Insitu, Inc.

Insitu, Inc., a wholly-owned subsidiary of The Boeing Company, designs, manufactures, and sustains tactical unmanned aircraft systems (UAS) for the federal government as a prime contractor on full-and-open delivery orders and indefinite delivery vehicles—operating without set-aside designations due to its status as the sole-source manufacturer of proprietary RQ-21A Blackjack and ScanEagle platforms.

The company's federal award footprint spans 1,257 prime and sub awards worth $9.8 billion in combined potential value, with $4.27 billion obligated. Insitu operates nearly entirely as a prime contractor (98% of recent awards), concentrating on intelligence, surveillance, and reconnaissance (ISR) services, unmanned aircraft hardware, spare parts and components, field service representative support, training, engineering services, and program management. Recent named work includes a $47.5 million delivery order from Naval Air Systems Command (NAVAIR) for unmanned aircraft systems ISR services to support U.S. Fleet Forces Command through September 2030; a $32.5 million definitive contract for ISR services aboard USS John L Canley Expeditionary Sea Base through July 2029; a $19.8 million delivery order for RQ-21A spares supporting the Bangladesh Army under Building Partner Capacity cases; and a $55.8 million delivery order under the Mid Endurance Unmanned Aircraft Services IV (MEUAS IV) parent IDIQ for contractor-owned, contractor-operated mid-endurance unmanned ISR services to the Air Force for special operations through February 2026.

Customer concentration is extreme. NAVAIR dominates at 490 awards and $6.69 billion combined potential value—68% of the portfolio's dollar value. The top five customers account for 89% of awards and 98% of combined potential value: NAVAIR leads, followed by U.S. Special Operations Command (114 awards, $2.47 billion), NAVAIR's Naval Air Warfare Center (92 awards, $226.4 million), the Department of the Air Force (6 awards, $98.2 million), and the Department of Homeland Security U.S. Coast Guard (3 awards, $96.3 million). Naval Supply Systems Command (NAVSUP) places second in award count (282 awards) but ranks lower in dollars ($90 million combined potential value), indicating many small sustainment purchase orders. This divergence signals NAVAIR as the anchor customer for large multi-year ISR and systems work, while NAVSUP drives transactional component procurement.

Insitu holds five primary parent vehicles anchoring its federal engagement. The largest is Indefinite Delivery Contract N0001919D0033 (111 task orders, $301.5 million combined potential value) with NAVAIR for RQ-21A Blackjack and ScanEagle systems and sustainment. Two other large NAVAIR IDCs—N0001922D0038 (92 task orders, $216 million) and N0001913D0016 (62 task orders, $345.4 million)—procure unmanned aircraft systems hardware, sustainment services, engineering support, training, and program management. NAVSUP holds a Basic Ordering Agreement valued over $400 million for UAS components, spare parts, and sustainment services (107 task orders visible, $53.8 million combined potential value). A third BOA with NAVSUP (N0001912G0008, 68 task orders, $189.5 million) covers similar UAS sustainment scope. These vehicles establish the contracting backbone for Insitu's recurring foreign military sales (FMS) delivery orders to allied nations including Thailand, Philippines, Indonesia, Canada, Poland, Spain, Malaysia, Kenya, and others, as well as domestic naval operations.

Award activity peaked in 2022 (119 awards) and has contracted sharply: 91 awards in 2023, 41 in 2024, 23 in 2025, and 13 through June 2026. This decline reflects maturation of long-term IDVs under which NAVAIR issues task orders rather than separate prime contracts, and potential recompete exposure. Twenty-three awards reach ultimate completion within the next twenty-four months, carrying combined potential value of $121.9 million—moderate recompete risk given the scale of Insitu's portfolio.

Across SCI-reportable service contracts above the $150,000 threshold, Insitu invoiced $163.9 million from FY2022 through FY2025 ($43.3 million in FY2022, $63.7 million in FY2023, $35.8 million in FY2024, $21.1 million in FY2025). SCI workforce trajectory shows 56.9 FTEs in FY2022 rising to 96.6 FTEs in FY2023, then declining to 62.1 FTEs in FY2024 and 29.7 FTEs in FY2025—reflecting task order volume fluctuations. On federal services contracts captured in SCI, government-paid rates ranged from $7.16/hr (10th percentile) to $322.09/hr (90th percentile), with median around $170.29/hr. Across SCI-reportable prime contracts, subcontractors comprise 38% of contractor hours on average, with 42 named subcontractors reported including Argentech Solutions (veteran-owned small business providing field service representative support), Northwest UAV and Northwest Container Services (logistics), Hood TECH Corp Vision Inc. and Hood TECH Corp Mechanical Inc. (components and manufacturing), and Novatel Inc. (GNSS components).

Insitu's capability portfolio centers on tactical UAS design, manufacturing, and sustainment for ISR missions across domestic and allied operations. The company operates as a sole-source provider of its proprietary platforms, competing full-and-open without set-aside posture. Foreign Military Sales dominate the delivery-order portfolio, making Insitu a critical enabler of allied interoperability and defense modernization in the Indo-Pacific and broader allied networks. Headquartered in Bingen, Washington, with secondary operations in The Dalles, Oregon and Patuxent River, Maryland, Insitu maintains a specialized federal footprint anchored to NAVAIR's sustained procurement and sustainment demand.