{"id":5179,"date":"2026-01-29T10:35:39","date_gmt":"2026-01-29T10:35:39","guid":{"rendered":"https:\/\/sawahsolutions.com\/range\/defense-business-brief-fairbanks-engine-cobots-2025-q4-earnings-and-a-bit-more\/"},"modified":"2026-01-29T10:35:40","modified_gmt":"2026-01-29T10:35:40","slug":"defense-business-brief-fairbanks-engine-cobots-2025-q4-earnings-and-a-bit-more","status":"publish","type":"post","link":"https:\/\/sawahsolutions.com\/range\/defense-business-brief-fairbanks-engine-cobots-2025-q4-earnings-and-a-bit-more\/","title":{"rendered":"Defense Business Brief: Fairbanks\u2019 engine cobots; 2025 Q4 earnings; and a bit more"},"content":{"rendered":"<div>\n<p>Two U.S. Navy submarines\u2014one Los Angeles-class and one Ohio-class\u2014are using robots to help extend the life of aging engines, Steve Pykett, CEO of Fairbanks Morse Defense, told <em>Defense One<\/em>.<\/p>\n<p>\u201cTo maintain that engine and keep it in service for longer and longer, we go in, we lift the crankshaft, the casing up. Conventionally, we would ask one of our skilled welders to sit inside that engine casing\u2014there&#8217;s a two-foot opening\u2014and weld hundreds of weld beads to build up those wear locations. And that&#8217;s clearly not a nice task to ask them to do. It&#8217;s very, very high temperature, very dirty, not a pleasant experience,\u201d he said.<\/p>\n<p>So, Fairbanks is using cobots, or collaborative robots, that use machine learning to automate the process.\u00a0<\/p>\n<p>Cobots are particularly useful for repeated, time-consuming welding tasks, with an experienced operator nearby to make sure everything goes well. And using them more could help keep shipbuilding and maintenance schedules on track.\u00a0<\/p>\n<p>\u201cThe operator is still there outside the engine, in a safer environment. They&#8217;re monitoring, supervising, and if there&#8217;s any special cause of events\u2026[they] may have to go in and investigate,\u201d Pykett said.\u00a0<\/p>\n<p>But the best part, he said, is the cobots shrink a multi-week process to days.\u00a0<\/p>\n<p>\u201cBecause we have to weld, we have to machine, we have to peen the surface. What was five weeks is now five days,\u201d Pykett said. \u201cIn terms of being able to turn these availabilities around in a compressed schedule and get the fleet back out into theater; that&#8217;s a major win for us.&#8221;<\/p>\n<p>Pykett said Fairbanks already commonly uses automation for machining original equipment, such as forgings, but wants to expand the tech\u2019s use on submarines and surface vessels.\u00a0<\/p>\n<p>\u201cWe&#8217;re already taking that same system and developing it so we could potentially go into other confined spaces within subs and surface fleet vessels, and developing even further so it could, effectively, autoguide itself around a pressure vessel, for example,\u201d he said.\u00a0<\/p>\n<p>\u201cRight now, within our engine environment, it&#8217;s very predictable. We can put on a rail and it will, effectively, still seek and find the right locations geometrically. But we want to be able to go in and develop that further, so that it can go in more complex geometries and more complex spaces.\u201d<\/p>\n<p><strong>Welcome<\/strong><\/p>\n<p>You\u2019ve reached the Defense Business Brief, where we dig into what the Pentagon buys, who they\u2019re buying from, and why. Send along your tips, feedback, and rooftop recommendations to <strong>lwilliams@defenseone.com<\/strong>. Check out the Defense Business Brief archive <strong>here<\/strong>, and tell your friends and foes to <strong>subscribe<\/strong>!<\/p>\n<p><strong>2025 Q4 earnings highlights<\/strong><\/p>\n<p>Three of the biggest defense contractors held earnings calls this week. Here\u2019s what stood out:\u00a0<\/p>\n<ul>\n<li aria-level=\"1\"><strong>Boeing closed out 2025 <\/strong>with a $565 million loss on the Air Force\u2019s KC-46 tanker. CEO Kelly Ortburg called it a \u201cbad contract\u201d but said the embattled program showed \u201cencouraging operational performance trends, which, if sustained, should enable us to meet our customer delivery commitment and set us up well for the next tanker order. beyond the current program of record.\u201d <em>Defense One<\/em>\u2019s Thomas Novelly has more.\u00a0<\/li>\n<li aria-level=\"1\"><strong>Northrop Grumman <\/strong>CEO Kathy Warden talked up the company\u2019s unmanned and munitions production investments, noting the company\u2019s plans to triple tactical solid rocket motor production at two sites by 2027 and 2030.\u00a0<\/li>\n<\/ul>\n<p><strong><em>Noteworthy:<\/em><\/strong> When asked if the Pentagon\u2019s billion-dollar solid rocket motor deal with L3Harris disadvantaged Northrop, Warden said: \u201cWe&#8217;re not in discussions with the government about an arrangement similar to what they&#8217;ve entered into with L3Harris. And I would say that, as we think about being positioned to compete, it&#8217;s all about the munitions that you can support with your capacity.\u201d<\/p>\n<ul>\n<li aria-level=\"1\"><strong>RTX <\/strong>CEO Christopher Calio responded to White House critiques of the company\u2019s munitions production Tuesday: \u201cWe absolutely feel the responsibility and urgency to deliver more and to deliver it faster. And candidly, we understand the frustration. And I can tell you, our focus and resources are fully aligned with the department&#8217;s mandate to ramp production and invest in capacity.