DS
The Contracting Floor ™
Defense Signals Intelligence Dashboard
Initializing...
| Opportunity | Agency | Type | NAICS | Set-Aside | Est. Value | Deadline | Signal |
|---|
SHIELD Task Order Tracker
$151B MA-IDIQ · MDA · Golden Dome Acquisition Vehicle · Through Dec 2035
2,440
Awardees
19
Work Areas
6
Active FOPRs
Incumbent Vulnerability Map
Contracts approaching recompete · Bridge contracts · Option years expiring
IncumbentContract / IntelValueEnd DateExposure
Agency Spend Trends
Quarterly contract obligations by agency · Source: USASpending.gov
MDA — Missile Defense Agency
$18.7B
▲ 34% YoY
FY2026 obligations through Q1. SHIELD task orders not yet reflected. Golden Dome appropriations ($13.4B) driving acceleration.
DLA — Defense Logistics Agency
$42.1B
▲ 8% YoY
Supply chain modernization driving AI/ML and cybersecurity spend. JETS vehicle recompete activity elevated.
SDA — Space Development Agency
$4.9B
▲ 52% YoY
PWSA Tranche 3 production. Tracking layer expansion. Cross-link gaps creating new requirements.
Defense Signals™ Analysis
Three agencies are driving disproportionate contract growth in FY2026: MDA (Golden Dome appropriations), SDA (satellite constellation production), and DLA (supply chain AI modernization). For small and mid-tier contractors, the highest-velocity spend is in NAICS 541715 (R&D), 541512 (computer systems design), and 541330 (engineering services). Set-aside obligations are tracking 12% higher than FY2025 Q1 across these agencies — driven by FAR overhaul threshold increases expanding the pool of contracts eligible for simplified acquisition. The TINA threshold increase to $10M (effective June 30) will further accelerate mid-tier deal flow by reducing cost accounting overhead for contracts between $2.5M–$10M.