Public companies
Government aviation-parts contract flow, by listed parent
Every federal aviation-parts contract action we track (FPDS, all agencies) attributed to the public company that owns the vendor: $55.5B across 36 listed parents in the last 52 weeks. Trailing 52 weeks against the prior 52, actions, 90-day flow, the Flow Score for the latest week, and FAA Airworthiness Directives naming their products. Rebuilt nightly. Data, not advice.
If you sell parts
See which primes and their units are winning in your supply classes and stock numbers this year, and who to be quoting against.
If you follow the industry
Contract flow by company, weekly, days after signature, long before it shows up in a quarterly report.
If you follow the stocks
A plain Outlook per company built only on what weeks like this one were followed by, with every past week shown. Honest where the answer is “no lean”.
How to read the Outlook and Flow columns
Flow now says whether the company's government contract wins this week are unusually strong, normal or weak compared with its own usual week, and whether that has been rising or falling over the last month.
Outlook is what has usually happened next in weeks like this one, for companies of this size, measured over every week since 2012: ▲ Leaning higher means the stock usually went on to beat the aerospace sector over the following month, often enough and by enough that chance is unlikely; ▼ Leaning lower is the reverse; — No lean means no consistent pattern, which is the honest reading most weeks and for most of the biggest names. Open a company for the numbers behind it.
It is a tendency in past data, not a forecast and not advice. The full method and track record are on the research page.
| Company | Obligated, 52 wks | Prior 52 | Change | Actions | Last 90 days | Outlook | Flow now | ADs, 12 mo | Last award |
|---|---|---|---|---|---|---|---|---|---|
| Lockheed Martin LMT · NYSE | $26.3B | $11.4B | +132% | 7,946 | $44.8M | — No lean | normal -0.1σ | — | 2026-09-27 |
| Boeing BA · NYSE | $18.5B | $3.1B | +499% | 5,522 | $198K | ▼ Leaning lower | unusually weak -1.6σ · rising | 50 | 2026-09-14 |
| RTX (Raytheon, Pratt & Whitney, Collins) RTX · NYSE | $2.6B | $3.8B | -32% | 2,037 | $4.9M | — No lean | exceptionally weak -3.9σ · falling | 6 | 2026-09-17 |
| GE Aerospace (incl. CFM International) GE · NYSE | $2.2B | $1.5B | +40% | 1,017 | $12.4M | — No lean | unusually weak -1.6σ · falling | 7 | 2026-09-17 |
| Northrop Grumman NOC · NYSE | $1.3B | $301.6M | +317% | 1,393 | — | — No lean | unusually weak -1.2σ | — | 2026-07-14 |
| L3Harris LHX · NYSE | $973.2M | $499.8M | +95% | 296 | $122.8M | — No lean | normal +0.7σ · rising | — | 2026-09-25 |
| Textron (Bell, Cessna, Beechcraft) TXT · NYSE | $811.1M | $202.3M | +301% | 731 | $54.1M | — No lean | normal +0.4σ | 17 | 2026-09-22 |
| Rolls-Royce RR.L · LSE | $451.2M | $282.7M | +60% | 235 | $17.9M | — No lean | normal +0.2σ | 12 | 2026-09-22 |
| Honeywell HON · NASDAQ | $291.4M | $412.2M | -29% | 1,308 | — | — No lean | unusually weak -1.3σ | — | 2026-06-29 |
| BAE Systems BA.L · LSE | $259.9M | $221.9M | +17% | 506 | $8.2M | — No lean | unusually weak -1.2σ | — | 2026-09-17 |
| Leidos LDOS · NYSE | $241.5M | $147.2M | +64% | 95 | — | — No lean | normal -0.7σ | — | 2026-06-16 |
| AeroVironment AVAV · NASDAQ | $225.2M | $77.5M | +191% | 56 | — | — No lean | normal -0.6σ | — | 2026-06-10 |
