Leidos issued an 8-K press release on November 2, 2026, disclosing a supplier summit and production plans for its Low-Cost Containerized Missile and the AGM-190A Havoc Spear cruise missile.

Key Highlights

  • Supplier summit held: Leidos convened missile-component suppliers at its global headquarters on September 26, 2026, to align on requirements, manufacturing capacity, timelines, and delivery schedules.
  • Initial LCCM framework agreement: A May 13 framework agreement between the Department of War and Leidos covers an initial 3,000 LCCM weapons, according to the filing.
  • LCCM delivery timeline: The filing states first LCCM missiles are expected to be delivered in 2027 for test and evaluation, with full-rate production anticipated in 2028 and 2029.
  • AGM-190A Havoc Spear deliveries underway: Leidos reported that initial deliveries of the AGM-190A to Air Force Special Operations Command are now underway.
  • SOCOM contract for 45 missiles: A summer 2026 contract award from U.S. Special Operations Command covers 45 AGM-190A missiles, with deliveries expected to begin in fall 2027.
  • Production locations: Primary production work for both programs will be in Huntsville, Alabama, and McEwen, Tennessee, with supplier work spanning 14 states.
  • Company scale: Leidos reported approximately 50,000 global employees and annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026.

Leidos Scales Cruise Missile Industrial Base Across 14 States

According to the filing, Leidos (NYSE:LDOS) is moving to expand U.S. missile production capacity by bringing together key suppliers for two programs: its new Low-Cost Containerized Missile (LCCM) and the AGM-190A Havoc Spear cruise missile. The company disclosed that a supplier summit was held September 26 at Leidos' global headquarters, focused on aligning industry partners on requirements, manufacturing capacity, timelines, and delivery schedules.

The filing states that LCCM production stems from a May 13 framework agreement with the Department of War for an initial 3,000 weapons. Primary manufacturing activity for the LCCM and the AGM-190A is to be concentrated in Huntsville, Alabama, and McEwen, Tennessee, while suppliers are said to be operating across 14 states. On the AGM-190A Havoc Spear, the filing reports that initial deliveries to Air Force Special Operations Command are already underway, and that a summer 2026 contract from U.S. Special Operations Command covers 45 missiles, with deliveries under that award expected to begin in fall 2027.

The filing includes statements from Leidos Defense President Cindy Gruensfelder, who said the company is "investing in our people, facilities, and supply chain to deliver proven capability to warfighters with a real sense of urgency." Supplier representatives from Pratt & Whitney and Divergent also provided comment. The filing notes that Leidos' broader portfolio includes the Army's Indirect Fire Protection Capability Increment 2 launcher, hypersonic strike technology, and advanced guidance and sensor capabilities. The filing contains forward-looking statements, which the company characterized as subject to significant risks and uncertainties and not guarantees of future results.

What Was Disclosed

Leidos disclosed details of a supplier summit and production timelines for its LCCM and AGM-190A Havoc Spear programs, including a framework agreement for 3,000 LCCM weapons, a SOCOM contract for 45 AGM-190A missiles, and manufacturing locations across 14 states.