Defense and government contract expansion driving revenue growth

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Multiple companies reported accelerating defense-related revenue and new government contracts, including KRMN's 58.2% revenue growth driven by all defense end markets and its Walker Precision Engineering acquisition for European expansion, FLY's new NASA JPL contracts and backlog growth to $1.5 billion, and KOPN's Phase 2 Army HUD program and defense application revenue growth. This trend reflects sustained government spending on aerospace, maritime, and tactical computing capabilities, with companies actively expanding capacity and geographic footprints to capture demand.

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