CAPE CANAVERAL, Fla., Nov. 10, 2026 (GLOBE NEWSWIRE) — Fly On Wall Street News Commentary – The U.S. Air Force is modernizing the ground test infrastructure behind its next-generation defense systems, and it is turning to an industry consortium to do it. In an August 17 article on the Air Force Test Center’s website, AEDC Public Affairs said the Arnold Engineering Development Complex, in partnership with the Air Force Test Center, had established the AEDC Velocity Alliance to accelerate the sustainment, restoration and modernization of critical test infrastructure. The Air Force says the Alliance creates a pre-qualified, competitive ecosystem of industry partners capable of supporting a multibillion-dollar portfolio of infrastructure projects, and that modernization is essential to supporting next-generation warfighting systems, including hypersonic platforms. Companies mentioned in today’s commentary include: Starfighters Space, Inc. (NYSE American: FJET), Rocket Lab Corporation (Nasdaq: RKLB), V2X, Inc. (NYSE: VVX), Leonardo DRS, Inc. (Nasdaq: DRS), Ducommun Incorporated (NYSE: DCO).
A Consortium Built Around Test Capacity
AEDC, headquartered at Arnold Air Force Base in middle Tennessee, says it operates more than 90 aerodynamic and propulsion wind tunnels, rocket and turbine engine test cells and other specialized units located in eight states. The Velocity Alliance is an enterprise-level acquisition vehicle that operates primarily under Other Transaction authorities, and the Air Force says prospective members must meet established technical, cybersecurity and other requirements before joining.
The Air Force’s public notice for the Alliance lists a consortium activation date of July 1, 2026. An August 31 version of the notice set a September 1, 2026 whitepaper deadline for the second onboarding opportunity, which the current notice shows as closed. The same article says the consortium can bring together traditional and non-traditional defense contractors, small businesses, nonprofit organizations and research institutions.
An Airborne Test Partner Joins an Alliance Team
Starfighters Space, Inc. (NYSE American: FJET) has announced that it joined a team led by Exos Aerospace Systems & Technologies, Inc. to pursue opportunities through the AEDC Velocity Alliance. Exos submitted a white paper under the Alliance’s second onboarding opportunity naming Starfighters as its external teaming partner, and Starfighters said Exos has informed it that the Air Force Test Center evaluated the whitepaper as technically acceptable. The Exos team is now completing the remaining onboarding requirements for Alliance participation. The Company noted that participation in the onboarding process does not constitute a contract award, task order or commitment of government funding.
Starfighters operates the only commercial fleet of flight-ready Mach 2+ supersonic aircraft in the world, according to the Company. Its F-104 aircraft can be configured to carry test articles and payloads through high-speed atmospheric flight conditions, and the Company says a typical 45-minute Starfighters mission can include up to approximately 10 minutes at Mach 2+.
“Starfighters brings a capability that is extremely difficult to replicate: an operational commercial F-104 fleet capable of sustained Mach 2+ flight in the real atmosphere,” said Tim Franta, CEO of Starfighters Space. “Exos selected Starfighters to bring high-speed airborne flight testing to its team. Successful onboarding would create another pathway for us to pursue government missions where our aircraft, infrastructure and flight-test experience can provide meaningful value.”
The Company has previously demonstrated its airborne testing capability. Under 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, a Starfighters F-104 completed three successful supersonic captive-carry flights from Kennedy Space Center carrying an advanced propulsion test vehicle. Starfighters is building on that experience through its Wind Tunnel in the Sky™ platform, and on November 4 it said two flight articles for the program have been received and assembled and that it is performing fit checks to connect them to the existing pylon systems on the F-104. The Company’s next investor update is scheduled for Friday, November 20 at 4:00 p.m. ET.
CONTINUED… Read this and more news for Starfighters Space, Inc. at: flyonwallstreet.com
Defense and Space Names Reporting Growth
Rocket Lab Corporation (Nasdaq: RKLB) reported third quarter 2026 results on November 9, including record quarterly revenue of $268 million, a 73% increase year-on-year. The company said it signed approximately $1 billion in new launch contracts across Electron, HASTE, and Neutron, bringing its total launch backlog to 117 launches, a new record.
“Q3 2026 was a defining quarter for Rocket Lab. We delivered a record $268 million in revenue ($34 million higher than Q2 2026) alongside a record backlog which has grown to $3.57 billion,” said Rocket Lab founder and CEO, Sir Peter Beck.
V2X, Inc. (NYSE: VVX) reported third quarter 2026 revenue of $1.27 billion on November 2, up 9% year-over-year, and said it is increasing full-year 2026 guidance across all metrics. Air Force revenue rose 50.0% from the prior-year quarter, and as of October 2, 2026, total backlog was $12.8 billion and funded backlog was $2.6 billion.
“We delivered another strong quarter, with revenue growth and double-digit increases in net income and diluted EPS. Our results reflect our team’s consistent execution and continued demand for V2X’s mission-critical capabilities,” said Jeremy C. Wensinger, President and Chief Executive Officer.
Leonardo DRS, Inc. (Nasdaq: DRS) reported third quarter 2026 bookings of $1.6 billion on October 29, a book-to-bill ratio of 1.5x, and record funded backlog of $5.6 billion, up 21% year-over-year. The company said its 11% year-over-year revenue growth was primarily led by programs related to tactical radars, naval power and propulsion programs and progress on its space sensing programs.
“Leonardo DRS delivered a strong third quarter, with 11% organic revenue growth and profitability growing even faster,” said John Baylouny, President and CEO of Leonardo DRS.
Ducommun Incorporated (NYSE: DCO) reported record third quarter net revenue of $227.0 million on November 5, an increase of 6% over Q3 2025. Remaining performance obligations reached another all-time high of $1.3 billion, with bookings of $354.3 million during the quarter at a book-to-bill of 1.6x and defense bookings at 2.2x.
“Another excellent quarter for Ducommun in 2026. With record revenue and gross margins in Q3, we continued to make great progress towards accomplishing our VISION 2027 goals and positioning ourselves for our new VISION 2032 Plan which was communicated in September,” said Stephen G. Oswald, chairman, president and chief executive officer.
Track the Signals Before the Crowd
Defense and aerospace names can move on a consortium bid, a contract or a quarterly report, and attention often builds before the crowd notices. Eagle Eye is a real-time investor signal-intelligence platform that surfaces sentiment shifts, news flow and trending tickers as they form. Watch it live at eagle-eye.dev.
Article Source: Starfighters Space, Inc. news release dated November [XX], 2026, and the Company’s news releases dated January 5, 2026 and November 4 and November 6, 2026.
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Cautionary Note Regarding Consortium Participation. Participation in the AEDC Velocity Alliance onboarding process does not constitute a contract award, task order or commitment of government funding. There can be no assurance that Exos Aerospace will complete onboarding, that the team will receive any future project award, or that Starfighters Space, Inc. will generate revenue from the Velocity Alliance. Statements attributed to Exos Aerospace regarding the Air Force Test Center evaluation are as reported by Starfighters Space, Inc. and have not been independently verified by the publisher. References to AEDC, the Air Force Test Center, the U.S. Air Force and GE Aerospace are for identification only and do not imply endorsement by the Department of the Air Force, the Department of Defense or GE Aerospace. Readers should review the risk factors in the Company’s most recent Form 10-K and other filings with the SEC at www.sec.gov.
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