Defense & Military
Leonardo’s Strategic Aerospace Partnerships Drive Global Growth
Leonardo forms aerostructures JV with Saudi PIF, targets €24B revenue by 2029, and leads €45B GCAP fighter program. Expands defense tech with Turkish collaborations.

Leonardo’s Strategic Leap in Aerostructures
The global aerospace industry is witnessing a pivotal transformation as Leonardo moves to establish itself as a dominant force through strategic partnerships. With Boeing’s 787 production delays creating ripples across supply chains and growing demand for next-generation aircraft components, the Italian defense giant’s push to form an aerostructures joint venture couldn’t be timelier. This initiative aims to stabilize its financially turbulent division while capitalizing on emerging opportunities in military and commercial aviation.
Aerostructures – critical components like fuselages, wings, and stabilizers – represent a $68 billion market projected to grow 4.4% annually through 2032. Leonardo’s Grottaglie plant in southern Italy, responsible for Boeing 787 composite sections and ATR turboprop assemblies, has struggled with losses exceeding €129 million despite generating €571 million in 2024 revenue. The proposed joint venture signals a strategic pivot to regain competitiveness through scale and diversification.
Rebuilding a Foundation Under Pressure
Leonardo’s aerostructures division has been caught in the crossfire of Boeing’s quality control crises and pandemic-era travel slumps. While producing over 1,100 fuselage sections for the 787 program, the unit faced erratic demand as Boeing reduced Dreamliner output from 14 to 5 monthly units during peak challenges. CEO Roberto Cingolani’s blunt assessment – “We cannot wait any longer for Boeing’s recovery” – underscores the urgency behind seeking external partnerships.
The company’s five-year transformation plan targets €24 billion annual revenue by 2029, up from €17.8 billion in 2024. A key component involves separating the aerostructures business into a joint venture, allowing Leonardo to share R&D costs and access new markets. Saudi Arabia’s Public Investment Fund (PIF) emerges as the likely partner, building on January 2025 agreements for broader aerospace collaboration between Rome and Riyadh.
“This joint venture will create efficiencies and scale to allow diversification into new products and supply chain restructuring,” states Cingolani. “We’ll provide a very clear picture for the future by year-end.”
Expanding Through Strategic Alliances
Parallel to aerostructure reforms, Leonardo is forging partnerships in adjacent sectors. The March 2025 collaboration with Turkish drone manufacturer Baykar combines Leonardo’s sensor expertise with Baykar’s combat-proven UAV platforms like the TB2. While Leonardo’s Falco drones found limited export success, this venture aims to penetrate European markets hungry for affordable reconnaissance systems.
Analysts note the Baykar deal follows a pattern of European defense firms seeking technology transfers with rising Middle Eastern and Asian manufacturers. For Leonardo, it provides immediate access to Baykar’s 140,000 sq ft Istanbul production facility and a pathway to certify systems for NATO allies – a process that previously hindered standalone exports.
Defense Priorities Shape Future Growth
Europe’s heightened military spending creates new opportunities, with Leonardo forecasting up to €6 billion annual revenue growth from defense contracts. The Global Combat Air Programme (GCAP) – a UK-Italy-Japan sixth-generation fighter project – expects 350 orders by 2035, representing a potential €45 billion program value at estimated $130 million per unit.
GCAP’s Production Pipeline
As prime contractor for GCAP’s avionics and mission systems, Leonardo is positioning its Pomigliano d’Arco plant to become a neural hub. The facility already produces ATR turboprop components and Boeing 787 sections, but would require substantial upgrades to handle stealth-composite manufacturing for next-gen fighters. Italian defense officials confirm plans to allocate 20% of their €32 billion military modernization budget toward GCAP infrastructure.
Challenges remain in aligning three nations’ production timelines. Japan seeks initial operational capability by 2035, while Britain aims for 2040 deployments. Leonardo’s ability to coordinate with BAE Systems and Mitsubishi Heavy Industries will be critical, particularly in developing common maintenance frameworks across potential export customers like Saudi Arabia and Qatar.
