Department of War ContractsDoubao · 实盘不做把握 8/10不做原因:风险收益比不佳
北京时间·🕒 发布 05:00:24(美东 10-16 17:00)·⟳ 抓取 05:18:40 +18m16s·⚡ 决策 10-17 05:20:25 +1m45s·10.5 天前
美国防部10月16日合同汇总:54亿美元假想敌空中支援IDIQ等多项合同,对公开上市公司均无实质增量
这是一份例行的国防部每日合同汇总:金额最大的54亿美元CAF-CAS IDIQ授予三家非上市小企业,且是上限框架、授奖时仅3000美元资金义务;涉及上市公司的波音(8000万美元IDIQ、零资金义务)、HII(1619万美元既有合同任务订单)、Granite(3237万美元既有合同修改)、L3Harris(仅日期更正)相对各自收入/市值均无实质增量,无预期差,不构成可交易催化。
📄 原文Department of War Contracts↗ 原文
Contracts for Oct. 16, 2026
AIR FORCE KestrelX LLC,* Driggs, Idaho (FA4890-27-D-0003); A2G International LLC,* Melbourne, Florida (FA4890-27-D-0002…
不做 波音(BA.US)
MQ-25A 8000万美元为多年not-to-exceed IDIQ且授奖时零资金义务,对波音收入/市值无实质增量,属例行项目延续,无预期差
不做 HII(亨廷顿·英格尔斯)(HII.US)
1619万美元为既有RCOH合同下小额任务订单,占年收入不足0.02%,纯例行执行,无可交易edge
不做 Granite Construction(GVA.US)
3237万美元是既有民用工程合同因地质条件的修改追加而非新中标,累计合同2.39亿美元,增量小且无surprise
不做 CAF-CAS三家小企业及其他非上市承包商(N/A)
54亿美元IDIQ授予KestrelX/A2G/FAST三家非上市小企业(共享上限、授奖仅3000美元资金义务),其余Sustech/Gaithersburg Farmers/Kandor亦为非上市小企业,无可交易证券
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
国防部例行合同清单中,唯一大额54亿美元IDIQ归非上市小企业且授奖时几乎无资金到位;上市公司拿到的均为占收入极小比例的多年框架/既有合同追加或纯日期更正,无正edge,回避。
🔎 新鲜度:最早出现 2026-10-15 · 扩散 low · price-in 风险 low ↗
消息传播链
- 国防部官方每日合同汇总原始披露;CAF-CAS等合同授奖日为10月15日,此为汇总公开发布节点,未见其它来源提前报道。市场反应:发布时美股已收盘,盘后未见与本清单相关的个股显著异动(事项不重大,未另取行情)
关键理由
- 波音/HII/Granite/L3Harris所涉合同相对各自年收入(数百亿至千亿美元级)占比均在0.1%上下或更低,且多为既有合同追加、零初始资金义务或日期更正,无业绩弹性
主要风险
- 54亿美元CAF-CAS为三家共享上限而非确定收入,未来任务订单分配可能多年逐步落地;若后续发现中标方存在上市公司控制关系需重新评估
反向证据
- 做多前查反向 · 来源 web · 影响 none
本汇总为增量合同授予,本身无负面;但反向核查的意义有限——即使无利空,正向重大性也不足,不构成做多理由
检索:波音 MQ-25 订单 2026 削减/延期 风险;Granite Sacramento Weir 合同问题
先例如何影响了这次决策
对本次决策的影响:先例缺失不改变结论:重大性维度已足以AVOID,方向与幅度均无edge
方向:无可参考先例;本类国防部例行小额合同/日期更正历史上不构成个股方向性催化,无需为不重大事件专门跑先例面板
涨幅量级:不适用:所有上市公司相关合同占年收入比例均在0.1%量级以下,幅度不具交易意义
形态:无
工具执行结果 · 成功 2 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 10 ms
{"result": "search_processed_events:agent query=`boeing mq-25a stingray $80 million idiq n0001927d1006 navy contract october 2026 | combat air force contracted air support $5.4 billion idiq kestrelx a2g fleet adversary support tr`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agen - web_search 成功 doubao_search · 912 ms
豆包搜索结果(原始查询:KestrelX LLC A2G International "Fleet Adversary Support and Training" Combat Air Force Contracted Air Support parent company publicly traded;API SearchType:web)
原文全文
展开原文 · 5,162 字
AIR FORCE
KestrelX LLC,* Driggs, Idaho (FA4890-27-D-0003); A2G International LLC,* Melbourne, Florida (FA4890-27-D-0002); and Fleet Adversary Support and Training LLC,* St. Augustine, Florida (FA4890-27-D-0001), were awarded a ceiling $5,400,000,000 indefinite-delivery/indefinite-quantity contract for the Combat Air Force Contracted Air Support Program. This contract provides for adversary air and close air support services. Work will be performed throughout the continental U.S. and is expected to be completed by Oct. 8, 2029. These contracts were competitive acquisitions, and three offers were received. Fiscal 2027 operations and maintenance funds in the amount of $3,000 are being obligated at the time of award. The Acquisition Management and Integration Center, Langley Air Force Base, Virginia, is the contracting activity. (Awarded on Oct. 15, 2026)
CORRECTION: The $33,141,075 contract modification (P00380) awarded to L3Harris Technologies Inc., Colorado Springs, Colorado, announced on Oct. 13, 2026, was actually awarded on Oct. 16, 2026.
