Performance-Based Logistics (PBL) contracts with General Electric (GE) Aerospace

Value counts new single-winner awards. "Shared" awards are multiple-award contracts that list every winner with the same total ceiling (same contract, or the same office, day and amount); that ceiling is not one company's win, so it is not added in. Contract modifications are not new awards and are not added in either. Notices whose amount is a placeholder such as $999,999,999 are not added in (1 here). Revenue next to a ticker is the company's revenue over the latest 12 months in its SEC filings.

• Nov 3, 2026THE BOEING COMPANY$1.3M16--MULTIFUNCTIONAL FLI, IN REPAIR/MODIFICATION OFMateriality: <0.01% of $BA revenue (Low)How big this award is next to the company's revenue over the last 12 months: Low under 1%, Medium 1-5%, High 5% or more. Award amount divided by revenue from the company's SEC filings. Here: $1.3M award ÷ $94.0B revenue, 12 months to Jun 30, 2026 (SEC 10-Q). SEC
• Sep 30, 2026Raytheon Company$4.1M16--ANTENNA EFA, IN REPAIR/MODIFICATION OFMateriality: <0.01% of $RTX revenue (Low)How big this award is next to the company's revenue over the last 12 months: Low under 1%, Medium 1-5%, High 5% or more. Award amount divided by revenue from the company's SEC filings. Here: $4.1M award ÷ $96.0B revenue, 12 months to Sep 30, 2026 (SEC 10-Q). SEC
• Sep 25, 2026SIKORSKY AIRCRAFT CORPORATION$490K16--DRIVE UNIT,ANGLE, IN REPAIR/MODIFICATION OFMateriality: <0.01% of $LMT revenue (Low)How big this award is next to the company's revenue over the last 12 months: Low under 1%, Medium 1-5%, High 5% or more. Award amount divided by revenue from the company's SEC filings. Here: $490K award ÷ $77.0B revenue, 12 months to Jun 28, 2026 (SEC 10-Q). SEC
• Sep 25, 2026General Atomics$1.2M16--VALVE,4 IN. FW A064- AND SIMILAR REPLACEMENT PARTSNo listed company matched (Materiality N/A)
• Sep 23, 2026TRIUMPH ENGINE CONTROL SYSTEMS LLC$7.2M16--CONTROLLER,AIR TEMP, IN REPAIR/MODIFICATION OFNo listed company matched (Materiality N/A)
• Sep 1, 2026SIKORSKY AIRCRAFT CORPORATION$3.4M16--CONTROL INDICATOR,AMateriality: <0.01% of $LMT revenue (Low)How big this award is next to the company's revenue over the last 12 months: Low under 1%, Medium 1-5%, High 5% or more. Award amount divided by revenue from the company's SEC filings. Here: $3.4M award ÷ $77.0B revenue, 12 months to Jun 28, 2026 (SEC 10-Q). SEC
• Sep 1, 2026DRS TRAINING & CONTROL SYSTEMS, LLC$364K16--NRP,USSR,AIRCRAFT,M, IN REPAIR/MODIFICATION OFMateriality: <0.01% of $DRS revenue (Low)How big this award is next to the company's revenue over the last 12 months: Low under 1%, Medium 1-5%, High 5% or more. Award amount divided by revenue from the company's SEC filings. Here: $364K award ÷ $3.8B revenue, 12 months to Jun 30, 2026 (SEC 10-Q). SEC
• Aug 26, 2026TRIUMPH GEAR SYSTEMS, LLC$20.9M16--ACTUATOR,MECHANICAL, IN REPAIR/MODIFICATION OFNo listed company matched (Materiality N/A)
• Aug 21, 2026KEARFOTT CORP$499K16--TRIM SERVO ASSY,AIR, IN REPAIR/MODIFICATION OFNo listed company matched (Materiality N/A)
• Aug 20, 2026Lockheed Martin Corporation$731K16--5-CHANNEL INTEGRATE, IN REPAIR/MODIFICATION OFMateriality: <0.01% of $LMT revenue (Low)How big this award is next to the company's revenue over the last 12 months: Low under 1%, Medium 1-5%, High 5% or more. Award amount divided by revenue from the company's SEC filings. Here: $731K award ÷ $77.0B revenue, 12 months to Jun 28, 2026 (SEC 10-Q). SEC

Materiality: one award's value as a share of the winner's revenue over the latest 12 months in its SEC filings (or its last fiscal year, as noted when you point at it). Low under 1%, Medium 1 to 5%, High 5% or more. Many awards are paid over several years, so this overstates a single year's share.