Conclusion: Navigating a Shifting Aerospace Landscape
Leonardo’s dual focus on aerostructures restructuring and defense expansion reflects broader industry trends. Commercial aviation suppliers face pressure to diversify beyond Boeing/Airbus dependencies, while military contractors must adapt to Europe’s collective security awakening post-Ukraine. The Saudi joint venture could become a template for Western manufacturers seeking capital infusion without full technology transfer.
Looking ahead, success hinges on executing the GCAP timeline while stabilizing aerostructures through new contracts. Potential growth areas include the COMAC C929 widebody program and Airbus’ next-gen narrowbody studies. As Cingolani notes, “The combination of industrial partnerships and defense tailwinds positions us to lead in both traditional and emerging aerospace sectors.”
FAQ
Why is Leonardo forming an aerostructures joint venture?
The division has faced persistent losses due to Boeing’s production volatility and needs external investment to modernize facilities and diversify products.
Who is Leonardo partnering with for the joint venture?
While unconfirmed, multiple reports indicate Saudi Arabia’s Public Investment Fund (PIF) as the likely collaborator.
How will this affect the global aerostructures market?
The venture could challenge established players like Spirit AeroSystems by combining Leonardo’s composite expertise with Saudi Arabia’s manufacturing ambitions.
What is the significance of 350 GCAP fighter orders?
This represents the first official sales projection for the sixth-gen fighter, suggesting confidence in export demand beyond the three partner nations.
Sources: FlightGlobal, Coherent Market Insights
Defense & Military
Starfighters Space Joins Exos Team for AEDC Velocity Alliance Work
Starfighters Space adds Mach 2+ F-104 flight testing to an Exos Aerospace team seeking U.S. Air Force AEDC Velocity Alliance work.

Starfighters Space, which flies Mach 2+ F-104 jets from Kennedy Space Center, has joined a team led by Exos Aerospace Systems & Technologies that is seeking work through the U.S. Air Force’s Arnold Engineering Development Complex (AEDC) Velocity Alliance. The Air Force Test Center has rated the team’s white paper technically acceptable, but the teaming is not a contract award.
In a press release distributed on Business Wire on November 10, 2026, Starfighters (NYSE American: FJET) said Exos submitted the white paper under the Alliance’s second onboarding opportunity, Solicitation FA9101-26-9-Velocity_Alliance, naming Starfighters as its external teaming partner. The pairing puts an airborne flight-test provider on a team seeking a place in a consortium that AEDC itself describes as a vehicle for modernizing aerospace ground test capabilities.
What the Velocity Alliance is
According to the Starfighters release, AEDC and the Air Force Test Center established the Velocity Alliance as an enterprise-level acquisition vehicle to accelerate the sustainment, restoration and modernization of critical U.S. aerospace test infrastructure, including for hypersonic technologies. The release says the Air Force describes it as a pre-qualified, competitive ecosystem of industry partners supporting a multibillion-dollar portfolio of infrastructure projects.
An article by AEDC Public Affairs, written by Diamond Brown and published on the Air Force Test Center website, gives more detail. It describes the Alliance as an enterprise-level acquisition vehicle for modernizing the nation’s aerospace ground test capabilities, operating mainly under the Other Transaction authorities of 10 U.S.C. § 4022 and 10 U.S.C. § 2808a. Prospective members must meet technical, cybersecurity and other requirements before joining, and the consortium can include traditional and non-traditional defense contractors, small businesses, nonprofit organizations and research institutions.
Greg Jones, agreements officer for the AEDC Velocity Alliance Consortium, said in the article that the framework avoids traditional acquisition bureaucracy and is designed for procurement integrity, transparency and a speed of acquisition AEDC has not seen before. AEDC says the modernization supports hypersonic platforms, advanced sensors and technologies enabling the Long-Range Kill Chain.
