Defense | Week 4.9.25 | AAR $85M DLA Contract & EU Procurement Reform

Market Activity

AAR awarded $85 million indefinite-delivery/indefinite-quantity contract by Defense Logistics Agency Troop Support for comprehensive suite of specialized shipping and storage containers, shelters, and accessories. Contract includes 1-year base period plus 4 one-year option periods. (AAR Corp)

Fluor Corporation awarded 3-year Logistics Support Services contract by United States Army's 7th Army Training Command for training and operational logistical support to U.S. and coalition forces in Bavaria, Germany. Contract value not disclosed. (Fluor Newsroom)

D&G awarded DLA AFCAT and MetaL FACT Support Services contract by Defense Logistics Agency September 3, 2025. Contract value not disclosed. (Orange Slices AI)

Procurement Pipeline

Bundeswehrverwaltung issued tender for Zylinderlaufbuchse procurement September 5, 2025. Deadline: December 8, 2025. (bund.de)

Bundeswehrverwaltung issued tender for Automatenversorgung BIZBw Mannheim service concession September 5, 2025. Deadline: October 7, 2025. (bund.de)

Bundeswehrverwaltung issued tender for Ersatzteile mit Zeichnungssätzen - 6002910897. Deadline: October 23, 2025. (bund.de)

Policy & Regulation

NATO Allies agreed to invest 5% of GDP in defense by 2035 September 4, 2025. Emphasis on meeting NATO capability targets and sustained investment in defense capabilities. (NATO)

NATO European states procurement contracts increased from $131.8 billion (2018-21) to over $245 billion (February 2022-July 2025). 53% of procurement value went to European systems, 36% to US equipment. (IISS)

EU White Paper for European Defence lists military mobility as one of seven priority capability areas. Changes include upgrading civilian and military infrastructure for military considerations and streamlined customs procedures. (IISS)

Defense Logistics Agency reported progress on Digital Advantage Acceleration Plan September 2, 2025. Focus on information operations and digital capabilities enhancement for supply chain management. (DLA)

DLA extended cobalt acquisition opportunity deadline to September 11, 2025 for strategic materials stockpiling program. Focus on cobalt stockpiling for defense security and supply chain resilience. (Discovery Alert)

Technology Deployments

Not disclosed.