F-35 Lightning II FY 25-28 Site Activation and Hardware (SAHW) IDIQ
NAVAIR and air warfare centers · NAVAL AIR SYSTEMS COMMAND
Materiality: 3.0% of $LMT revenue (Medium) SEC
Capture briefs (a one-page, shareable copy of this page) are part of Pro. The CSV here holds the notice, its timeline and past awards.
Where this opportunity stands
Every notice posted under solicitation N0001925R0021 in this department, oldest first.
- Sep 18, 2026Award NoticeLOCKHEED MARTIN CORPORATION · $2.3BOpen
- Sep 18, 2026 · this noticeAward NoticeLOCKHEED MARTIN CORPORATION · $2.3B
Next steps for this stage
Standard steps for the notice type; not advice about this buyer.
- Note the winner and the end of the period of performance for the recompete.
- Follow the agency to see the next notice for this work.
What the notice says
The F-35 Lightning II Joint Stike Fighter (JSF) Joint Program Office (JPO) has awarded a Cost Plus Incentive Fee (CPIF) Indefinite Delivery Indefinite Quantity (IDIQ) contract on a sole source basis in accordance with FAR 6.302-(1)(a)(2)(ii) and (iii), Only One Responsible Source, to Lockheed Martin Corporation, in support of the Fiscal Year (FY) 2026 - 2028 Site Activation and Hardware (SAHW). The contract value is $2,293,000,000 and provides initial non-recurring sustainment activities and services, including site activation, interim contractor support, fleet management, and reliability and … (show all)
maintainability improvement plan in support of establishing new operational sites, one-time setup of both land-based and at-sea fleet support operations including initial engineering and technical sustainment services the F-35 Lightning II JSF JPO Air Systems for the Air Force, Marine Corps, Navy, Foreign Military Sales customers and F-35 Cooperative Program Partners.
Who won similar work
6 award notices on SAM.gov in the last 24 months. Matched by: Same office (NAVAL AIR SYSTEMS COMMAND), same product/service code (PSC) 1510 and NAICS 336411.
Single-winner award sizes (6): middle half $7.1M to $94.6M, median $47.7M; range $1.5M to $6.0B.
| Winner | Awards | Value | Last |
|---|---|---|---|
| THE BOEING COMPANY · $BA · $94.0B | 4 | $6.1B | Jul 20, 2026 |
| LOCKHEED MARTIN CORPORATION · $LMT · $77.0B | 1 | $74.2M | Jun 30, 2026 |
| KIDDE TECHNOLOGIES, INC · $RTX · $93.5B | 1 | $1.5M | Sep 16, 2026 |
Value counts single-winner awards. "Shared" awards are multiple-award contracts that list every winner with the same total ceiling; that ceiling is not one company's win, so it is not added in. Revenue next to a ticker is the company's last annual revenue from its 10-K.
- $BA reported $94.0B revenue (12 months to Jun 30, 2026). The median single-winner award in these 6 past awards, $47.7M, is under 0.1% of that. SEC filing
- $LMT reported $77.0B revenue (12 months to Jun 28, 2026). The median single-winner award in these 6 past awards, $47.7M, is under 0.1% of that. SEC filing
- $RTX reported $93.5B revenue (12 months to Jun 30, 2026). The median single-winner award in these 6 past awards, $47.7M, is under 0.1% of that. SEC filing
One award's total value against one year of revenue; many awards are paid over several years.
- Sep 16, 2026KIDDE TECHNOLOGIES, INC$1.5MAward Synopsis of F/A-18 and EA-18G Fire Suppression Control Alarm UpgradesMateriality: <0.01% of $RTX revenue (Low) SEC
- Jul 20, 2026THE BOEING COMPANY$21.1MF/A-18E/F ADVEW Flight Test Integration Definitization Award NoticeMateriality: 0.02% of $BA revenue (Low) SEC
- Jun 30, 2026LOCKHEED MARTIN CORPORATION$74.2MF-35 Phase 2.3 Mod 4 Weapons Defin.Materiality: 0.10% of $LMT revenue (Low) SEC
- Jun 15, 2026THE BOEING COMPANY$6.0BP-8A Aircraft Full Rate Production FRP IX (Lot 13)Materiality: 6.3% of $BA revenue (High) SEC
- Mar 23, 2026THE BOEING COMPANY$2.5MF/A-18 E/F ADVEW Flight Test Integration Stopgap Award NoticeMateriality: <0.01% of $BA revenue (Low) SEC
- May 8, 2025THE BOEING COMPANY$101.4MECP6213R2 (FY24-25)Materiality: 0.11% of $BA revenue (Low) 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.
Competitive landscape
For the 3 most frequent past winners above. Lobbying is matched by the company's exact name or exact ticker; agencies are as named on the filings.
- 2 of these past winners lobbied Navy, Dept of or U.S. Marines since 2024 (23 filings)
- 0 of their lobbyists list a past Navy, Dept of or U.S. Marines job
- $1.1M from their corporate PACs since 2024 to members of House Committee on Appropriations, House Committee on Armed Services, Senate Committee on Appropriations, Senate Committee on Armed Services
- 0 foreign-agent (FARA) registrations
Policy around it
Bills the past winners named while lobbying this agency's issues, rules from the department, and executive orders that name the agency, last 12 months.
- 8 bills named on the past winners' lobbying filings
- 32 rules from the department in the last 12 months
- 0 executive orders naming the agency in the last 12 months
Market
For past winners matched exactly to a listed company. Insider trades are open-market buys and sells (Form 4) in the last 90 days, shown as facts; our own study found insiders do not reliably buy ahead of awards. A sale marked 10b5-1 was made under a trading plan set up in advance.
- 3 of the past winners are listed companies
- 0 insider buys and 5 insider sells at them in the last 90 days
Sources: SAM.gov notices and award notices; Senate LDA lobbying filings; FEC filings; FARA; Federal Register; congress.gov; SEC Form 4. Every row above links to its record.
Companies are matched to tickers by exact name only. A company we could not match shows no market rows; that is a miss, not a finding.