DEPT OF DEFENSE NAICS 332 volume spike: +335.1%

Federal procurement posted 7,776 opportunities totaling $112.0B in estimated dollar volume during the week of 2026-05-10 through 2026-05-17. The dominant buyer by dollar volume was DEPT OF DEFENSE at $8.6B, with 5753 solicitations (+284.6% vs. 90-day baseline). Leading NAICS-3 family: 332 with 1309 solicitations totaling $72.0M. 44 notable signals surfaced across the five anomaly categories (15 volume spikes, 4 net-new buyers, 25 large-dollar opportunities, 0 tight-response solicitations, 0 IDIQ task-order concentrations). Average response window across the week: 15.7 days.

Volume spikes (agencies buying more this week)

• DEPT OF DEFENSE NAICS 332: 1262 awards this week vs. a 90-day baseline of 290.03/week (+335.1%). Total dollar volume: $71.8M. Anchor: fcb56cf5a4754c4e98eee561e699ad4c. 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: 822 awards this week vs. a 90-day baseline of 232.48/week (+253.6%). Total dollar volume: $100.2M. Anchor: f028f29638754b578abe03e10fb04da9. 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: 782 awards this week vs. a 90-day baseline of 218.17/week (+258.4%). Total dollar volume: $117.7M. Anchor: 5f0f919913054d9d9d8c13102e40aad1. Historical: $4.5B obligated last 12 months across 744 awards (-51.6% YoY). Top vendor: RAYTHEON COMPANY (20.5%).
• DEPT OF DEFENSE NAICS 333: 650 awards this week vs. a 90-day baseline of 193.59/week (+235.8%). Total dollar volume: $39.5M. Anchor: 99da76ec8fca4d0f9a1584ce9f246e97. 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: 433 awards this week vs. a 90-day baseline of 116.2/week (+272.6%). Total dollar volume: $27.0M. Anchor: 78d7fec0b3164674a2a87910910c3986. 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.

• JUSTICE NAICS 112: 5 awards. Anchor: bda23070d10d445b9a6bea004de70bee.
• DOE - DOE NAICS 333: 4 awards. Anchor: FC-89503426QWA001262.
• LABOR NAICS 238: 4 awards. Anchor: ca7f9af0a74e4e0f9c0e2f3a49a7d1d1.
• STATE NAICS 512: 3 awards. Anchor: 2cd162814e2a4bfe9bf798ccf0b8db33.

Large-dollar opportunities ($10M+)

• eadec0447cb542eb985a7de255ad9d08: $10.0B -- HOMELAND SECURITY (NAICS 236220). Historical: $27.0B obligated last 12 months across 45 awards (+4722.9% YoY). Top vendor: FISHER SAND & GRAVEL CO (38.5%).
• 8e5cf5b594b0483b904482e736647273: $10.0B -- HOMELAND SECURITY (NAICS 236220). Historical: $27.0B obligated last 12 months across 45 awards (+4722.9% YoY). Top vendor: FISHER SAND & GRAVEL CO (38.5%).
• 63d6b997cff54cda93110e73379f478e: $10.0B -- HOMELAND SECURITY (NAICS 236220). Historical: $27.0B obligated last 12 months across 45 awards (+4722.9% YoY). Top vendor: FISHER SAND & GRAVEL CO (38.5%).
• 73dc5f9fff6244b7b0d30ff5f16fafc5: $10.0B -- HOMELAND SECURITY (NAICS 236220). Historical: $27.0B obligated last 12 months across 45 awards (+4722.9% YoY). Top vendor: FISHER SAND & GRAVEL CO (38.5%).
• 16ea9052f334494c9f23c093c868b02d: $10.0B -- HOMELAND SECURITY (NAICS 236220). Historical: $27.0B obligated last 12 months across 45 awards (+4722.9% YoY). Top vendor: FISHER SAND & GRAVEL CO (38.5%).
• 87bac3a511084b269282efc81b2efe39: $10.0B -- HOMELAND SECURITY (NAICS 236220). Historical: $27.0B obligated last 12 months across 45 awards (+4722.9% YoY). Top vendor: FISHER SAND & GRAVEL CO (38.5%).
• 456e79321a834ce0aad40101fef86840: $10.0B -- HOMELAND SECURITY (NAICS 236220). Historical: $27.0B obligated last 12 months across 45 awards (+4722.9% YoY). Top vendor: FISHER SAND & GRAVEL CO (38.5%).
• 6e847c2539724bb0b83db756a0e02657: $10.0B -- HOMELAND SECURITY (NAICS 236220). Historical: $27.0B obligated last 12 months across 45 awards (+4722.9% YoY). Top vendor: FISHER SAND & GRAVEL CO (38.5%).

