Defense Tech Summit Takes: Advanced Navigation Scaling Resiliency

Research evidence excerpt

Defense Tech Summit Takes: Advanced Navigation Scaling Resiliency

USA | Aerospace & Defense Electronics EquityJuneResearch11, 2026

Defense Tech Summit Takes: Advanced

Navigation Scaling Resiliency

We hosted Chris Shaw, Chief Executive Officer and Co-Founder of Advanced

Navigation, at our Jefferies Virtual Defense Technologies Summit. Key takes: 1)

EW and drone proliferation are driving demand for GPS-resilient navigation; 2)

Vertical integration across sensors, hardware, and software differentiates the

product stack; 3) Defense is ~70-80% of mix, with air leading a $20-30BB TAM

and US / EU manufacturing investments supporting sovereign demand.

Advanced Navigation Overview: Spatial Intelligence For Challenging Applications. Advanced

Navigation builds navigation technology for challenging applications across sea, land, air, and

space. The company supplies platform manufacturers with systems that help vehicles understand

position, speed, and heading so they are not limited by navigation capability. The goal is to provide

spatial intelligence across defense and commercial autonomy use cases.

EW And Drone Proliferation Driving Demand. Demand is being driven by the expansion of electronic

warfare, which has reduced the reliability of GPS-dependent systems, and by the proliferation of

lower-cost drones. Ukraine has highlighted the need for resilient navigation, with certain high-

end Western systems requiring operational changes or upgraded navigation capability once GPS

systems became less reliable. Drone proliferation is also increasing demand, with Ukraine cited as

producing or operating roughly 4MM annually.

Air Domain Leads A $20-30BB+ TAM. Air is the largest demand driver today, led by precision-

guided weapons, drones, and manned aircraft applications.