What Starfighters brings to the Exos team
The release says Starfighters’ F-104 aircraft can carry test articles and payloads through high-speed atmospheric flight, supporting research, development, test and evaluation (RDT&E) of aerospace and defense technologies. A typical 45-minute mission can include up to approximately 10 minutes at Mach 2+.
John Quinn, co-founder and CEO of Exos Aerospace, said adding Starfighters gives the team a high-speed airborne test capability that complements AEDC’s ground-test facilities. He said the operational F-104 fleet would let the team offer “real-atmosphere flight data” alongside the agency’s modernized infrastructure.
Tim Franta, CEO of Starfighters Space, said the company brings “a capability that is extremely difficult to replicate.” He said Exos selected Starfighters for high-speed airborne flight testing and that successful onboarding would create another pathway to government missions.
The airborne test pitch
The teaming follows the company’s July 28, 2026, announcement of the next development phase of its Wind Tunnel in the Sky platform, for which it is designing a modular, reusable underwing platform that can host sensors, test articles and other payloads. In that release, Starfighters said ground wind tunnel test runs typically last only seconds, while a single flight can replace what might otherwise take days of facility scheduling. Franta said then that “access to specialized test infrastructure remains limited,” and that airborne testing can expose hardware to weather variation, vibration, acceleration, dynamic pressure and temperature conditions that a fixed facility cannot fully reproduce. He also said ground wind tunnels remain essential.
The release also cites earlier work. Starfighters previously demonstrated airborne testing through GE Aerospace’s Atmospheric Test of Launched Airbreathing System (ATLAS) program, a separate effort funded under Defense Production Act Title III and unrelated to AEDC. In that earlier F-104 test campaign, a Starfighters F-104 completed three supersonic captive-carry flights from Kennedy Space Center carrying an advanced propulsion test vehicle. The July release also cites flight testing for its STARLAUNCH 1 demonstrator.
Who is on the team
Starfighters, which describes itself as operating the world’s only commercial fleet of flight-ready Mach 2+ supersonic aircraft, flies its F-104s from Kennedy Space Center in Florida and the Midland International Air & Space Port in Texas. In a year-end update dated December 23, 2025, following its NYSE American listing, the company said its modified supersonic aircraft can act as a first-stage lifting platform carrying payloads up to 45,000 feet for air launch to space. Its jets can also serve as platforms for pilot training and for RDT&E work on hypersonic technologies, advanced materials, missile defense, microgravity science, spaceflight hardware validation and defense electronic systems.
Exos Aerospace is headquartered in Greenville, Texas, and builds and operates reusable suborbital rockets. According to the release, it has flown commercial payloads since 2018 on its SARGE vehicle, and its successor vehicle, BLK3, is scheduled for its next flight in early 2027.
What the teaming does and does not mean
The release states that participation in onboarding is not a contract award, task order or government funding commitment. It says there is no assurance that Exos will complete onboarding or receive a project award, or that Starfighters will generate Velocity Alliance revenue. References to AEDC, the Air Force Test Center and the U.S. Air Force do not imply endorsement by the Department of the Air Force or the Department of Defense, the release adds.
The next step, according to Starfighters, is for the Exos team to complete the remaining onboarding requirements. Neither company disclosed which Velocity Alliance projects the team intends to pursue.
Defense & Military
Space Force Activates Special Operations Component at MacDill AFB
SPACEFOR-SOC is the first new USSOCOM service component since 2006 and will present SOF Guardians to special operations forces.

The U.S. Space Force has formally activated U.S. Space Forces Special Operations Command (SPACEFOR-SOC) at MacDill Air Force Base, Florida, as the newest service component of U.S. Special Operations Command (USSOCOM). It is the first new service component USSOCOM has added since 2006.
According to a release published by MacDill Air Force Base in November 2026, SPACEFOR-SOC organizes and presents specialized forces, known as SOF Guardians, to Theater Special Operations Commands and Joint Task Forces worldwide. The command took administrative effect on Oct. 7, 2026, and joins the Army, Navy, Air Force and Marine Corps special operations components under USSOCOM. It is commanded by Col. Peter “Charlie” Norsky.
