Top DoD aircraft manufacturing contractors
In the 12 months ending Oct 5, 2026, the Department of Defense obligated $44.9B in net prime contract dollars under NAICS 336411, down 25.5% from $60.2B in the preceding 12 months. 507 prime contractors received positive obligations, and 4 of them accounted for 80% of that spend.
Prime contracts funded by the Department of Defense. Latest 12 months: Oct 6, 2025 to Oct 5, 2026. Source: USAspending.gov.
DoD publishes contract data to USAspending with a 90-day delay, so the most recent months understate DoD activity.
Obligations by fiscal year
Net prime contract obligations by federal fiscal year (October to September).
Top DoD contractors for NAICS 336411
Ranked by positive obligations in the latest 12 months. Share is of all positive obligations in this market.
| # | Contractor | Latest 12 mo | Prior 12 mo | Share | Rank change |
|---|---|---|---|---|---|
| 1 | The Boeing Company | $20.5B | $12.0B | 45.6% | ▲ 1 |
| 2 | Lockheed Martin Corporation | $12.3B | $33.1B | 27.4% | ▼ 1 |
| 3 | Sikorsky Aircraft Corporation | $2.5B | $4.0B | 5.7% | — |
| 4 | Bell Textron Inc | $1.8B | $1.3B | 4.0% | ▲ 2 |
| 5 | Sierra Nevada Company, LLC | $1.6B | $1.5B | 3.5% | — |
| 6 | RTX Corporation | $1.2B | $18.8M | 2.7% | ▲ 34 |
| 7 | General Atomics Aeronautical Systems, Inc. | $842.8M | $982.4M | 1.9% | — |
| 8 | Lockheed Martin Corp | $602.1M | $2.2B | 1.3% | ▼ 4 |
| 9 | Bell Boeing Joint Project Office | $499.4M | $436.5M | 1.1% | ▲ 1 |
| 10 | Northrop Grumman Systems Corp | $480.0M | $472.5M | 1.1% | ▼ 1 |
| 11 | Aerovironment, Inc | $461.3M | $436.5M | 1.0% | — |
| 12 | Napatree Technology LLC | $265.7M | $0 | 0.6% | New |
| 13 | Northrop Grumman Systems Corporation | $192.9M | $838.9M | 0.4% | ▼ 5 |
| 14 | Griffon Aerospace, Inc. | $165.7M | $1.1M | 0.4% | ▲ 84 |
| 15 | l3harris Technologies Integrated Systems L.P. | $163.6M | $307.7M | 0.4% | ▼ 2 |
What changed in the last 12 months
Contractors with the largest change in reported obligations versus the preceding 12 months.
Largest gains
- The Boeing Company$12.0B → $20.5B (+$8.4B) · now #1
- RTX Corporation$18.8M → $1.2B (+$1.2B) · now #6
- Bell Textron Inc$1.3B → $1.8B (+$492.7M) · now #4
Largest declines
- Lockheed Martin Corporation$33.1B → $12.3B (−$20.8B) · now #2
- Lockheed Martin Corp$2.2B → $602.1M (−$1.6B) · now #8
- Sikorsky Aircraft Corporation$4.0B → $2.5B (−$1.5B) · now #3
New to this market
92 contractors received their first obligations in this market (since FY2022) during the latest 12 months. The largest:
| Contractor | First obligation | Latest 12 mo |
|---|---|---|
| Napatree Technology LLC | Feb 10, 2026 | $265.7M |
| Kraus Hamdani Aerospace, Inc. | Apr 7, 2026 | $20.2M |
| Redwire Defense Tech Operations, LLC | May 2, 2026 | $17.3M |
| Thrush Aircraft, LLC | May 4, 2026 | $12.0M |
| Allthingsflying, LLC | Jul 2, 2026 | $9.0M |
| Integrate DG LLC | Apr 30, 2026 | $4.0M |
| Dronivo Gmbh | Dec 5, 2025 | $3.1M |
| Rogue Industries LLC | Apr 10, 2026 | $2.6M |
Where the money comes from
Funding sub-agencies within the Department of Defense, latest 12 months. The funding organization can differ from the office that runs the requirement.
