Back to Market Signals
Market Signal: Source Broadening

Continued component dual sourcing - PAC-3 MSE

Published June 10, 2026 / PAC-3 MSE component base

WZE S.A. in Poland is now a certified L3Harris source for PAC-3 Attitude Control Motors through the Wisla offset path.

Each PAC-3 interceptor carries 180 ACMs, making this a high-count propulsion-control item.

180

ACMs per PAC-3 interceptor

$100M+

Moog PAC-3 MSE actuator award

FY19-26

Mimir PAC-3 MSE subcontract data window

Source broadening already visible

WZE S.A. in Poland is now a certified L3Harris source for PAC-3 Attitude Control Motors through the Wisla offset path.

Simmonds Precision supplies PAC-3 aerodynamic maneuvering actuators.

Moog now has a Lockheed Martin award worth over $100M for custom PAC-3 MSE actuators in Salt Lake City.

Sener is qualifying PAC-3 MSE actuators in Spain.

FY19-26 PAC-3 MSE pressure points

Propulsion / control / power

Simmonds Precision / TransDigm
aerodynamic maneuvering actuators
$92.3M
L3Harris / Aerojet Rocketdyne
ACMs, dual-pulse SRM, Lethality Enhancer
$86.9M
Pacific Scientific Energetic Materials
ignition safety electronics
$48.9M
Advanced Thermal Batteries
actuator / seeker batteries
$25.9M
Fokker Aerostructures
launch tube machining
$21.1M
GE Aviation Systems
missile power supplies
$17.8M

Sensor / RF content

Boeing
seeker production / repair
seeker
3M Technical Ceramics
radome work
$12.0M
Ducommun LaBarge
transition-box harness assemblies
$4.5M

Component areas to watch

ACMs
actuation
batteries
power electronics
harnesses
machined structures

Practical read-through

Already showing source broadening

ACMs and actuation are already showing source broadening.

More realistic follow-on qualification areas

Batteries, power electronics, harnesses and machined structures are more realistic follow-on qualification areas.

More likely to scale through incumbents

Seekers and solid rocket motors are more likely to scale through incumbent capacity before true source substitution.

Notes

Source: Mimir FY19-FY26 PAC-3 MSE subcontract data, public award notices and company disclosures. Supplier values are reported first-tier subcontract value where shown; figures are point-in-time estimates from the published analysis and may differ from the current platform as source reports are revised.