The Department of Defense's NAICS 336414 (Guided Missile and Space Vehicle 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 | 25 | $888.1M | — |
| Q2 FY2026 | 23 | $90.1M | -90% |
| Q3 FY2026 | 9 | $1.0B | +1032% |
| Q4 FY2026 · partial | 4 | $47.8M | -95% |
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 | RTX CORP | $924.3M | 45.2% |
| 2 | LEIDOS HOLDINGS, INC. | $617.2M | 30.2% |
| 3 | LOCKHEED MARTIN CORP | $209.1M | 10.2% |
| 4 | NORTHROP GRUMMAN CORPORATION | $160.0M | 7.8% |
| 5 | BLUE ORIGIN, LLC | $78.3M | 3.8% |
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 | $0 | 0.0% |
| 8(a) | $0 | 0.0% |
| SDVOSB | $0 | 0.0% |
| WOSB / EDWOSB | $0 | 0.0% |
| HUBZone | $0 | 0.0% |
| No set-aside (full & open) | $1.1B | 100.0% |
Share of obligations on awards whose set-aside type is recorded — 56% 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.
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.