Issued on behalf of VisionWave Holdings, Inc.
NEW YORK — Baystreet.ca — Every missile, every drone intercept, every classified network starts somewhere on a factory floor, and right now, those floors are running hot. The global counter-drone market alone is projected to surpass $20 billion by 2030 at a 25.1% compound annual growth rate as threats multiply faster than legacy systems can adapt[1]. NATO's collective European and Canadian defense expenditure reached 2.27% of GDP in 2025, the first time all 32 alliance members have met the 2% threshold since the guideline was adopted in 2014[2]. Companies operating across this expanding defense supply chain include VisionWave Holdings (NASDAQ: VWAV), GE Aerospace (NYSE: GE), BOS Better Online Solutions (NASDAQ: BOSC), Volatus Aerospace (TSXV: FLT) (OTCQX: TAKOF), and Leidos (NYSE: LDOS).
The macro picture reinforces the urgency. Global defense spending is forecast to top $2.6 trillion in 2026, driven by sustained procurement cycles and industrial base expansion across allied nations[3]. The U.S. Space Force's FY2026 procurement budget alone totals $3.66 billion, directing capital toward next-generation satellite constellations, GPS modernization, and resilient missile warning architectures[4]. For investors watching the defense industrial base, the signal is clear: this spending cycle has legs, and the companies embedded in it are building order books that extend well beyond a single fiscal year.
VisionWave Holdings (NASDAQ: VWAV) recently provided an operational update confirming that C.M. Composite Materials, an Israeli manufacturer of advanced aerospace composite components based in Modi'in, continues manufacturing without interruption during wartime conditions. C.M. holds a formal designation as an "Essential Facility" under Israel's Emergency Labor Services Law, authorizing continued production during periods of national emergency. Production activities, employee transportation, and manufacturing schedules remain in place in accordance with government safety directives.
The company has entered into definitive agreements to acquire a 51% controlling stake in C.M. Composite Materials, a certified aerospace manufacturer whose structural composite assemblies are utilized 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. An independent valuation prepared by BDO Consulting Group placed C.M. at $50 million, with the company reporting approximately $17.3 million in revenue and $3.0 million in net income before tax under IFRS standards for fiscal year 2025.
The company recently closed a $20 million senior financing to support general corporate purposes, working capital, and strategic initiatives. VisionWave has also executed a $10 million Statement of Work for the development of qSpeed-Mine, a cryptocurrency mining acceleration platform built on the company's QuantumSpeed computational acceleration engine. The milestone-based SOW spans approximately 32 weeks, with full revenue structured for recognition during calendar year 2026.
"This is about extracting materially more value from the infrastructure that already exists," said Dr. Danny Rittman, Chief Technology Officer of VisionWave. "The goal of QuantumSpeed is to improve system-level efficiency by optimizing how work is coordinated and executed at scale, which directly impacts unit economics without changing cryptographic assumptions."
The company's wholly owned subsidiary Solar Drone recently reported executive meetings in Italy advancing business development for drone cleaning solutions in select Middle Eastern markets, following live demonstrations of its patented high-pressure drone payload system across multiple Italian sites.
VisionWave also demonstrated real-world performance of SaverOne's RF-based Vulnerable Road User detection before a major vehicle manufacturer, where the system identified pedestrians and flagged trajectory risks pre-visual contact. The company established a $7.0 million strategic exchange with SaverOne that could yield 51% fully diluted ownership, while continuing to advance its dual-market autonomous systems platform integrating QuantumSpeed with AI-driven sensing and autonomy technologies for defense, homeland security, and commercial infrastructure applications.
CONTINUED… Read this and more on VisionWave at: https://usanewsgroup.com/2025/09/11/the-ai-defense-technology-developments-potentially-relevant-in-2025-26/
In other industry developments and happenings in the market include:
GE Aerospace (NYSE: GE) was recently awarded a contract by the Defense Logistics Agency to increase readiness of the J85 engine powering the Air Force's primary training aircraft, the T-38. This marks the company's first TrueChoice Defense digitally enabled contract for the J85, using artificial intelligence and advanced data analytics to predict parts demand and identify supply chain constraints across the enterprise.
