On July 20, 2026, contracting activity shows a high procurement pulse of 60/100, driven by intense demand for Intelligence, Surveillance & Reconnaissance systems with 1,468 events and Precision Guided Munitions with 1,382 events. This surge in hardware acquisition contrasts sharply with spending declines across engineering, cybersecurity, and AI sectors, which have dropped nearly 100% against baseline levels. The pattern suggests a strategic pivot toward immediate kinetic and surveillance capabilities amid 199 recorded conflict events, including 15 critical incidents.
2 procurement categories at HIGH demand. Conflict events driving active signals across ISR, PGM, AMMO.
Opportunity Categories by conflict demand signal
Spending Surge Indicators
Category Intelligence (spending + trend + conflict demand)
| Category | Spending | Trend | Demand | Insight |
|---|---|---|---|---|
|
Engineering & R&D
ENGINEERING · 22 qtrs
|
$134.4B | ▼ 99.1% DECLINING | LOW (42) Ranked #9 of 9 categories by conflict-event weighted demand. Score: 42.4 from 42 events. | Spending down -99.1% with no conflict-driven demand signal. Category at baseline. |
|
Intelligence, Surveillance & Reconnaissance
ISR · 22 qtrs
|
$128.3B | ▼ 100.0% DECLINING | HIGH (1474) Ranked #1 of 9 categories by conflict-event weighted demand. Score: 2087.6 from 1474 events. | Spending contracting despite high event demand (1474 events). Divergence suggests upcoming procurement activity. |
|
Precision Guided Munitions
PGM · 11 qtrs
|
$53.2B | ▼ 100.0% DECLINING | HIGH (1387) Ranked #2 of 9 categories by conflict-event weighted demand. Score: 1990.6 from 1387 events. | Spending contracting despite high event demand (1387 events). Divergence suggests upcoming procurement activity. |
|
Artificial Intelligence & ML
AI_ML · 33 qtrs
|
$26.0B | ▼ 100.0% DECLINING | LOW (104) Ranked #7 of 9 categories by conflict-event weighted demand. Score: 118.0 from 104 events. | Spending down -100.0% with no conflict-driven demand signal. Category at baseline. |
|
Cybersecurity & IT
CYBER · 11 qtrs
|
$22.4B | ▼ 99.2% DECLINING | LOW (104) Ranked #6 of 9 categories by conflict-event weighted demand. Score: 118.0 from 104 events. | Spending down -99.2% with no conflict-driven demand signal. Category at baseline. |
|
Logistics & Facilities
LOGISTICS · 11 qtrs
|
$20.7B | ▼ 100.0% DECLINING | MODERATE (708) Ranked #5 of 9 categories by conflict-event weighted demand. Score: 528.7 from 708 events. | Moderate demand from 708 events but spending trending down (-100.0%). Watch for contract announcements. |
|
Ammunition & Ordnance
AMMO · 22 qtrs
|
$19.1B | ▼ 100.0% DECLINING | MODERATE (1387) Ranked #3 of 9 categories by conflict-event weighted demand. Score: 1990.6 from 1387 events. | Moderate demand from 1387 events but spending trending down (-100.0%). Watch for contract announcements. |
|
Air Defense Systems
AIR_DEFENSE · 11 qtrs
|
$17.5B | ▼ 100.0% DECLINING | MODERATE (1387) Ranked #4 of 9 categories by conflict-event weighted demand. Score: 1990.6 from 1387 events. | Moderate demand from 1387 events but spending trending down (-100.0%). Watch for contract announcements. |
|
Communications & C4ISR
COMMS · 11 qtrs
|
$7.2B | ▼ 100.0% DECLINING | LOW (87) Ranked #8 of 9 categories by conflict-event weighted demand. Score: 97.0 from 87 events. | Spending down -100.0% with no conflict-driven demand signal. Category at baseline. |
| Total | $428.8B | 9 categories · 2 high demand · 0 surging | ||
Conflict → Procurement Correlation
Awards Feed (DoD contracts $7.5M+)
| Title | Contractor | Amount | Agency | Category |
|---|---|---|---|---|
| P8A MISSION CONTROL AND DISPLAY SYSTEM MCDS | BAE SYSTEMS INFORMATION AND ELECTRONIC SYSTEMS INTEGRATION INC. | $8M | Federal Acquisition Service | |
| CONTRACT AWARD FOR FAR-FORWARD BIOLOGICAL SEQUENCING INCREMENT G (FFBS-G) | SCITECH SERVICES INC | $18M | Federal Acquisition Service | |
| SITE WORK, DESIGN, FABRICATION, FREIGHT, INSTALLATION, LEASE AND SUBSEQUENT DEMO | TEYA SUPPORT SERVICES LLC | $22M | Departmental Offices | LOGISTICS |
| STRATEGIC READINESS - PRISM TASK ORDER - IN SUPPORT OF OUSW-PR | DELOITTE CONSULTING LLP | $16M | Federal Acquisition Service | |
| AFRL SHADOW RAPTOR | BOOZ ALLEN HAMILTON INC | $152M | Federal Acquisition Service | |
| FLIGHT ATTENDANT FUSELAGE TRAINER FA FUT | J.F. TAYLOR, INC. | $8M | Federal Acquisition Service | |
| THE ARNG CSG AND USARC REQUIRES A BRIDGE ORDER FOR CONTRACTOR SUPPORT TO PROVIDE | ASM RESEARCH, LLC | $17M | Departmental Offices | |
| USAF/OSI TASK ORDER-001 | HUMANIT SOLUTIONS LLC | $13M | Departmental Offices | |
| DMSP DC3GS ENGINEERING SUSTAINMENT SERVICES | PERATON TECHNOLOGY SERVICES INC. | $30M | Federal Acquisition Service | ENGINEERING |
| GUARD ENTERPRISE CYBER OPERATIONS SUPPORT ORIGINAL AWARD. | GENERAL DYNAMICS INFORMATION TECHNOLOGY, INC. | $223M | Federal Acquisition Service | CYBER |
| SUSTAINMENT ENGINEERING MAINTENANCE SURVEY AND INSTALL IONOSPHERIC GROUND SENSO | NORTHROP GRUMMAN SYSTEMS CORPORATION | $17M | Federal Acquisition Service | AMMO |
ISR
Intelligence, Surveillance & ReconnaissanceSpending contracting despite high event demand (1474 events). Divergence suggests upcoming procurement activity.
