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Who supplies the rebuilding of defense?
The companies that make the aircraft, ships, electronics and systems that defense budgets are being rebuilt around.
What the frame implies · the defense industrial base: Geopolitical realignment runs on a longer clock than any earnings season, and the businesses tied to it run on that clock too.
No dated claim tests this group yet.
Reports next, in this group
Mercury Systems10 Nov · expected, per Nasdaq
TransDigm11 Nov · expected, per Nasdaq
Intuitive Machines12 Nov · expected, per Nasdaq
Palo Alto Networks18 Nov · expected, per Nasdaq
Zscaler24 Nov · expected, per Nasdaq
| Company | What it sells | Reports next |
|---|---|---|
| AST SpaceMobile ASTS |
AST SpaceMobile builds satellites that let ordinary phones connect directly to cellular networks from orbit. | not yet announced |
| AeroVironment AVAV |
AeroVironment makes small drones and loitering munitions, sold mainly to military customers. | 8 Dec · expected, per Nasdaq |
| BlackSky BKSY |
BlackSky sells satellite imagery and real-time geospatial intelligence to governments and defense customers. | not yet announced |
| Boeing (defense) BA |
Boeing builds military aircraft, missiles and satellites for governments. | not yet announced |
| Booz Allen BAH |
Booz Allen sells consulting, analytics and technology services to U.S. government agencies, mainly in defense and intelligence. | not yet announced |
| CACI CACI |
CACI sells technology services, software and engineering to US government defense and intelligence agencies, supplying national security programs. | not yet announced |
| Cloudflare NET |
Cloudflare sells network security, content delivery and edge computing services that route and protect websites and applications. | not yet announced |
| CrowdStrike CRWD |
CrowdStrike sells cybersecurity software that guards corporate and government computers against hackers. | 1 Dec · expected, per Nasdaq |
| Curtiss-Wright CW |
Curtiss-Wright makes defense electronics, flight and motion control systems, and industrial components used on military platforms. | not yet announced |
| Fortinet FTNT |
Fortinet sells cybersecurity hardware and software that protects corporate and government networks. | not yet announced |
| General Dynamics GD |
General Dynamics builds submarines, armored vehicles, business jets and military information systems, mostly for governments. | not yet announced |
| Heico HEI |
HEICO makes replacement parts and electronic components for aircraft and defense systems, and supplies specialty parts for space and military programs. | not yet announced |
| Huntington Ingalls HII |
Huntington Ingalls builds and maintains nuclear-powered aircraft carriers and submarines for the U.S. Navy. | not yet announced |
| Intuitive Machines LUNR |
Intuitive Machines builds lunar landers and data relay satellites that carry government and commercial payloads to the Moon. | 12 Nov · expected, per Nasdaq |
| Iridium IRDM |
Iridium sells satellite voice and data connectivity to governments and businesses, including defence customers. | not yet announced |
| Kratos Defense KTOS |
Kratos Defense builds unmanned aircraft, hypersonic test systems, and satellite ground equipment for the Pentagon. | not yet announced |
| L3Harris LHX |
L3Harris makes communications, sensing and space hardware for military customers. | not yet announced |
| Leidos LDOS |
Leidos provides technology services and systems to U.S. defense and intelligence agencies, supplying the military's own operations. | not yet announced |
| Lockheed Martin LMT |
Lockheed Martin builds fighter jets, missiles and space systems for the US government and its allies. | not yet announced |
| Mercury Systems MRCY |
Mercury Systems makes secure processing hardware and embedded computing modules for defense platforms. | 10 Nov · expected, per Nasdaq |
| Northrop Grumman NOC |
Northrop Grumman builds military aircraft, space systems, missiles and defense electronics for governments. | not yet announced |
| Palantir PLTR |
Palantir sells software that helps governments and companies analyze large volumes of data and run operations on it. | not yet announced |
| Palo Alto Networks PANW |
Palo Alto Networks sells cybersecurity software and firewalls that protect corporate and government computer networks. | 18 Nov · expected, per Nasdaq |
| Planet Labs PL |
Planet Labs sells satellite imagery and geospatial data from its own fleet of Earth-observing satellites. | 9 Dec · expected, per Nasdaq |
| RTX RTX |
RTX makes aerospace products through Collins Aerospace and Pratt & Whitney, and its Raytheon unit supplies the U.S. government and armed forces. | not yet announced |
| Redwire RDW |
Redwire builds space hardware and software for government and commercial customers. | not yet announced |
| Rocket Lab RKLB |
Rocket Lab builds and launches small rockets and spacecraft for government and commercial customers, including defense work. | not yet announced |
| Rubrik RBRK |
Rubrik sells software that backs up and restores data for enterprises and government agencies, including defense-sector customers. | 3 Dec · expected, per Nasdaq |
| SAIC SAIC |
Science Applications International Corporation provides technology and engineering services to U.S. government and defense agencies. | 3 Dec · expected, per Nasdaq |
| SentinelOne S |
SentinelOne sells cybersecurity software that guards computers and networks against attack, including military and government systems. | 3 Dec · expected, per Nasdaq |
| Teledyne TDY |
Teledyne makes sensors, imaging systems, and electronics for defense and industrial customers. | not yet announced |
| Tenable TENB |
Tenable sells software that finds and tracks security weaknesses in corporate and government networks, including military and government technology. | not yet announced |
| TransDigm TDG |
TransDigm designs and makes proprietary aircraft components, such as valves, pumps and power systems, for commercial and military planes. | 11 Nov · expected, per Nasdaq |
| Zscaler ZS |
Zscaler sells cloud-delivered software that screens and protects corporate network traffic. | 24 Nov · expected, per Nasdaq |
Showing 34 of 34 · No price is shown: the Index is a map of what each company sells and where it sits, not a quote board.
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