Market Signals

Short reads on where defense markets are moving.

Market Signals are brief analytical notes from Mimir's defense market mapping. Each one starts with a visible market pattern, then shows the supplier, CAGE, program and contract-flow structure underneath it.

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Themes

Filter signals by the main analytical lens.

33 signals

Latest Signals

Data-backed briefs
Missile Manufacturing / Facility Intelligence
Published October 16, 2026
~$52.5B
FY2021-FY2026 prime obligations

Lockheed Martin Grand Prairie: the missile portfolio behind the new machining expansion

Mimir maps the Grand Prairie operation's missile portfolio, 1,114 first-tier supplier sites and the external machining base around Lockheed Martin's $300M expansion.

Defense Industrial BaseProcurement & Programs
Read signal
Missile Propulsion / Facility Intelligence
Published October 14, 2026
>99%
of observed value through primes

Safran's Grand Prairie engine site: from target drones to the Naval Strike Missile

Mimir traces the Grand Prairie operation's defense customer routes, 208 associated parts and expansion into U.S.-based Naval Strike Missile propulsion assembly.

Defense Industrial BaseProcurement & Programs
Read signal
SM-3 Block IB Supply Chain
Published October 14, 2026
~82%
through the ten largest sites

Who supplies SM-3 Block IB? Inside Raytheon's new $6.3 billion production contract

Mimir maps 147 first-tier supplier sites and the concentrated supplier network beneath preceding SM-3 Block IB interceptor contracts.

Defense Industrial BaseProcurement & Programs
Read signal
Torpedo Acoustic Array Supply Chain
Published October 7, 2026
~85%
through four MK 54 suppliers

Who supplies U.S. torpedo acoustic arrays? Inside the Navy's production ramp

Mimir traces Ultra Maritime's role across MK 48, MK 54 and MK 58 and maps the specialist manufacturing layer beneath MK 54 array production.

Defense Industrial BaseProcurement & Programs
Read signal
UH-60 Black Hawk Supply Chain
Published October 5, 2026
~93%
PZL Mielec site exposure

Who supplies the Black Hawk? Where the next production cycle matters most

Mimir maps 186 first-tier supplier sites beneath Sikorsky and identifies the individual operations where Black Hawk represents the largest share of observed defense subcontract activity.

Defense Industrial BaseProcurement & Programs
Read signal
MH-139A Grey Wolf Supply Chain
Published October 2, 2026
~84%
through two Leonardo operations

Who supplies the MH-139A Grey Wolf? Inside the Boeing–Leonardo production model

Mimir maps 68 first-tier supplier sites and approximately $416M beneath Boeing's main award as the Grey Wolf enters full-rate production.

Defense Industrial BaseProcurement & Programs
Read signal

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