Opportunities Feed (SAM.gov defense solicitations)
| Title ▲▼ | Dept | NAICS ▲▼ | Set-Aside ▲▼ | Deadline ▲▼ | Category ▲▼ | Status ▲▼ | Score ▲▼ | |
|---|---|---|---|---|---|---|---|---|
| ▶ | NTRAPS Automatic Activation Devices | — | 334511 | Small Biz | — | ISR | NEW | 30% |
|
Full Title
NTRAPS Automatic Activation Devices
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
Washington
Set-Aside
Small Business (SBA)
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | CGC Stone - Gyro Compass | — | 334511 | Small Biz | — | ISR | NEW | 30% |
|
Full Title
CGC Stone - Gyro Compass
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
South Carolina
Set-Aside
Small Business (SBA)
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | Telemetry Transmitter - Edwards AFB | — | 334511 | Small Biz | — | ISR | NEW | 30% |
|
Full Title
Telemetry Transmitter - Edwards AFB
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Small Business (SBA)
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | SFS Drone Detection System | — | 334511 | Small Biz | — | ISR | NEW | 40% |
|
Full Title
SFS Drone Detection System
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
Mississippi
Set-Aside
Small Business (SBA)
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | Aircraft Static Display Restoration/Painting | — | 336411 | Small Biz | — | ISR | NEW | 30% |
|
Full Title
Aircraft Static Display Restoration/Painting
Pipeline Status
NEW
NAICS
336411 — Aircraft Manufacturing
Location
Missouri
Set-Aside
Small Business (SBA)
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | SEABOSS WINCH | — | 334511 | Small Biz | — | ISR | NEW | 30% |
|
Full Title
SEABOSS WINCH
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
Not specified
Set-Aside
Small Business (SBA)
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | 110 FirstLook Robotic System , Flir FirstLook Consumables Kit on Forei | — | 334511 | Small Biz | — | ISR | NEW | 30% |
|
Full Title
110 FirstLook Robotic System , Flir FirstLook Consumables Kit on Foreign Military Sales Case : TU-B-UDO TUNISIA
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
Not specified
Set-Aside
Small Business (SBA)
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | FY26 USAFA 34th TRSS sUAS Drones | — | 336411 | Small Biz | — | ISR | NEW | 50% |
|
Full Title
FY26 USAFA 34th TRSS sUAS Drones
Pipeline Status
NEW
NAICS
336411 — Aircraft Manufacturing
Location
Colorado
Set-Aside
Small Business (SBA)
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | One (1) complete portable USV surveying system | — | 334511 | Small Biz | — | ISR | NEW | 30% |
|
Full Title
One (1) complete portable USV surveying system
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
Not specified
Set-Aside
Small Business (SBA)
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | 66--SHIELD,LIGHT | — | 334511 | Small Biz | 2d | ISR | NEW | 30% |
|
Full Title
66--SHIELD,LIGHT
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
Not specified
Set-Aside
Small Business (SBA)
Response Deadline
July 24, 2026 at 12:00 AM UTC
(2d left)
Relevance Score
AI Summary
|
||||||||
| ▶ | Power Comm Module & Float Platform IAW Salients | — | 334511 | Small Biz | — | ISR | NEW | 30% |
|
Full Title
Power Comm Module & Float Platform IAW Salients
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
Not specified
Set-Aside
Small Business (SBA)
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | GPS Clock | — | 334511 | Small Biz | — | ISR | NEW | 30% |
|
Full Title
GPS Clock
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
Texas
Set-Aside
Small Business (SBA)
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | 16--PARTS KIT,REGULATOR | — | 336411 | Small Biz | 8d | ISR | NEW | 30% |
|
Full Title
16--PARTS KIT,REGULATOR
Pipeline Status
NEW
NAICS
336411 — Aircraft Manufacturing
Location
Not specified
Set-Aside
Small Business (SBA)
Response Deadline
July 30, 2026 at 12:00 AM UTC
Relevance Score
AI Summary
|
||||||||
| ▶ | 58--RECEIVER-TRANSMITTE | — | 334511 | Small Biz | 0d | ISR | NEW | 30% |
|
Full Title
58--RECEIVER-TRANSMITTE
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
Not specified
Set-Aside
Small Business (SBA)
Response Deadline
July 22, 2026 at 12:00 AM UTC
(0d left)
Relevance Score
AI Summary
|
||||||||
| ▶ | 58--MAGAZINE,DISPENSER,COU | — | 334511 | Small Biz | 0d | ISR | NEW | 30% |
|
Full Title
58--MAGAZINE,DISPENSER,COU
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
Not specified
Set-Aside
Small Business (SBA)
Response Deadline
July 22, 2026 at 12:00 AM UTC
(0d left)
Relevance Score
AI Summary
|
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