| Funding sub-agency | Latest 12 mo | Prior 12 mo | Change |
|---|---|---|---|
| Department of the Navy | $19.2B | $37.1B | Down $17.8B (48.1%) |
| Department of the Air Force | $17.8B | $17.8B | Up $20.1M (0.1%) |
| Department of the Army | $7.2B | $4.8B | Up $2.4B (51.1%) |
| Organization of the Joint Chiefs of Staff | $286.2M | $0 | New |
| U.S. Special Operations Command | $212.0M | $285.9M | Down $73.9M (25.8%) |
| Defense Logistics Agency | $124.8M | $319.0M | Down $194.2M (60.9%) |
Potential recompetes
Large awards in this market whose current period of performance ends in the next 18 months. Treat these as research leads: options, extensions, and follow-on vehicles often change the timing.
| Award | Incumbent | Obligated | Current end |
|---|---|---|---|
| FA862914C2403 | Sikorsky Aircraft Corporation ACAT 1D - CRH | $2.6B | Dec 31, 2026 |
| N0001917C0015 | Bell Boeing Joint Project Office CMV-22 PRODUCTION LOT 22 LONG LEAD-TIME ITEMS | $2.0B | Apr 30, 2027 |
| FA862522F3027 | Lockheed Martin Corp C-130J ADD AIRCRAFTS FY22 CONGRESSIONAL | $1.9B | Apr 30, 2027 |
| FA862511C6600 | The Boeing Company KC-X MODERNIZATION PROGRAM | $11.7B | Jul 31, 2027 |
| N0001920C0047 | Sikorsky Aircraft Corporation CH-53K LRIP LOT 5/6 LONG LEAD ITEMS | $1.3B | Aug 31, 2027 |
| W58RGZ23C0001 | Bell Textron Inc THE FUTURE VERTICAL LIFT (FVL) FLRAA CAPABILITY SET THREE IS A PRE-MAJOR DEFENSE ACQUISITION PROGRAM (ACAT 1C) COMMISSIONED TO DEVELOP AND FIELD THE NEXT GENERATION OF AFFORDABLE… | $4.0B | Nov 15, 2027 |
| N0001921C0020 | Lockheed Martin Corporation FY21-23 GLOBAL F-35 AIR SYSTEM SUSTAINMENT | $5.9B | Dec 31, 2027 |
| W58RGZ22C0010 | Sikorsky Aircraft Corporation BLACK HAWK MY X PRODUCTION AIRCRAFT. FOREIGN MILITARY SALES. | $4.7B | Dec 31, 2027 |
| FA863421F0023 | The Boeing Company F15EX LOT 2 LONG LEAD-ITEMS | $1.1B | Dec 31, 2027 |
| FA863418C2701 | The Boeing Company F-15, FMS, F-15QA AIR VEHICLE DEVELOPMENT | $1.3B | Feb 7, 2028 |
Common questions
Who are the top DoD contractors for NAICS 336411?
In the latest 12 months, The Boeing Company ($20.5B), Lockheed Martin Corporation ($12.3B), Sikorsky Aircraft Corporation ($2.5B) received the most DoD obligations for aircraft manufacturing.
How concentrated is this market?
The eight largest primes held 92.0% of positive obligations, and The Boeing Company alone held 45.6%. 92 contractors won their first obligations in this market during the latest 12 months.
Are any large DoD NAICS 336411 contracts ending soon?
10 of the largest awards in this market reach their current end date in the next 18 months. The first is FA862914C2403 (Sikorsky Aircraft Corporation, $2.6B obligated), ending Dec 31, 2026. An end date is a research lead, not a confirmed recompete: options and extensions often move it.
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$10.4MFigures are net obligations on prime contracts (award types A–D) from USAspending.gov, grouped by funding agency and the NAICS code on each award. Net obligations include deobligations and corrections, so they can differ from positive-obligation totals. See methodology.
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