Federal Market Intelligence · ISO week 2026-W17
DEPT OF DEFENSE NAICS 332 volume spike: +415.0%
Published 2026-05-21. 5,389 opportunities analyzed.
DEPT OF DEFENSE NAICS 332 volume spike: +415.0%
Federal procurement posted 5,389 opportunities totaling $9.0B in estimated dollar volume during the week of 2026-04-26 through 2026-05-03. The dominant buyer by dollar volume was DEPT OF DEFENSE at $5.8B, with 3801 solicitations (+425.0% vs. 90-day baseline). Leading NAICS-3 family: 332 with 726 solicitations totaling $94.7M. 48 notable signals surfaced across the five anomaly categories (15 volume spikes, 8 net-new buyers, 25 large-dollar opportunities, 0 tight-response solicitations, 0 IDIQ task-order concentrations). Average response window across the week: 18.6 days.
Volume spikes (agencies buying more this week)
- DEPT OF DEFENSE NAICS 332: 699 awards this week vs. a 90-day baseline of 135.72/week (+415.0%). Total dollar volume: $94.1M. Anchor:
e7a70a2441194ac587e34b577eedde98. Historical: $151.9M obligated last 12 months across 535 awards (-57.2% YoY). Top vendor: BIRD-JOHNSON PROPELLER COMPANY, LLC (7.0%). - DEPT OF DEFENSE NAICS 336: 542 awards this week vs. a 90-day baseline of 122.34/week (+343.0%). Total dollar volume: $219.9M. Anchor:
8773dbad7e054a46ad3160e894660db7. Historical: $15.1B obligated last 12 months across 110 awards (-36.4% YoY). Top vendor: THE BOEING COMPANY (45.2%). - DEPT OF DEFENSE NAICS 334: 508 awards this week vs. a 90-day baseline of 103.06/week (+392.9%). Total dollar volume: $44.5M. Anchor:
ee2a9899871e438e81163f762f94061a. Historical: $4.5B obligated last 12 months across 744 awards (-51.6% YoY). Top vendor: RAYTHEON COMPANY (20.5%). - DEPT OF DEFENSE NAICS 333: 489 awards this week vs. a 90-day baseline of 92.01/week (+431.5%). Total dollar volume: $57.7M. Anchor:
1206a0b0c04742659e6e36663c973f4c. Historical: $105.6M obligated last 12 months across 554 awards (-25.7% YoY). Top vendor: CAE USA INC. (19.9%). - DEPT OF DEFENSE NAICS 335: 286 awards this week vs. a 90-day baseline of 51.96/week (+450.5%). Total dollar volume: $26.9M. Anchor:
7d149fc4988a4d41a18a20891584f134. Historical: $30.8B obligated last 12 months across 2,774 awards (-37.3% YoY). Top vendor: THE BOEING COMPANY (24.5%). (Agency-only FPDS match; no NAICS-specific history found.)
Net-new buyers
Agency + NAICS combinations with ZERO 365-day baseline activity that posted in this window. Possible new mission-area entries.
- DOE - DOE NAICS 335: 6 awards. Anchor:
FC-89503426QWA001241. - HOMELAND SECURITY NAICS 811: 5 awards. Anchor:
7159f19ab7974db99b2d4939ed194ff2. - HOMELAND SECURITY NAICS 423: 4 awards. Anchor:
8e55ea1d835c444f8d8ec1122f31b452. - GENERAL SERVICES ADMINISTRATION NAICS 339: 3 awards. Anchor:
a88b22e051134cc7a2f144650d93bb02. - EDUCATION NAICS 541: 3 awards. Anchor:
fff68bdf05ab47f0ab667a9c1a5df115.
Large-dollar opportunities ($10M+)
44ce4f9ca23a48ae9a01213ff1b303a4: $1.1B -- DEPT OF DEFENSE (NAICS 483111). Historical: $30.8B obligated last 12 months across 2,774 awards (-37.3% YoY). Top vendor: THE BOEING COMPANY (24.5%). (Agency-only FPDS match; no NAICS-specific history found.)76c050001ddd4154b28756ce2dbc8ba6: $1.1B -- DEPT OF DEFENSE (NAICS 237990). Historical: $697.2M obligated last 12 months across 60 awards (-40.7% YoY). Top vendor: BFBC LLC (37.4%). Likely incumbent (heuristic exact-prefix match): ENVIREMEDIAL SERVICES, INC. onW51DQV25FA002, $649K total value, awarded 2025-07-08.301d35fe03404ac6ad3aec2215c3c893: $748.9M -- VETERANS AFFAIRS (NAICS 325412).c19c398156214db5beaf55b5630a4215: $746.0M -- DEPT OF DEFENSE (NAICS 483111). Historical: $30.8B obligated last 12 months across 2,774 awards (-37.3% YoY). Top vendor: THE BOEING COMPANY (24.5%). (Agency-only FPDS match; no NAICS-specific history found.)47e4b4e4c5f94c46a130c5b8e0caae7b: $716.2M -- DEPT OF DEFENSE (NAICS 811111). Historical: $30.8B obligated last 12 months across 2,774 awards (-37.3% YoY). Top vendor: THE BOEING COMPANY (24.5%). (Agency-only FPDS match; no NAICS-specific history found.)e994b65bce6b4a51b92b2716f80ab362: $602.0M -- VETERANS AFFAIRS (NAICS 339113). Historical: $260.2M obligated last 12 months across 209 awards (+322.6% YoY). Top vendor: FIRST NATION GROUP LLC (17.1%).5335d38e72bc459d9178eddafcf6ece9: $500.0M -- DEPT OF DEFENSE (NAICS 325998). Historical: $30.8B obligated last 12 months across 2,774 awards (-37.3% YoY). Top vendor: THE BOEING COMPANY (24.5%). (Agency-only FPDS match; no NAICS-specific history found.)049cd128d7874faf9506e34e84875575: $391.3M -- JUSTICE (NAICS 621420).
