Golden Dome / Homeland Missile Defense
MDA commits over $30B to missile defense systems, including Next Generation Interceptor and THAAD production.
The setup
The US government is significantly investing in its homeland missile defense capabilities, with the Missile Defense Agency (MDA) leading a multi-billion dollar effort. This initiative focuses on the development and production of advanced interceptor systems and the sustainment of existing defense infrastructure. The activity began in early 2025 and has seen a rapid acceleration of large-scale contracts through mid-2026.
How this developed
- May 22, 2026LOCKHEED MARTIN CORPORATION received $9.10B from MDA for THAAD Interceptor Lot 9 production of 23 units.Federal contract
- Jun 26, 2026LOCKHEED MARTIN CORP was awarded $5.82B by MDA for THAAD components for fire units.Federal contract
- Aug 6, 2026MDA issued a 'Nimble Options for Buying Layered Effects (NOBLE)' announcement, a combined synopsis/solicitation.Procurement notice
Why it matters
- The MDA has committed over $30 billion across multiple contracts since early 2025, indicating a substantial and sustained investment in missile defense capabilities.
- Significant funding is directed towards the Next Generation Interceptor (NGI) program, with Northrop Grumman (E1) and Lockheed Martin (E5) receiving over $7.6 billion combined for its design, development, and testing.
- The Ground-Based Midcourse Defense (GMD) system is receiving $6.47 billion for development and sustainment (E2), highlighting ongoing efforts to maintain and upgrade the primary homeland missile defense system.
- THAAD (Terminal High Altitude Area Defense) production and component acquisition are a major focus, with Lockheed Martin securing over $16 billion for THAAD FMS, Lot 9 interceptors, and fire unit components (E3, E7, E12).
What to watch
Monitor the outcomes of the MDA's 'Nimble Options for Buying Layered Effects (NOBLE)' solicitations (E13, E14) as they could reveal new strategic directions or partnerships in layered missile defense.
Named in a federal contract
Only companies that a specific contract in this theme names as recipient or parent. Not a recommendation.
The record · 8 items, oldest first
- Feb 24, 2025NORTHROP GRUMMAN SYSTEMS CORPORATION: DESIGN, DEVELOPMENT, AND DEVELOPMENTAL TESTING OF THE NEXT GENERATION INTERCEPTOR (NGI) ALL-UP-ROUND (AUR)
- Nov 13, 2025THE BOEING COMPANY: THE MISSILE DEFENSE AGENCY (MDA), GROUND-BASED MIDCOURSE DEFENSE (GMD) DEVELOPMENT AND SUSTAINMENT CONTRACT (DSC) THE GMD DSC WORK INCLUDES,
- Dec 17, 2025LOCKHEED MARTIN CORPORATION: THAAD FMS KSA PHASE I LONG LEAD ITEMS, OBSOLESCENCE, TOOLING AND TEST EQUIPMENT, KEY PERSONNEL, LINE REQUALIFICATION ACTIVITIES, INITIAL TRA
- May 21, 2026LOCKHEED MARTIN CORPORATION: DESIGN, DEVELOPMENT, AND DEVELOPMENTAL TESTING OF THE NEXT GENERATION INTERCEPTOR (NGI) ALL-UP-ROUND (AUR)
- May 22, 2026LOCKHEED MARTIN CORPORATION: HQ0147-17-C-0032 UNDEFINITIZED CONTRACT ACTION (UCA) FOR THAAD INTERCEPTOR LOT 9 PRODUCTION - QTY OF 23
- Jun 26, 2026LOCKHEED MARTIN CORP: THAAD COMPONENTS FOR FIRE UNITS TAS::97 0400::TAS
- Aug 6, 2026Missile Defense Agency - Nimble Options for Buying Layered Effects (NOBLE) Announcement
- Aug 24, 2026Missile Defense Agency - Nimble Options for Buying Layered Effects (NOBLE) Announcement
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How this story evolved
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