NAVY
The Boeing Co., St. Louis, Missouri, is awarded a not-to-exceed $80,000,000 cost-plus-fixed-fee, cost-no-fee, indefinite-delivery/indefinite-quantity contract for system improvements, configuration development, integration, production readiness, and sustainment in support of the Navy's MQ-25A Stingray unmanned aircraft system. This contract supports the continued development and integration of aircraft system configurations to maintain and improve MQ-25A capabilities. Work will be performed in St. Louis, Missouri, and is expected to be completed in October 2031. No funds will be obligated at the time of award; funds will be obligated on individual orders as they are issued. This contract was not competitively procured. Naval Air Systems Command, Patuxent River, Maryland, is the contracting activity (N0001927D1006).
HII Mission Technologies Corp., Virginia Beach, Virginia, is awarded a $16,191,130 cost-plus-fixed-fee delivery order (N6279327F7512) as part of a previously awarded contract (N0002426D4103) to provide execution for the USS Harry S. Truman (CVN 75) Refueling Complex Overhaul (RCOH) and elevator support unit. Work includes maintenance and operator training, technical and repair support to ship's force during the RCOH for the maintenance, operation, repair, training and testing of the following equipment in accordance with Section C of the basic contract: aircraft elevators, weapons elevators, deck edge doors, hangar bay divisional doors and vertical package conveyors and associated handling equipment/systems. Work will be performed in Newport News, Virginia, and is expected to be completed by June 2027. Fiscal 2027 shipbuilding and conversion, (Navy) funding in the amount of $11,023,028 was obligated at time of award and will not expire at the end of the current fiscal year. Supervisor of Shipbuilding, Conversion and Repair, Newport News, Virginia, is the contracting activity.
ARMY
Granite Construction Co. Inc., Watsonville, California, was awarded a $32,368,584 modification (P00015) to contract W91238-23-C-0014 for construction of a new northern abutment to the Sacramento Weir Widening project to address unforeseen geotechnical conditions and related engineering changes. The modification brings the total cumulative face value of the contract to $239,133,774. Work will be performed in West Sacramento, California, with an estimated completion date of Nov. 29, 2027. Fiscal 2027 civil construction funds in the amount of $32,368,584 were obligated at the time of the award. U.S. Army Corps of Engineers, Sacramento, California, is the contracting activity.
Sustech LLC,* Trujillo Alto, Puerto Rico, was awarded a $16,017,438 firm-fixed-price contract to construct a 21,117-square-foot engineering housing maintenance shop facility for maintenance and repair of buildings, roadways, grounds and utility. Bids were solicited via the internet with nine received. Work will be performed in Salinas, Puerto Rico, with an estimated completion date of Oct. 15, 2028. Fiscal 2023 military construction, Army National Guard funds in the amount of $16,017,438 were obligated at the time of the award. National Guard Bureau's Directorate of Acquisitions, Operational Contracting Division, Arlington, Virginia is the contracting activity (W912LR-27-C-A001).
DEFENSE LOGISTICS AGENCY
UPDATE: Gaithersburg Farmers Supply Inc.,* Gaithersburg, Maryland (SPE8EC-27-D-00030, $86,000,000), has been added as an awardee to the multiple award contract for agricultural equipment, issued against solicitation SPE8EC-21-R-0006 and awarded July 29, 2022. The contracting activity is Defense Logistics Agency Troop Support, Philadelphia, Pennsylvania.
CORRECTION: The contract announced on Sept. 15, 2026, for Kandor Manufacturing Inc.,** Arecibo, Puerto Rico (SPE1C1‐23‐D‐0008 P00030), for $57,004,800 was announced with an incorrect award date. The correct award date is Oct. 8, 2026. The contracting activity is Defense Logistics Agency Troop Support, Philadelphia, Pennsylvania.
