TL;DR: The US is spending hundreds of billions to fix a missile/drone supply chain that’s years behind where it needs to be. “Amateurs talk strategy. Professionals talk logistics.”
I keep reading in this Reddit about how Iran is draining the US missile defense inventory. It is. But don't bet against US industry. Iran is firing missiles faster than it can make them. The US and its allies have been ramping up defense spending since March 2025 with over $300B in missile/drone contracts and more being written every day. Iran's ENTIRE military budget was estimated to be $23.1B in 2025.
Whereas Iran is firing missiles with no means to rebuild, the US and its allies are building them at an order of magnitude greater rate than Iran.
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Here is a brief list of major anti-missile and drone defense contracts from approximately March 2025 through March 2026:
Anti-Missile / Missile Defense Contracts
**THAAD**
– **Feb 2025 — Lockheed Martin** | $2.81B ceiling IDIQ | 10-year term (to Jan 2035) | THAAD Build 6.0 system development, HW/SW upgrades, testing; initial task order $12.7M [1][2]
– **Jul 2025 — Lockheed Martin** | $2.06B modification (total contract raised to $10.42B) | Work through Dec 2029 | Interceptor production ramp-up; $284M obligated at award [3]
– **Nov 2025 — Lockheed Martin** | $12.5M contract modification | Through Sep 2026 | Obsolescence mitigation across multiple facilities [4]
– **Feb 2026 — L3Harris Technologies** | $400M | Term not specified | THAAD solid rocket motors and LDACS components [5]
– **Mar 25, 2026 — BAE Systems / Lockheed Martin** | Value undisclosed | 7-year framework | THAAD infrared seeker production, quadrupling output [6][7]
**Patriot (PAC-3 MSE)**
– **Sep 2025 — Lockheed Martin** | $9.8B multiyear (largest ever for Lockheed Missiles & Fire Control) | FY2024–2026 | 1,970 PAC-3 MSE interceptors plus launchers and support hardware [8][9]
– **Aug 2025 — RTX Corporation** | $50B umbrella contract | 20-year term (through Jul 2045) | Comprehensive Patriot systems, end-item production, spare parts, and sustainment support [10]
**Golden Dome (SHIELD)**
– **Dec 2025 — 2,100+ contractors (including Northrop Grumman, Anduril, Lockheed Martin, True Anomaly)** | $151B IDIQ ceiling | Through Dec 2035 | Broad Golden Dome/SHIELD vehicle covering hypersonic/ballistic defense, space sensors, C2; no funds obligated at IDIQ level — awarded at task order level [11][12]
– **Dec 2025 — Northrop Grumman, Anduril, Lockheed Martin, True Anomaly** | ~$9–10M each | Initial phase | First space-based interceptor (boost phase) development contracts [13]
– **Mar 2026 — Lockheed Martin, RTX, Northrop Grumman** | Value TBD | Ongoing | Designated primary contractors for Golden Dome command-and-control framework; total program cost estimate expanded to $185B [14]
**AIM-120 AMRAAM (Air-to-Air)**
– **Jul 2025 — Raytheon (RTX)** | $3.5B firm-fixed-price incentive (largest AMRAAM contract ever) | Through Q3 FY2031 | Production Lots 39 & 40; 19 FMS nations including UK, Germany, Japan, Israel, Ukraine, Taiwan [15][16]
**AIM-9X Sidewinder (Air-to-Air)**
– **Jun 2025 — Raytheon (RTX)** | $1.1B (largest AIM-9X contract ever) | Delivery through Oct 2028 | 1,756 AIM-9X-4 Block II + 242 AIM-9X-5 Block II+ missiles; US Navy, Air Force, and FMS customers; ramps production to 2,500/year by 2028 [17][18]
**AIM-260 JATM (Next-Gen Air-to-Air)**
– **Sep 2025 — Lockheed Martin** | ~$1B (Air Force $368M + $300M unfunded priorities + Navy $301M) | Initial production run | AMRAAM replacement exceeding 300km range; for F-22, F-35, F/A-18 [19]
