Forward to: Defense Analysis

Defense Contractor Intelligence
Workflows

Ten agent workflows for the Defense Analysis team — prime contractor monitoring, defense program tracking, budget analysis, M&A intelligence, subcontractor mapping, competitive win/loss tracking, international defense partnerships, technology readiness assessment, workforce intelligence, and defense contractor dashboard — enabling data-driven defense industry decisions powered by comprehensive domain intelligence.

1Prime Contractor Monitoring

AI agent monitors the top 25 defense prime contractors globally to track contract wins, revenue shifts, program milestones, and strategic pivots — providing real-time competitive intelligence across the defense industrial base.

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Track Prime Contractor Signals
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PRIME CONTRACTOR INTELLIGENCE — TOP 25 TRACKED ════════════════════════════════════════════════════════ lockheedmartin.com /investors: Revenue $67.6B — +5% YoY, backlog $156B /press: F-35 deliveries: 148 units in 2025 — below target /careers: +2,800 positions — hypersonics, space, cyber SIGNAL: Hypersonics investment accelerating — monitor tech rtx.com — Raytheon Technologies /investors: Defense backlog $73B — record high /press: Patriot system demand surging — 5 new FMS cases /careers: +18% missile division hiring SIGNAL: Air defense demand unprecedented — partnership opportunity northropgrumman.com /investors: B-21 Raider program on schedule — 6 aircraft in testing /press: GBSD ICBM program cost growth — $3.6B overrun /careers: Sentinel program hiring surge SIGNAL: GBSD cost overrun may open re-compete opportunity

2Defense Budget Analysis

AI agent monitors government budget documents, congressional sources, and defense policy domains to track defense spending priorities, budget allocations, and programmatic funding shifts — informing strategic business development.

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Track Defense Budget Signals
/about/press/complianceCountries
DEFENSE BUDGET INTELLIGENCE — FY2027 ════════════════════════════════════════════════════════ defense.gov /press: FY2027 request: $886B — +4.2% over FY2026 /about: Pacific Deterrence Initiative: $14.7B SIGNAL: Indo-Pacific spending surge — position offerings armed-services.senate.gov /press: NDAA markup adding $22B above request /about: Priorities: hypersonics, AI, cyber, space SIGNAL: Congressional adds favor our technology areas BUDGET WINNERS: Hypersonics: $6.5B — up 28% Space Force: $30.3B — up 12% Cyber: $14.5B — up 15% Shipbuilding: $32.2B — flat Legacy platforms: Declining across the board

3Defense M&A Intelligence

AI agent detects defense industry M&A signals by monitoring contractor domains for strategic review language, advisor appointments, and organizational changes that precede mergers, acquisitions, and divestitures.

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Detect M&A Precursor Signals
/investors/press/leadershipOpenPageRank
DEFENSE M&A SIGNAL DETECTION ════════════════════════════════════════════════════════ HIGH-PROBABILITY M&A SIGNALS: l3harris.com /investors: "Portfolio optimization" language in earnings call /leadership: New SVP of Corporate Development hired /press: Aerojet Rocketdyne integration ahead of schedule SIGNAL: L3Harris likely pursuing further acquisitions — $5-10B range textron.com /investors: Bell Helicopter division under "strategic review" /leadership: Division president departed SIGNAL: Bell may be divested — evaluate acquisition bid M&A PIPELINE: Targets monitored: 34 mid-tier contractors High-probability signals: 4 this quarter Estimated deal value: $8-15B in actionable pipeline

4Subcontractor Network Mapping

AI agent maps the defense subcontractor network by analyzing partner pages, contract awards, and technology capabilities — identifying supply chain dependencies and potential teaming partners.

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Map Subcontractor Network
/partners/products/aboutIAB Categories
SUBCONTRACTOR NETWORK INTELLIGENCE ════════════════════════════════════════════════════════ F-35 SUPPLY CHAIN MAP: Tier Suppliers Critical Single-Source Risk Tier 1 12 4 2 Medium Tier 2 148 22 14 High Tier 3 1,200+ Unknown Unknown Critical SINGLE-SOURCE VULNERABILITIES: moog.com — Flight control actuators CRITICAL: No qualified second source — 18mo qualification lead curtisswright.com — Nuclear-hardened electronics CRITICAL: Only DMEA-accredited supplier for this component

5Competitive Win/Loss Tracking

AI agent tracks contract award patterns across competitors to analyze win rates, pricing strategies, and competitive positioning — informing bid strategy and competitive intelligence.

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Analyze Win/Loss Patterns
/press/investors/aboutOpenPageRank
COMPETITIVE WIN/LOSS INTELLIGENCE — FY2025 ════════════════════════════════════════════════════════ Competitor Bids Wins Rate Trend lockheedmartin.com 42 28 67% Up rtx.com 38 22 58% Stable northropgrumman.com 34 20 59% Up Our Company 30 14 47% Down l3harris.com 28 16 57% Up LOSS ANALYSIS: Price: 42% of losses — our bids 12% above winners Technical: 28% — lacking AI/ML capabilities in proposals Past performance: 18% — strong but aging references RECOMMENDATION: Invest in AI/ML capabilities for proposals

6International Defense Partnerships

AI agent monitors international defense cooperation by tracking allied nation procurement, FMS cases, and multinational program participation — identifying export opportunities and international teaming prospects.

