions require traceability down to the mining level across multi-tier supplier networks. Northrop Grumman has issued supplier notices reinforcing magnet-origin requirements and pushing those obligations through its supply chain.

Now, these aerospace and defense behemoths are qualifying compliant suppliers in a market where rare earth processing capacity has been controlled almost exclusively by China for decades.

In Euclid, Ohio, that's all changing. Here, REalloys (ALOY) has achieved a North American first: industrial production of magnet-grade heavy rare earth metals for defense applications.

Where Defense Giants Will Get Their Magnet-Grade Metals

Mountain Pass produces a rare earth concentrate that is separated in California into NdPr oxide. That is a meaningful step in rebuilding domestic capability. But oxide is not the material defense contractors use.

Oxide must be chemically reduced into pure rare earth metal. That metal must then be blended into specific magnet-grade alloys before it can move into permanent magnet production.

For decades, that conversion from oxide to metal has taken place almost entirely in China. Even when ore was mined in the United States, and oxide was separated domestically, the metallurgical step that turns chemistry into usable industrial metal occurred overseas.

REalloys owns the Hoidas Lake rare earth project in Saskatchewan, anchoring primary resource exposure inside Canada. In Greenland, it has signed a long-term non-binding letter of intent covering approximately 15% of future production from the Tanbreez rare earth project–one of the largest heavy and medium rare earth deposits outside China.

In Kazakhstan, non-binding agreements with AltynGroup hope to provide access to material from the Kokbulak project and surrounding concessions. In Brazil, an alliance tied to the Araxá project adds another potential non-Chinese intake stream. Those primary sources are complemented by recycled permanent magnet material and industrial scrap recovered for reprocessing.

All of that feed -- mined concentrate and recycled rare earth content -- is directed into North American separation and then into metallization at the Euclid facility. Euclid is operating at an industrial scale at the hardest step in the rare earth supply chain.

"Metallization is the least developed part of the value chain outside China. It requires deep, accumulated operating expertise and process control systems capable of managing complex variables in continuous production. Even with capital and strong execution, replicating that capability typically takes three to seven years or more -- with meaningful technical and qualification risk," says REalloys co-founder Tim Johnston. "We've already solved the hardest part -- proving that rare earth metallization and alloying can be done domestically to the specifications real customers require."

REalloys (ALOY) closes the full mine-to-magnet loop, and just as the doors are about to close on Chinese-origin defense materials.

The National Security Deadline

Industrial capacity is now rising to meet a fixed national security deadline. SRC and REAlloys are targeting roughly 400 tonnes of rare earth metal output annually by the end of 2027, rising toward approximately 600 tonnes as Phase 1 scales. That's the same compliance horizon facing U.S. defense contractors.

The appointment of retired General Jack Keane to the board enhances the strategic elevation of rare earth metallization. Keane served as Vice Chief of Staff of the U.S. Army and operated at the highest levels of force readiness and procurement oversight. His presence reflects a clear reality: oxide-to-metal conversion is no longer an industrial niche -- it is a defense planning variable.

Federal capital is following the same logic. The Export-Import Bank has issued a letter of interest for up to $200 million tied to a rare earth processing buildout connected to this platform. The Defense Production Act provides additional authority to accelerate domestic midstream capacity.

This is no longer a commodity story. It is a capital-backed, deadline-driven restructuring of the defense supply chain, and the companies positioned at the metallurgical layer will determine how smoothly that transition unfolds.

Those elements enter defense production at only one point in the industrial chain: after rare earth oxides are reduced into high-purity metal and alloyed into magnet-grade alloys. That conversion step determines whether a weapon system can be produced and deployed on time with predictable performance. That's what REalloys, in partnership with the SRC, is doing in Euclid, Ohio.

If the West fails to rebuild this layer at scale inside North America and allied jurisdictions, the United States would be operating a forward-deployed military force that still depends on China for its fundamental material inputs.

Production schedules for missiles, aircraft, and naval systems don't shift on a dime. They follow certification, qualification, and metallurgical traceability requirements that take years to establish.

The Buildout Before the Ban

The first chapter restored a capability that had left the continent. The next chapter finances and scales it. REalloys has already proved that North America doesn't need China to convert rare earth oxides into valuable metals. Now it's scaling it all up, with Euclid as the anchor of a broader processing platform that expands upstream into secured feedstock and downstream into magnet production.

