Procurement monitor
Funded awards, production lots, and vehicles in the research set. A $5B ceiling is not $5B of 2026 sales.
| Ticker | Award | Agency | Date | Type | Ceiling | Funded | Status |
|---|---|---|---|---|---|---|---|
| AVAV | Funded backlog (aggregate firm orders) | Primarily U.S. DoD / allied | 2026-04-30 | Mix of FFP production, services, IDIQ orders | n.d. | $1.2B | funded / in production |
| RCAT | U.S. Army SRR — production selection (Black Widow) | U.S. Army / PMO UAS | 2024-11-19 | Program of record selection; delivery orders TBD | n.d. | n.d. | selected / ramping — funded FRP not confirmed as a single obligation |
| ONDS | Iron Drone Raider — European security agency order | Undisclosed European security agency | 2025-11-17 | Purchase order | $8.2M | $8.2M | announced / awarded |
| KTOS | Valkyrie production lots / company-owned aircraft sales | U.S. DoD (Air Force / Marine Corps commentary) | 2026-05-06 | Production lot + company-funded aircraft later sold | n.d. | n.d. | in production |
| TDY | FLIR sensors supporting AeroVironment IDIQ | Via AV / U.S. defense customer | 2026-07-29 | Delivery orders under AV $500M IDIQ (3-year) | $500.0M | n.d. | in production (supplier) |
| LHX | U.S. Army VAMPIRE C-UxS delivery order | U.S. Army | 2026-06-10 | Production / urgent C-UAS | $106.0M | n.d. | awarded / delivering |
| RTX | U.S. Army Coyote / KuRFS long-term contract | U.S. Army | 2025-09-30 | Long-term / IDIQ-style (orders to 28 Sep 2033) | $5.0B | n.d. | awarded vehicle; funding per order |