The business of defense, October 29

Honeywell Aerospace announced plans Oct. 28 for a $500 million manufacturing facility in Tempe, Arizona, that would add internal complex machining capability. The 300,000-square-foot plant is expected to open in late 2028.³

$500 millionPlanned facility investment

300,000 square feetPlanned facility size

late 2028Expected opening

The planned plant would add internal complex machining capability in an area Honeywell Aerospace calls constrained.

Source: Honeywell Aerospace manufacturing facility announcement via PR Newswire. As of Oct. 28, 2026.

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The investment targets an area of the supply base the company identifies as constrained.³ Honeywell Aerospace says a small number of mechanical suppliers are limiting output growth, while trailing twelve-month orders rose 9%, led by Defense and Space.¹

Also announced

Third-quarter sales reached $4.6 billion, up 2% year over year on both reported and organic bases. Honeywell Aerospace maintained its full-year organic sales outlook. Quarterly free cash flow was $500 million under the company's definition, which excludes Flexjet-related litigation settlement payments.¹

The board declared its first quarterly cash dividend of $0.40 per share. It is payable Dec. 4, 2026, to shareholders of record at the close of business Nov. 13, 2026.²

L3Harris's Missile Solutions segment booked orders worth 11.8 times its revenue in the third quarter of 2026. Companywide orders reached $19.3 billion, bringing backlog to $53.2 billion.¹

Missile Solutions11.8x

Third-quarter book-to-bill by segment: Space & Mission Systems 1.0x, Communications & Spectrum Dominance 1.9x, Missile Solutions 11.8x

L3Harris defines orders as funded and unfunded awards, excluding unexercised options and potential IDIQ-type orders

Source: L3Harris third-quarter 2026 results, SEC Exhibit 99.1. As of October 29, 2026.

Sources

• www.sec.gov ↗

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L3Harris counts funded and unfunded awards as orders, excluding unexercised options and potential orders under ordering-type contracts.¹

Among its third-quarter and recent business highlights, L3Harris listed seven-year undefinitized contracts to scale propulsion production for two missile-defense programs. The Terminal High Altitude Area Defense (THAAD) contract is worth $6.3 billion, excluding escalations. The PAC-3 Missile Segment Enhancement interceptor contract is worth $4.7 billion, excluding escalations. The release does not specify how much of either contract's value entered third-quarter orders.¹

Across the company, management raised the bottom of its annual revenue guidance range to $23.5 billion from $23.2 billion. The upper end stayed at $23.7 billion.¹

Switzerland has narrowed its choice for a second long-range air defense system to Israel’s Barak MX or the French-Italian SAMP/T NG while retaining plans to buy Patriot, Defense News reported.¹

second future long-range air defense systemBarak MX or the French-Italian SAMP/T NGplanned

while sticking to plans to buy Patriot

government proposal6 billion francsrequested

to finance the second long-range air-defense system and a portion of the additional costs for Patriot

Reported by Defense News

Sources

• www.defensenews.com ↗

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Switzerland’s Federal Council, its government, wants the second system to expand the protected area and reduce dependence on a single supplier or supply chain. Switzerland announced the evaluation in May after Patriot deliveries slipped by several years, expressing a preference for a European-produced system. Delivery talks with the United States continue.¹

The Federal Council said Wednesday it had asked Switzerland’s defense department to continue evaluating both candidates. Barak MX comes from Israel Aerospace Industries; SAMP/T NG comes from Eurosam, the MBDA and Thales joint venture. The council said it considered bids from four manufacturers in France, Israel and South Korea, weighing foreign-policy and economic-policy considerations alongside technical, military and weapon-related factors.¹

Parliament is scheduled to review a government proposal for an additional 24 billion Swiss francs in defense and security spending during its winter session. That request includes 6 billion francs for the second long-range system and a portion of additional Patriot costs.¹

Using HII's definition, we calculate non-GAAP shipbuilding operating margin at 6.9% for the third quarter of 2026. That compares with 5.9% a year earlier and 6.3% in the second quarter.¹

Newport News · Q3 20254.9%

Newport News · Q3 20266.9%

Ingalls · Q3 20257.9%

Ingalls · Q3 20266.7%

Source: HII Q3 2026 earnings release, Exhibit 99.1 to Form 8-K. Data as of October 29, 2026.

