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Defense Industry & Major Contractors

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Anduril’s first YFQ-44A rolls out for the USAF’s Collaborative Combat Aircraft (CCA) program as CCA doctrine development acceler

Anduril has produced its first YFQ-44A Fury at its Ohio Arsenal-1 facility, marking a key CCA production milestone. The USAF is also building the employment doctrine for the Fury and YFQ-42A Dark Merlin prototypes, while planning MQ-9A Reaper replacement concept refinement to start in Q1 FY2027.

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France mobilizes an Airbus A400M to combat Gironde wildfires, disrupting Airbus and Rafale-area aerospace operations

France’s military deployed an Airbus A400M to help fight out-of-control wildfires burning west of Bordeaux in late July 2026. As fires threatened the region, aerospace firms—including Dassault, Thales and ArianeGroup—closed nearby sites, while Dassault moved sensitive equipment to Merignac and nearby air-base facilities after the Gironde wildfire idled the Rafale assembly line.

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Boeing logs record $715B backlog while Air Force One VC-25B replacement costs balloon

Boeing reported a larger-than-expected Q2 loss, citing a $280 million charge tied to the troubled VC-25B Air Force One replacement. The company says it remains on track to deliver the first two modified B747-8(VC-25B) aircraft in 2028, even as it continues to pay out of pocket for cost overruns. Revenue rose to $24.6 billion, with free cash flow improving as turnaround plans gained momentum.

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FCAS fallout, UK drone sovereignty, and next-gen combat air: Dassault, British Corvus/CCA, and Helsing’s CA-1 Europa move ahead

Europe’s next-generation combat air and drone ecosystems are taking shape as France’s FCAS partnership collapse prompts Dassault to revisit a French future fighter concept, while the UK emphasizes domestic autonomy via Project Corvus and expands its collaborative combat aircraft roadmap. Separately, HENSOLDT will equip Helsing’s CA-1 Europa with CAIRAS missile-warning tech.

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