Defense Electronics

HENSOLDT reaffirmed its €6 billion 2030 revenue ambition and set a €10 billion target for 2035, backed by a €10.4 billion order backlog and plans to expand production capacity. Its approximately €110 billion 2027–2032 pipeline is unweighted—not awarded or guaranteed demand—while first MDOcore customer orders are expected from 2027.

DoD open-architecture efforts are progressing from standards development and demonstrations into production, testing, and deployment, expanding demand for interoperable computing, autonomy software, high-speed interconnects, compact electronics, and thermal management. Contractors can assess Army CMOSS/CMFF, Air Force CCA, and CPE ST3 FY2027 activity for market positioning, but the signal identifies no specific solicitation, award value, or bid deadline.

TTM Technologies has signed an agreement to acquire Epiq Design Solutions for approximately **$1.1 billion**. This acquisition enhances TTM’s capabilities in electronic warfare and signals intelligence, affecting future procurement strategies for agencies like the **NSA** and **Space Force**.

The **U.S. Department of Defense** has awarded **L3Harris Technologies** a **$77.2 million** contract modification aimed at sustaining and upgrading test instrumentation for the Trident II D5 submarine-launched ballistic missile. This investment reinforces the **Navy's** commitment to enhancing the accuracy of its missile test programs, underscoring the importance of advanced telemetry technologies in national defense.