Forget the hidden combat jets, drones and orbital, spy satellites watching the earth. If you ask the US army, the future of command, control, communication, computers, intelligence, surveillance and reconnaissance (C4Ir) can actually stay in … Blumps.
Or at least they hoped.
Earlier this month, the US Pentagon has announced that he has awarded 10-year-old $ 4.2 billion contract Build “lighter than air systems, tied systems and elevated sensors” for the army on a series of 10 different companies, working together and individually. Several names will be virtual unknowns Defense investorsPrivate companies with names like Advanced Technology Systems Co, Evelided Technologies LLC and SkyShyp Services Inc. Other names, will be better known:
Leidos(Nyse: ldos) is one of those last. Also British Qinetiq. The most famous of all will be, however, RTX Corp(NYSE: RTX) and TCO Holdings, two companies that began to build a joint opponent’s projectile attack, Aerostate for the military increased sensors (JLENS) for the military in the mid-20110s.
You probably remember the jlens even if the name does not ring the bell. In 2015, Aerostat made titles entitled “Raytheon’s Wandering Blimp” when Aerostat released anchor in Aberdeen by checking in Maryland. Gigantic Blimp began floating up and down the east coast, pulling his massive mooring along the ground, lowering the transmission lines and generally devastating until they were demolished by Pennsylvan police officers armed shotguns.
“Pop!”
It is enough to say that the army quickly put the jlens on the shelf after that incident, but almost a decade later, Jlens re -appeared when the Polish army asked Congress to release Aerostate worth $ 1.2 billion for air and rocket defense. RTX, TCU and Qinetiq were named as suppliers in the program. And now, a year later, here we are again with these names that appear – this time in the US Army competition to sell almost four times more aerostat.
Image source: RTX CORP.
At the end of last year, I was floating with the idea (the punishment was intended) that the US army might want to revive Jlens as a way of monitoring the unusual rush of unidentified flying objects, believed to have been overwhelmed by the surveillance over the military bases and government plants on the eastern coast for weeks.
Devinting from an altitude of 10,000 feet, JLENS is described as capable of detecting and following all aircraft with a fixed and rotational wing, unmanned air vehicles and cruising rockets on land, and even “superficial movement goals, large caliber rockets and tactical ballistic missiles,” about 360 kilometers “and” and ” reach 360 kilometers. recent 60 minutes The story of a crisis of drones.
If I was guessing my educated speculation, I would doubt that this was the main reason why the army preparation is to spend $ 4.2 billion on Aerostate today. Aerostats are already used along the US southern border, where customs and border protection use them to monitor the aircraft and surface vehicles that are crossing Mexico and moving inside the bay. The army can also order more aerostate for this purpose.
And, of course, there is a Polish order for $ 1.2 billion. It is completely possible that at least a portion of $ 4.2 billion, which the army awards to RTX Corp, and other Aerostat companies will finish the production of aerostat that Poland will eventually pay.
One word of caution: Because the US Army contract calls RTX as only one of 10 companies that compete in contracts for construction “lighter than air systems, related systems and elevated sensors”, it is possible Other award -winners will actually win some (or even all) funds on offer. Personally, I think, however, it is much more likely that a company that builds aerostate for the military will conquer the lion’s part of this paper from the beginning.
Furthermore, I would postpone that contracts awarded to RTX will pass through the Raytheon department, which, according to data from the data S & P Global Market Intelligence Earns a 9.7% operational profit margin on revenue. If I am right about this, then $ 4.2 billion times is 0.097 implies that RTX is now running to earn a $ 400 million in order from this contract.
Approved, spread over 10 years, probably not enough to move the needle much to a company that already earns $ 8.6 Billion in surgery. But it is better than a sharp stick in the eye, so to speak – which would also be dangerous for Blumn.
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