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Newport News Shipbuilding supplied the improvement. Its segment operating margin rose to 6.9% from 4.9% a year earlier. Revenue grew 18.1%. HII attributed the operating income increase primarily to Virginia-class submarine contract adjustments and incentives and higher submarine and aircraft carrier volumes.¹

The release gives no dollar value for the Virginia-class adjustments and incentives. It therefore does not show how much of Newport News' profit improvement came from those items or higher volumes.¹

At Ingalls Shipbuilding, revenue grew 5.8%. Segment operating margin fell to 6.7% from 7.9% a year earlier. HII attributed the operating income decline primarily to lower performance in surface combatants.¹

HII received $32.4 billion in new contract awards during the quarter. President and CEO Chris Kastner said that with those awards, HII has now secured approximately 90% of its expected shipbuilding revenue through 2030.¹

KBR's Mission Technology Solutions business reported third-quarter fiscal 2026 revenue of $1,266 million. Revenue fell 5% from a year earlier. KBR attributed the decline primarily to lower federal civilian volumes associated with anticipated NASA headwinds, partly offset by growth with Defense & Intelligence and International Government customers.¹

revenue

Mission Technology Solutions revenue, $ millions: Q3 FY2026 1,266; Q3 FY2025 1,326

Operating income$115 millionactual

Operating income was $115 million, up 2% or $2 million

Source: KBR third quarter fiscal 2026 results, Exhibit 99.1. Comparisons against third quarter fiscal 2025. As of October 29, 2026.

Sources

• www.sec.gov ↗

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The business preserved operating profit as sales contracted: operating income rose 2% to $115 million. KBR credited higher earnings from unconsolidated joint ventures, favorable portfolio mix and project execution, partly offset by lower revenue and higher selling, general and administrative expenses.¹

Mission Technology Solutions backlog and options fell to $17.3 billion at quarter end from $17.5 billion at the end of the preceding quarter.^1–2

The Antarctic Science and Engineering Support Contract is not yet reflected in backlog or book-to-bill. KBR was re-awarded the National Science Foundation contract following resolution of a Government Accountability Office protest; the 20-year contract has an $8 billion ceiling.¹

The segment also won a $208 million Army task order supporting precision strike and aviation modernization over five years. It also won a $60 million NATO PATRIOT technical and engineering support contract.¹

Mission Technology Solutions will become Trinzic upon separation. KBR targets completion on January 4, 2027. The separation remains subject to final board approval and other customary conditions, including effectiveness of the Form 10 registration statement.¹

Leonardo DRS booked $1,639 million in the third quarter of 2026.¹ Its book-to-bill ratio reached 1.5x, up from 1.2x in the second quarter.^1–2 DRS said demand was led by naval power and propulsion, tactical radars and force protection programs.¹

Q2 20261.2x

Q3 20261.5x

Source: Leonardo DRS Q2 and Q3 2026 earnings releases, filed with the SEC. As of Oct. 29, 2026.

