Aerospace and Defense Digest #93

研报英文原文证据摘录

Aerospace and Defense Digest #93

June 14, 2026 Aerospace and Defense Digest #93

Saronic Corsair, KTOS engine production, ATI/BWXT naval nuclear

contract, SASC unmanned combatant command Andre Madrid

(332) 400-5033 amadrid@btig.comAEROSPACE WHAT YOU SHOULD KNOW: Welcome to the Aerospace & Defense Digest, where Ned Morgan

we highlight a few key stories and themes from the prior week and break down (212) 882-2357 nmorgan@btig.com

their implications for our coverage and the broader industry. In this edition: Saronic'sAND (Private) Corsair Unmanned Surface Vessel (USV) rescuing downed pilots near Strait of

Hormuz, Kratos (KTOS, Buy, $100 PT) expanding Spartan engine production, ATI (Buy,

$180 PT) and BWX Technologies (BWXT, Buy, $235 PT) signing a new Naval Nuclear

Propulsion contract, and the potential establishment of the Robotic and Autonomous

Systems Combatant Command.DEFENSE

■ Saronic's Corsair rescues US Apache helicopter pilots near Strait of Hormuz. The

SUSV rescued two pilots after their helicopter was downed by an Iranian Shahed

drone. The Corsair is a 24 ft USV capable of carrying up to 1,000 lbs over 1,000 nm

at speeds exceeding 35 kts. The boat was operated by the US Navy's Task Force 59,

a dedicated unit for unmanned systems. OUR TAKE: The Navy’s use of the CorsairINDUSTRY in a real-world search and rescue scenario underscores the platform’s operational

utility. Saronic was awarded a $392mn OTA contract for the SUSV last year, with ~

$200mn obligated at award (see A&D Digest #68). Additionally, the company was

selected as one of seven vendors on the Navy’s MUSV Marketplace.

■ Kratos expands production of Spartan engines to meet missile and loiteringREPORT

munition demand. The company is aiming to produce 3,000 engines next year