About this brief
This brief is a structured factual summary of the prior 7 days of SAM.gov bulk-ingest opportunities. Every number above traces back to either the aggregate buckets in the context.json the aggregator wrote, or a specific notice_id cited inline. The aggregator computes five deterministic anomaly categories (volume spikes, new buyers, large-dollar opportunities, tight-response solicitations, IDIQ task-order concentration). Editorial themes -- the "what this means for vendors" overlay a Cowork-driven Monday session adds on top -- are NOT included in templated briefs. A future Cowork session for the same ISO week may overwrite this brief with analyst prose; the structured signals stay intact across updates.
Enrichment layer
The sections below pull from the same data feeds the analyst session uses (FPDS trailing-12m + 24m award flow, multi-week recurrence detection, set-aside competition density). The voice is templated; the facts come straight from analyst_context.json.
Recurring themes (trailing 4 weeks)
Themes that repeated across multiple weeks of the trailing 4-week window. Counts are total signal occurrences; "weeks" is how many of the last 4 weeks the theme appeared in.
| Theme tag | Count | Weeks | Agencies | NAICS |
|---|---|---|---|---|
| large_dollar_homeland_security_236220 | 16 | 2 | HOMELAND SECURITY | 236220 |
| spike_dept_of_defense_332 | 12 | 12 | DEPT OF DEFENSE | 332 |
| spike_dept_of_defense_333 | 10 | 10 | DEPT OF DEFENSE | 333 |
| spike_dept_of_defense_334 | 10 | 10 | DEPT OF DEFENSE | 334 |
| spike_dept_of_defense_335 | 10 | 10 | DEPT OF DEFENSE | 335 |
| spike_dept_of_defense_336 | 9 | 9 | DEPT OF DEFENSE | 336 |
| large_dollar_veterans_affairs_325412 | 8 | 6 | VETERANS AFFAIRS | 325412 |
| spike_dept_of_defense_339 | 7 | 7 | DEPT OF DEFENSE | 339 |
Large-dollar deep dives
Top 6 largest-dollar opportunities in the window, each annotated with the likely incumbent (from FPDS trailing-12m award flow) and that vendor's other recent wins.
Operation and Maintenance (O&M) of T-AGS Vessels
- Agency: DEPT OF DEFENSE
- NAICS: 483111 · PSC: services
- Estimated value: $1.1B
- Solicitation:
N3220524R4088 - Notice ID:
44ce4f9ca23a48ae9a01213ff1b303a4
No likely-incumbent trailing-12m FPDS match found for this slice. Either the slice is genuinely new or FPDS coverage is partial.
RIO PUERTO NUEVO FLOOD CONTROL PROJECT, SUPPLEMENTAL CONTRACT 3: CHANNEL BOTTOM AND WALL IMPROVEMENTS PROJECT LOCATION: SAN JUAN, PUERTO RICO
- Agency: DEPT OF DEFENSE
- NAICS: 237990 · PSC: services
- Estimated value: $1.1B
- Solicitation:
W51DQV - Notice ID:
76c050001ddd4154b28756ce2dbc8ba6
No likely-incumbent trailing-12m FPDS match found for this slice. Either the slice is genuinely new or FPDS coverage is partial.
Indivior, Inc. 05/15/2026 - 05/14/2031
- Agency: VETERANS AFFAIRS
- NAICS: 325412 · PSC: products
- Estimated value: $748.9M
- Solicitation:
36F79726D0115 - Notice ID:
301d35fe03404ac6ad3aec2215c3c893
No likely-incumbent trailing-12m FPDS match found for this slice. Either the slice is genuinely new or FPDS coverage is partial.
Operations and Maintenance of T-AGOS / T-AGM
- Agency: DEPT OF DEFENSE
- NAICS: 483111 · PSC: services
- Estimated value: $746.0M
- Solicitation:
N3220524R4070 - Notice ID:
c19c398156214db5beaf55b5630a4215
No likely-incumbent trailing-12m FPDS match found for this slice. Either the slice is genuinely new or FPDS coverage is partial.