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Funded backlog reached a record $5,640 million, up 21% from a year earlier. President and CEO John Baylouny said that backlog and improved fourth-quarter visibility gave DRS confidence to raise its full-year revenue and profitability outlook.¹

The full-year outlook, which excludes the pending Raft acquisition, now calls for revenue of $3,950 million to $3,985 million. DRS also raised its non-GAAP adjusted EBITDA outlook to $545 million to $555 million.¹

Quarterly revenue rose 11% to $1,066 million, growth the company described as organic.¹

Company-defined, non-GAAP free cash flow fell to $61 million from $77 million a year earlier. DRS attributed the decline to higher cash used for working capital, partially offset by increased earnings. Nine-month free cash flow was negative $28 million, improved from negative $149 million in the comparable prior-year period.¹

Firehawk Defense raised more than $150 million in a Series D co-led by Rochefort Asset Management and Advent International, Rochefort announced Oct. 29. The Dallas company produces solid rocket motor propellant and Hydra-70 rocket motors and is developing 155mm artillery base bleed motors.¹

More than $150 millionFirehawk Series D financing

740,000 pounds per yearExpected Lawton propellant output

Rochefort said the Lawton plant is expected to commission in early 2027. Series D proceeds will support continued build-out at Lawton and Crawford.

Source: Rochefort Asset Management release. As of Oct. 29, 2026.

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Rochefort said the proceeds will fund continued expansion of Firehawk's Lawton, Oklahoma, production facility and Crawford, Mississippi, missile integration facility, and accelerate production for U.S. and allied customers. Firehawk Chief Executive Officer Will Edwards described the financing as a transition from proving the company's technology to producing it at scale.¹

The investment follows a senior secured loan Rochefort provided in April 2026.¹ Defense One reported that the round valued Firehawk at more than $1.4 billion.²

Firehawk holds a U.S. Air Force solid rocket motor development contract. Rochefort reported that Firehawk completed a Hydra-70 live-fire test in August 2026 following a U.S. Army Other Transaction Authority award. The announcement gave no dollar values or unit quantities for either agreement.¹

A teaming arrangement with General Dynamics Ordnance and Tactical Systems positions Firehawk to supply base bleed motors for international demand, with a parallel path to U.S. qualification, Rochefort said.¹

Japan and the United States have finalized a plan to assemble the Advanced Medium-Range Air-to-Air Missile (AMRAAM) in Japan, Breaking Defense reported, citing Japanese Defense Minister Shinjiro Koizumi. Koizumi discussed the agreement at a Wednesday press conference.¹

AMRAAMplan to assemble AMRAAM in Japanplanned

a plan to assemble the Advanced Medium-Range Air-to-Air Missile (AMRAAM) in Japan

Standard Missile-3 Block IIAshare technical informationplanned

agreed to share technical information to increase SM-3 Block IIA production

Reported by Breaking Defense

Sources

• breakingdefense.com ↗

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The agreement covers a final assembly and inspection facility, according to the outlet's Google translation of remarks posted by Japan's Defense Ministry. Koizumi did not identify the Japanese industry partner, the facility's opening timeline or its expected output.¹

Also announced

The countries agreed to share technical information needed to increase production of the Standard Missile-3 Block IIA, a primarily ship-based ballistic missile interceptor, Breaking Defense reported, citing Koizumi. The interceptor is a joint US-Japan program; he did not specify how much production might rise.¹

The Army selected Amazon Web Services (AWS) and World Wide Technology (WWT) for Project Griffin, an AI-enabled cybersecurity pilot, DefenseScoop reported Oct. 28. The effort has a combined total value of $2.6 million under the Army Rapid Development of Cyber Defense Systems program.¹

defensive measuresfaster than a human operatorplanned

Army aims to develop an ecosystem of agents using information from network sensors to take defensive measures faster than a human operator

IRON

Per the August solicitation, IRON must distinguish actual threats from false positives and keep a complete and automated audit trail for every action

Reported by DefenseScoop, Aug. 21 and Oct. 28, 2026

Sources

• defensescoop.com ↗
• defensescoop.com ↗

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The Army aims to develop agents that use information from its network sensors to take defensive measures against potential threats faster than a human operator can. Its August solicitation sought agentic AI solutions for an Intelligent Response and Orchestration Node, or IRON, under Griffin.¹

