Nemzetközi hadiipari hírek

[perceptron]

Mystery customer pays $135m. for Israel's Elbit to build ammo factory

This comes after the Israeli defense firm’s Swedish subsidiary was awarded a contract worth $170 million to become an “integration partner” for the Swedish army’s digitization program.

jpost.com

 

[Aladeen]

Mystery customer pays $135m. for Israel's Elbit to build ammo factory

This comes after the Israeli defense firm’s Swedish subsidiary was awarded a contract worth $170 million to become an “integration partner” for the Swedish army’s digitization program.

jpost.com

Dánok akarják újra indítani a tüzérségi lőszergyártásukat. Mivel nem rég vettek ATMOS-okat az ELBIT-től, illetve egy rég bezárt romos lőszergyárat is visszavásároltak, így szerintem ők lesznek ezek a bizonyos vevők. Nyilván az ATMOS-ba az izraeli lőszer illik a legjobban - sajnos a 155-ösök nem teljesen csereszabatosak.

 

[Aladeen]

A RAFAEL rakétagyártó promó videóban győzködi a világot hogy attól hogy még háború van náluk, ők szállítanak mindenkinek mint ha semmi gond nem lenne...
Talán érezték a vevőik elbizonytalanodását a Hamasz elleni háború kapcsán, hogy nem fognak tudni szerződés szerint teljesíteni...

 

[OhioNurse]

Egyetlen ábrán a világ legnagyobb védelmi vállalatai - Mandiner

A rangsor a 2022-es év bevételei alapján állt össze, természetesen az amerikai és a kínai cégek vezetik a listát. Az élbolyban a britek, az olaszok és a franciák kaptak még helyet.

mandiner.hu

 

[Terminator]

X RANGE : EDGE Unveils the Region’s First Multi-Domain Test Range...

 

[Bálint]

https://twitter.com/i/web/status/1729461673256202347

 

[Terminator]

2022-ben az iparág 100 legnagyobb vállalatának fegyverek és katonai szolgáltatások értékesítéséből származó bevételei 597 milliárd dollárt tettek ki, ami reálértéken 3,5 százalékkal kevesebb mint 2021-ben...

A fegyverek iránti kereslet nő, de a termelés problémákkal küzd, ezért késnek a szállításokkal.

The SIPRI Top 100 arms-producing and military services companies in the world, 2022

Change in arms revenue of the SIPRI Top 100, by country, 2021–22

https://www.sipri.org/sites/default/files/2023-11/fs_2312_top_100_2022.pdf

 

[arcas]

Aki pl. az RM amerikai szálait/eladásait szeretné bogozni annak egy jó kis oldal:
https://www.highergov.com/all/?searchID=ylOZvAVJM3-fNN45TJXnA

 

[Kim Philby]

Geopolitics Live

Kalashnikov steps up production of pistols, universal latches, and kamikaze drones The Kalashnikov Concern (part of the Rostec State Corporation) has summarized its work for 2023. Here are some of the key achievements: ▪️security forces received 10,000 Lebedev (PLK) pistols; ▪️production...

t.me

 

[Terminator]

Lockheed Martin Reports Fourth Quarter and Full Year 2023 Financial Results

Lockheed Martin Declares First Quarter 2024 Dividend

The Lockheed Martin Corporation (NYSE: LMT) board of directors has authorized a first quarter 2024 dividend of $3.15 per share. The dividend is payable on March 29, 2024, to holders of record as of the close of business on March 1, 2024.

 

[Terminator]

The U.S. transferred a record $80.9 billion worth of military equipment and services to other countries in fiscal 2023, a 55.9 percent increase over the fiscal 2022 level of $50.9 billion, according to the U.S. State Department...

 

[Terminator]

A BAE Systems bemutatta a 2023-as pénzügyi eredményeit...

Other operational highlights

• We received a contract award from the Czech Republic for 246 CV90 MkIV infantry fighting vehicles.
• The AMPV combat vehicle moved into full rate production following contract awards.
• We secured a ten-year contract to continue operating the US Army Ammunition Plant in Holston, Tennessee.
• F-35 aft fuselage manufacturing continued at full-rate production through 2023, with 162 aft fuselages completed during the year.
• Ten Typhoons were delivered to Qatar Emiri Air Force, with 18 now in service.
• We reached an agreement with the Kingdom of Saudi Arabia for a further five years of Salam Typhoon support.
• MBDA secured significant orders, including Poland’s PILICA+ Air Defence upgrade defence programme.
• We continued work on developing the UK future flying combat air demonstrator to fly within four years.
• We secured £2.4bn of order intake for Dreadnought, with three boats now in construction.
• Construction of new ship assembly hall and Applied Shipbuilding Academy in Glasgow is well underway.
• We secured additional UK munitions orders, worth over £400m, to increase production of vital defence stocks.
• In Cyber & Intelligence, we continued investing in new products for space, multi-domain capabilities and synthetic training.