\u201d\u00a0<\/li>\n<\/ul>\n<p><strong><em>\u201cWe made some progress in 2025<\/em><\/strong><strong>\u2026<\/strong>Output was up over 20 percent on a number of the critical programs, but there&#8217;s more to do. We expect to significantly increase output again this year, and we&#8217;re also going to increase our [capital expenditure] to enable that ramp.\u201d<\/p>\n<ul>\n<li aria-level=\"1\"><strong>Bonus round: Booz Allen Hamilton <\/strong>revealed plans to invest $400 million in venture capital firm Andreessen Horowitz, A16z, during its third-quarter earnings call for 2026 on Friday. The firms announced their partnership earlier this year.\u00a0\u00a0<\/li>\n<li aria-level=\"1\">\u201cWe understand the operational gaps that are limiting, not just early proofs of concept and when, but what&#8217;s limiting scaled adoption,\u201d Steve Escaravage, Booz Allen Hamilton\u2019s head of defense technology business, told <em>Defense One<\/em> in an interview. \u201cAnd so we&#8217;ve come together, to partner, to figure out: how do we take those companies that are ready to scale, and how do we supercharge that process by opening up all of our existing portfolio, all of our mission insight and making that available to all of the [Andreessen Horowitz] portfolio companies. And we&#8217;ve already seen great results.\u201d<\/li>\n<\/ul>\n<p><strong>More on manufacturing<\/strong><\/p>\n<ul>\n<li aria-level=\"1\">Leonardo DRS opened a propulsion manufacturing plant to support Navy submarine and shipbuilding programs.<\/li>\n<li aria-level=\"1\">Hadrian, an AI-fueled factory building startup, is opening a new factory in Mesa, Arizona on Thursday. The company, which focuses on the defense and aerospace sectors, also recently announced an additive manufacturing division. Chris Power, the company\u2019s founder and CEO, previously told <em>Defense One<\/em> about Hadrian\u2019s expansion plans, and the ethos behind its \u201cfactory-as-a-service\u201d offering.\u00a0&#13;\n<ul>\n<li aria-level=\"2\">\u201cOften what we see with customers is these factories have been from the 1950s. The [capital expenditure] is very aged, the layout is bad, and they&#8217;re over cost, and they&#8217;re one to three years behind schedule,\u201d Power said in July. \u201cWhat we are doing for these customers is looking at those factories, looking at everything inside of that, rebuilding it\u2026and then operating for them.\u201d\u00a0<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>\n<p><script>\n!function(f,b,e,v,n,t,s)\n{if(f.fbq)return;n=f.fbq=function(){n.callMethod?\nn.callMethod.apply(n,arguments):n.queue.push(arguments)};\nif(!f._fbq)f._fbq=n;n.push=n;n.loaded=!0;n.version='2.0';\nn.queue=[];t=b.createElement(e);t.async=!0;\nt.src=v;s=b.getElementsByTagName(e)[0];\ns.parentNode.insertBefore(t,s)}(window,document,'script',\n'https:\/\/connect.facebook.net\/en_US\/fbevents.js');\nfbq('init', '10155007044873614'); \nfbq('track', 'PageView');\n<\/script><script>\n  window.fbAsyncInit = function() {\n    FB.init({\n      appId      : '1546266055584988',\n      autoLogAppEvents : true,\n      xfbml      : true,\n      version    : 'v2.11'\n    });\n  };\n  (function(d, s, id){\n     var js, fjs = d.getElementsByTagName(s)[0];\n     if (d.getElementById(id)) {return;}\n     js = d.createElement(s); js.id = id;\n     js.src = \"https:\/\/connect.facebook.net\/en_US\/sdk.js\";\n     fjs.parentNode.insertBefore(js, fjs);\n   }(document, 'script', 'facebook-jssdk'));\n<\/script><br \/>\n<br \/>Read the full article <a href=\"https:\/\/www.defenseone.com\/business\/2026\/01\/defense-business-brief-fairbanks-engine-cobots-2025-q4-earnings-and-bit-more\/411039\/\" target=\"_blank\" rel=\"nofollow noopener\">here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Two U.S. Navy submarines\u2014one Los Angeles-class and one Ohio-class\u2014are using robots to help extend the life of aging engines, Steve Pykett, CEO of Fairbanks Morse Defense, told Defense One. \u201cTo maintain that engine and keep it in service for longer and longer, we go in, we lift the crankshaft, the casing up. Conventionally, we would<\/p>\n","protected":false},"author":1,"featured_media":5180,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/cdn.defenseone.com\/media\/img\/cd\/2026\/01\/29\/DBB_lander\/open-graph.jpg","fifu_image_alt":"","footnotes":""},"categories":[31],"tags":[],"class_list":["post-5179","post","type-post","status-publish","format-standard","has-post-thumbnail","category-defense"],"_links":{"self":[{"href":"https:\/\/sawahsolutions.com\/range\/wp-json\/wp\/v2\/posts\/5179","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sawahsolutions.com\/range\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sawahsolutions.com\/range\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sawahsolutions.com\/range\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sawahsolutions.com\/range\/wp-json\/wp\/v2\/comments?post=5179"}],"version-history":[{"count":1,"href":"https:\/\/sawahsolutions.com\/range\/wp-json\/wp\/v2\/posts\/5179\/revisions"}],"predecessor-version":[{"id":5181,"href":"https:\/\/sawahsolutions.com\/range\/wp-json\/wp\/v2\/posts\/5179\/revisions\/5181"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sawahsolutions.com\/range\/wp-json\/wp\/v2\/media\/5180"}],"wp:attachment":[{"href":"https:\/\/sawahsolutions.com\/range\/wp-json\/wp\/v2\/media?parent=5179"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sawahsolutions.com\/range\/wp-json\/wp\/v2\/categories?post=5179"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sawahsolutions.com\/range\/wp-json\/wp\/v2\/tags?post=5179"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}