What SPACEFOR-SOC will provide to special operations forces
According to the Space Force’s page for the new command, SPACEFOR-SOC, also referred to as SPACESOC, generates, prepares and presents specialized Space Force personnel and force packages to USSOCOM to integrate space capabilities into special operations. The service says the command adapts Space Force expertise, personnel, training and capabilities to the requirements of special operations while complementing, not replacing, conventional Space Force missions.
The command will provide planners, advisors, liaison officers, intelligence personnel, enablers and specialized teams, and connect special operations forces with the wider Space Force, joint, intelligence, cyber, commercial, allied and partner enterprises. The Space Force lists its intended contributions as improving situational awareness and decision advantage, enhancing resilient communications and navigation, integrating space, cyber, intelligence and electromagnetic capabilities, and supporting planning, targeting, protection and effects synchronization.
SOF Guardians and Space Special Warfare teams
The Space Force defines a SOF Guardian as a Guardian assigned to a special operations organization. SOF Guardians include operators, planners, intelligence professionals, technical experts and mission enablers. Space Special Warfare operators are a smaller group within them, described by the service as the “deliberately assessed, selected, trained, qualified, and mission-certified subset” prepared for designated operational employment.
Through the operational capability the Space Force calls Space Special Warfare, SPACEFOR-SOC deploys small, modular teams that combine space, cyber and intelligence specialists. According to the MacDill release, these teams deliver mobile, low-signature space capabilities in contested and communications-degraded environments.
What Space Force and USSOCOM leaders said
Gen. Douglas Schiess, the Chief of Space Operations, said the Guardians of SPACEFOR-SOC are shaping how special operations leaders see the world through the space domain lens and are bringing space expertise directly to combatant command headquarters. He added:
“When special operators go into harm’s way, they do so with the confidence that the Space Force is securing the ultimate high ground to enable the Joint fight.”
Schiess was installed as Chief of Space Operations at a Sept. 3 ceremony at Joint Base Andrews, succeeding the retiring Gen. Chance Saltzman. According to the Space Force, the Senate confirmed him in August as the third Chief of Space Operations in the service’s history, and he is responsible for more than 15,000 uniformed and civilian members.
Adm. Frank “Mitch” Bradley, commander of USSOCOM, described what the activation gives each side:
“For the SOF enterprise, this activation provides an enduring and accountable way to integrate space power into special operations. For the Space Force, it provides a direct operational connection to one of the Joint Force’s most demanding mission sets.”
Norsky said the ceremony marked a commitment by the Space Force to present specially trained SOF Guardians, equipped with SOF-peculiar space capabilities, to USSOCOM. He said the Guardians assigned to SOF formations in Space Special Warfare Teams “will be capable of integrating Guardian power at scale across the SOF enterprise.”
How the Space Force has built its service components
SPACEFOR-SOC follows a series of Space Force components created to present forces to combatant commands. When U.S. Space Forces, Indo-Pacific was activated at Camp H.M. Smith, Hawaii, on Nov. 22, 2022, the Space Force said such components give combatant commanders a subordinate space commander, organic space planning and employment expertise, and space command and control focused on the joint force’s warfighting priorities. It called that stand-up its model for presenting forces to other combatant commands and said planning was underway for components at each remaining combatant command.
U.S. Central Command activated U.S. Space Forces-Central at its permanent headquarters at MacDill Air Force Base on Dec. 2, 2022, to handle space operations in its area of responsibility, including positioning, navigation and timing, satellite communication and missile warning. U.S. European Command, U.S. Africa Command and the Space Force activated U.S. Space Forces Europe and Africa at Ramstein Air Base, Germany, on Dec. 8, 2023, saying it would have about 30 service members.
Two more components followed in January 2026. Space Forces Southern, which became operational on Dec. 1, 2025, was formally activated at Davis-Monthan Air Force Base on Jan. 21, 2026, as the space component of U.S. Southern Command. U.S. Space Forces Northern was activated at Peterson Space Force Base, Colorado, on Jan. 30, 2026, as the service component to U.S. Northern Command.
