The Department of Defense's NAICS 336411 (Aircraft Manufacturing) market: incumbents, spending trend, set-asides and open solicitations — from FY2026 USAspending awards and live SAM.gov notices.
Contract data as of Oct 18, 2026 (USAspending) · recent coverage verified weekly
| Quarter | Awards | Obligated | Change |
|---|---|---|---|
| Q1 FY2026 | 1,318 | $7.9B | — |
| Q2 FY2026 | 784 | $2.8B | -65% |
| Q3 FY2026 | 302 | $755.4M | -73% |
| Q4 FY2026 · partial | 127 | $206.9M | -73% |
Federal fiscal quarters (Q1 = Oct–Dec). Awards are counted in the quarter they start; obligations are the award's obligated amount. The Department of Defense publishes contract awards to USAspending with a 90-day delay, so Q4 FY2026 is still missing most DoD awards — treat that quarter as incomplete, not as a spending decline.
| # | Contractor | Obligated | Share |
|---|---|---|---|
| 1 | THE BOEING COMPANY | $7.9B | 67.7% |
| 2 | RTX CORP | $1.7B | 14.2% |
| 3 | LOCKHEED MARTIN CORP | $790.0M | 6.8% |
| 4 | AEROVIRONMENT, INC | $369.4M | 3.2% |
| 5 | NORTHROP GRUMMAN CORPORATION | $138.0M | 1.2% |
Registrations are rolled up to their corporate parent (USAspending parent UEI), so a company with several SAM registrations ranks once.
| Set-aside type | Obligated | Share |
|---|---|---|
| Small business set-aside | $32.1M | 0.5% |
| 8(a) | $31K | 0.0% |
| SDVOSB | $3.8M | 0.1% |
| WOSB / EDWOSB | $253K | 0.0% |
| HUBZone | $52K | 0.0% |
| No set-aside (full & open) | $6.8B | 99.5% |
Share of obligations on awards whose set-aside type is recorded — 59% of this market's dollars. Most USAspending bulk-archive records leave the field blank, so blank awards are excluded rather than counted as full & open.
Showing the 10 most recently posted of 72. Links open the notice on SAM.gov.
Source: USAspending.gov contract awards (prime awards with a start date from Oct 1, 2025 through Sep 30, 2026), SAM.gov contract opportunities, and SBA size standards. Recompetes are contracts whose final end date — options included — falls in the next 12 months. Figures are recomputed when a new USAspending load lands. See our data sources.