Short answer: DoD July 2026 contract obligations are $31.78B, up $6.53B from $25.25B on Oct 20. The new contract in that gap is three E-2D Advanced Hawkeyes for $583.4M, one offer, not competed. August is still $22.1M.

DoD July 2026 is $31.78B. On Oct 20, the same month read $25.25B.

$6.53B landed in the file in 7 days. Last July was $43.20B, so 73.6% of last year's month is in. About $11.42B of July is still out. August did not move: $22.1M against $42.83B last August.

The only new contract above $270M is three E-2D Advanced Hawkeyes. $583.4M. One offer. Not competed. If you spent the week wondering which July competition you missed, that is the answer. You did not miss one.

Open the E-2D contract · July aircraft, NAICS 336411 · The Oct 20 read, when July was $25.25B

What moved since Oct 20

DoD contract obligations, award types A through D. Source: USASpending spending_over_time, pulled Oct 27, 2026. The Oct 20 column is what that post reported.

Month	FY2026 now	FY2026 on Oct 20	FY2025
July	$31.78B	$25.25B	$43.20B
August	$22.1M	$22.1M	$42.83B
September	$158.4M	$158.4M	$92.36B

June, which is no longer the story, ticked from $44.30B to $44.38B. The quarter versus last year is now short $146.43B, not the $152.95B we measured on Oct 20. July is the reason. August and September are the same dollars as last week.

On a 90-day lag, July should still be filling. August 31 plus 90 days is late November. September still lands in December. The file you can read this morning is July. The file you set an alert for is August.

The three rows that were not in the Oct 20 table

Every transaction we named on Oct 20 is the same dollar amount this morning. TOTE is still $2.21B. The F-35 spares delivery order is still $1.60B. SPY-6, THAAD, Virginia-class, ATACMS, Northstar, and Walsh did not change.

Three transactions now sit above the $270.1M Raytheon row that was the bottom of that table. They were not in the file on Oct 20. If they had been, they would have outranked it.

Date	Obligation	Recipient	What it is	PIID
Jul 21	$632.6M	Northrop Grumman	Funding-only modification P00065. Sentinel (GBSD) EMD. Contract signed Sep 8, 2020.	FA821920C0006
Jul 22	$583.4M	Northrop Grumman	Base definitive contract, mod 0. Three E-2D Advanced Hawkeye aircraft. One offer. Not competed.	N0001926C1017
Jul 23	$451.3M	RTX	Modification P00006. Definitizes an FY26 annual sustainment UCA. Engines and turbines.	N0001926C0112

Those three sum to $1.67B. July grew by $6.53B. The other $4.86B is in actions at or below $270.1M. No other new transaction cleared that line.

The E-2D row is a new award, and it was not a competition. The description on N0001926C1017 is the procurement of three E-2D Advanced Hawkeye aircraft. Signed July 22, 2026. Period of performance runs to December 31, 2031. The whole obligation on the PIID is $583.4M, which is $194.5M per aircraft if you divide this action by three. Extent competed: Not Competed. Offers received: 1. The record carries solicitation identifier N0001926R1023. Northrop builds the E-2D. A mod 0 definitive contract is a new award record. One offer and Not Competed means you did not lose a bake-off.

The Sentinel row is an incumbent getting funded. P00065 is action type C, a funding-only modification, on a contract signed September 8, 2020. The description is Ground Based Strategic Deterrent engineering and manufacturing development, the program called Sentinel. Obligations on that contract now total $14.38B. This July action is $632.6M of funding. It is not a new program, and it is not a bid that opened in July.

The RTX row settles a price on work already authorized. The contract was signed November 26, 2025. The description is "FY26 annual sustainment contract - UCA award." A UCA is an undefinitized contract action: the government authorized the work before the price was settled. P00006, action type L, is the modification that definitizes a change order. The product code is maintenance of engines, turbines, and components, NAICS 336411, Navy. Latest transaction: Not Competed, one offer, solicitation N0001926R0010. Obligations on the whole contract are $1.65B. That total is not this week's check. This week's check is $451.3M.

