
Antoine Mariaux
Journalist
L3Harris Lands $4.7bn Contract With Lockheed Martin, Jefferies Notes
This major contract covers PAC-3 MSE propulsion systems (the interceptor for the Patriot system) and should improve the visibility of the Missile Solutions business. Separately, L3Harris said it has been selected by the US Navy to supply its VAMPIRE counter-drone systems. Jefferies analysts, meanwhile, remain confident about the group's outlook.
September 09, 2026 at 11:59 am

Catana Group targets a return to growth with 4 new models
The catamaran specialist believes the deterioration in the marine market is starting to ease. The group is therefore continuing the rollout of its 2030 strategic plan, with the first effects expected as early as fiscal 2026/2027 and a return to growth anticipated for 2028.
September 08, 2026 at 08:26 pm

Goodwin may sell its defense business, shares plunge
U.S. private equity firm Cerberus is said to be close to buying the sensitive operations of the British engineering group for nearly 1 bn GBP, according to the Financial Times. Following the report, Goodwin shares were down about 12% in London.
September 08, 2026 at 06:26 pm
GE Aerospace to acquire CPP, Jefferies applauds the deal
The US engine maker is betting on integrating this precision cast-parts specialist to meet demand in commercial aviation, aftermarket services and defense. In premarket trading, GE Aero shares are up 1.1%.
September 08, 2026 at 05:07 pm

A small step for European launchers, a giant leap for Isar Aerospace
Europe's first commercial orbital success marks an important milestone for the Old Continent's space industry, Berenberg says. The broker nonetheless tempers the excitement: scaling up Europe's new launchers will take several years and, in the short term, will not meet the full range of demand. Among the stocks it covers, Berenberg notably recommends OHB and Rocket Lab as buys, while remaining neutral on Avio.
September 07, 2026 at 12:29 pm

Drone Volt: AlphaValue's take after the capital increase
The French drone manufacturer announced last Friday a capital increase with gross proceeds of 2.35m, carried out with a limited number of investors and involving the issuance of 6,724,178 new shares along with the same number of share subscription warrants (BSA). The stock then ended the session down 6.7%.
September 07, 2026 at 12:08 pm
Air France-KLM and Lufthansa battle for TAP, Lisbon wants to drive up the bids
With the two suitors having submitted offers seen as very close, the Portuguese government intends to use their rivalry to secure better terms. Air France-KLM and Lufthansa will have to play their final cards to buy up to 49.9% of TAP.
September 04, 2026 at 06:36 pm
The bill is growing for Boeing after the Spirit AeroSystems acquisition
The plane maker is facing higher-than-expected costs tied to its acquisition of Spirit AeroSystems, The Wall Street Journal reports. In December, Boeing completed the deal for about $8.4bn but has since had to revise upward certain financial commitments tied to its former supplier...
September 04, 2026 at 01:12 pm
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