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.

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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.

CBP Design-Build Construction IDIQ

• Agency: HOMELAND SECURITY
• NAICS: 236220 · PSC: services
• Estimated value: $10.0B
• Solicitation: 20158003
• Notice ID: eadec0447cb542eb985a7de255ad9d08

No likely-incumbent trailing-12m FPDS match found for this slice. Either the slice is genuinely new or FPDS coverage is partial.

CBP Design-Build Construction IDIQ

• Agency: HOMELAND SECURITY
• NAICS: 236220 · PSC: services
• Estimated value: $10.0B
• Solicitation: 20158007
• Notice ID: 8e5cf5b594b0483b904482e736647273

No likely-incumbent trailing-12m FPDS match found for this slice. Either the slice is genuinely new or FPDS coverage is partial.

CBP Design-Build Construction IDIQ

• Agency: HOMELAND SECURITY
• NAICS: 236220 · PSC: services
• Estimated value: $10.0B
• Solicitation: 20158002
• Notice ID: 63d6b997cff54cda93110e73379f478e

No likely-incumbent trailing-12m FPDS match found for this slice. Either the slice is genuinely new or FPDS coverage is partial.

CBP Design-Build Construction IDIQ

• Agency: HOMELAND SECURITY
• NAICS: 236220 · PSC: services
• Estimated value: $10.0B
• Solicitation: 20158000
• Notice ID: 73dc5f9fff6244b7b0d30ff5f16fafc5

No likely-incumbent trailing-12m FPDS match found for this slice. Either the slice is genuinely new or FPDS coverage is partial.

CBP Design-Build Construction IDIQ

• Agency: HOMELAND SECURITY
• NAICS: 236220 · PSC: services
• Estimated value: $10.0B
• Solicitation: 20158009
• Notice ID: 16ea9052f334494c9f23c093c868b02d

No likely-incumbent trailing-12m FPDS match found for this slice. Either the slice is genuinely new or FPDS coverage is partial.

CBP Design-Build Construction IDIQ

• Agency: HOMELAND SECURITY
• NAICS: 236220 · PSC: services
• Estimated value: $10.0B
• Solicitation: 20158001
• Notice ID: 87bac3a511084b269282efc81b2efe39

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 339

• This week: 254 opportunities posted
• Baseline: 58.1 opportunities/week (90-day prior window)
• Change: +337.2%
• 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 332

• This week: 1,262 opportunities posted
• Baseline: 290.0 opportunities/week (90-day prior window)
• Change: +335.1%
• 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 541

• This week: 193 opportunities posted
• Baseline: 46.3 opportunities/week (90-day prior window)
• Change: +317.0%
• 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: 433 opportunities posted
• Baseline: 116.2 opportunities/week (90-day prior window)
• Change: +272.6%
• Trailing 24m FPDS: 0 awards totaling $0 (match: none)

No matching FPDS award history for this slice. New buyer pattern.

DEPT OF DEFENSE — NAICS 561

• This week: 106 opportunities posted
• Baseline: 29.0 opportunities/week (90-day prior window)
• Change: +265.4%
• Trailing 24m FPDS: 0 awards totaling $0 (match: none)

No matching FPDS award history for this slice. New buyer pattern.

DEPT OF DEFENSE — NAICS 334

• This week: 782 opportunities posted
• Baseline: 218.2 opportunities/week (90-day prior window)
• Change: +258.4%
• 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	7,776	0	—