Defense & aerospace
Prime contractors and their suppliers, read through order backlogs, Defense Department contract obligations, defense capital-goods orders and the rules the department publishes.
- Companies covered
- 11
- Latest quarter filed
- Jul 3, 2026
- SEC filings, last 30 days
- 9
- Comment periods open
- 1
- SEC EDGAR read
- 02:33 UTC, Oct 8
The numbers
US government series, latest print and the change on a year earlier · Federal Reserve Bank of St. Louis (FRED)New orders, defense capital goods
21.5
$ billion a month
+34.6% on a year earlier
Aug 2026 · FRED ADEFNO
Ninety days of filings
Every SEC filing by the companies below, one row each · move across to read a dayThu, Oct 8, 2026
No filings by the covered companies
Jul 11 to Oct 8 · 42 filings, 1 in the last seven days · SEC EDGAR. Tall: quarterly and annual reports. Middle: current reports (8-K). Short: other forms. Red: an 8-K item that says something went wrong.
What changed
Filings by the companies below, last 30 days · SEC EDGAR- Oct 5Leidos · 8-KSigned a material agreement; Investor disclosure
- Oct 1Leidos · 8-KDirector or officer change
- Sep 29TransDigm · 8-KSigned a material agreement; Took on a debt obligation
- Sep 28TransDigm · 8-KOther material event
- Sep 21TransDigm · 8-KOther material event
- Sep 15RTX · 8-KDirector or officer change
- Sep 14TransDigm · 8-KInvestor disclosure
- Sep 14TransDigm · 8-KInvestor disclosure
- Sep 14TransDigm · 8-KInvestor disclosure
Rules and notices
Federal Register, last 45 days- Oct 1Proposed Rule · State DepartmentInternational Traffic in Arms Regulations (ITAR): Review of the U.S. Munitions List and Related Definitions and License Exemptions
- Sep 18Rule · State DepartmentInternational Traffic in Arms Regulations: Modification of U.S. Munitions List Category XX(a)
- Sep 1Notice · State DepartmentBureau of Political-Military Affairs, Directorate of Defense Trade Controls: Notifications to the Congress of Proposed Commercial Export Licenses
- Aug 28Rule · State DepartmentInternational Traffic in Arms Regulations: Modification of Civil Aircraft To Incorporate Aircraft Survivability Equipment
- Aug 28Rule · State DepartmentInternational Traffic in Arms Regulations: Extension of Temporary Modification of Category XI(b) of the U.S. Munitions List
Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 00:28 UTC, Oct 8
Who is exposed
Trailing twelve months to each company’s latest quarter, from its own XBRL filings · SEC EDGAR| Company | Quarter to | Revenue | Growth | Gross margin | Op. margin | Capex / revenue | Capex growth | Inventory days | Backlog |
|---|---|---|---|---|---|---|---|---|---|
| Lockheed Martin LMTAircraft and missiles | Jun 28, 2026 | $77.0B | +7.2% | 11.8% | 11.9% | 2.2% | -4.0% | 24 | $230B+38.4% |
| RTX RTXMissiles and engines | Jun 30, 2026 | $93.5B | +11.8% | — | 11.2% | 3.0% | +5.1% | — | $289B+22.5% |
| Northrop Grumman NOCAircraft and space | Jun 30, 2026 | $42.9B | +5.9% | — | 10.7% | 3.3% | -13.9% | — | $105B+16.7% |
| General Dynamics GDSubmarines and vehicles | Jul 1, 2018Older than a year | $32.6B | +7.1% | 19.7% | — | — | — | — | $118B+30.2% |
| L3Harris LHXElectronics and rocket motors | Jul 3, 2026 | $39.1B | +5.3% | 25.6% | 10.3% | 1.2% | +41.1% | 16 | $42.0B+18.6% |
| Huntington Ingalls HIIShipbuilding | Jun 30, 2026 | $13.2B | +14.0% | — | 5.3% | 3.3% | +22.2% | — | $57.3B+0.7% |
| Boeing BAAircraft | Jun 30, 2026 | $94.0B | +24.8% | 4.7% | 4.9% | 4.1% | +63.1% | — | $715B+15.6% |
| TransDigm TDGAircraft components | Jun 27, 2026 | $10.0B | +16.6% | 59.6% | 46.0% | 2.7% | +37.6% | 233 | — |
| Howmet Aerospace HWMEngine parts and forgings | Jun 30, 2026 | $9.1B | +18.1% | — | 27.4% | 4.7% | +6.2% | — | — |
| Leidos LDOSDefense services | Jul 3, 2026 | $17.6B | +3.4% | 17.8% | 11.5% | 0.8% | -14.4% | 2 | $20.0B+25.0% |
| Kratos KTOSDrones and rocket systems | Jun 28, 2026 | $1.5B | +25.5% | 23.0% | 1.2% | 5.9% | +24.0% | — | $2.1B+47.4% |
| Median of 10 with a current year | +12.9% | 20.4% | 11.0% | 3.1% |
Growth compares the latest twelve months with the twelve before. A quarter a company reports only inside a year-to-date total is the difference of the two totals it filed; a ratio is shown only when both sides cover the same four quarters. Backlog is remaining performance obligations, with its change on a year earlier. A dash means the company does not report that line.
Where the Defense Department spent
Contract obligations by recipient, Apr–Jun 2026 · USAspending| Recipient | Obligated |
|---|---|
| Lockheed Martin Corporation | $15.5B |
| Raytheon Company | $9.3B |
| The Boeing Company | $5.5B |
| Electric Boat Corporation | $3.9B |
| Atlantic Diving Supply, Inc. | $2.5B |
| Amerisourcebergen Drug Corp | $2.1B |
| Bath Iron Works Corporation | $1.8B |
| Huntington Ingalls Incorporated | $1.8B |
| RTX Corporation | $1.7B |
| Huntington Ingalls Inc | $1.3B |
Contracts only, by the legal entity that signed (a subsidiary such as Electric Boat appears under its own name). The Defense Department reports to USAspending with a 90-day delay, so the latest quarter can still be filling in. · read 00:33 UTC, Oct 8
Daily contract announcements
Awards of $7.5 million or more · war.gov- Oct 7Contracts for Oct. 7, 2026
- Oct 6Contracts for Oct. 6, 2026
- Oct 5Contracts for Oct. 5, 2026
- Oct 2Contracts for Oct. 2, 2026
- Oct 1Contracts for Oct. 1, 2026
- Sep 30Contracts for Sept. 30, 2026
Links to the department’s own pages · read 00:33 UTC, Oct 8
What to watch
Comment deadlines and effective dates ahead · Federal Register- Oct 13Takes effect · RuleInternational Traffic in Arms Regulations: Modification of Civil Aircraft To Incorporate Aircraft Survivability Equipment
- Oct 19Takes effect · RuleInternational Traffic in Arms Regulations: Modification of U.S. Munitions List Category XX(a)
- Nov 30Comments close · Proposed RuleInternational Traffic in Arms Regulations (ITAR): Review of the U.S. Munitions List and Related Definitions and License Exemptions
Where US supply comes from
US imports, Jul 2026 · UN Comtrade- HS 8411Jet engines and gas turbines · $3.3B · +21.9% on a year earlierCanada 22% · France 19% · Germany 11%
- HS 8807Aircraft parts · $1.7B · +5.6% on a year earlierJapan 13% · United Kingdom 13% · Canada 12%
- HS 9306Munitions · $154M · +11.9% on a year earlierUnited Kingdom 25% · Germany 10% · Canada 8%