Industry · Aircraft components ·
Fiscal 2026 net income rose 2%. Sales grew 20%, while acquisition spending and share repurchases exceeded $7 billion.
TransDigm spends more on acquisitions than share repurchases
Fiscal 2026 capital deployed, USD billions; approximate amounts
Source: TransDigm fiscal 2026 results, SEC Exhibit 99.1. As of Nov. 10, 2026.
Explore the evidence behind this story.
View the full graphic and sourcesThe week's defense reporting, every Monday morning. The Weekly is free.
Big solicitation
Marketplace for Acquisition of Professional Services (MAPS)Responses due Mon Nov 30, 11:59 a.m. ET
Big solicitation
Tracking Layer Tranche 4 On-orbit Demonstrations and Operations Request for InformationResponses due Fri Dec 4, 12 p.m. ET
Dated items from Department of War notices, the Week Ahead and the earnings calendars we track.
Budget · Space
The bill would add Space Forces to Ukraine's military structure, with the stated aim of acquiring capabilities to counter threats of aggression from outer space.
Contracts · Enterprise IT
ADAPTS would cover operations, software integration and platform engineering across DISA Connect, ServiceNow, Salesforce, Workday and Palantir. Responses are due Nov. 30.
Figures from recent story headlines and deks.
Industry · Munitions
BAE has sensor deliveries under contract through 2028 and expects LRASM production to scale significantly in 2026 and beyond.
Contracts · Naval aviation
The Navy is assessing whether to add a qualified source for work starting in fiscal 2029 or retain its arrangement with Boeing and Fleet Readiness Center Southwest.
Finding · X-Bow / Leidos production relationship
Leidos funds development and says an initial 3,000 munitions will come through a Department of War framework agreement. X-Bow targets full-rate booster production in 2027.
Explore and share this finding ↗Contracts · Ships
The Nov. 9 cancellation follows a Nov. 2 proposal deadline for the purchase and conversion of an offshore supply vessel.
Contracts · Unmanned
The command is surveying suppliers for a 50-degree display compatible with existing soldier equipment. Responses will help determine the acquisition strategy.
Contracts · Supplier access
The removal complies with a preliminary injunction barring enforcement of WuXi AppTec’s designation, while leaving open relisting on additional or supplementary grounds.
Capital · Venture
Ballistic Ventures led the round, which Primordial plans to use to deliver Anura across Department of War programs already under contract.
Assessment
Assessment
Assessment