Venture Capital's Defense Decade: How New Money Rewired the Market
Venture-backed firms moved from the edge of the defense market to multi-billion-dollar prime-contractor status in under a decade, changing how programs are won.
Industry
The contractors behind military hardware: production rates, backlog, workforce, castings, chips and the bottlenecks that push delivery dates to the right.
How the Pentagon Is Rebuilding 155mm Shell Production
Artillery output fell to peacetime levels after 2000; since 2022 the Army has been buying the machines, plants, and workforce to rebuild it at scale.
Why American Shipyards Fall Behind: Inside the Naval Industrial Base
Six public yards build nuclear warships for the Navy, and every delay in the fleet traces to the same narrow chokepoints: yard capacity, a thin supplier tier, and hiring.
From 51 Primes to Five: The Consolidation of the Defense Industry
The post-Cold War merger wave cut the number of major US aerospace and defense primes by roughly ninety percent, and today's market structure is its direct product.
Primes, Subs, and Tiers: How a Defense Contract Actually Stacks
The five largest US defense contractors book the headlines, but most of the work on any program is performed two and three layers below them.