#defense electronics

3개의 글

June 23, 2026

Hanwha Systems (272210) Stock Outlook 2026: Defense Electronics, ICT, and the Space-and-UAM Option

Hanwha Systems (272210) 2026 stock analysis: the defense-electronics core (radars, electro-optics, naval combat systems, C4I), ICT systems integration, and growth bets in LEO satellite communications (OneWeb) and UAM (Overair) — plus risks, valuation, and peer comparison versus Hanwha Aerospace.

272210 Hanwha Systems Korea Stocks

May 28, 2026

Mercury Systems (MRCY) Stock Outlook 2026: Defense Embedded Computing's Quiet Turnaround

Mercury Systems (MRCY) went from -7% EBITDA margins and a $14M net loss in FY2024 to FCF of $119M in FY2025. Record Q3 FY26 bookings in missiles, C4I, and space programs mark a genuine operational inflection.

MRCY Mercury Systems defense electronics

May 28, 2026

Curtiss-Wright (CW) Stock Outlook 2026: Where Nuclear Submarines Meet Small Modular Reactors

Curtiss-Wright (CW) supplies nuclear propulsion control systems for Columbia-class submarines and is prototyping helium circulators for X-energy's Xe-100 SMR. A steady defense compounder with a growing clean energy option.

CW Curtiss-Wright defense electronics