| Parker-Hannifin PH · NYSE | $217.2M | $293.7M | -26% | 938 | $4.4M | — No lean | exceptionally weak -3.7σ · falling | — | 2026-09-14 |
| Elbit Systems ESLT · NASDAQ | $209.4M | $2.2M | +9632% | 12 | — | — No lean | normal -0.4σ | — | 2026-06-16 |
| General Dynamics (Gulfstream) GD · NYSE | $193.4M | $839K | +22954% | 61 | $898K | — No lean | unusually weak -1.9σ · rising | 7 | 2026-09-24 |
| AAR Corp AIR · NYSE | $165.0M | $138.3M | +19% | 779 | $3.9M | — No lean | unusually weak -1.6σ | — | 2026-09-18 |
| Kratos KTOS · NASDAQ | $96.3M | $43.6M | +121% | 19 | — | — No lean | normal -0.4σ | — | 2026-06-23 |
| TransDigm TDG · NYSE | $90.7M | $69.2M | +31% | 393 | $2.5M | — No lean | unusually weak -2.0σ | — | 2026-09-09 |
| HEICO HEI · NYSE | $85.1M | $58.5M | +45% | 149 | — | — No lean | unusually weak -1.4σ | — | 2026-06-25 |
| Moog MOG-A · NYSE | $81.9M | $80.8M | +1% | 213 | — | — No lean | normal -0.5σ | — | 2026-06-23 |
| Airbus AIR.PA · Euronext | $69.3M | $8.0M | +761% | 282 | $29.0M | — No lean | normal +0.6σ | 122 | 2026-09-24 |
| Woodward WWD · NASDAQ | $56.5M | $50.3M | +12% | 144 | — | — No lean | normal -0.6σ | — | 2026-06-22 |
| Safran SAF.PA · Euronext | $38.6M | $40.3M | -4% | 157 | $4.5M | — No lean | normal -0.9σ | 6 | 2026-09-14 |
| Triumph Group TGI · NYSE | $30.0M | $56.7M | -47% | 106 | $2.2M | — No lean | normal -0.6σ · rising | — | 2026-09-01 |
| Thales HO.PA · Euronext | $26.9M | $1.9M | +1303% | 38 | — | — No lean | normal -0.7σ | — | 2026-06-26 |
| VSE Corporation VSEC · NASDAQ | $22.0M | $10.7M | +107% | 155 | $877K | — No lean | normal -0.7σ | — | 2026-08-18 |
| Curtiss-Wright CW · NYSE | $12.5M | $24.5M | -49% | 49 | $206K | — No lean | normal -0.4σ | — | 2026-09-21 |
| Mercury Systems MRCY · NASDAQ | $10.5M | $693K | +1421% | 21 | — | — No lean | normal -0.2σ | — | 2026-06-11 |
| Leonardo LDO.MI · Borsa Italiana | $1.8M | — | — | 9 | $19K | — No lean | normal -0.3σ · rising | 11 | 2026-09-11 |
| Howmet Aerospace HWM · NYSE | $435K | $198K | +119% | 7 | — | — No lean | normal -0.2σ | — | 2026-03-18 |
| Ducommun DCO · NYSE | $144K | $72K | +100% | 2 | — | — No lean | normal -0.2σ | — | 2026-05-27 |
| Rheinmetall RHM.DE · XETRA | $106K | $78K | +35% | 8 | — | — No lean | normal -0.3σ | — | 2026-06-15 |
| SAIC SAIC · NASDAQ | $80K | $171K | -53% | 4 | — | — No lean | normal -0.1σ | — | 2026-04-27 |
| Dassault Aviation AM.PA · Euronext | — | — | — | 0 | — | — | — | 9 | — |
| Embraer ERJ · NYSE | — | — | — | 0 | — | — | — | 5 | — |
| Bombardier BBD-B.TO · TSX | — | — | — | 1 | — | — No lean | normal +0.1σ | 33 | 2026-05-08 |
Outlook is the historical tendency of weeks like the current one for companies of that size, from our published study; “no lean” means the record shows no consistent move. It is not a forecast and not advice. Attribution is by vendor name against a curated map of 46 listed parents and their known subsidiaries, so joint ventures and recent acquisitions can be missed or double-counted. Obligations are FPDS aviation-parts actions above the micro-purchase threshold; DLA line-item awards are shown on each company page separately. This is a record of public contracting data. It is not investment advice and PartsAndPlanes makes no recommendation about any security.
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