Sunday, November 8, 2026
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Week Ahead

The week ahead: Nov 2–Nov 13

  • Marine Corps Cyberspace Environment operational support services and enterprise AI integration RFI (Marine Corps Systems Command). Tue Nov 3, 1 p.m. ET: responses due. No further extension will be provided9.
  • Space Electronic Systems Prototype Development (SESPD) Phase III presolicitation (Naval Research Laboratory). Fri Nov 6, 4 p.m. ET: questions or feedback due. The lab is not requesting proposals yet15.
  • Next Generation Hypersonic Cruise Missiles RFI (DARPA). Fri Nov 6, 5 p.m. ET: responses due on a potential new program16.
  • F-35 JPO Enterprise Data Science and Analytics Support RFI (Naval Air Systems Command). Tue Nov 10, 5 p.m. ET: responses due1, 14.
  • Air Operations Center Common Air Defense Picture RFI (Air Force Kessel Run). Fri Nov 13, 3 p.m. ET: responses due on software for air and missile defense planning, situational awareness and reporting2, 10.
  • Space Environment Technologies and Science BAA Call 004 (Air Force Research Laboratory). Fri Nov 13, 1 p.m. MT: proposals due11.

Selected events

Command and Control (C2) Follow-On Industry Day

Naval Undersea Warfare Center Division Newport

10 November 2026 (Tuesday)

Registration forms for the NUWC Newport Code 25 Industry Day are due no later than 10 November 2026 (Tuesday)

Thursday 12 November 2026

Naval Undersea Warfare Center Division Newport holds a Code 25 Command and Control (C2) Follow-On Industry Day on Thursday 12 November 2026

Source: SAM.gov, Naval Undersea Warfare Center Division Newport. As of Nov 2, 2026.

Sources
TGOs tgos.io
  • V2X third-quarter 2026 earnings. Mon Nov 2: results after market close, call at 4:30 p.m. ET3.
  • BWX Technologies third-quarter 2026 earnings. Mon Nov 2: results after market close, call at 5 p.m. ET4.
  • Leidos third-quarter 2026 earnings. Tue Nov 3: call at 8 a.m. ET5.
  • Curtiss-Wright third-quarter 2026 earnings. Thu Nov 5: call at 10 a.m. ET6.
  • Karman Space & Defense third-quarter fiscal 2026 earnings. Thu Nov 5: results after market close, call at 4:30 p.m. ET7.
  • Kratos third-quarter 2026 earnings. Thu Nov 5: results after market close, call at 5 p.m. ET8.
  • Command and Control Follow-On Industry Day (Naval Undersea Warfare Center Division Newport, Code 25). Tue Nov 10: registration forms due. Thu Nov 12: industry day on contractor support to help design, build, integrate, test and sustain C2 systems12.

Further out

  • Resilient Missile Warning Tracking Low Earth Orbit Ground Entry Points RFP (Space Development Agency). Mon Nov 23, 4 p.m. ET: proposals due on the final RFP13.
Sources (16)
  1. SAM.gov Federal Hierarchy: Naval Air Systems Command sam.gov
  2. SAM.gov Federal Hierarchy: FA8730 Kessel Run AFLCMC/HBBK sam.gov
  3. V2X: V2X to Announce Third Quarter 2026 Financial Results investors.gov2x.com
  4. BWX Technologies: BWX Technologies to Announce Third Quarter 2026 Results on Monday, November 2 bwxt.gcs-web.com
  5. Leidos: Leidos Schedules Third Quarter 2026 Earnings Conference Call for November 3, 2026, at 8 a.m. (ET) investors.leidos.com
  6. Curtiss-Wright: Curtiss-Wright to Announce Third Quarter 2026 Financial Results curtisswright.com
  7. Karman Space & Defense: Schedules Third Quarter Fiscal Year 2026 Earnings Release, Conference Call and Webcast investors.karman-sd.com
  8. Kratos: Kratos Defense & Security Solutions Schedules Third Quarter 2026 Earnings Conference Call for Thursday, November 5th ir.kratosdefense.com
  9. sam.gov sam.gov
  10. sam.gov sam.gov
  11. sam.gov sam.gov
  12. sam.gov sam.gov
  13. sam.gov sam.gov
  14. sam.gov sam.gov
  15. sam.gov sam.gov
  16. sam.gov sam.gov
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Industry · Unmanned systems

Kratos plans a turbojet production ramp ahead of expected sales

Kratos targets up to 3,000 engines produced in 2027. It forecasts about 1,500 sold, with cash flow estimates including working capital for the ramp.

