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 (83) Ranked #9 of 9 categories by conflict-event weighted demand. Score: 83.4 from 83 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 (2706) Ranked #1 of 9 categories by conflict-event weighted demand. Score: 3818.3 from 2706 events. | Spending contracting despite high event demand (2706 events). Divergence suggests upcoming procurement activity. |
|
Precision Guided Munitions
PGM · 11 qtrs
|
$53.2B | ▼ 100.0% DECLINING | HIGH (2558) Ranked #2 of 9 categories by conflict-event weighted demand. Score: 3654.2 from 2558 events. | Spending contracting despite high event demand (2558 events). Divergence suggests upcoming procurement activity. |
|
Artificial Intelligence & ML
AI_ML · 33 qtrs
|
$26.0B | ▼ 100.0% DECLINING | LOW (181) Ranked #7 of 9 categories by conflict-event weighted demand. Score: 204.6 from 181 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 (181) Ranked #6 of 9 categories by conflict-event weighted demand. Score: 204.6 from 181 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 (1356) Ranked #5 of 9 categories by conflict-event weighted demand. Score: 1005.8 from 1356 events. | Moderate demand from 1356 events but spending trending down (-100.0%). Watch for contract announcements. |
|
Ammunition & Ordnance
AMMO · 22 qtrs
|
$19.1B | ▼ 100.0% DECLINING | MODERATE (2558) Ranked #3 of 9 categories by conflict-event weighted demand. Score: 3654.2 from 2558 events. | Moderate demand from 2558 events but spending trending down (-100.0%). Watch for contract announcements. |
|
Air Defense Systems
AIR_DEFENSE · 11 qtrs
|
$17.5B | ▼ 100.0% DECLINING | MODERATE (2558) Ranked #4 of 9 categories by conflict-event weighted demand. Score: 3654.2 from 2558 events. | Moderate demand from 2558 events but spending trending down (-100.0%). Watch for contract announcements. |
|
Communications & C4ISR
COMMS · 11 qtrs
|
$7.2B | ▼ 100.0% DECLINING | LOW (148) Ranked #8 of 9 categories by conflict-event weighted demand. Score: 164.1 from 148 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 |
|---|---|---|---|---|
| DELIVERY ORDER 0011 FOR 100EA 6000GALLON REFUELERS | ISOMETRICS INC | $40M | Federal Acquisition Service | |
| SSC MCPNT CGACQ. BASE AWARD FOR MILCOMM & PNT ACQUISITION SUPPORT SERVICES. | OMNI CONSULTING SOLUTIONS, INC. | $10M | Federal Acquisition Service | LOGISTICS |
| P8A MISSION CONTROL AND DISPLAY SYSTEM MCDS | BAE SYSTEMS INFORMATION AND ELECTRONIC SYSTEMS INTEGRATION INC. | $8M | Federal Acquisition Service | |
| IT OPERATIONS AND MAINTENANCE AT HILL AIR FORCE BASE HAFB UTAH | FED95 LLC | $11M | Federal Acquisition Service | |
| BPA CALL ORDER EECU MAINSPARES KITS | MAINSTREAM ENGINEERING CORP | $10M | Federal Acquisition Service | |
| MPTA 76 TESTING INFRASTRUCTURE MODERNIZATION | HUMAN RESOURCES RESEARCH ORGANIZATION (HUMRRO) | $14M | Federal Acquisition Service | |
| READINESS REPORTING INNOVATION RRI STORMBRINGER TASK ORDER 01 | VIRTUALITICS INC | $8M | Federal Acquisition Service | |
| CAPE SAN JUAN FY26 MISSION OPERATION PATHWAYS 26-2 OPERATION COSTS TSI-SJN26-20 | TOTE SERVICES, LLC | $11M | Maritime Administration | |
| BPA CALL ORDER EALS BASE | SEALITE USA, LLC | $13M | Federal Acquisition Service | |
| DISASERVICESTO147QTCF26S0020 | GENERAL DYNAMICS INFORMATION TECHNOLOGY, INC. | $11M | Federal Acquisition Service | |
| BPA CALL ORDER EALS BASE | SEALITE USA, LLC | $8M | Federal Acquisition Service | |
| FWPO FMS CASE GT-B-UOZ AIRCRAFT FOR GUATEMALAN MINISTRY OF DEFENSE | THRUSH AIRCRAFT, LLC | $12M | Departmental Offices | ISR |
| DO6 95EA LEVEL 1 AUVS | THE ARMORED GROUP LLC | $26M | Federal Acquisition Service | |
| AUTHORITATIVE THEATER OBJECT MANAGEMENT SYSTEM SMALL BUSINESS INNOVATION RESEARC | BLACK CAPE, INC. | $14M | Federal Acquisition Service | ENGINEERING |
| CYBER AUTOMATION SYSTEMS TECHNOLOGY AND LIFECYCLE ENTERPRISE NETWORK (CASTLE-NET | ACCENTURE FEDERAL SERVICES LLC | $180M | Federal Acquisition Service | CYBER |
| 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 |
| WRIGHT FY26 DRYDOCK ODI-WRT26-1006A $0.00 TASK ORDER FOR DRY DOCKING SOLICITATI | OCEAN DUCHESS, INC. | $8M | Maritime Administration | |
| CAPE TEXAS-TOTE SERVICES INCORPORTATED-TEXAS26-1006A-FISCAL YEAR 26 MAINTENANCE | TOTE SERVICES, LLC | $8M | Maritime Administration | |
| BRITTIN FISCAL YEAR (FY) 26 REPAIRS A THE PURPOSE OF THIS PROJECT IS TO ACCOMPLI | KEYSTONE SHIPPING SERVICES, INC. | $9M | Maritime Administration |
ISR
Intelligence, Surveillance & ReconnaissanceSpending contracting despite high event demand (2706 events). Divergence suggests upcoming procurement activity.
