Department of Defense
Every UASFeed story on Department of Defense — across defense, counter-UAS, industry, commercial, policy, and tech, newest first.
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Industry & Contracts
Cathie Wood's Ark Invest Piles Into Kratos Defense as Drone and Anti-Drone Budget Bets Pay Off
Ark Invest bought roughly $9.1 million of Kratos Defense stock in early July 2026, betting on a drone maker whose unmanned systems revenue is growing over 30% amid a proposed $70 billion Pentagon drone budget.
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Industry & Contracts
Kratos Adds 100,000+ Square Feet to Oklahoma City Plant to Scale Jet-Drone Output
Kratos is expanding its Oklahoma City campus by more than 100,000 square feet to push jet-drone output beyond 165 units a year, backing Valkyrie, Firejet and Taiwan's Mighty Hornet IV programs.
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Industry & Contracts
A Federal DJI Ban Just Cost One Oregon Police Department $18,000 a Drone — the Skydio Swap, Line by Line
Redmond, Oregon approved a $410,762, five-year financed Axon contract for six Skydio drones to replace its DJI fleet — a 3.5x price jump driven by the federal NDAA ban, not operational need.
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Industry & Contracts
AeroVironment's Q4 Blowout: A $642M Quarter, a $1.2B Backlog, and the 'Drone Supercycle' Goes Mainstream
AeroVironment crushed estimates with a record $641.6M fiscal Q4, doubled annual revenue to nearly $2B, and grew funded backlog to $1.2B — sending shares up ~19% and turning 'drone supercycle' talk into public-market fact.
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Industry & Contracts
The Drone-Stock Supercycle: Pentagon Weighs Equity Stakes as DAWG Budget Balloons to $54.6B
U.S. drone stocks extended a sharp run in late June 2026 on reports the Pentagon is weighing equity stakes in domestic makers — the backdrop being a $54.6B FY27 request for the Defense Autonomous Warfare Group, up from a $225M base.
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Industry & Contracts
AeroVironment: How a Glider Champion Built America's Tactical Drone Empire
From Paul MacCready's human-powered aircraft to a $990 million Switchblade contract and a $4.1 billion BlueHalo merger, AeroVironment has quietly become the backbone of U.S. tactical UAS — and is now reshaping itself into a multi-domain defense-tech mid-prime.
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Industry & Contracts
Anduril Industries: The Software Company Rebuilding the Defense Industrial Base
Founded in 2017 by Palmer Luckey and four co-founders, Anduril Industries has grown from a border-surveillance startup into a $30.5 billion defense technology company producing autonomous systems across air, sea, and ground domains on its Lattice AI platform.
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Industry & Contracts
DJI Dominates the Drone Market — And Washington Wants It Out
DJI controls over 70% of the global commercial drone market and 90% of consumer sales, yet faces an effective US ban after a cascade of legislative and regulatory actions. Six independent audits have found no evidence of covert data exfiltration — but the structural debate is far from resolved.
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Industry & Contracts
DroneShield: The Counter-UAS Company Redefining Drone Defense at Scale
From a 2014 Virginia startup to an ASX200-listed company with 4,000+ systems deployed in 70 nations, DroneShield has built the counter-UAS industry’s most comprehensive product line—and is now betting that software subscriptions, not hardware sales, define its next decade.
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Industry & Contracts
Skydio Explained: The Autonomy-First Company Built to Replace DJI in American Defense
Founded by MIT researchers who trained on Google's Project Wing, Skydio built America's leading small-drone platform by betting on AI autonomy before the defense market existed. Congressional bans on Chinese hardware turned that bet into a franchise—then China struck back.
