Issued on behalf of VisionWave Holdings, Inc.
VANCOUVER – Baystreet.ca News Commentary – The global defense market is projected to rise to $542.72 billion in 2026[1] as heightened geopolitical tensions drive the accelerated procurement of next-generation auxiliary systems and mission-critical electronic architectures. This capital surge is intensifying M&A activity, with valuation multiples for high-IP assets reaching 20x[2] as buyers prioritize sole-source providers over diversified manufacturers. This structural consolidation is driving interest toward a strategic growth core and accretive targets led by VisionWave Holdings, Inc. (NASDAQ: VWAV), L3Harris Technologies (NYSE: LHX), Loar Holdings (NYSE: LOAR), TransDigm Group (NYSE: TDG), and Leonardo DRS (NASDAQ: DRS).
Analysts expect global M&A activity to continue its rebound in 2026[3] as strategic buyers use record balance sheets to secure proprietary technological readiness through high-velocity consolidation. This shift is further validated by the defense tech sector trading at 26x forward earnings[4] as proprietary IP and aftermarket dominance become the primary value drivers and long-term visibility anchors for the current cycle.
VisionWave Holdings Inc. (NASDAQ: VWAV) is currently engineering a dominant multi-domain autonomy ecosystem, fusing advanced radio-frequency sensing and computational acceleration with industrial robotic platforms across the global defense and energy infrastructure complex.
VWAV is currently integrating qSpeed, its recently-acquired proprietary computational acceleration engine backed by a $99.6 million independent valuation from BDO Consulting Group, to eliminate the decision-latency wall in modern warfare.
Now VisionWave has announced its initial progress in advancing qSpeed's system-level integration architecture across WaveStrike™ RF-enabled fire-control workflows, Argus™ counter-UAS systems, and intercept evaluation scenarios where microseconds directly affect operational outcomes. By prioritizing decision-critical computation paths first, qSpeed enables rapid initial conclusions that refine continuously to collapse the action gap between sensing a threat and responding to it, compressing threat evaluation timelines from minutes into seconds without the friction of wholesale hardware replacement.
By prioritizing decision-critical computation paths, qSpeed collapses the action gap between sensing a threat and responding to it, compressing threat evaluation timelines from minutes into seconds without the friction of wholesale hardware replacement.
he integration of qSpeed into WaveStrike is specifically designed to provide RF-informed, operator-assisted aiming and fire-control support by collapsing compute cycles for range estimation and lead calculation to deliver instantaneous targeting guidance in high-velocity engagement scenarios.
The issuance of U.S. Patent No. 12,499,578 secures enforceable protection for the proprietary radio-frequency sensing and AI platform behind the Argus space-enabled counter-drone system and its SkyWeave high-frequency communications backbone
This patent protects the core architecture of Argus and its SkyWeave high-frequency backbone, ensuring VisionWave maintains a proprietary grip on the space-enabled counter-UAS market.
VisionWave is scaling a systemic expansion into Southern Europe through its subsidiary, Solar Drone Ltd., having secured a follow-on hardware order and a strategic distribution agreement covering Italy and Spain.
The company’s universal and drone-agnostic Adaptation Kit enables VisionWave’s heavy-duty payloads exceeding 200 lbs to be integrated into any third-party fleet for critical high-voltage insulator cleaning and power grid maintenance.
VisionWave plans to fund up to $10 million in U.S. development over the next 6-12 months to push qSpeed toward production readiness.
CONTINUED… Read this and more news for VisionWave Holdings at: https://usanewsgroup.com/2025/09/11/the-ai-defense-technology-developments-potentially-relevant-in-2025-26/
L3Harris Technologies (NYSE: LHX) received an award to support the U.S. Navy and U.S. Marines with 34 large T7 robots delivering enhanced capabilities for explosive ordnance disposal missions, keeping troops out of harm's way by neutralizing explosive threats from a safe distance. The robotic systems designed for high-risk missions provide mobility, manipulation and intuitive control, with deliveries under this multi-year contract scheduled to begin this year including comprehensive operator training.
"Recognized by both the Navy and Marines for outstanding dexterity and performance, L3Harris T7 robotic systems will provide them a significant advantage for their most challenging EOD missions," said Dave Kornick, President, Intelligence and Cyber, Space and Mission Systems, L3Harris. "We're honored to continue working with the Department of War and our key partners in the U.K. and Australia, who also use the most advanced robotic technology available."
This award follows a U.S. Air Force order for more than 100 robots in 2021. The Australian Defence Force and U.K. Ministry of Defence also use large T7 and medium-sized T4 robots to support explosive ordnance disposal missions across their operations.
Loar Holdings (NYSE: LOAR) announced completion of its acquisition of LMB Fans & Motors for €367 million plus assumed debt paid in cash at closing, adding a global leader in designing and manufacturing customized, high-performance fans and motors with over 2,000 unique products including fans, blowers, motors, and specialized rotating machines. Founded more than 60 years ago and headquartered in Malemort-sur-Corrèze, France, LMB derives nearly 100% of its revenue from proprietary designs with fans and brushless motors widely used across aerospace and defense platforms, employing more than 75 team members worldwide.