Abrams Integrated Logistics Services Contract Award
- Agency: DEPT OF DEFENSE
- NAICS: 811111 · PSC: services
- Estimated value: $716.2M
- Solicitation:
W912CH26D0035 - Notice ID:
47e4b4e4c5f94c46a130c5b8e0caae7b
No likely-incumbent trailing-12m FPDS match found for this slice. Either the slice is genuinely new or FPDS coverage is partial.
Pride Mobility-36F79726D0122-65II F Effective Dates 06-01-2026-05-31-2031
- Agency: VETERANS AFFAIRS
- NAICS: 339113 · PSC: products
- Estimated value: $602.0M
- Solicitation:
36F79726D0122 - Notice ID:
e994b65bce6b4a51b92b2716f80ab362
No likely-incumbent trailing-12m FPDS match found for this slice. Either the slice is genuinely new or FPDS coverage is partial.
Volume-spike deep dives
Top 6 (agency, NAICS-3) volume spikes in the window, each backed by trailing-24-month FPDS award flow and top vendor share. A spike without a top-vendor list is one we could not match to FPDS history -- treat as a new slice.
DEPT OF DEFENSE — NAICS 541
- This week: 143 opportunities posted
- Baseline: 24.4 opportunities/week (90-day prior window)
- Change: +485.5%
- Trailing 24m FPDS: 424 awards totaling $14.6B (match: agency_naics3)
Top vendors over trailing 24 months:
- THE MITRE CORPORATION — $1.1B (7.6% share)
- NORTHROP GRUMMAN SYSTEMS CORPORATION — $864.8M (5.9% share)
- PALANTIR USG INC — $862.3M (5.9% share)
- RAYTHEON COMPANY — $807.9M (5.5% share)
- TCOM, L.P. — $785.2M (5.4% share)
DEPT OF DEFENSE — NAICS 335
- This week: 286 opportunities posted
- Baseline: 52.0 opportunities/week (90-day prior window)
- Change: +450.5%
- Trailing 24m FPDS: 0 awards totaling $0 (match: none)
No matching FPDS award history for this slice. New buyer pattern.
DEPT OF DEFENSE — NAICS 333
- This week: 489 opportunities posted
- Baseline: 92.0 opportunities/week (90-day prior window)
- Change: +431.5%
- Trailing 24m FPDS: 609 awards totaling $247.8M (match: agency_naics3)
Top vendors over trailing 24 months:
- GENERAL DYNAMICS MISSION SYSTEMS, INC. — $74.1M (29.9% share)
- THE BOEING COMPANY — $37.3M (15.1% share)
- CAE USA INC. — $21.0M (8.5% share)
- CYMSTAR LLC — $16.8M (6.8% share)
- J.F. TAYLOR, INC. — $16.8M (6.8% share)
DEPT OF DEFENSE — NAICS 332
- This week: 699 opportunities posted
- Baseline: 135.7 opportunities/week (90-day prior window)
- Change: +415.0%
- Trailing 24m FPDS: 694 awards totaling $506.5M (match: agency_naics3)
Top vendors over trailing 24 months:
- BAE SYSTEMS LAND & ARMAMENTS L.P. — $192.4M (38.0% share)
- STARK AEROSPACE INC. — $73.6M (14.5% share)
- BIRD-JOHNSON PROPELLER COMPANY, LLC — $10.6M (2.1% share)
- WULCO INC — $8.8M (1.7% share)
- ADEPT FASTENERS INC — $8.2M (1.6% share)
DEPT OF DEFENSE — NAICS 339
- This week: 161 opportunities posted
- Baseline: 32.1 opportunities/week (90-day prior window)
- Change: +401.2%
- Trailing 24m FPDS: 539 awards totaling $1.7B (match: agency_naics3)
Top vendors over trailing 24 months:
- ATLANTIC DIVING SUPPLY, INC. — $679.8M (40.1% share)
- W S DARLEY & CO — $254.9M (15.0% share)
- IGOV TECHNOLOGIES, INC. — $123.1M (7.3% share)
- SUPPLYCORE LLC — $112.1M (6.6% share)
- DETROIT DEFENSE, INC. — $78.6M (4.6% share)
DEPT OF DEFENSE — NAICS 334
- This week: 508 opportunities posted
- Baseline: 103.1 opportunities/week (90-day prior window)
- Change: +392.9%
- Trailing 24m FPDS: 1,074 awards totaling $13.8B (match: agency_naics3)
Top vendors over trailing 24 months:
- RAYTHEON COMPANY — $5.7B (41.2% share)
- THE BOEING COMPANY — $757.2M (5.5% share)
- KONGSBERG DEFENCE & AEROSPACE AS — $656.7M (4.7% share)
- NORTHROP GRUMMAN SYSTEMS CORPORATION — $559.4M (4.0% share)
- LOCKHEED MARTIN CORPORATION — $532.6M (3.8% share)
Set-aside competition map
How crowded each set-aside lane is this week vs. the depth of the trailing-12-month vendor pool that has actually won work in that lane.
| Lane | This week | Distinct 12m vendors | Top 3 vendors (12m) |
|---|---|---|---|
| UNRESTRICTED | 5,389 | 0 | — |