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 (2714) Ranked #1 of 9 categories by conflict-event weighted demand. Score: 3829.9 from 2714 events. | Spending contracting despite high event demand (2714 events). Divergence suggests upcoming procurement activity. |
|
Precision Guided Munitions
PGM · 11 qtrs
|
$53.2B | ▼ 100.0% DECLINING | HIGH (2564) Ranked #2 of 9 categories by conflict-event weighted demand. Score: 3663.5 from 2564 events. | Spending contracting despite high event demand (2564 events). Divergence suggests upcoming procurement activity. |
|
Artificial Intelligence & ML
AI_ML · 33 qtrs
|
$26.0B | ▼ 100.0% DECLINING | LOW (183) Ranked #7 of 9 categories by conflict-event weighted demand. Score: 206.8 from 183 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 (183) Ranked #6 of 9 categories by conflict-event weighted demand. Score: 206.8 from 183 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 (1350) Ranked #5 of 9 categories by conflict-event weighted demand. Score: 1000.6 from 1350 events. | Moderate demand from 1350 events but spending trending down (-100.0%). Watch for contract announcements. |
|
Ammunition & Ordnance
AMMO · 22 qtrs
|
$19.1B | ▼ 100.0% DECLINING | MODERATE (2564) Ranked #3 of 9 categories by conflict-event weighted demand. Score: 3663.5 from 2564 events. | Moderate demand from 2564 events but spending trending down (-100.0%). Watch for contract announcements. |
|
Air Defense Systems
AIR_DEFENSE · 11 qtrs
|
$17.5B | ▼ 100.0% DECLINING | MODERATE (2564) Ranked #4 of 9 categories by conflict-event weighted demand. Score: 3663.5 from 2564 events. | Moderate demand from 2564 events but spending trending down (-100.0%). Watch for contract announcements. |
|
Communications & C4ISR
COMMS · 11 qtrs
|
$7.2B | ▼ 100.0% DECLINING | LOW (150) Ranked #8 of 9 categories by conflict-event weighted demand. Score: 166.3 from 150 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 (2714 events). Divergence suggests upcoming procurement activity.
Opportunities Feed (SAM.gov defense solicitations)
| Title ▲▼ | Dept | NAICS ▲▼ | Set-Aside ▲▼ | Deadline ▲▼ | Category ▲▼ | Status ▲▼ | Score ▲▼ | |
|---|---|---|---|---|---|---|---|---|
| ▶ | AN/UPX-45 and AN/UPX-50 DI RP2 Trouble Report Software Corrections | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
AN/UPX-45 and AN/UPX-50 DI RP2 Trouble Report Software Corrections
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
New York
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | Ice Buoy Lanterns | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
Ice Buoy Lanterns
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
New York
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | FMS India/NOM: ESM RECEIVER PROCESSOR/ PN:IN263A995-0291 | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
FMS India/NOM: ESM RECEIVER PROCESSOR/ PN:IN263A995-0291
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
New York
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | Drone Detection System | — | 334511 | Small Biz | — | ISR | NEW | 40% |
|
Full Title
Drone Detection System
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
New York
Set-Aside
Small Business (SBA)
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | FMS India/NOM: ESM RECEIVER PROCESSOR/ PN:IN263A995-0291 | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
FMS India/NOM: ESM RECEIVER PROCESSOR/ PN:IN263A995-0291
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
New York
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | Contract Modification FY26-28 MMR Production | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
Contract Modification FY26-28 MMR Production
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
New York
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | P-8A Poseidon Identification Friend Foe Interrogator (IFFI) | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
P-8A Poseidon Identification Friend Foe Interrogator (IFFI)
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
New York
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | N0016426RLL11 – SOLE SOURCE - New and Repair of the MK-82 Director Lon | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
N0016426RLL11 – SOLE SOURCE - New and Repair of the MK-82 Director Long Life Gyroscope (Peanut Gyro)
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
New York
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | Pre-Solicitation Synopsis: Contract Modification OY3-OY4 Design Agent | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
Pre-Solicitation Synopsis: Contract Modification OY3-OY4 Design Agent Engineering Support
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
New York
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
||||||||
| ▶ | N0016426RLL11 – SOLE SOURCE - New and Repair of the MK-82 Director Lon | — | 334511 | Full & Open | — | ISR | NEW | 30% |
|
Full Title
N0016426RLL11 – SOLE SOURCE - New and Repair of the MK-82 Director Long Life Gyroscope (Peanut Gyro)
Pipeline Status
NEW
NAICS
334511 — Search/Detection/Navigation
Location
New York
Set-Aside
Full & Open Competition
Response Deadline
Not specified
Relevance Score
AI Summary
|
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