Recent News
SAIC: Fiscal Q3 Earnings Snapshot WTOP 12-04-2025
Science Applications International Corp. (SAIC) on Thursday reported fiscal third-quarter profit of $78 million.
Trump’s Focus on Drug War Means Big Business for Defense Startups Wall Street Journal 11-29-2025
Drones, sensors and AI platforms developed for other theaters are being rebranded as tools for the fight against ‘narco-terror’
Amazon to Invest $50 Billion Building Data Centers to Support U.S. Government Wall Street Journal 11-24-2025
The investment will enable government agencies to accelerate discovery and decision-making, the company says
Dealmakers Predict Rise in Transactions Will Follow Rebound in Deal Value Wall Street Journal 11-20-2025
Private-equity and corporate executives are setting their sights on a recovery in deal counts after a rebound in deal value during the third quarter
Department of Energy Announces Funding Process for Critical Minerals and Materials Troutman Pepper Locke 11-14-2025
On November 14, the Department of Energy (DOE) publicly announced its decision to allocate $355 million in new funding to expand domestic production of critical minerals and critical materials essential to U.S. energy, manufacturing, transportation, and national defense.
Historic Iron Dome Funding Boost Creates New Opportunities for Rimon Technologies, Reinforcing Strategic Value of Nukkleus’ Pending Acquisition Yahoo Finance 11-25-2025
Expanded Iron Dome funding drives long-term demand for Rimon’s core technology
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Caylent Acquires Trek10 to Create the Most Comprehensive Dedicated AWS Services Partner in the Industry OrangeSlices 11-21-2025
Caylent, an Amazon Web Services (AWS) Premier Tier Services Partner, announced it has acquired Trek10 Inc., also an AWS Premier Tier Services Partner, in a strategic move that expands Caylent’s portfolio into managed services
Drone maker AeroVironment seeks lift from $4.1 bln deal for BlueHalo Reuters 11-19-2025
AeroVironment (AVAV.O), opens new tab will buy space and defense engineering company BlueHalo in an all-stock deal valued at about $4.1 billion, the companies said
KKR to Sell Novaria Group to Arcline for $2.2 Billion Wall Street Journal 11-10-2025
The sale comes as private-equity firms are increasing investment in the aerospace and defense sector
Stocks Generating Improved Relative Strength: V2X Investors Business Daily 11-04-2025
The Relative Strength (RS) Rating for V2X (VVX) moved up into a new percentile Tuesday, as it got a lift from 68 to 72.
Palantir stock falls nearly 8% on valuation fears after results top Wall Street estimates Yahoo Finance 11-04-2025
Palantir (PLTR) stock fell 7.95% on Tuesday as the company reported a strong quarter that left some investors with questions over the company's lofty valuation.
The scramble to remake America’s way of war Semafor 11-04-2025
The only bipartisan consensus left in Washington is that America needs to reform how it buys weapons.
Defense and Government Investor Arlington Capital Closes $6 Billion Fund Wall Street Journal 10-30-2025
The private-equity firm’s seventh fund is more than 50% larger than its predecessor
GovCon Capital Insights
Defense Prime Contractors as Investors analysis from GovTribe 11-17-2025
A comprehensive government contracting report on Defense Prime Contractors as Investors
Raymond James Report: Defense & Government Market Recorded 125 M&As in Q3 2025 Analysis from Raymond James 11-12-2025
A report by financial services company Raymond James reveals that 125 mergers and acquisitions took place in the defense and government market during the third quarter of 2025, a 30 percent increase from the same period the previous year.
Stifel Industry Update from Pillsbury M&A Conference PDF Pillsbury Conference 10-13-2025
presented by Jonathan Siegmann, CFA | Equity Research Managing Director | Aerospace, Defense & Government Services Stifel
Federal M&A deals stay active despite market uncertainty Podcast Federal News Network 09-11-2025
"It's important that the company maintain its relationships and really be that trusted and capable provider to the federal customer," said Adam August.
Enter the Dragon, Exit the DOGE webinar Pillsbury 05-16-2025
Matt Swartz moderates this informative panel discussion that seeks to provide a full M&A market health evaluation.
The Future of Government & Defense M&A: Key Trends and Opportunities in 2025 Analysis from Focus Investment Banking Focus Investment Banking 05-18-2025
As national security priorities evolve and federal budgets shift, M&A continues to be a powerful growth lever for government contractors. In 2025, strategic acquisitions, divestitures, and joint ventures are shaping the next generation of mission-critical service providers.
2025 Federal M&A Outlook: What GovCon Leaders Need to Know Analysis from Deep Water Point GovBrew 05-05-2025
A deep dive into DWPA’s 2025 Federal M&A Outlook report, with expert insights from Matt Shaffer on trends, challenges, and strategies for success in a more selective market.
Chaos Creates Opportunity: Joe Humphries Podcast OrangeSlices 05-01-2025
Sharon Heaton talks with legendary banker Joe Humphries of Atlantic Union, who brings decades of experience in GovCon M&A.
Aerospace, Defense, Technology Services PDF Spring 2025
MarketView - Spring 2025
Here are the 10 largest private equity investors in Greater Washington PDF 04-18-2025
Ranked by Deals closed in 2024
Doing Good By Doing Well: Shaunna Balady Podcast 04-17-2025
Sharon Heaton talks with M&A advisor and software expert Shaunna Balady – a woman who has completed over 100 transactions totaling over $20 billion in enterprise value across 5 continents.
WT 360: How software shapes the market's M&A landscape Podcast 04-16-2025
Jean Stack and John Song, co-managing directors at Baird & Co.'s government practice, join to go over the tech-centric areas of heated demand for acquirers and the fundamentals that drive M&A activity.
Baird Global Investment Banking White Paper 04-15-2025
How Is the M&A Market Reacting to Current Headwinds?
Aerospace & Defense Takeaways from 40th Space Symposium; Space Remains Red Hot White Paper 04-11-2025
We attended the 40th Annual Space Symposium this week in Colorado Springs, CO,
Federal Market Index (FMI)
1,606.27
FMI Companies
Disclaimer: The Federal Market Index is intended solely as a market performance barometer and should not be construed as financial advice. It is not designed to inform or influence investment decisions. Past performance is not indicative of future results, and individuals should consult their financial advisors before making any investment choices.