Kratos plans to increase turbojet production to address expected customer demand for jet engines for small cruise missiles and drones. Its 2027 forecast assumes about 1,500 engines sold, with most deliveries in the second half.1

Kratos plans turbojet production ahead of forecast sales

Turbojet engines, 2027: company production target and sales forecast

Planned productionUp to 3,000
Forecast salesApproximately 1,500

Kratos forecasts the significant majority of engine deliveries in the second half of 2027.

Source: Kratos third-quarter 2026 results. As of Nov. 5, 2026.

TGOs tgos.io

Kratos's fiscal 2026 and 2027 cash flow estimates include working capital for materials, components and equipment to increase production of turbojet engines up to 3,000 engines produced in 2027.1

Third-quarter 2026 revenue grew 35.7% year over year. Organic growth, excluding the current-year contribution from acquisitions, was 23.2%. Turbine Technologies posted 27.1% organic revenue growth.1

Growth is already absorbing cash. Third-quarter 2026 operations used $5.2 million, which Kratos attributed primarily to receivables growth, alongside inventory increases tied to production ramps and development investments.1

For full year 2026, Kratos forecasts free cash flow use of $110 million to $120 million. It forecasts capital expenditures of $100 million to $110 million. It expects investments in inventory, property, plant, equipment and facilities to continue at least throughout fiscal 2027.1

Kratos raised $1,348.4 million from common stock issuance, net of issuance costs, in the first nine months of fiscal 2026. It ended the quarter with $1,404.3 million in cash and cash equivalents.1

Separately, third-quarter Unmanned Systems revenue fell to $74.6 million from $87.2 million a year earlier. Kratos attributed the decline to a prior-year shipment of Valkyries to an international customer that generated $16.1 million.1

Kratos says continuing resolutions typically restrict production-rate increases and new program starts. Its guidance assumes a continuing resolution into its first fiscal quarter of 2027. If it extends beyond March 31, 2027, the company says it will need to reassess its initial forecast for that year.1

Sources (1)
  1. Kratos Reports Third Quarter 2026 Financial Results, Nov. 5, 2026 ir.kratosdefense.com
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Industry · Missiles and space subsystems

Karman's quarterly bookings include seven-year Lockheed Martin contract

Backlog reaches $1.7 billion, up 108% from year-end 2025.

Karman Space & Defense reported nearly $465 million in third-quarter bookings on Nov. 5, 2026. Bookings included a seven-year Lockheed Martin contract supporting the THAAD program.1

Karman reports Q3 bookings of nearly $465 million

Third quarter fiscal 2026

Bookingsnearly $465 million

Karman reports Q3 bookings of nearly $465 million across all end markets, including a seven-year Lockheed Martin contract supporting THAAD

Total revenue$201,623 thousand

Karman Q3 2026 (three months ended Sept. 30) total revenue was $201,623 thousand vs $121,787 thousand a year earlier, up 65.6%

Source: Karman Space & Defense, Q3 FY2026 earnings release, SEC Exhibit 99.1. As of November 5, 2026.

Sources
TGOs tgos.io

Backlog reached $1.7 billion at September's end, up 108% from year-end 2025. Karman defines backlog as the value or estimated value of existing contracts less amounts previously invoiced, including purchase orders, long-term agreements and authorizations to proceed. The release does not separate acquired contributions to bookings or backlog.1

Sources (1)
  1. Karman Space & Defense Reports Third Quarter Fiscal Year 2026 Financial Results (Exhibit 99.1) www.sec.gov
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