Brandon Pugh, the Secretary of the Army’s principal cyber advisor, said at the AUSA conference earlier in October that the Army received over 100 industry submissions and selected two vendors. He did not name them then.¹

WWT area vice president Keith Linenberger wrote in a LinkedIn post quoted by DefenseScoop that WWT is partnering with Crogl on integrations connecting AI agents with cyber teams’ tools and data. He described the work as a prototype. DefenseScoop’s article does not specify AWS’s deliverables or how the pilot’s value is divided between the companies.¹

Britain’s Oct. 28 Budget commits the National Wealth Fund and British Business Bank to deploy up to £5 billion.^1–2 The four-year commitment covers defense, dual-use and other national-security sectors.¹

investment and lendingup to £5 billionplanned

over the next four years into defence, dual use and other sectors that support UK national security, sovereign capability and resilience

Innovative Defence Financing Taskforceprivate and international financeStated scope

charged with maximising the contribution of private and international finance to UK defence, and to further procurement reforms that support innovative financing

Source: HM Treasury, Budget 2026. As of 28 October 2026.

Sources

• www.gov.uk ↗

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The government intends this investment and lending across the defense supply chain to help strengthen the UK’s defense industrial base.¹

Elsewhere in the Budget, a recapitalization will increase the British Business Bank’s total financial capacity by £5 billion. The Budget does not specify its relationship to the deployment commitment. The recapitalization will support a new venture debt product for innovative firms, including defense and dual-use technology companies.¹

The government is also launching an Innovative Defence Financing Taskforce to maximize the contribution of private and international finance to UK defense and to advance procurement reforms that support innovative financing.¹

Also announced

• The UK, Netherlands, Finland and Poland will begin treaty negotiations on the Multilateral Defence Mechanism to aggregate demand for joint procurement, respecting national processes and aiming for operation in 2027.¹
• The Budget cites a 2030 target date for defense spending of 3% of GDP. The UK’s NATO commitment is 3.5% of GDP by 2035.¹
• The Budget identifies funding for the remaining £4.7 billion of the £15 billion announced in June for the Defence Investment Plan. The £15 billion covers 2026–27 through 2029–30. Planned 1% departmental capital budget reductions would raise £3 billion. They would apply from 2027–28 through 2029–30. A further £1.7 billion would come from unallocated contingency in the Treasury’s capital Reserve over that period.¹

Bombardier announced Oct. 28 that it had signed a memorandum of understanding with UK-based BAE Systems. The companies will explore developing complementary industrial and technology capabilities that may support future combat air programs.¹

areas of collaborationR&D, systems integration, workforce and supply chain developmentplanned

industrialization and in-service lifecycle management

frameworkpractical areas of cooperationplanned

assess future opportunities aligned with future capability requirements, government priorities and industrial objectives

capabilities that may support future combat air programs

Source: Bombardier. As of Oct. 28, 2026.

Sources

• bombardier.com ↗

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Bombardier's announcement refers to Canada's July 2026 observer status in the Global Combat Air Programme (GCAP), whose partner nations are Japan, Italy and the UK. It does not identify GCAP as the program covered by the agreement.¹ Breaking Defense wrote that the release's reference to next-generation combat air points to Canada's potential involvement in GCAP.²

The companies will identify where to cooperate, covering research and development, systems integration, workforce and supply chain development, industrialization and in-service lifecycle management. They will work to build a framework for practical cooperation and assess opportunities aligned with future capability requirements, government priorities and industrial objectives.¹

Saab and General Atomics Aeronautical Systems (GA-ASI) have flight tested Saab's LoyalEye airborne early warning (AEW) radar on the MQ-9B remotely piloted aircraft system, Saab announced Oct. 28.¹

Saab's LoyalEye airborne early warning radarMQ-9Bactual

flight tested an unmanned airborne early warning (AEW) capability

evaluation programmeMay 2026

The flight test is part of an evaluation programme that began with the system's first flight in May 2026