**Iron Dome (Israeli / US-funded)**
– **Jan 2025 — Rafael Advanced Defense Systems** | Value undisclosed (funded from $5.2B US aid tranche) | Multi-year | First procurement contract under US $8.7B aid package to expand Iron Dome interceptor production [20]
– **Nov 2025 — Rafael Advanced Defense Systems** | Multi-billion dollars (exact amount undisclosed) | Multi-year | Accelerated serial production of Iron Dome Tamir interceptors; US Iron Dome production site opened concurrently [21][22]
**Arrow-3 (Germany/Israel)**
– **Dec 2025 — Israel Aerospace Industries** | $3.1B | Multi-year | Germany–Israel contract expanding Arrow-3 ballistic missile defense; part of $6B total deal (largest export in Israeli history) [23]
Drone / Counter-Drone Contracts
– **Mar 2025 — Anduril Industries** | $86M | Initial term | AI/autonomy systems for US Special Operations Command uncrewed platforms using Lattice-based software [24]
– **Mar 14, 2026 — Anduril Industries** | $20B ceiling IDIQ (firm-fixed-price) | 10-year term (through Mar 2036) | Entire DoD counter-UAS enterprise contract; Anduril Lattice AI suite as C2 backbone for JIATF-401; first task order $87M for counter-drone command & control [25][26][27]
Sources
[1] Lockheed Awarded $2.8 Billion THAAD 6.0 Development Contract https://thedefensepost.com/2025/02/05/lockheed-thaad-development-contract/
[2] Lockheed Martin awarded $2.8 billion ceiling contract for … https://defensearchives.com/news/lockheed-martin-awarded-2-8-billion-ceiling-contract-for-thaad-development/
[3] U.S. Awards $2B THAAD Missile Defense Contract to Lockheed Martin https://defensemirror.com/news/39944
[4] Lockheed Martin wins $12.4M THAAD contract modification https://256today.com/lockheed-martin-wins-12-4m-thaad-contract-modification/
[5] L3Harris Wins $400M THAAD Missile Upgrade Contract https://thedefensepost.com/2026/02/18/l3harris-thaad-upgrade-us/
[6] BAE Systems and U.S. Department of War sign agreement to … https://www.barchart.com/story/news/939808/bae-systems-and-u-s-department-of-war-sign-agreement-to-quadruple-thaad-seeker-production
[7] Department of War Secures Agreement on THAAD Seeker … https://www.war.gov/News/Releases/Release/Article/4441614/department-of-war-secures-agreement-on-thaad-seeker-production-quadrupling-outp/
[8] US Army awards Lockheed record $9.8 billion missile contract https://www.defensenews.com/land/2025/09/03/us-army-awards-lockheed-record-98-billion-missile-contract/
[9] Army awards Lockheed multiyear $9.8 billion contract for thousands … https://breakingdefense.com/2025/09/army-awards-lockheed-multiyear-9-8-billion-contract-for-thousands-of-pac-3-missiles/
[10] RTX Books $50B Umbrella Contract for Patriot Missiles – GovCon Wire https://www.govconwire.com/articles/rtx-50b-patriot-missile-contract
[11] Golden Dome Project Begins With a Massive $151 Billion Contract https://finance.yahoo.com/news/golden-dome-project-begins-massive-112600902.html
[12] Another 1000 defense companies chosen for $151B Golden Dome … https://www.defenseone.com/business/2025/12/another-1000-more-defense-companies-chosen-151-billion-golden-dome-competition/410326/
[13] Golden Dome: 5 Big Developments Wrapping Up 2025 https://www.potomacofficersclub.com/articles/golden-dome-developments-q4-2025-govcon/
[14] US expands Golden Dome cost estimate to $185 billion, enlists top … https://www.reuters.com/business/aerospace-defense/us-expands-golden-dome-cost-estimate-185-billion-enlists-top-defense-firms-2026-03-17/
[15] Raytheon Secures Record-Breaking $3.5 Billion AMRAAM Missile … https://theaviationist.com/2025/08/01/amraam-contract-july-2025/
[16] Breaking News: US Concludes Largest AIM-120 AMRAAM Contract … https://armyrecognition.com/news/army-news/2025/breaking-news-us-concludes-largest-aim-120-amraam-contract-to-date-to-reinforce-air-to-air-defense-posture
