Shad Industries, Inc.

Shad Industries, Inc., a woman-owned small business based in Yaphank, New York, manufactures and supplies non-rechargeable batteries to the Defense Logistics Agency as a prime contractor on a predominantly full-and-open competitive posture, with 100% of recent awards as direct prime deliveries and no subcontractor presence. The company is a for-profit Subchapter S corporation operating under primary NAICS codes for battery manufacturing (Primary Battery Manufacturing and Storage Battery Manufacturing account for 170 of 240 awards), with Federal PSC category work split between nonrechargeable and rechargeable battery procurement.

Shad Industries' federal customer base is monolithic. The Defense Logistics Agency Land and Maritime accounts for 91 awards (38% of the total portfolio) and $20.7 million in combined potential value, followed by DLA Aviation (75 awards, $1.8 million) and the broader DLA organization (70 awards, $852 thousand). These three DLA sub-components comprise 98% of all awards and 97% of total potential value. The vendor holds seats on five DLA Indefinite Delivery Contracts, with the largest being IDC SPE7M114D0003 (27 task orders, $3.2 million combined potential value) and IDC SPE7LX18D5015 (24 task orders, $3 million). The most visible vehicle is a single-award, small-business-set-aside IDC with DLA Land and Maritime awarded in December 2021 with a $250,000 ceiling, which has generated over 30 delivery orders since 2019 for various non-rechargeable battery National Stock Numbers (NSNs 8509–8511 series). Representative work includes delivery orders valued at $230,996 (June 2023, NSN 8509926206), $194,685 (March 2022, NSN 8508911195), $166,685 (multiple awards in 2021–2023 spanning NSNs 8509–8510), and smaller purchase orders in the $3,372–$9,267 range covering battery models 8509426642, 8510607808, 8511566155, and others. Performance is located at Shad Industries' Yaphank headquarters on all awards.

Activity has contracted significantly. The portfolio carried six awards in 2022, declining to four in both 2023 and 2024, one in 2025, and one to date in 2026 (March 2026, $9,188.66 PO for NSN 8511995246). Only one award with an ultimate completion date in the next twenty-four months creates minimal recompete cliff exposure ($9 thousand in value). The vendor's $24.1 million combined potential value across 240 awards masks heavy concentration: $20.7 million (86%) flows through DLA Land and Maritime alone, leaving minimal optionality if that customer's battery procurement requirements shift or consolidate among competing suppliers. Shad Industries operates exclusively on non-set-aside (full-and-open) delivery orders and purchase orders under DLA vehicles; the single-award IDC explicitly designates small-business set-aside status, but individual task orders issued under it carry no set-aside marking.