* Small Business
**Woman-owned small business in historically underutilized business zone
KestrelX LLC,* Driggs, Idaho (FA4890-27-D-0003); A2G International LLC,* Melbourne, Florida (FA4890-27-D-0002); and Fleet Adversary Support and Training LLC,* St. Augustine, Florida (FA4890-27-D-0001), were awarded a ceiling $5,400,000,000 indefinite-delivery/indefinite-quantity contract for the Combat Air Force Contracted Air Support Program. This contract provides for adversary air and close air support services. Work will be performed throughout the continental U.S. and is expected to be completed by Oct. 8, 2029. These contracts were competitive acquisitions, and three offers were received. Fiscal 2027 operations and maintenance funds in the amount of $3,000 are being obligated at the time of award. The Acquisition Management and Integration Center, Langley Air Force Base, Virginia, is the contracting activity. (Awarded on Oct. 15, 2026)
CORRECTION: The $33,141,075 contract modification (P00380) awarded to L3Harris Technologies Inc., Colorado Springs, Colorado, announced on Oct. 13, 2026, was actually awarded on Oct. 16, 2026.
NAVY
The Boeing Co., St. Louis, Missouri, is awarded a not-to-exceed $80,000,000 cost-plus-fixed-fee, cost-no-fee, indefinite-delivery/indefinite-quantity contract for system improvements, configuration development, integration, production readiness, and sustainment in support of the Navy's MQ-25A Stingray unmanned aircraft system. This contract supports the continued development and integration of aircraft system configurations to maintain and improve MQ-25A capabilities. Work will be performed in St. Louis, Missouri, and is expected to be completed in October 2031. No funds will be obligated at the time of award; funds will be obligated on individual orders as they are issued. This contract was not competitively procured. Naval Air Systems Command, Patuxent River, Maryland, is the contracting activity (N0001927D1006).
HII Mission Technologies Corp., Virginia Beach, Virginia, is awarded a $16,191,130 cost-plus-fixed-fee delivery order (N6279327F7512) as part of a previously awarded contract (N0002426D4103) to provide execution for the USS Harry S. Truman (CVN 75) Refueling Complex Overhaul (RCOH) and elevator support unit. Work includes maintenance and operator training, technical and repair support to ship's force during the RCOH for the maintenance, operation, repair, training and testing of the following equipment in accordance with Section C of the basic contract: aircraft elevators, weapons elevators, deck edge doors, hangar bay divisional doors and vertical package conveyors and associated handling equipment/systems. Work will be performed in Newport News, Virginia, and is expected to be completed by June 2027. Fiscal 2027 shipbuilding and conversion, (Navy) funding in the amount of $11,023,028 was obligated at time of award and will not expire at the end of the current fiscal year. Supervisor of Shipbuilding, Conversion and Repair, Newport News, Virginia, is the contracting activity.
ARMY
Granite Construction Co. Inc., Watsonville, California, was awarded a $32,368,584 modification (P00015) to contract W91238-23-C-0014 for construction of a new northern abutment to the Sacramento Weir Widening project to address unforeseen geotechnical conditions and related engineering changes. The modification brings the total cumulative face value of the contract to $239,133,774. Work will be performed in West Sacramento, California, with an estimated completion date of Nov. 29, 2027. Fiscal 2027 civil construction funds in the amount of $32,368,584 were obligated at the time of the award. U.S. Army Corps of Engineers, Sacramento, California, is the contracting activity.
Sustech LLC,* Trujillo Alto, Puerto Rico, was awarded a $16,017,438 firm-fixed-price contract to construct a 21,117-square-foot engineering housing maintenance shop facility for maintenance and repair of buildings, roadways, grounds and utility. Bids were solicited via the internet with nine received. Work will be performed in Salinas, Puerto Rico, with an estimated completion date of Oct. 15, 2028. Fiscal 2023 military construction, Army National Guard funds in the amount of $16,017,438 were obligated at the time of the award. National Guard Bureau's Directorate of Acquisitions, Operational Contracting Division, Arlington, Virginia is the contracting activity (W912LR-27-C-A001).
DEFENSE LOGISTICS AGENCY
UPDATE: Gaithersburg Farmers Supply Inc.,* Gaithersburg, Maryland (SPE8EC-27-D-00030, $86,000,000), has been added as an awardee to the multiple award contract for agricultural equipment, issued against solicitation SPE8EC-21-R-0006 and awarded July 29, 2022. The contracting activity is Defense Logistics Agency Troop Support, Philadelphia, Pennsylvania.
CORRECTION: The contract announced on Sept. 15, 2026, for Kandor Manufacturing Inc.,** Arecibo, Puerto Rico (SPE1C1‐23‐D‐0008 P00030), for $57,004,800 was announced with an incorrect award date. The correct award date is Oct. 8, 2026. The contracting activity is Defense Logistics Agency Troop Support, Philadelphia, Pennsylvania.
* Small Business
**Woman-owned small business in historically underutilized business zone
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