CanaryIQ uses privacy-friendly, cookieless analytics (Fathom) to understand aggregate site usage. We don't use tracking cookies, we don't sell or share your data, and we respect Global Privacy Control. See our Privacy Policy.

Defence & Aerospace

Reusable rockets, directed energy weapons and autonomous systems are changing defence and aerospace. We think the companies that master them will decide what armed forces can do for the next generation.

medium conviction 15 technologies

Category overview

SpaceX made reusable rockets routine, reducing launch costs 10x. Directed energy weapons achieve cost parity ($1-10/shot vs $4M missiles) against drones. Electronic warfare dominates modern battlefields (Ukraine). Autonomous underwater vehicles extend surveillance to the ocean domain. The companies mastering these technologies define military capability for the next generation.

Technologies tracked

15 total

Autonomous underwater vehicles Commercial space stations Counter-drone systems Directed energy weapons Drones Electric air taxis (eVTOL) Electric aviation Electronic warfare Hypersonic weapons In-space manufacturing Reusable launch vehicles Satellite servicing and debris removal Solid-state LiDAR Space domain awareness Synthetic aperture radar (SAR)

Read the full analysis in CanaryIQ

Every position is backed by talent flows, research and patent velocity, operational signals and a dated catalyst calendar. Log in to CanaryIQ to read the full analysis behind the verdict.