Filing Flows › Industries › Industrials › Search, Detection, Navigation, Guidance, Aeronautical Sys
Search, Detection, Navigation, Guidance, Aeronautical Sys SIC 3812
12 companies filing with the SEC under SIC 3812. Median revenue growth +10% year on year in Q3 2026 (middle half +8% to +12%, 6 companies). The growth model expects the industry's combined revenue to grow +8% in Q3 2026. 12 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- NOC → U.S. government 84% of the supplier's revenue, $35.2B
- DRS → U.S. government 80% of the supplier's revenue, $2.9B
- TDY → U.S. government 25% of the supplier's revenue, $1.6B
- MRCY → LHX 12% of the supplier's revenue, $118M
- MRCY → NOC 10% of the supplier's revenue, $98.4M
- SYPR → NOC 63% of the supplier's revenue, $75.5M
- ULBI → LHX 27% of the supplier's revenue, $51.6M
- DCO → NOC 6% of the supplier's revenue, $47.8M
- AIRI → NOC 7% of the supplier's revenue, $3.2M
- AMZN → NN
- NOC → usgov
- NOC → foreign
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +7.8% | $22.0B | $17.4B – $26.7B |
| Q4 2026 | +8.0% | $41.5B | $31.3B – $51.7B |
| Q1 2027 | +7.9% | $21.6B | $16.0B – $27.1B |
| Q2 2027 | +7.6% | $23.2B | $17.1B – $29.3B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| NOC Northrop Grumman | $11.1B | +7% | mature |
| LHX L3Harris Technologies | $6.1B | +7% | mature |
| GRMN Garmin | $2.0B | +12% | transition |
| TDY Teledyne Technologies | $1.7B | +9% | mature |
| DRS Leonardo DRS | $1.1B | +11% | transition |
| LUNR Intuitive Machines | $206M | — | expansion |
| LYNX Lyntris | $194M | +90% | expansion |
| CODA Coda Octopus Group | $7.7M | — | mature |
| MIND Mind Technology | $5.6M | — | contraction |
| NN Nextnav | $1.1M | — | mature |
| Boumarang | $200K | — | — |
| AERG Applied Energetics | $62K | — | transition |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.