Opportunities Feed (SAM.gov defense solicitations)
| Title ▲▼ | Dept | NAICS ▲▼ | Set-Aside ▲▼ | Deadline ▲▼ | Category ▲▼ | Status ▲▼ | Score ▲▼ | |
|---|---|---|---|---|---|---|---|---|
| ▶ | 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
|
||||||||
| ▶ | ALR-67(V)3 Multi-Channel Analog-to-Digital (MCAD) Application Specific | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
ALR-67(V)3 Multi-Channel Analog-to-Digital (MCAD) Application Specific Integrated Circuit (ASIC)
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | Repair and Modification of HC-130J Aircraft and HC-27J Aircraft Digita | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
Repair and Modification of HC-130J Aircraft and HC-27J Aircraft Digital Crew Units (DCU) and Digital Switching Units (DSU)
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | Drone | — | 336411 | Full & Open | — | ISR | NEW | 40% |
|
Full Title
Drone
Pipeline Status
NEW
NAICS
336411 — Aircraft Manufacturing
Location
California
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | 6615 - NSN: 6615 017309240 QF; PN: 936E918G8; COMPUTER SUBASSEMBLY | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
6615 - NSN: 6615 017309240 QF; PN: 936E918G8; COMPUTER SUBASSEMBLY
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | TEST BOARDS | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
TEST BOARDS
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | Repair and Modification of HC-130J Aircraft and HC-27J Aircraft Digita | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
Repair and Modification of HC-130J Aircraft and HC-27J Aircraft Digital Crew Units (DCU) and Digital Switching Units (DSU)
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | TEST BOARDS | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
TEST BOARDS
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | Repair and Modification of HC-130J Aircraft and HC-27J Aircraft Digita | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
Repair and Modification of HC-130J Aircraft and HC-27J Aircraft Digital Crew Units (DCU) and Digital Switching Units (DSU)
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | N5523626Q0098 - YORKIE PRO CELL PHONE DETECTOR | — | 334511 | Small Biz | — | ISR | NEW | 30% |
|
Full Title
N5523626Q0098 - YORKIE PRO CELL PHONE DETECTOR
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Small Business (SBA)
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | TEST BOARDS | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
TEST BOARDS
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | TEST BOARDS | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
TEST BOARDS
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | BQM-177A FY27 Parts Procurement and Mission Kits | — | 336411 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
BQM-177A FY27 Parts Procurement and Mission Kits
Pipeline Status
NEW
NAICS
336411 — Aircraft Manufacturing
Location
California
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | High-Precision Mechanical Positioning Pan/Tilt Systems | — | 334511 | Full & Open | — | ISR | NEW | 40% |
|
Full Title
High-Precision Mechanical Positioning Pan/Tilt Systems
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | Wide Ground Station Recorder | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
Wide Ground Station Recorder
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | Quasonix Telemetry Receivers and Combiners | — | 334511 | Small Biz | — | ISR | NEW | 40% |
|
Full Title
Quasonix Telemetry Receivers and Combiners
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Small Business (SBA)
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | TEST BOARDS | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
TEST BOARDS
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | Multi Year Modernized Radios for Navigation/Communication (NAV/COMMs) | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
Multi Year Modernized Radios for Navigation/Communication (NAV/COMMs) Plus Up
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | SFS Speed Trailer | — | 334511 | Small Biz | — | ISR | NEW | 30% |
|
Full Title
SFS Speed Trailer
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Small Business (SBA)
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | Repair and Modification of HC-130J Aircraft and HC-27J Aircraft Digita | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
Repair and Modification of HC-130J Aircraft and HC-27J Aircraft Digital Crew Units (DCU) and Digital Switching Units (DSU)
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | Sole Source Teledyne Acoustic Doppler Current Profilers | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
Sole Source Teledyne Acoustic Doppler Current Profilers
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | Repair and Modification of HC-130J Aircraft and HC-27J Aircraft Digita | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
Repair and Modification of HC-130J Aircraft and HC-27J Aircraft Digital Crew Units (DCU) and Digital Switching Units (DSU)
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | SkyLink 7100 Aviation Kit. | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
SkyLink 7100 Aviation Kit.
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
California
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
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