Saab release via PR Newswire, Oct. 28, 2026

Sources

• www.prnewswire.com ↗

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Saab says the test validated the integrated system's ability to detect, track and classify airborne targets from an unmanned platform. Saab says LoyalEye on MQ-9B can operate independently or alongside manned airborne early warning and control (AEW&C) platforms.¹

The flight is part of an evaluation program that began with the system's first flight in May 2026. The test took place at GA-ASI's Desert Horizon Flight Operations Facility in Southern California. Stakeholders watched the capability in real time during what Saab described as a representative operational scenario.¹

GA-ASI President David R. Alexander described worldwide customer interest in AEW capability on MQ-9B as extremely high. The announcement names no customer, order or fielding schedule.¹

Commercial jet engine sales supplied most of ATI's year-over-year revenue increase in the fiscal quarter ended September 27, 2026. Their contribution was 57%, compared with defense's 3.5%.¹

Commercial jet engines, Q3 2025$433.6M

Commercial jet engines, Q3 2026$603.2M

Defense, Q3 2025$161.4M

Defense, Q3 2026$171.9M

Fiscal quarters ended September 28, 2025, and September 27, 2026. Other markets are excluded.

Source: ATI third-quarter 2026 earnings release, Exhibit 99.1 to Form 8-K. As of October 29, 2026.

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ATI reported results October 29. Total quarterly sales reached $1.42 billion, up 26% from a year earlier. Commercial jet engine sales reached $603.2 million, up 39.1% year over year.¹

Defense sales reached $171.9 million, up 6.5% year over year. They rose 6.1% from the second quarter. For the fiscal year to date, defense sales grew 16.1% from the comparable prior-year period.¹

Segment margins moved in opposite directions. High Performance Materials & Components posted a segment EBITDA margin of 23.2%, down from 24.2% a year earlier. Aerospace and defense accounted for 94% of its quarterly sales. ATI attributed the decline primarily to higher manufacturing and period costs, including the cost of ramping commercial production of a new nickel-based superalloy.¹

Advanced Alloys & Solutions increased its segment EBITDA margin to 25.8% from 17.3% a year earlier. Aerospace and defense represented 45% of its quarterly sales. ATI attributed the improvement primarily to higher pricing and volumes and a favorable sales mix. The segment's commercial jet engine product sales almost doubled year over year, reflecting higher demand and pricing, ATI said.¹

ATI raised its full-year 2026 adjusted EBITDA guidance to $1.190 billion–$1.200 billion. Its previous range was $1.135 billion–$1.185 billion.¹

Destinus says monthly production of its Ruta cruise missile has reached nearly 300 units, according to Defense News, which published an Oct. 29 Reuters story. The Dutch-headquartered defense startup told Reuters it has built more than 1,750 of the missiles in Europe. The story published by Defense News does not say who bought the missiles or how many have been delivered.¹

nearly 300 units

The Dutch-headquartered company said monthly Ruta output had reached nearly 300 units

Ruta Block 2

Destinus told Reuters it has begun production of Ruta Block 2, designed for a 250-kg payload and more than 700 km range

Reported by Defense News (Reuters). As of Oct 29, 2026.

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• www.defensenews.com ↗

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Chief Executive Mikhail Kokorich told Reuters that Europe is moving from a production challenge to a military integration challenge as missile inventories expand.¹

Kokorich said Destinus already produces turbojet engines in the roughly 1.5-kilonewton thrust class in series, supplying its own missiles and other manufacturers. He expects the company to be able to meet demand across Europe, including Ukraine, for those engines from next year.¹

Destinus also told Reuters it has begun production of the larger Ruta Block 2. The missile is designed to carry a 250-kg payload and travel more than 700 km. Unlike Block 1, the new version is designed to be stored, transported and launched from the same container.¹

EnerSys agreed on Oct. 27 to acquire Ultralife in an all-cash transaction valued at about $320 million, including net debt^1–2. Ultralife supplies rechargeable and non-rechargeable batteries, battery systems and accessories for military communications and other specialized applications³.

all-cash transactionapproximately $320 million

in an all-cash transaction valued at approximately $320 million, including the assumption of net debt

tender offer price$16.00 per Ultralife share in cash

The tender offer price is $16.00 per Ultralife share in cash.

expected to closefirst quarter of calendar year 2027planned

The transaction is expected to close in the first quarter of calendar year 2027, subject to customary closing conditions including a majority tender and regulatory approvals.

