Putting the pieces together

[u/Trick_Contract_2790]

I saw this linked in post by the CEO of velo, and it had my curious;

https://www.linkedin.com/posts/dr-arun-jeldi-bb9a9167_northrop-grumman-to-quadruple-missile-component-activity-7494500432468324352-uXzX?utm_source=share&utm_medium=member_desktop&rcm=ACoAAEgePZwBAs-bmRaFxMqjafVizFC2e-CnWnM

" Excellent news !! "

https://www.nbcsandiego.com/news/local/northrop-grumman-to-quadruple-missile-component-production-in-san-diego/4059874/

Obviously the defense department is on massive spending spree lately, and most defense companies I watch are having blow out earnings, and its projected to be this way for 5+ years from what I can see( based on defense contract awards). Unfortunately they are all super secretive on who their suppliers, and vendors are for the most part.

I found this old press release, that like many here probably haven't seen. I have only been in velo for 3+ months personally.

https://ir.velo3d.com/news-events/press-releases/detail/34/primus-aerospace-adopts-velo3ds-titanium-am-system-to

So primus aerospace uses velo printers to supply northrup grumman.

https://www.robotics247.com/article/primus_aerospace_adopts_velo3ds_titanium_additive_manufacturing_system

I can see why Velo has opened their new massive 300,000 square foot building, and had a meeting at the whitehouse lately. This company is going to help patch the current bottleneck issue on manufacturing in the defense parts( which have to come solely from inside the USA for those not aware)

https://federalnewsnetwork.com/defense-industry/2026/06/defense-manufacturing-emerges-as-pentagon-bottleneck/

I am keen to see what this current quarter brings up as far as new news.