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.
Filter signals by the main analytical lens.
Mimir maps 85 first-tier supplier sites and approximately $428M in prototype-stage subcontract awards beneath the two remaining XM30 teams.
Mimir maps approximately $2.6B in FY2021–FY2025 reported CH-53K subcontract value and examines why program growth does not guarantee attractive supplier economics.
The Air Force is preparing to lift JASSM and LRASM production from roughly 1,100 to as many as 3,300 missiles a year, putting pressure on 277 mapped tier-one supplier sites beneath the missile families.
FY2025 Tier 2 supplier data shows how often mapped subcontract value concentrates around a single prime customer.
Columbia and Virginia-class awards point to a larger question: how much of the submarine ramp depends on the same supplier base?
FY2021-FY2025 prime contract activity shows more obligations flowing through fewer supplier CAGEs, with growth concentrated among established suppliers.