NextGen Submarine Rescue System (SRS) Post-Industry Day Informational Packet and RFI

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 (3 here). Notices whose amount is a placeholder such as $999,999,999 are not added in. Revenue next to a ticker is the company's revenue over the latest 12 months in its SEC filings.

• Oct 20, 2026OCEANEERING INTERNATIONAL INC$154.1MDry Deck Shelter (DDS) ProgramMateriality: 5.3% of $OII revenue (High)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: $154.1M award ÷ $2.9B revenue, 12 months to Sep 30, 2026 (SEC 10-Q). SEC
• Sep 30, 2026ELECTRIC BOAT CORPORATION$79.5MPost Award Synopsis VIRGINIA Class Materials BOA Order (FY26)Materiality: 0.15% of $GD 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: $79.5M award ÷ $53.8B revenue, 12 months to Apr 5, 2026 (SEC 10-Q). SEC
• Sep 30, 2026ELECTRIC BOAT CORPORATION$99.3MPost Award Synopsis VIRGINIA Class Materials BOA Order (FY26)Materiality: 0.18% of $GD 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: $99.3M award ÷ $53.8B revenue, 12 months to Apr 5, 2026 (SEC 10-Q). SEC
• Sep 30, 2026ELECTRIC BOAT CORPORATION$60.7MPost Award Synopsis VIRGINIA Class Materials BOA Order (FY26)Materiality: 0.11% of $GD 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: $60.7M award ÷ $53.8B revenue, 12 months to Apr 5, 2026 (SEC 10-Q). SEC
• Sep 9, 2026HUNTINGTON INGALLS INCORPORATED$742.8MLittoral Combat Ship Planning Yard Support AwardMateriality: 5.6% of $HII revenue (High)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: $742.8M award ÷ $13.2B revenue, 12 months to Jun 30, 2026 (SEC 10-Q). SEC
• Aug 19, 2026WALASHEK INDUSTRIAL & MARINE, INC.$62.4M (modification)N0002426C4434 Contract Modification - Boilers Repair and Maintenance for LHDsContract modification, not a new award (Materiality N/A)
• Jul 30, 2026ELECTRIC BOAT CORPORATION$29.8BColumbia Class Ballistic Missile Submarines SSBN 828 through SSBN 832 (Build II)Materiality: 55.3% of $GD revenue (High)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: $29.8B award ÷ $53.8B revenue, 12 months to Apr 5, 2026 (SEC 10-Q). SEC
• Jul 13, 2026TOTE SERVICES, LLC$2.6BMedium Landing Ship (LSM) Vessel Construction Manager (VCM) Solicitation # N00024-26-R-2421No listed company matched (Materiality N/A)
• Apr 23, 2026ORBIS SIBRO INC$1.9BIndefinite Delivery Indefinite Quantity (IDIQ) Multiple Award Contract (MAC) for Outsourcing Work from Chief of Naval Operations (CNO) Availabilities on Fast Attack SubmarinesNo listed company matched (Materiality N/A)
• Apr 15, 2026Marinette Marine Corporation$30.0MLLTM & Advanced Engineering UCA - Construction of four (4) Medium Landing Ships (LSMs) Block 1No listed company matched (Materiality N/A)

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.