Where the $31.78B sits

Service	July 2026 now	Published Oct 20
Department of the Navy	$12.92B	$10.54B
Department of the Army	$5.79B	$4.58B
Department of the Air Force	$5.04B	$3.53B
Defense Logistics Agency	$4.25B	$3.39B
Missile Defense Agency	$1.76B	$1.65B

The Oct 20 cells are the rounded figures from that post. Navy is still the file. The Sentinel funding mod is an Air Force row. The E-2D and the RTX sustainment mod are Navy, and both are coded as aircraft.

NAICS	July DoD now	Published Oct 20	What changed
336414	$3.24B	$2.43B	Missiles. The Sentinel funding mod is in this code.
336411	$3.22B	$2.07B	Aircraft. The E-2Ds and the RTX sustainment mod are both coded here.
334511	$3.00B	$2.81B	Search and navigation. SPY-6 was already in the Oct 20 table.
336611	$2.91B	$2.73B	Shipbuilding. TOTE is unchanged at $2.21B.
541330	$2.22B	$1.83B	Engineering services.
541715	$2.03B	$1.70B	R&D, physical and engineering.
236220	$1.39B	$1.10B	Building construction.

If you sell aircraft or aircraft sustainment, open 336411 and then open N0001926C1017. The search is live awards in that code. It is not filtered to July. The PIID is how you confirm the July row. Shipbuilding was last week's story. It is not this week's.

What to do this week

Do not put the $6.53B in a pipeline review as bids you lost. $1.67B of it is three rows, and none of the three was a competition a new firm could have entered. The other $4.86B never cleared $270M as a single new transaction. Open the PIID before the dollar figure goes in the Monday meeting.

Read the E-2D award as a sole-source fact, not a loss. Paste N0001926C1017. Mod 0 means a new award record. One offer and Not Competed means Northrop was the only source on the record. The solicitation identifier is N0001926R1023 if you want the notice. It is not a score you can improve next time by bidding harder against a field.

July is 73.6% in. August has not started. About $11.42B of July is still unpublished against last July's $43.20B. Open alerts for August. That file is $22.1M against $42.83B, and on this lag it is a late-November event. September, $158.4M against $92.36B, is still a December file.

The competitions still ahead of you have an end date. FY2027 recompetes by NAICS is the list you can still bid. A funding mod on a 2020 ICBM contract is not on that list.

Caveats

Award types A through D only. Grants and other assistance are not in these totals.

Pulled Oct 27, 2026. July is still partial. Today's July total is $31,777,943,711. The Oct 20 total was $25,248,958,484. The difference is $6,528,985,227.

Last July is now $43,197,351,446.80, which is $169,769.80 above the $43,197,181,677 used on Oct 20. 73.6% uses today's denominator. Still unpublished: $11,419,407,735.80.

August this morning is $22,072,768.88, against $22,072,769 on Oct 20. September is $158,438,483.86, against $158,438,484. That is rounding, not a new obligation.

This year's quarter has posted $31,958,454,963.74. Last year's July-September sum is now $178,386,591,339.96, up $6,575,904 from the base in the Oct 20 post. The gap is $146,428,136,376. July grew by $6,528,985,227. The gap fell by $6,522,409,324. The difference is that prior-year revision.

The three new rows sum to $1,667,336,455. The remainder of the weekly increase is $4,861,648,772.

The E-2D per-aircraft figure divides $583,394,000 by three, which is $194,464,666.67. The award description is the three aircraft, and the PIID's total obligation equals this one action. It is not a separate spares contract.

Sentinel contract obligations to date are $14,379,062,923.19. RTX contract obligations to date are $1,652,271,919. Neither total posted this week.

Action type C is the FPDS funding-only code. Action type L is the FPDS code for definitizing a change order. Extent competed and offers are the values on the latest transaction of each award.

Billion figures in the tables are rounded. The Oct 20 service and NAICS cells are the rounded figures that post published, not a new exact re-pull of that morning. Adding rounded cells will not foot to $31.78B.

Northrop Grumman appears as two recipient records, the same way Lockheed Martin did on Oct 20. They are not one combined obligation.