The difference between a facility and a platform is measured in throughput. Phase 1 is operational. Euclid is producing rare earth metals today. The current ramp targets roughly 400 tonnes per year of total rare earth metal output by the end of 2027, rising toward approximately 600 tonnes annually as throughput stabilizes. That includes prized dysprosium and terbium -- the heavy rare earths that determine high-temperature magnet performance -- alongside NdPr metal for permanent magnet strength.

In a market where heavy rare earth supply outside China remains measured in the low thousands of tonnes globally, those volumes establish one of the few scaled heavy rare earth metal production points in North America.

Engineering, site development, and plant construction move through 2026 and 2027 with a defined objective: capture more of the margin stack inside allied jurisdiction.

Capital is now committed to the buildout. The Export-Import Bank's letter of interest for up to $200 million ties sovereign credit capacity to rare earth processing expansion connected to this platform. Defense Production Act authorities add additional channels for capital participation as capacity scales. Capital structure and industrial policy are moving in the same direction.

Plant expansions, financing closings, engineering milestones, and rising tonnage will define the next chapter. REalloys is entering the scale phase.

Here are a number of defense companies to watch closely over the coming months:

Olin Corporation (OLN) serves as the 'indispensable utility' for the entire Western critical minerals and rare earth processing industry. As the world's leading producer of chlor-alkali products, Olin provides the massive volumes of hydrochloric acid and caustic soda required to separate rare earth elements and purify lithium brine. In early 2026, Olin intensified its 'Beyond250' structural cost-reduction program, targeting over $120 million in annual savings to maintain its competitive edge as the primary chemical supplier to the 'Battery Belt' refineries currently coming online across North America.

While Olin faces the typical headwinds of a cyclical commodity market, its 2026 strategy has pivoted toward long-term, high-margin supply agreements with domestic mineral processors who require "just-in-time" chemical logistics.

The Metals Company (TMC) is the global leader in deep-sea mineral exploration, targeting polymetallic nodules on the seafloor of the Clarion-Clipperton Zone in the Pacific Ocean. In January 2026, TMC took a massive step toward commercialization by filing the first-ever consolidated deep-seabed mining application, which would grant them a permit area covering 65,000 $km^2$.

The company's NORI-D project is estimated to contain enough Nickel, Cobalt, Copper, and Manganese to meet the requirements of 280 million electric vehicles, roughly the size of the entire U.S. light vehicle fleet.

Huntington Ingalls Industries (HII) is the largest military shipbuilder in the United States and a cornerstone of the U.S. Navy's fleet modernization strategy. The company builds nuclear-powered aircraft carriers, amphibious assault ships, destroyers, and provides lifecycle support services for the Navy's most complex platforms. These are multi-decade programs with enormous barriers to entry and limited competition.

Recent contract awards tied to aircraft carrier construction and amphibious ship programs have reinforced HII's long-term backlog strength. At the same time, shipyard modernization investments aim to increase production efficiency and meet growing naval demand. As global maritime tensions rise -- particularly in the Indo-Pacific and Middle East -- naval force projection and fleet expansion have regained strategic urgency.

BWX Technologies ( BWXT) occupies a highly specialized niche within the U.S. defense sector, focusing on nuclear components and fuel systems for naval propulsion. The company manufactures reactor cores and related components used in U.S. Navy submarines and aircraft carriers, placing it at the heart of America's nuclear-powered fleet.

Its work directly supports the Navy's Virginia-class and Columbia-class submarine programs -- pillars of U.S. strategic deterrence. These long-cycle programs provide decades of revenue visibility, as nuclear propulsion systems require precision engineering and regulatory oversight that few companies globally can deliver.

TransDigm Group (TDG) is a leading supplier of highly engineered aerospace components used across both military and commercial aircraft platforms. Unlike prime contractors, TransDigm focuses on proprietary components such as actuators, valves, pumps, and control systems -- often niche parts with limited competition and strong pricing power.

The company's business model emphasizes aftermarket revenue, where margins are significantly higher than original equipment sales. As military fleets age and require ongoing maintenance, sustainment demand remains steady. At the same time, commercial aviation recovery continues to support aftermarket volumes.

TransDigm's exposure to both defense modernization and long-term fleet sustainment creates a resilient revenue profile. Its components are embedded in legacy aircraft as well as next-generation platforms, ensuring recurring demand throughout multi-decade aircraft lifecycles.

By. Michael Kern

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