Ultralife Form 8-K and Oct. 27, 2026 release (Exhibit 99.1)

Sources

• www.sec.gov ↗
• www.sec.gov ↗

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EnerSys says the acquisition would add multi-chemistry capabilities and manufacturing capacity with existing security and environmental permits. It expects broader exposure to defense applications including munitions, soldier power, drones, counter drones and autonomous systems³.

The tender offer price is $16 per share¹. That represents a 166% premium to Ultralife's Oct. 26 closing price². Ultralife generated $191 million in fiscal 2025 revenue, according to EnerSys. EnerSys expects $15 million to $20 million in annual run-rate cost synergies. It expects to realize those synergies within the first 18 months³.

EnerSys plans to fund the transaction with cash on hand, and the offer has no financing condition. The companies expect to close in the first quarter of calendar 2027, subject to customary closing conditions². Those include a majority tender, expiration or termination of the Hart-Scott-Rodino waiting period and clearance under the UK National Security and Investment Act^1–2. Holders of about 40.3% of Ultralife shares have agreed to tender, short of the minimum needed¹.

The Army announced on Oct. 28 that it had designated two Indiana sites for commercial drone and counter-drone testing, DefenseScoop reported. Camp Atterbury Joint Maneuver Training Center and Muscatatuck Training Center join the Army's Permissive Test Range Expansion Initiative.¹

request accesstestrange.army.milrequested

Vendors can request access to the sites at Atterbury, Muscatatuck, or other locations that are part of the initiative via an online portal: testrange.army.mil

capacity limitsdoes not guaranteecontingent

submitting a request does not guarantee a vendor’s desired location or timeline due to capacity limits

Reported by DefenseScoop, October 28, 2026

Sources

• defensescoop.com ↗

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Vendors can request access to either site, or other locations in the initiative, through testrange.army.mil. For the Indiana sites, an Army Test and Evaluation Command team will work with applicants and the Indiana National Guard to coordinate testing schedules and requirements.¹

The sites offer different testing conditions. Atterbury has more than 34,000 acres and a dedicated restricted airspace corridor up to 40,000 feet, according to the Army release cited by DefenseScoop. Muscatatuck is a 1,000-acre developmental testing site with configurable urban infrastructure for testing drone and counter-drone navigation and tracking systems in complex physical layouts.¹

Beacon Bank & Trust extended the maturity of a revolving credit line for TechPrecision’s Ranor subsidiary and affiliated borrowers from Oct. 16 to Nov. 30, 2026.¹ The line has a maximum principal amount of $4.5 million; neither the 8-K body nor the amendment states the amount drawn.^1–2

revolver maturityNovember 30, 2026

The amendment, effective as of October 16, 2026, extends the revolver maturity from October 16, 2026 to November 30, 2026

The lender expressly reserves all rights and remedies, including the right to accelerate and demand the outstanding indebtedness

Entering into the agreement implies no agreement by the lender to waive its rights or forbear

TechPrecision Corporation Form 8-K and Exhibit 10.1, October 28, 2026

Sources

• www.sec.gov ↗
• www.sec.gov ↗

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Beacon retained its rights to accelerate the debt, demand immediate repayment and impose the default interest rate. Entering into the amendment implies no agreement to waive those rights or refrain from enforcement.²