Military Technology
Shield AI Hivemind Flies Multiple Air Force CCAs in Formation
Shield AI says Hivemind flew several Air Force CCAs in formation on October 26, 2026, weeks after an F-22 pilot directed an FQ-44A.

Shield AI’s Hivemind mission autonomy software flew multiple U.S. Air Force Collaborative Combat Aircraft (CCA) in a multi-ship formation on October 26, 2026, and carried out tactical beyond-visual-range air combat maneuvers, according to the company. Shield AI says it was the first time Hivemind flew several CCAs as a coordinated team.
In a press release dated November 9, 2026, Shield AI said the formation flight was one of two firsts for the CCA program within three weeks. The other came on October 8, when an F-22 pilot gave high-level directives to an FQ-44A in flight. The company presents the pair as a step from one fighter pilot directing one autonomous teammate to several autonomous aircraft maneuvering together.
Two flight tests in October
On October 8, the F-22 pilot acted as an airborne “quarterback,” Shield AI said. Hivemind interpreted the pilot’s directives and carried them out in real time, so the FQ-44A performed dynamic maneuvers and simulated combat tasks under the pilot’s control. AirPro News covered that test when an F-22 pilot directed a YFQ-44A Fury in October.
On October 26, Hivemind enabled multiple CCAs to fly in formation and execute collaborative beyond-visual-range counter-air tactics. The company said the flight showed collaborative mission execution, not aircraft simply operating in the same airspace. The release does not say how many aircraft took part, which aircraft types flew on October 26 or where the flights took place.
Todd Wesley, vice president of Hivemind engineering at Shield AI, said the company’s mission autonomy runs on each aircraft and translates human intent into collaborative actions. He said the flights also advance the integration of the sensors, data links and interfaces that the autonomy depends on, and that the aircraft and mission systems are reaching a level of integration that lets Hivemind show what it can do.
Software updates between sorties
Wesley said every flight produces data for the next software release. According to Wesley, the combined Hivemind and aircraft software release process is nearing the point where the Air Force can fly a sortie, update the software overnight and fly again the next day.
Shield AI credits the Air Force’s Autonomy Government Reference Architecture (A-GRA) for making these milestones possible. A-GRA separates mission autonomy from aircraft-specific functions through standardized interfaces, so mission software can improve independently of the airframe. The company says this supports competition and lowers the integration burden for new capabilities.
The company describes a repeatable cycle of develop, verify, fly, learn and update across its aircraft deployments, with improvements on any aircraft maturing the software on all of them, limited only by data handling restrictions. Shield AI said Hivemind’s common software foundation has been integrated on more than 40 uncrewed systems across air, land, sea and space, and that the CCA flights ran on that same software.
How Shield AI reached this point in the CCA program
The Air Force selected Shield AI as a mission autonomy provider for the CCA program after a competitive evaluation supporting Technology Maturation and Risk Reduction (TMRR) efforts, as AirPro News reported on its CCA selection in February 2026. In a February 26, 2026, release, Shield AI said the choice of Hivemind was the first time the Air Force had independently chosen both mission autonomy software and an aircraft.
The same release said Hivemind had completed its first CCA flight test aboard Anduril’s YFQ-44A over the Mojave Desert, including mid-mission updates and initial operational behaviors. The November 9 release refers to the aircraft as the FQ-44A.
On June 17, 2026, Shield AI announced a production contract for CCA mission autonomy. Under that award, the company said, it would develop collaborative combat autonomy behaviors that let multiple autonomous aircraft operate together under human supervision, reducing operator workload.
Shield AI, founded in 2015, also builds the V-BAT and X-BAT aircraft, according to the company.
What comes next
Shield AI said it will keep testing, assessing and refining Hivemind with the Air Force, and that data from these flights will feed that work. Lessons from each flight can be delivered as software updates, according to the company. The release gives no dates for further flight tests or for testing and fielding decisions.
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