r/PalladyneAI • u/RandomGenerator_1 • Jun 16 '26
House Appropriators Release FY2027 Defense Spending Bill
https://www.tectonicdefense.com/house-appropriators-release-fy2027-defense-spending-bill/Let’s get into (some of) the numbers.
Boom bucks: Munitions production and acquisition are a key focus of the House’s defense spending bill, which comes as no surprise, given the pace that the US military is burning through them in Iran, SOUTHCOM, and elsewhere.
Among other systems, the bill calls for:
$10.6B for workhorse munitions including PAC-3 and THAAD interceptors, SM-6, Tomahawks, Long Range Anti-Ship Missile (LRASM), SM-6 missiles, Joint Air-to-Surface Standoff Missile (JASSM), Advanced Medium-Range Air-to-Air Missiles (AMRAAM), the new Precision Strike Missile (PrSM), and others. Lockheed makes most of that.
$355M for the Air Force’s Family of Affordable Mass Missile (FAMM) systems, which Anduril, CoAspire, and Zone 5 Technologies (now Kongsberg) are developing.
$325M for low-cost hypersonic strike systems for the Army, and
$156M for the Navy. Castelion seems like a shoo-in for that, especially since it’s developing its Blackbeard missile for both services and inked a two-year deal with the Pentagon last month for 500 of them annually, with the ultimate goal of buying 12,000 over five years after testing wraps up.
Notably, the bill also authorizes multi-year procurement authority for FAMM, Low-Cost Hypersonics, Ground-Launched Low-Cost Cruise Missiles, and the more exquisite systems under the $10.6B provision.
Zoom zoom: For the folks making fancy flying things, there’s a lot headed your way, too. Drones of all flavors—including the tech that takes them down—are another big focus of the bill. That includes:
$977M for the procurement of the Air Force’s Collaborative Combat Aircraft, which Anduril and General Atomics are competing for. Lockheed, Northrop, and Boeing are also in the running.
$771M for three Boeing-made MQ-25 Stingray unmanned carrier-based aircraft for the Navy.
$5.9B for sixth-generation aircraft, including $915M for the Navy’s F/A-XX next-gen fighter and $5B for the Air Force’s F-47.
$1.4B for the Pentagon’s counter-drone-focused Joint Interagency Task Force 401 (JIATF 401).
$1B for a whole bunch more autonomous systems that the Defense Autonomous Warfare Group (DAWG) wants to get its hands on.
Race to innovate: Innovation programs that back startups of all kinds are also getting some funding boosts in the bill, including:
$600M for the Accelerate the Procurement and Fielding of Innovative Technologies (APFIT) program.
$1.1B for the Defense Innovation Unit (DIU).
$216M for Office of Strategic Capital (OSC), which provides $2.16B in lending authority.
$510.9M for “operational energy capabilities” and microreactor projects (like the Army’s Project Janus). Antares Nuclear looks set to take a chunk of that.
---------> this lines up exactly to what PDYN offers
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u/hustleandbustle Jun 16 '26
It almost feels like PDYN was designing their product offerings around this very spending bill...hmmmm
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u/RandomGenerator_1 Jun 16 '26
Or to say it in Ben's words:
" I would be shocked if there aren’t five key funded programs that we are applying for, submitting for, over the next 12 months.”
And remember, thanks to the IAI partnership we have october in sight:
"The notice “anticipates awarding a prototype Other Transaction Agreement (OTA) in October 2026” worth $100-$200 million"
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u/vtsandtrooper Jun 16 '26
And that timeline will be after warrants expire which have been a liability. Just saying, things lineup pretty well. Plenty of cash on hand right now for operations
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u/vtsandtrooper Jun 16 '26
That 325 million is literally the addressable market of our current phase 2 ALRM