Tactical Resupply Unmanned Aircraft System Increment II Cargo UAS Industry Demonstration

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 (6 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 13, 2026THE BOEING COMPANY$611.5MMQ-25 Stingray LRIP Lot 1 & Lot 2 AACMateriality: 0.65% 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: $611.5M award ÷ $94.0B revenue, 12 months to Jun 30, 2026 (SEC 10-Q). SEC
• Oct 9, 2026NORTHROP GRUMMAN SYSTEMS CORPORATION$66.0MMulti-ECP Incorporation SynopsisMateriality: 0.15% of $NOC 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: $66.0M award ÷ $42.9B revenue, 12 months to Jun 30, 2026 (SEC 10-Q). SEC
• Sep 29, 2026NORTHROP GRUMMAN SYSTEMS CORPORATION$6.1MNotice of Award for Last Time Buy (LTB) 7 Procurement 1 for End-of-Life PartsMateriality: 0.01% of $NOC 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: $6.1M award ÷ $42.9B revenue, 12 months to Jun 30, 2026 (SEC 10-Q). SEC
• Jul 31, 2026INSITU, INC.$590.2M (modification)AIR PMO Common Hardware and Sustainment ServicesContract modification, not a new award (Materiality N/A)
• Apr 8, 2026NORTHROP GRUMMAN SYSTEMS CORPORATION$1.5M (modification)NGC LRIP 6/7 Mass Sim - Modification to Contract #N0001919C0008Contract modification, not a new award (Materiality N/A)
• Sep 22, 2025NORTHROP GRUMMAN SYSTEMS CORPORATION$5.7M (modification)LRIP 5, 6, & 7 ECP Production Cut-InsContract modification, not a new award (Materiality N/A)
• Aug 14, 2025GENERAL ATOMICS AERONAUTICAL SYSTEMS, INC$77.0MMQ-9A Unmanned Air System (UAS) Engineering Logistics Support (ELS) Follow-on ContractNo listed company matched (Materiality N/A)
• May 16, 2025NORTHROP GRUMMAN SYSTEMS CORPORATION$108.0M (modification)MQ-4C Triton Unmanned Aircraft Systems (UAS) B5 & B11 IFC4.0 Retrofit InstallationContract modification, not a new award (Materiality N/A)
• May 14, 2025NORTHROP GRUMMAN SYSTEMS CORPORATION$2.3MNotice of Award for LTB 6 Procurement 10 for End-of-Life PartsMateriality: <0.01% of $NOC 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: $2.3M award ÷ $42.9B revenue, 12 months to Jun 30, 2026 (SEC 10-Q). SEC
• May 9, 2025NORTHROP GRUMMAN SYSTEMS CORPORATION$3.4MMQ-4C Triton DMS LTB ProcurementMateriality: <0.01% of $NOC 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 ÷ $42.9B revenue, 12 months to Jun 30, 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.