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Track International Opportunities
/press/about/partnersCountries
INTERNATIONAL DEFENSE INTELLIGENCE ════════════════════════════════════════════════════════ gov.pl — Poland /press: $12B air defense procurement — Patriot + SHORAD OPPORTUNITY: $3.2B component supply for Polish Patriot mod.gov.au — Australia /press: AUKUS Pillar 2 — advanced capabilities program /about: A$50B submarine program + autonomous systems OPPORTUNITY: AUKUS autonomous systems technology sharing mod.gov.sa — Saudi Arabia /press: Vision 2030 — 50% local defense content SIGNAL: Offset requirements increasing — plan local JV

7Technology Readiness Assessment

AI agent monitors defense technology maturation by tracking R&D investments, prototype demonstrations, and technology transition milestones — assessing competitive technology readiness levels across key capabilities.

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Assess Technology Readiness
/products/press/investorsIAB Categories
TECHNOLOGY READINESS INTELLIGENCE ════════════════════════════════════════════════════════ Technology Us LM RTX NG L3H Hypersonics TRL 5 TRL 7 TRL 6 TRL 6 TRL 4 Directed Energy TRL 6 TRL 5 TRL 7 TRL 4 TRL 5 AI/Autonomy TRL 5 TRL 7 TRL 6 TRL 7 TRL 6 Quantum sensing TRL 3 TRL 4 TRL 3 TRL 5 TRL 3 Cyber offense TRL 6 TRL 6 TRL 6 TRL 5 TRL 7 CRITICAL GAPS: Hypersonics: 2 TRL levels behind LM — priority investment AI/Autonomy: Behind LM and NG — accelerate IRAD Directed Energy: Strong position — maintain investment

8Defense Workforce Intelligence

AI agent monitors defense contractor workforce dynamics by tracking hiring patterns, skill demands, and talent competition — informing workforce strategy and identifying competitor capability buildups.

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Track Workforce Dynamics
/careers/about/pressOpenPageRank
DEFENSE WORKFORCE INTELLIGENCE ════════════════════════════════════════════════════════ lockheedmartin.com/careers AI/ML engineers: +340 positions — 3x last year Hypersonic engineers: +120 positions SIGNAL: LM building massive AI capability — competitive threat rtx.com/careers Missile engineers: +280 positions — production ramp Cyber specialists: +95 positions SIGNAL: RTX ramping Patriot/NASAMS production TALENT COMPETITION: Cleared AI/ML engineers: Industry shortage — 8,000 unfilled Hypersonics: 400 open positions across industry RECOMMENDATION: Accelerate university pipeline programs

9Defense Innovation Tracking

AI agent monitors defense innovation organizations, DIU, DARPA, and startup ecosystem to track emerging technologies, non-traditional entrants, and innovation pathways that could disrupt the defense industry.

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Track Defense Innovation
/products/press/aboutDomain Ages
DEFENSE INNOVATION ECOSYSTEM ════════════════════════════════════════════════════════ anduril.com — Defense tech startup /products: Lattice — autonomous systems platform /investors: $14B valuation — Series F /press: $1B+ in DoD contracts — CJADC2 role THREAT: Anduril disrupting traditional defense primes shieldai.com /products: Hivemind — autonomous aircraft AI pilot /investors: $2.7B valuation — rapid growth SIGNAL: AI-first defense companies gaining traction palantir.com /products: Maven Smart System — DoD AI platform /investors: Defense revenue $1.2B — growing 40% THREAT: Palantir embedded across DoD — hard to displace

10Defense Contractor Dashboard

AI agent synthesizes all defense contractor intelligence into an executive dashboard — providing leadership with real-time visibility into competitive dynamics, budget trends, and strategic opportunities.

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Generate Defense Dashboard
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DEFENSE CONTRACTOR DASHBOARD — FEBRUARY 2026 ════════════════════════════════════════════════════════ COMPETITIVE POSITION: Win rate: 47% — below peer avg 58% Backlog: $42B — 2.8x revenue Technology gaps: Hypersonics, AI/ML behind leaders BUDGET OUTLOOK: FY2027: $886B — growing 4.2% Our priority areas: Space, cyber, directed energy growing M&A PIPELINE: Targets: 34 | High-probability: 4 | Value: $8-15B
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Generate Defense Report

Defense Contractor Report — February 2026

EXECUTIVE SUMMARY ──────────────────────────────────────── Prime contractors tracked: 25 domains Subcontractors mapped: 1,360 companies M&A signals: 4 high-probability targets International opportunities: 8 active KEY INSIGHTS Win rate declining to 47% — price competitiveness and AI/ML gaps identified as root causes. Defense budget growing 4.2% with surge in hypersonics, space, and cyber. Non-traditional entrants like Anduril and Shield AI gaining significant DoD traction. International opportunities robust with $15B+ in allied procurement pipeline. Recommend AI/ML IRAD acceleration and Bell Helicopter evaluation.
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