Top DoD service establishment equipment and supplies merchant wholesalers contractors
In the 12 months ending Oct 5, 2026, the Department of Defense obligated $3.9B in net prime contract dollars under NAICS 423850, down 15.1% from $4.5B in the preceding 12 months. 10 prime contractors received positive obligations, and 2 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 423850
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 | Atlantic Diving Supply, Inc. | $2.7B | $3.3B | 69.7% | — |
| 2 | W S Darley & Co | $917.4M | $682.7M | 23.8% | — |
| 3 | Supplycore LLC | $143.6M | $220.0M | 3.7% | ▲ 1 |
| 4 | Noble Supply & Logistics, LLC | $106.9M | $286.9M | 2.8% | ▼ 1 |
| 5 | Apex Pinnacle Corp | $262K | $0 | 0.0% | New |
| 6 | Seventh Genius LLC | $102K | $0 | 0.0% | New |
| 7 | Allsource Supply, Inc. | $20K | $0 | 0.0% | New |
| 8 | Sunbelt Fire Inc | $11K | $0 | 0.0% | New |
| 9 | Inchcape Shipping Services Dubai LLC | $10K | $209K | 0.0% | ▼ 3 |
| 10 | Jgils, LLC | $8K | $0 | 0.0% | New |
What changed in the last 12 months
Contractors with the largest change in reported obligations versus the preceding 12 months.
Largest gains
- W S Darley & Co$682.7M → $917.4M (+$234.8M) · now #2
- Apex Pinnacle Corp$0 → $262K (+$262K) · now #5
- Seventh Genius LLC$0 → $102K (+$102K) · now #6
Largest declines
- Atlantic Diving Supply, Inc.$3.3B → $2.7B (−$661.6M) · now #1
- Noble Supply & Logistics, LLC$286.9M → $106.9M (−$180.0M) · now #4
- Supplycore LLC$220.0M → $143.6M (−$76.4M) · now #3
New to this market
4 contractors received their first obligations in this market (since FY2022) during the latest 12 months. The largest:
| Contractor | First obligation | Latest 12 mo |
|---|---|---|
| Apex Pinnacle Corp | May 26, 2026 | $262K |
| Seventh Genius LLC | Jun 23, 2026 | $102K |
| Allsource Supply, Inc. | Jan 7, 2026 | $20K |
| Sunbelt Fire Inc | Feb 27, 2026 | $11K |
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 |
|---|---|---|---|
| Defense Logistics Agency | $3.9B | $4.5B | Down $683.0M (15.1%) |
| Department of the Army | $113K | $291K | Down $178K (61.1%) |
| Department of the Navy | $10K | $209K | Down $199K (95.2%) |
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 |
|---|---|---|---|
| SPE8EL26F148V | Atlantic Diving Supply, Inc. 4571158727!SRR T2 COMPETITION KIT | $52.9M | Jan 15, 2027 |
| SPE8EL26F10JL | Atlantic Diving Supply, Inc. 4570062575!FIXED SITE FPS CRITICAL SITE | $98.0M | Feb 1, 2027 |
| SPE8EL26F115Z | Atlantic Diving Supply, Inc. 4570386387!2.22.5 HZ 4DBI RUGGEDIZED ANTENNA; NATO | $90.6M | Feb 12, 2027 |
| SPE8EL25F19WF | Atlantic Diving Supply, Inc. 4569064763!ARDRONIS MULTIBAND JAMMER (MBJ)KOV44609 | $121.9M | Feb 22, 2027 |
| SPE8EL25FJ4NB | W S Darley & Co 4569564285!FUNCTION MODULE | $78.1M | Jul 22, 2027 |
| SPE8EL25F11X8 | Atlantic Diving Supply, Inc. 4567017635!KIT MANWEARABLE TLS | $76.4M | Sep 27, 2027 |
| SPE8EL26FJ4NT | W S Darley & Co 4572101166!KIT, 2-CH LOCODA SYSTEM | $103.2M | Sep 30, 2027 |
| SPE8EL26F14LM | Atlantic Diving Supply, Inc. 4571249755!RT2096A(P)(C)/U | $62.1M | Oct 29, 2027 |
| SPE8EL26F16YD | Atlantic Diving Supply, Inc. 4571658909!DAGIRV1 MOD01 (GREEN) FDE KIT01 | $57.3M | Feb 14, 2028 |
| SPE8EL26FJ4WS | W S Darley & Co 4572169185!SERVER, HIGH RELIABILITY ETHERNET | $72.3M | Mar 16, 2028 |
Common questions
Who are the top DoD contractors for NAICS 423850?
In the latest 12 months, Atlantic Diving Supply, Inc. ($2.7B), W S Darley & Co ($917.4M), Supplycore LLC ($143.6M) received the most DoD obligations for service establishment equipment and supplies merchant wholesalers.
How concentrated is this market?
The eight largest primes held 100.0% of positive obligations, and Atlantic Diving Supply, Inc. alone held 69.7%. 4 contractors won their first obligations in this market during the latest 12 months.
Are any large DoD NAICS 423850 contracts ending soon?
10 of the largest awards in this market reach their current end date in the next 18 months. The first is SPE8EL26F148V (Atlantic Diving Supply, Inc., $52.9M obligated), ending Jan 15, 2027. An end date is a research lead, not a confirmed recompete: options and extensions often move it.
Related markets
NAICS 423850 across all agencies
GSA · NAICS 423850
$60.6MFigures 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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