Aug. 26 at 12:20 PM
$FEIM $MP Gadolinium oxide agreement:CEO said that the agreement was signed in July 2026 with a “leading U.S. aerospace and defense manufacturer” to supply gadolinium oxide. Management called it a sizable nine-figure deal over multiple years.
Radar and microwave technology
Gadolinium-containing materials can be used in microwave and high-frequency components, including specialized materials relevant to radar and communications.
Thermal and high-temperature applications
It has unusual thermal and magnetic behavior, which can be useful in specialized sensors and advanced materials.
FEIM is heavily exposed to defense, electronic warfare, radar, satellites, secure communications, and advanced sensing.
* FEIM’s products are used in GPS, Patriot, AMRAAM, satellite programs, radar, EW, and other military systems.
My takeaway is that defense spending is full steam ahead, MP did not disclosed the client but it’s a 9 figure contract, I’m willing to speculate that it is Client of
$FEIM.