The borrowers acknowledged continuing defaults for failing the minimum debt service coverage ratio for twelve-month periods. Those periods ended from Sept. 30, 2023, through June 30, 2025. They also acknowledged breaches of the maximum balance sheet leverage limit for periods ending from March 31, 2024, through June 30, 2026.²

The amendment was signed Oct. 22 and made effective Oct. 16.¹

Appian announced Oct. 29 that the Army had fielded the initial release of the Total Army Combat and Training Munitions Information System (TACTMIS). The work was executed through the Army Enterprise Agreement, and Appian says the team delivered the initial release in 110 days from contract award.¹

Army Enterprise Agreement110 daysactual

delivered in 110 days from contract award, per Appian

Army's authoritative sourcemunitions requirementsStated scope

managing munitions requirements, authorizations, forecasting, and expenditure reporting

Source: Appian release via PR Newswire, Oct. 29, 2026

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• www.prnewswire.com ↗

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Appian says TACTMIS replaced disconnected emails, spreadsheets and fragmented legacy workflows with a cloud-based enterprise platform. The system serves as the Army’s authoritative source for managing munitions requirements, authorizations, forecasting and expenditure reporting.¹

The company describes TACTMIS as serving more than 10,000 global users and supporting Army-wide readiness reporting, planning, programming, budgeting and execution processes. TACTMIS is built on Appian Defense Cloud with an Impact Level 5 designation.¹

US Forces Korea commander Gen. Xavier Brunson urged companies visiting the peninsula to bring lightweight, jam-resistant waveforms with low probability of intercept and detection, Breaking Defense reported. He addressed a largely industry audience at AFCEA TechNet Indo-Pacific in Honolulu on Oct. 27, 2026.¹

jam-resistant waveforms

Brunson said companies making the trip should bring lightweight, jam-resistant waveforms with low probability of intercept and detection, and asked for Open APIs and edge sensors that integrate with joint mission networks without vendor lock-in

partner nations

Brunson said systems must be designed combined with partner nations from the first line of code, not with partner interfaces bolted on after contract signing

Oct. 27, 2026

Reported by Breaking Defense

Sources

• breakingdefense.com ↗

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His requests also covered how suppliers’ products connect: open application programming interfaces and edge sensors that can integrate with joint mission networks without vendor lock-in.¹

Brunson said adversaries practice electronic attack daily, jamming GPS in the West Sea and attempting to blind “our servers, our sensors, and our networks.” He said USFK is fielding resilient high-frequency networks, proliferated low-Earth orbit satellite communications and terrestrial mesh networks to maintain command and control when primary communications links are disrupted.¹

“If your capability requires pristine satellite communications, infinite bandwidth, and uninterrupted fiber optic backbone to function, it will not survive 48 hours on the peninsula,” Brunson said.¹

He pointed to the Army’s “How the Army Fights,” a strategic document outlining its operational guidance, as an example of how companies can align their products with the service’s needs.¹

The UK will lead development and delivery of three sensor payloads for uncrewed underwater vehicles under AUKUS, the Ministry of Defence announced Oct. 27. The ministry says the payloads will be available across all three partners’ uncrewed underwater vehicle fleets from 2027.¹

uncrewed underwater vehicles (UUVs)three sensor payloadsplanned

a Synthetic Aperture Sonar, a Deployable Anti-Submarine Warfare Sensor and a Deployable Non-Kinetic Effector

the three nations’ UUV fleetsfrom 2027planned

The payloads will be available across the three nations’ UUV fleets from 2027

UK Ministry of Defence

Sources

• www.gov.uk ↗

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The assignment covers a synthetic aperture sonar, a deployable anti-submarine warfare sensor and a deployable non-kinetic effector. It advances the first AUKUS Pillar 2 signature project, announced in May, giving the UK a defined development role in the partners’ undersea work.¹