"We are thrilled to officially welcome LMB to the Loar family," said Dirkson Charles, CEO and Executive Co-Chairman of Loar's Board of Directors. "LMB aligns perfectly with our strategy of combining niche and proprietary capabilities to serve both our original equipment and aftermarket customers. We believe LMB's culture of innovation, combined with Loar's broader resources, will drive shared growth."
The transaction was completed following clearance under the French foreign direct investment screening procedure by the Ministry of Economy and Finance. Loar expects LMB to generate approximately $60 million in revenue and $30 million in Adjusted EBITDA for the year ending December 31, 2026.
TransDigm Group (NYSE: TDG) entered into a definitive agreement to acquire Jet Parts Engineering and Victor Sierra Aviation Holdings for approximately $2.2 billion in cash including tax benefits. JPE is a leading independent designer and manufacturer of aerospace aftermarket solutions including proprietary OEM-alternative parts and repairs serving commercial, regional and cargo airline customers plus MRO providers, while VSA designs, manufactures and distributes proprietary PMA and aftermarket parts for general aviation and business aviation sectors with the companies collectively generating approximately $280 million revenue for calendar year 2025.
"We are excited to have an agreement to acquire Jet Parts Engineering and Victor Sierra, two well run, profitable businesses that will fit well within TransDigm," said Mike Lisman, TransDigm's Chief Executive Officer. "The Companies' highly engineered, proprietary OEM-alternative parts and services generate nearly 100% commercial aftermarket revenue. These businesses offer a unique value proposition to their airline, business, and general aviation end user customers as an alternative to OEM parts and are each growing nicely."
The acquisition is subject to regulatory approvals and customary closing conditions. TransDigm Group is a leading global designer, producer and supplier of highly engineered aircraft components deployed in more than 300 programs worldwide.
Leonardo DRS (NASDAQ: DRS) announced the successful first on-orbit test of its revolutionary multi-channel software-defined radio with integrated advanced cryptography. The eXtended Crypto Module3-Space adapts the company's next-generation crypto and multi-channel SDR capabilities to the space domain, addressing emerging cyber and electronic warfare threats to military satellite data transport while enabling high-performance secure satellite communications across multiple frequencies and networks simultaneously.
"Secure, flexible satellite data transport is the backbone of modern military operations," said Larry Ezell, senior vice president and general manager of Leonardo DRS Airborne and Intelligence Systems. "Our investments in next-generation low Earth orbit SDR provides a decisive leap forward, overcoming the limitations of legacy systems that are rigid and difficult to update once deployed."
Launched aboard a Proteus Mercury satellite in late November, the XCM3-Space testbed operated successfully in Low Earth Orbit meeting all primary objectives, with a second system scheduled for 2026 launch. The capability will be a key enabler for space-based detection and interception of ballistic and hypersonic missile threats supporting U.S. Space Force, Space Development Agency, and Missile Defense Agency priorities.
Article Sources: https://usanewsgroup.com/2025/09/11/the-ai-defense-technology-developments-potentially-relevant-in-2025-26/
CONTACT:
Baystreet.ca
[email protected]
(805) 649-0042
DISCLAIMER: Nothing in this publication should be considered as personalized ?nancial advice. We are not licensed under securities laws to address your particular ?nancial situation. No communication by our employees to you should be deemed as personalized ?nancial advice. Please consult a licensed ?nancial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor quali?ed to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Baystreet.ca is owned by Baystreet.ca Media Corp. (“BAY”). This article is being distributed for Market IQ Media Group, Inc. (“MIQ”), who has been paid a fee for VisionWave Holdings, Inc. advertising and digital media from the company directly. BAY has not been paid a fee for VisionWave Holdings, Inc. advertising and digital media from the company directly, but the owner/operators of MIQ also co-owns BAY. There may be 3rd parties who may have shares VisionWave Holdings, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a con?ict of interest as to our ability to remain objective in our communication regarding the pro?led company. Because of this con?ict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ/BAY owns shares of VisionWave Holdings, Inc. which were purchased in the open market. MIQ reserves the right to buy and sell, and will buy and sell shares of VisionWave Holdings, Inc. at any time thereafter without any further notice. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given. This is a paid advertisement. We own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. We rely on publicly available information and representations made by the issuer. Individuals should assume that all information contained in our newsletter is not trustworthy unless veri?ed by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment. This publication may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations and beliefs and involve risks and uncertainties that could cause actual results to differ materially from those described. Forward-looking statements in this document are subject to risks and uncertainties, including technological, regulatory, market, and geopolitical factors, which may cause actual results to differ materially. VisionWave Holdings, Inc. makes no representations or warranties as to the accuracy of third-party projections or market data cited herein. For more information on risks, see VisionWave Holdings, Inc.'s filings with the SEC.
--
SOURCES CITED:
1. https://natlawreview.com/press-releases/defense-market-trends-2026-2030-analysis-regional-perspectives-and-market
2. https://www.datasite.com/en/resources/insights/aerospace-defense-m-and-a-in-2026-what-middle-market-dealmakers-need-to-know
3. https://www.bcg.com/publications/2026/m-and-a-outlook-expectations-are-high-again
4. https://www.globalxetfs.com/articles/defense-tech-enters-2026-with-strengthening-fundamentals
