US boosts Tomahawk missile production with $22.9bn deal
A large production deal increases future supply of Tomahawk missiles and expands military manufacturing output.
Source →The trace
How it reaches your house.
Starting from L3Harris Technologies, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
L3Harris Technologies (Communications) →Stands to benefitMercury disclosed that L3Harris is a customer at less than 10% of Mercury's revenues, so L3Harris's PAC-3 production ramp should modestly lift demand for Mercury's supplied components.
62% confidenceL3Harris Technologies →Stands to benefitL3Harris is a disclosed customer of Mercury, and the cited PAC-3 production expansion involving L3Harris should modestly lift Mercury's sales through that supplier link, though L3Harris is still under 10% of Mercury revenue.
57% confidenceHop 2
Mercury Systems, Inc. →supply upLockheed Martin CorporationLMT
Lockheed is a disclosed Mercury customer at 10-13% of revenue, and the new Patriot interceptor contract directly expands Lockheed's production output.
84% confidenceHop 3
Lockheed Martin Corporation →Stands to benefitINNOVATIVE SOLUTIONS & SUPPORT INCISSC
Lockheed Martin accounted for 36% of ISSC's revenue, so an expansion in Lockheed's production is likely to materially benefit ISSC as a key supplier.
95% confidenceLockheed Martin Corporation →Stands to benefitLockheed Martin comprised 10% to 13% of Mercury Systems' revenues, so higher Patriot output should increase demand and benefit Mercury as a supplier.
92% confidenceLockheed Martin Corporation →Stands to benefitHop 4
Rocket Lab Corporation →Stands to benefitLockheed Martin CorporationLMT
Lockheed Martin is a disclosed 16% accounts-receivable customer of Rocket Lab, so a production expansion at Lockheed likely increases orders and benefits Rocket Lab, though the exact product linkage is not specified.
58% confidenceKAMAN Corp →Stands to benefitLockheed Martin is a disclosed customer accounting for more than 10% of Kaman's consolidated net sales, so a production ramp tied to the Patriot interceptor contract can plausibly raise demand for Kaman's products/services.
41% confidence