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Market Signal: XM30 Industrial Base

Two XM30 finalists. Two largely separate prototype supplier bases.

Published August 28, 2026 / XM30 supplier analysis, FY2023-FY2025

The US Army is approaching the production competition for the XM30, its planned replacement for the Bradley Fighting Vehicle.

Its current acquisition forecast schedules a production solicitation for Q1 FY2027 and an award in Q3 FY2027.

The two remaining teams are led by American Rheinmetall and General Dynamics Land Systems.

85

identified first-tier supplier sites

~$428M

mapped subcontract awards

4

sites appearing under both teams

2.3%

mapped value associated with shared sites

The production competition is approaching

Current phase
Phases 3-4

Detailed design, prototype build and testing

Projected solicitation
Q1 FY2027

Limited production competition

Projected award
Q3 FY2027

XM30 Phase 5 production

Very little overlap between the two visible networks

Mimir-mapped first-tier supplier sites, FY2023-FY2025

Mimir's FY2023-FY2025 data identifies 85 first-tier supplier sites across the two teams, associated with approximately $428 million in mapped subcontract awards. Only four sites appeared in records under both competing teams.

26
American Rheinmetall
identified supplier sites
4
Shared sites
2.3% of mapped value
63
General Dynamics Land Systems
identified supplier sites
97.7%
of mapped value went to sites appearing under one team only
Team counts include the four shared sites: 26 + 63 - 4 = 85

Team-specific supplier positions

American Rheinmetall

Selected suppliers appearing under one prototype team in Mimir's records

L3Harris
Allison Transmission
RTX
Textron Systems
Anduril

General Dynamics Land Systems

Selected suppliers appearing under one prototype team in Mimir's records

Leonardo DRS
Applied Intuition
Cummins
SAPA Transmission
Wittenstein

Four suppliers appeared under both prototype teams

The shared positions cover tracks, ammunition handling, power conversion and exhaust systems.

Soucy International
Tracks
Nobles Worldwide
Ammunition handling
Crane Electronics
Power conversion
Great Lakes Sound & Vibration
Exhaust systems

The XM30 downselect will therefore choose more than a prime contractor and vehicle design. Based on the prototype supply chain visible today, it will also determine which of two largely separate supplier networks moves toward production.

Sources and notes

U.S. Army, USAspending, FPDS, company disclosures, Mimir Data Platform and Modeling.

Mimir analysis of positive first-tier subcontract records under the XM30 Phase 3 and Phase 4 contracts, FY2023-FY2025. Supplier counts refer to identified contracting sites, not total companies. Values are rounded. The prototype-stage network visible in reported subcontract records does not represent a final production sourcing commitment and may change before Phase 5.