Breaking Defense reported in May that each partner would initially focus on a different type of effect before jointly developing and producing trilateral payloads and enabling technologies. The outlet also reported a £150 million UK commitment to the project, citing remarks by the UK defence secretary.² The October ministry release names no supplier, contract or funding amount for the three payloads.¹

The announcement rounded off a week of testing and demonstrations at the Maritime Big Play exercise in San Diego. The ministry also named four winners of the AUKUS Maritime Innovation Challenge, who share £3 million to develop capabilities for the command, control and cooperation of undersea systems.¹

The Air Force's Kessel Run office posted a request for information on Oct. 28, 2026, for a Common Air Defense Picture at Air Operations Centers.^1–2 The market research seeks existing and emerging software-enabled capabilities for air and missile defense.¹

commercial capabilitiesseeks informationrequested

can improve access to authorized information, reduce manual reconciliation and reporting burden, and provide authorized users with a more integrated operational picture

The desired capability should support users at multiple echelons of command and control while preserving Government decision authority and existing authoritative command-and-control functions.

response deadline

The response deadline is 3 p.m. Eastern on Nov. 13, 2026.

Source: SAM.gov, Kessel Run notice AOC_CADP

Sources

• sam.gov ↗

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The Air Force is seeking information on commercial capabilities that could improve access to authorized information and reduce manual reconciliation and reporting burdens. The scope includes planning, situational awareness, reporting, readiness analysis, sustainment analysis and decision support.¹

Personnel currently consolidate information from multiple systems, data sources and manual processes. The notice says that fragmentation can increase manual workload, delay access to relevant information and complicate collaborative planning and decision support.¹

The response deadline is Nov. 13, 2026.¹ Submissions are due by 3 p.m. Eastern.¹

The Air Force is asking contractors how splitting software development and legacy sustainment into separate contracts would change their interest in work for Air Mobility Command’s command and control applications.²

current combined scope

RFI question A1 asks bidding posture under the current combined scope of legacy sustainment and N-Tier architecture development

two distinct contractstwo distinct contractscontingent

how bidding posture would change if the requirements were decoupled into two distinct contracts

The RFI is for market research and does not constitute a solicitation or bind the government to award

Source: Air Force APEX request for information, SAM.gov

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• sam.gov ↗

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The current scope combines legacy application sustainment with N-tier architecture development. Vendors are asked whether they would participate as a prime contractor, subcontractor or teaming partner, or decline to bid, and how those choices would change under two distinct contracts. The split is posed as a market-research question; the request is not a solicitation and does not commit the government to an award.²

Posted Oct. 28, 2026, the request for information is titled Agile Platform for Expeditionary C2, or APEX.¹ It comes from the Air Force Life Cycle Management Center’s Airspace Mission Planning Division and concerns Air Mobility Command’s Rapid Global Mobility Command and Control program.²

The proposed work covers full software lifecycle support for National Security System level command and control applications, with access to a government-provided accredited software factory.^2–3 Legacy applications covered include MAFPS, GDSS, CAMPS and MEIS. The statement of objectives lists delivery of a minimum viable capability release within six months of newly defined user needs as an example performance measure.³

Responses are due Nov. 30, 2026.² The cutoff is 5 p.m. Eastern.²

The Air Force Nuclear Weapons Center plans a Dec. 9, 2026, industry day for a contemplated strategic ground-based High Frequency (HF) communications system. The effort would involve designing, developing and integrating components to deliver the system.¹

On or about 13 November 2026Anticipated pre-read package

24 November 2026Register no later than

9 December 2026Planned industry day

Source: SAM.gov, Air Force Nuclear Weapons Center notice. As of 29 October 2026.

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The center’s Nuclear Networks Division is organizing the event for the Global Aircrew Strategic Network Terminal Increment 2, Block 2 program, known as GASNTi2b2.¹

The government expects to release a pre-read package on or about Nov. 13, 2026. Interested organizations should register through the primary point of contact listed in the notice by Nov. 24, 2026.¹