Filing Flows

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Defense, drones & government tech

How much of each defense company's revenue comes from the U.S. government and how much from foreign militaries and commercial buyers, as the companies tag it.

16 companies, $321.0B of revenue in the last twelve months. Trailing twelve months to Oct 4, 2026, from SEC filings.

Open the interactive money-flow chart →

Defense, drones & government tech money flow chart
The money-flow chart (open the interactive one above).
Defense, drones & government tech: the largest companies by revenue in the chainDefense, drones & government tech: the largest companies by revenue in the chainLMT · Lockheed Martin$79.1BGD · General Dynamics$56.5BNOC · Northrop Grumman$43.6BLHX · L3Harris$39.5BRTX · RTX$30.9BLDOS · Leidos$17.8BHII · Huntington Ingalls Industri…$13.5BBAH · Booz Allen Hamilton$11.0BCACI · CACI International$9.8BSAIC · Science Applications Inter…$7.4BPLTR · Palantir$7.3BAVAV · AeroVironment$2.0BKTOS · Kratos Defense & Security …$1.6BKRMN · Karman$669MONDS · Ondas$174M

The theme quarter by quarter

Defense, drones & government tech: the chain's revenue by calendar quarterDefense, drones & government tech: the chain's revenue by calendar quarter$66.4BQ4 2023$63.9BQ1 2024$67.2BQ2 2024$65.8BQ3 2024$61.0BQ4 2024$66.9BQ1 2025$70.1BQ2 2025$65.7BQ3 2025$76.9BQ4 2025$73.7BQ1 2026$76.7BQ2 2026$78.5BQ3 2026
Each supplier's quarterly revenue scaled by the share of it this chain takes (its attributed share of the trailing twelve months), summed; 14 companies in the latest quarter, +20% against a year earlier.

Companies