"This contract directly supports increased readiness for the J85 engine and the U.S. Air Force's primary training fleet," said Asha Belarski, General Manager of Customer Support and Sustainment for Defense and Systems at GE Aerospace. "By integrating data across the enterprise and applying AI to predict demand and identify constraints earlier, we are helping the Air Force keep more aircraft available to ensure our airmen get the training required to execute on their mission."
The contract builds on a successful test program that integrated data from multiple organizations responsible for managing more than 6,000 individual J85 engine parts. GE Aerospace is working with Palantir to combine expertise in aerospace engineering, data integration, and artificial intelligence to address supply chain constraints and improve parts availability across the J85 sustainment ecosystem.
BOS Better Online Solutions (NASDAQ: BOSC) recently announced two new orders totaling $2 million from two United States based customers for defense-related assembly services. The orders, valued at $550,000 and $1.45 million respectively, are expected to be delivered over the next 12 months as part of projects supported by the company's customer in Israel.
"These orders validate our model of partnering with prime contractors and their subcontractors that are already familiar with our capabilities to integrate BOS into the supply chain," said Eyal Cohen, Chief Executive Officer of BOS. "We believe this approach can open new opportunities to diversify our projects, both in terms of geography and business mix."
The company integrates supply chain technologies for global customers in the aerospace, defense, industrial, and retail sectors through three specialized divisions covering intelligent robotics, RFID, and supply chain integration. BOS continues to expand its contracted backlog and U.S. presence, with the new orders further building 2026 revenue visibility as part of the company's long-term growth strategy to diversify served geographies.
Volatus Aerospace (TSXV: FLT) (OTCQX: TAKOF) recently launched SKYDRA, the company's first Software-as-a-Service platform designed to support counter-unmanned aircraft system operational planning and simulation. The platform introduces a digital capability supported by patent-pending intellectual property, targeting armed forces, public safety agencies, and operators of critical infrastructure including airports, ports, and energy facilities.
"The global threat landscape involving unmanned systems continues to evolve," said Glen Lynch, Chief Executive Officer of Volatus Aerospace. "SKYDRA represents an important milestone for Volatus as our first SaaS platform and establishes a recurring software revenue stream within our defence strategy."
SKYDRA will be offered under subscription-based licensing structures, including enterprise deployments and evaluation programs. Industry reports estimate the global counter-UAS market could exceed $20 billion by 2030, driven by increasing demand for airspace security and defense modernization. Volatus is a Canadian aerospace and defence company delivering integrated uncrewed systems and mission-critical operational services across infrastructure, energy, public safety, and government operations, with the platform complementing its broader counter-UAS and aerospace capabilities.
Leidos (NYSE: LDOS) is modernizing the IT operations of the Compartmented Enterprise Services Office within the Defense Information Systems Agency under a $142 million award. The effort includes integrated engineering, software development, operations, and cybersecurity services to optimize secure web applications, with scalable AI-driven capabilities designed to advance Zero Trust compliance across the Department of Defense and intelligence community.
"This modernization effort strengthens the digital backbone that supports our nation's defense and intelligence operations," said Paul Welch, Senior Vice President of Digital Modernization at Leidos. "By delivering secure, unified access to classified information, Leidos is enabling faster decision making, more effective operations and the resilience needed to maintain mission superiority."
The work underscores the company's role in operating, sustaining, and defending the Department of Defense's most critical networks supporting U.S. defense missions globally. Leidos reported annual revenues of approximately $16.7 billion for the fiscal year ended January 2025, with this contract aligning with its NorthStar 2030 strategy for mission-focused defense modernization.
SOURCE: https://usanewsgroup.com/2025/09/11/the-ai-defense-technology-developments-potentially-relevant-in-2025-26/
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SOURCES CITED:
1. https://www.marketsandmarkets.com/PressReleases/counter-cuas-systems.asp
2. https://www.nato.int/content/dam/nato/webready/documents/finance/def-exp-2025-en.pdf
3. https://www.nationaldefensemagazine.org/articles/2026/1/29/global-defense-spending-to-top-2-6-trillion-in-2026
4. https://www.saffm.hq.af.mil/Portals/84/documents/FY26/FY26%20Space%20Force%20Procurement.pdf
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