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
- Oct 4, 2026
- SEC filings, last 30 days
- 23
- Comment periods open
- 1
- SEC EDGAR read
- 14:58 UTC, Nov 9
This week, measuredNewest first · read 15:58 UTC, Nov 9
Kratos reported revenue +35.7% for its quarter to Sep 27, 2026, on a year earlier.
It kept 0% of revenue as operating profit; over twelve months revenue moved +28.2%.
SEC EDGAR · 10-Q (XBRL) · Nov 5, 2026 · read 14:58 UTC, Nov 9 · Defense & aerospace →
- Nov 3Defense · LDOS · 10-QLeidos reported revenue +3.6% for its quarter to Oct 2, 2026, on a year earlier.It kept 12% of revenue as operating profit; over twelve months revenue moved +2.7%.SEC EDGAR · 10-Q (XBRL) · read 14:58 UTC, Nov 9
The numbers
US government series, latest print and the change on a year earlier · Federal Reserve Bank of St. Louis (FRED)Ninety days of filings
Every SEC filing by the companies below, one row each · move across to read a dayMon, Nov 9, 2026
No filings by the covered companies
Aug 12 to Nov 9 · 38 filings, 5 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- Nov 5Kratos · 10-QQuarterly report
- Nov 5Kratos · 8-KQuarterly results
- Nov 5L3Harris · 8-KOther material event
- Nov 3Leidos · 10-QQuarterly report
- Nov 3Leidos · 8-KQuarterly results
- Oct 30General Dynamics · 10-QQuarterly report
- Oct 30General Dynamics · 8-KQuarterly results
- Oct 29Huntington Ingalls · 10-QQuarterly report
- Oct 29Huntington Ingalls · 8-KQuarterly results
- Oct 29Howmet Aerospace · 10-QQuarterly report
- Oct 29Howmet Aerospace · 8-KQuarterly results
- Oct 29L3Harris · 10-QQuarterly report
- Oct 29L3Harris · 8-KQuarterly results
- Oct 27Boeing · 10-QQuarterly report
9 more in the period, on each company’s EDGAR page.
Rules and notices
Federal Register, last 45 days- Nov 2Presidential Document · Executive Office of the PresidentDelegation of Authority Under Section 8335 of the National Defense Authorization Act for Fiscal Year 2026
- Oct 1Proposed Rule · State DepartmentInternational Traffic in Arms Regulations (ITAR): Review of the U.S. Munitions List and Related Definitions and License Exemptions
Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 14:57 UTC, Nov 9
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 | Sep 27, 2026 | $79.1B | +7.9% | 11.7% | 11.8% | 2.2% | -2.1% | 21 | $292B+63.0% |
| RTX RTXMissiles and engines | Sep 30, 2026 | $96.0B | +11.6% | — | 11.8% | 3.1% | +7.6% | — | $340B+35.5% |
| Northrop Grumman NOCAircraft and space | Sep 30, 2026 | $43.6B | +6.5% | — | 10.6% | 3.3% | -10.4% | — | $110B+19.9% |
| General Dynamics GDSubmarines and vehicles | Oct 4, 2026 | $56.5B | +9.7% | — | 10.4% | 2.7% | +68.4% | — | — |
| L3Harris LHXElectronics and rocket motors | Oct 2, 2026 | $39.5B | +5.3% | 25.6% | 10.6% | 1.4% | +41.7% | 16 | $42.0B+18.6% |
| Huntington Ingalls HIIShipbuilding | Sep 30, 2026 | $13.5B | +12.6% | — | 5.8% | 3.1% | +12.2% | — | $86.2B+54.8% |
| Boeing BAAircraft | Sep 30, 2026 | $94.9B | +17.5% | 9.4% | 10.3% | 4.2% | +51.7% | — | $745B+17.3% |
| 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 | Sep 30, 2026 | $9.7B | +22.0% | — | 28.1% | 4.8% | +8.8% | — | — |
| Leidos LDOSDefense services | Oct 2, 2026 | $17.8B | +2.7% | 17.6% | 11.5% | 0.9% | -8.9% | 2 | $21.0B+23.5% |
| Kratos KTOSDrones and rocket systems | Sep 27, 2026 | $1.6B | +28.2% | 23.0% | 0.4% | 5.6% | +8.0% | — | $2.6B+79.1% |
| Median of 11 with a current year | +11.6% | 20.3% | 10.6% | 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 | $21.3B |
| Raytheon Company | $9.7B |
| The Boeing Company | $5.5B |
| Electric Boat Corporation | $4.8B |
| 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 |
| Dynetics, Inc. | $1.7B |
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 10:53 UTC, Nov 9
Daily contract announcements
Awards of $7.5 million or more · war.gov- Nov 6Contracts for Nov. 6, 2026
- Nov 5Contracts for Nov. 5, 2026
- Nov 4Contracts for Nov. 4, 2026
- Nov 3Contracts for Nov. 3, 2026
- Nov 2Contracts for Nov. 2, 2026
- Oct 30Contracts for Oct. 30, 2026
Links to the department’s own pages · read 14:58 UTC, Nov 9
What to watch
Comment deadlines and effective dates ahead · Federal RegisterWhere US supply comes from
US imports, Aug 2026 · UN Comtrade- HS 8411Jet engines and gas turbines · $3.4B · +37.9% on a year earlierFrance 23% · Canada 17% · United Kingdom 13%
- HS 8807Aircraft parts · $1.8B · +27.4% on a year earlierJapan 13% · Canada 12% · France 11%
- HS 9306Munitions · $131M · +19.4% on a year earlierUnited Kingdom 16% · Canada 16% · Germany 8%