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Defense Manufacturing Contracts — March 06, 2026

Defense Manufacturing Contracts

By Gunpowder Editorial ·

1 total filings analysed

Executive Summary

Science and Engineering Services, LLC (SES), a small minority-owned firm, won an $85M full-and-open CBP aircraft contract, with $57.5M outlayed to date, providing clear revenue visibility through 2027 amid heavy subawarding ($69.5M across 22 subs). Firm-fixed-price structure and long execution timeline introduce material cost overrun risks. This underscores small business capabilities in defense aviation, warranting monitoring for CBP follow-on demand.

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Tracking the trend? Catch up on the prior Defense Manufacturing Contracts digest from March 04, 2026.

Investment Signals (1)

  • SES Secures $85M CBP Aircraft Order (HIGH)

    Small minority-owned SES won full open competition for Multirole Enforcement Aircraft, with full obligation and $57.5M outlayed, validating capabilities in NAICS 336411.

Risk Flags (2)

  • Execution [HIGH RISK]

    Firm-fixed-price terms risk losses if manufacturing costs exceed bid amid $69.5M subawards to 22 recipients.

  • Execution [MEDIUM RISK]

    Extended performance to Oct 2027 heightens delivery and integration uncertainties for CBP.

Opportunities (2)

  • $85M full obligation delivers revenue visibility through 2027 for SES in aircraft manufacturing.

  • CBP's multi-role enforcement aircraft focus may spawn follow-ons beyond this $85M order.

Sector Themes (1)

  • Minority-owned small business SES captured $85M full-open aircraft contract for CBP, bypassing larger primes via NAICS 336411 capabilities.

Watch List (2)

  • 👁

    {"entity"=>"Science and Engineering Services, LLC", "reason"=>"$85M CBP contract execution with high subaward reliance", "trigger"=>"outlays stalling below 70% or delays past 2026"}

  • 👁

    {"entity"=>"CBP Air and Marine Procurement", "reason"=>"Multi-role aircraft demand validated by $85M award", "trigger"=>"new solicitations or DHS budget hikes for border enforcement"}

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