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Market Signal: Missiles / Undersea Strike

MK 45 Capsule Launch System restart

Published July 14, 2026 / Submarine-launched Tomahawk production path

Raytheon has received a not-to-exceed $101.98m Navy order to restart the MK 45 Capsule Launch System production line. This will support future submarine-launched Tomahawk missile capability.

This award is for NRE (non-recurring engineering) efforts, including obsolescence mitigation, design and development, testing and redesign of the Eject Initiation Subsystems, among other activities.

$101.98m

not-to-exceed Navy order to Raytheon

98%

expected workshare in Tucson, Arizona

Jul 2030

work expected to run through completion

MK 45

Capsule Launch System restart

Restart scope

The order supports a limited production quantity of updated systems, with work running through July 2030.

Obsolescence

mitigation and production-line restart

Design / test

development, inspection, testing and redesign work

TDP updates

technical data package refresh

Eject initiation

Eject Initiation Subsystems redesign

Relevant Tucson / Tactical Tomahawk supply chain

Historically, related MK 45 CLS NSNs show government design-source references, with Raytheon and Northrop Grumman also listed against relevant part records. As the restart includes technical data updates and subsystem redesign, Raytheon is likely to draw on its wider Tucson supply chain, where 98% of the work is expected to take place.

Propulsion / motors

Williams International, Aerojet Rocketdyne

Guidance / electronics

Honeywell, Ball / BAE Space, Spartronics, L3Harris

Launchers / canisters / test equipment

Dynetics

Energetics / fuzing

Kaman, Pacific Scientific, Ensign-Bickford, Nammo

Machining / structures

Klune, JCM Engineering, GD OTS, VACCO, Glendee

Harnessing / interconnect

Ducommun, Carlisle

Batteries / actuation

EaglePicher, Parker, Moog

Demand context

The award sits within the wider Tomahawk and missile demand environment.

Tomahawk has been used recently in Red Sea / Yemen strike activity and in Iran strikes, including via submarine launched efforts, while allied demand has also increased through Japan and Australia.

Undersea launch path

Restarting the MK 45 Capsule Launch System production line demonstrates continued focus on the undersea launch path, enabling covert long-range strike from forward positions without relying solely on surface combatants or aircraft.

What the signal says

01

The restart is engineering-heavy before it is production-heavy.

The award is for NRE efforts, including obsolescence mitigation, technical data updates, testing and subsystem redesign.

02

The supplier question points back to Tucson.

As the restart includes technical data updates and subsystem redesign, Raytheon is likely to draw on its wider Tucson supply chain.

03

The undersea launch path remains strategically relevant.

Restarting MK 45 CLS production supports covert long-range strike from forward positions without relying solely on surface combatants or aircraft.

Notes

Sources: U.S. Navy contract announcement, public prime and subcontract procurement data, DLA NSN and CAGE references, company disclosures, Mimir Data Platform and Modeling. Supplier references are relevant to Raytheon's Tucson / Tactical Tomahawk supply chain and related part records; they are not a definitive bill of material for the MK 45 CLS restart.