2023-full-year-presentation-transcript.pdf

2023-full-year-results-announcement.pdf

 

[PavolR]

Az amerikai védelmi beszállítók kimaradnak a globális katonai fellendülésből, amely megemelte európai társaik részvényeinek árfolyamát, mivel a washingtoni törvényhozás patthelyzete bizonytalanságot teremt a kormányzati kiadások terén.

A Pentagon legnagyobb katonai beszállítóinak részvényei a legtöbb nyereséget elengedték Oroszország két évvel ezelőtti teljes körű Ukrajna inváziója után. A Lockheed Martin 10 százalékot veszített az elmúlt évben, a korábban Raytheon néven ismert RTX pedig 9 százalékkal esett vissza.

Ezzel szemben az olasz Leonardo részvényei 91 százalékot, míg a német Rheinmetall részvényei 78 százalékot erősödtek.

US political ‘chaos’ shuts Pentagon contractors out of military stocks boom

American defence companies underperform European peers despite soaring demand as budget deadline looms

www.iscaninfo.com

US political ‘chaos’ shuts Pentagon contractors out of military stocks boom

American defence companies underperform European peers despite soaring demand as budget deadline looms

www.ft.com

 

[dudi]

Aki felháborodik a haditechnika árán, annak ajánlom ezt a figyelmébe:

Optimista a Rheinmetall, kilőtt az árfolyam

A világ legnagyobb tüzérségi lőszergyártója, a német Rheinmetall optimista előrejelzéseket tett közzé az eladások és marzsok idei növekedéséről, kiemelve, hogy a változó európai biztonsági környezetben kulcsszerepet játszik a vállalat tevékenysége - írja a Financial Times.

www.portfolio.hu

 

[Terminator]

The American Rheinmetall Story - 2023 Year-in-Review...

 

[Kim Philby]

Ebből mi lesz?

Turkey Expected To Become US' Largest Supplier Of Artillery

Authored by Ahmed Adel via GlobalResearch.ca, Turkey is set to become the United States’ largest supplier of artillery shells as NATO allies have exhausted their stocks and now struggle to ship ammunition to Ukraine. Turkey’s indirect support for Ukraine is also supplemented by direct support...

telegra.ph

QVINTA ÆTAS

⢰©️— Bloomberg | US Turns to Turkey for Explosives as War in Ukraine Saps Supply | March 27, 2024: "The US is in talks to ramp up purchases of explosives from Turkey to boost production of artillery shells as allies scramble to ship badly needed ammunition to Ukraine. Turkish supplies of...

t.me

 

[Terminator]

Elbit Systems’ 2023 Summary...

 

[Terminator]

Embraer backlog reached the highest level over past 7 years and deliveries increased 67% in 1Q24...

The company’s backlog increased US$2.4 billion or 13% sequentially to US$21.1 billion in 1Q24, compared to a total backlog of US$18.7 billion in 4Q23. The biggest increase happened in Commercial Aviation (US$2.3 billion or 26%) while the smallest one was in Defense & Security (-US$0.1 billion or –4%).

In Defense & Security, the first C-390 Millennium of the Hungarian Air Force successfully completed its maiden flight. The aircraft is now undergoing a mission systems integration test campaign, ahead of its entry into service. Another important milestone in the quarter was the first Embraer Defense Day in the United States; an event during which the C-390 Millennium and the A-29 Super Tucano were showcased to government authorities, military officials, prospects, and partners at our facilities in Melbourne, Florida. The C-390 selection by some countries in the EMEA and APAC regions has not yet been incorporated into the backlog, which represents a significant source of upside potential for the coming quarters. The Defense & Security backlog reached US$2.4 billion (-4% QoQ) in 1Q24.

BACKLOG & DELIVERIES 1Q24

 

[Kim Philby]

Cyberspec News

American company Regulus Global bought 33% shares of the Bosnian company Pretisa and an unknown block of shares of the company Binas. Both companies belong to the Bosnian military industry: the first make shells for 76-155 mm artillery and RSy for MLRS, and the second - capsules and detonators...

t.me

https://www.reddit.com/r/UkraineRussiaReport/comments/1c8e4eg

 

[Terminator]

RTX Reports Q1 2024 Results - RTX delivers strong 12% sales growth; Q1 book-to-bill of 1.34 with an RTX record backlog of $202B; Reaffirms full year outlook...

RTX Reports Q1 2024 Results

ARLINGTON, Va., April 23, 2024 /PRNewswire/ -- RTX (NYSE: RTX) reported first quarter 2024 results. First quarter 2024 Sales of $19.3 billion, up 12 percent versus prior year on a reported and organic* basis GAAP EPS of $1.28, up 32 percent versus prior year, which included $0.29 of...

www.rtx.com