Findings
One chart and one sentence on what the numbers behind a defense story show. Free to use with credit to TGOs and a link.
X-Bow and Leidos | Munition productionX-Bow will build boosters for the cruise missile Leidos is paying to developLeidos 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.
CapitalAnduril's submarine bet would feed the existing shipbuildersAnduril plans to supply Electric Boat and Newport News with submarine components and large assemblies. Initial Maryland operations are expected in 2030.
ContractsPalantir accounts for most of the rise in AI-tagged defense contract obligationsAcross AI-tagged defense contracts, obligations rose 57%. Take Palantir out of both years and the increase shrinks to 4%.