[17] Raytheon wins $1.1B US Navy deal for AIM-9X missiles – AeroTime https://www.aerotime.aero/articles/raytheon-aim9x-us-navy-missile-contract
[18] Navy inks $1.1B deal with RTX for Sidewinder production https://breakingdefense.com/2025/06/navy-inks-1-1b-deal-with-rtx-for-sidewinder-production/
[19] Lockheed Awarded $1 Billion Contract to Produce AIM-260 JATM … https://www.globaldefensecorp.com/2025/09/22/lockheed-awarded-1-billion-contract-to-produce-aim-260-jatm-missiles/
[20] Israel inks US aid-funded contract to expand Iron Dome production https://www.jns.org/israel-news/israel-inks-first-us-aid-funded-contract-to-expand-iron-dome-production
[21] Defense Ministry signs multibillion-dollar contract with Rafael to … https://www.timesofisrael.com/liveblog_entry/defense-ministry-signs-multibillion-dollar-contract-with-rafael-to-expand-iron-dome-system/
[22] US Iron Dome interceptor production site opens as Israel places … https://breakingdefense.com/2025/11/us-iron-dome-interceptor-production-site-opens-as-israel-places-major-new-order/
[23] Israel, Germany sign $3.1 billion contract expansion for Arrow air … https://www.reuters.com/business/aerospace-defense/israel-germany-sign-31-billion-contract-expand-arrow-air-defence-system-2025-12-18/
[24] US Army Awards Anduril $20B AI Integration Contract https://thedefensepost.com/2026/03/16/us-anduril-ai-contract/
[25] Army awards Anduril counter-drone task order as first in new $20B … https://breakingdefense.com/2026/03/army-awards-anduril-counter-drone-task-order-as-first-in-new-20b-contract-vehicle/
[26] Army Awards $20B Counter-Drone Contract – MeriTalk https://meritalk.com/articles/army-awards-20b-counter-drone-contract/
[27] Army awards Anduril $20B contract with an eye toward counter … https://defensescoop.com/2026/03/14/anduril-20-billion-dollar-army-contract/
[28] Trump's Golden Dome missile shield marks one year with little progress https://www.reuters.com/business/aerospace-defense/trumps-golden-dome-missile-shield-marks-one-year-with-little-progress-2026-01-27/
[29] Army signs record $9.8 billion deal for almost 2,000 more Patriot … https://www.stripes.com/branches/army/2025-09-05/patriot-missile-contract-lockheed-18982473.html
[30] Pentagon Signs $3.5 Billion AIM-120 Missile Deal … – Business Insider https://www.businessinsider.com/pentagon-award-air-to-air-missiles-surging-demand-thin-stockpiles-2025-8
[31] Army awards Lockheed nearly $10 billion Patriot missile contract https://san.com/cc/army-awards-lockheed-nearly-10-billion-patriot-missile-contract/
[32] Pentagon awards $7.8 billion in missile contracts for US and allies https://www.defensenews.com/air-warfare/2025/08/04/pentagon-awards-78-billion-in-missile-contracts-for-us-and-allies/
[33] Raytheon wins fresh contract to build hundreds more missiles https://www.aztechcouncil.org/raytheon-wins-fresh-contract-to-build-hundreds-more-sidewinder-missiles-for-us-foreign-militaries/
[34] Israel Expands Iron Dome Production Through Rafael Contract … https://armyrecognition.com/news/aerospace-news/2025/israel-expands-iron-dome-production-through-rafael-contract-funded-by-8-7-billion-u-s-aid
[35] Army awards Anduril $20B counter-drone contract – YouTube https://www.youtube.com/watch?v=fipBIrAALLI
[36] Sidewinder (AIM-9X) 2026 Budget – HigherGov https://www.highergov.com/budget/sidewinder-aim-9x-15f8568/
[37] Raytheon secures $1.1bn AIM-9X Block II missile contract https://www.naval-technology.com/news/raytheon-secures-1-1bn-aim-9x-block-ii-missile-contract/
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