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DEFENSE & AEROSPACE

Senate adds $22B to defense bill.

Senate appropriators just upped the FY26 defense budget to $852.5B—tacking on $21.7B to cover munitions, shipbuilding, and some eyebrow-raising accounting errors. The House stuck to the Pentagon’s original $831.5B ask, so expect fireworks when the two chambers meet. See also: “Fund first, ask questions later.”

Army consolidates contracts: Palantir lands $10B enterprise deal.

The Army just rolled 75 contracts into one mega-deal with Palantir, streamlining software buys and unlocking up to $10B in potential purchases over 10 years. Officials say it’s about flexibility, transparency, and saving taxpayer dollars.

Pentagon wants $150M to fast-track Air Force One.

The Pentagon’s asking Congress to shift $150M to speed up delivery of the new Air Force One jets—two years ahead of schedule. The funding would cover long-lead spares and support gear, all part of a $5.4B reprogramming request.

ICYMI:

Defense Contract Awards

  • NOC inked a $180M in contracts for Next-gen Mission Planning Systems.

  • UDRI booked a $98.5M Counter-targeting Enhancement Research deal.

  • Maximus was awarded a $77M DOD Cybersecurity Services deal.

  • HII secured a $74M USSF Simulation contract.

Follow the Defense Leaders

  • Edgewater Federal welcomed its new NSS BD-VP.

  • Antenna Research Associate selected a new CFO.

Defense Job Openings

TRIVIA 🤔

What was the largest bribery scandal involving a U.S. Navy official, known as one of the worst national-security-related corruption cases in recent history?

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Just click the choice you think is right & the correct answer will be shown. Scroll down to the bottom of this email for more information about the correct answer.

INTEL COMMUNITY

Multi-orbit SATCOM: Resilient, but with challenges.

The U.S. and allies are going all-in on multi-orbit SATCOM for better battlefield comms—but more satellites mean more bills. Officials warn that while resiliency is up, so are costs and complexity. Turns out, space superiority isn’t cheap—or simple.

ICYMI:

CIVILIAN

DOT greenlights $6B to keep reserve fleet mission-ready.

The USDOT just approved $6.2B in contracts to maintain 51 ships in the Ready Reserve Force—because when tanks and trucks need a ride to war, these vessels deliver. The 10-year deals aim to boost readiness, logistics, and maritime dominance.

White House, CMS launch health data overhaul with tech giants.

The White House, HHS, and CMS are teaming up with Amazon, Apple, Google, and others to modernize health data sharing. The new initiative aims to let patients access records via private apps, with a focus on diabetes and obesity.

GSA lays legal groundwork for procurement consolidation push.

The GSA just locked in the statutory foundation for its expanded procurement authority—clearing the way to manage up to $400B in annual buys. That’s a fourfold jump, with OPM and others possibly folded in. Agencies and contractors, time to modernize or risk getting left behind. See also: The proposed changes to contracting.

ICYMI:

Civilian Contracts Awards

  • Teledyne Brown Engineering secured a $127M Navy Health IT recompete.

  • Swish Data Corp. won a $5M USDA Commvault Data Storage deal.

  • Alvarez booked a $1M OCIO CA SiteMinder licenses contract.

  • Docusign was awarded a GSA OneGov contract.

Follow Civilian Leaders

Civilian Job Openings

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M&A CORNER

Palo Alto Networks to buy CyberArk for $25B.

The proposed acquisition will enable Palo Alto to establish identity security as a core pillar of its multiplatform strategy and integrate CyberArk’s capabilities with its Cortex and Strata platforms to deliver identity-aware security and real-time response across the enterprise.

ICYMI:

  • Slingshot Aerospace launched TALOS.

SHOWER THOUGHTS 🚿

  1. Tariffs and trade agreement: A new E.O. modifies the previous tariff rates. UK gets 10%, Canada gets 35%, and India gets 25%. SOURCE↗︎

  2. Someone gave ChatGPT $100 and let it trade stocks for a month. The bot-trader’s stock increased 25% in just 4 weeks. SOURCE↗︎

  3. Ozempic (GLP-1): It melts away your fat—and your muscles. Should you use it to lose weight? SOURCE↗︎

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TRIVIA ANSWER ⭐️

C) The Fat Leonard Scandal The Fat Leonard Scandal involved Leonard Glenn Francis, a Malaysian defense contractor who bribed dozens of U.S. Navy officials with cash, luxury travel, and sex workers in exchange for classified information and multi-million dollar contracts. (Source)

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