Tcom, L.P.

Tcom, L.P., a Columbia, Maryland-based manufacturer of persistent surveillance aerostats and intelligence, surveillance, and reconnaissance (ISR) systems, operates as a prime contractor (97% of recent awards) on full-and-open defense contracts with no set-aside designations, delivering advanced airborne surveillance technologies, spare parts, and sustainment services to the Department of Defense and federal agencies across a $7.61 billion combined potential-value portfolio.

Tcom is a for-profit limited liability partnership headquartered at 7115 Thomas Edison Drive, Columbia, Maryland. The vendor's corporate structure includes six named subsidiaries: Equinox Innovative Systems Inc. (a self-certified small disadvantaged business), Aerostar International LLC, South Bay Wire and Cable Company LLC, and others. Tcom operates as a manufacturer and systems integrator with primary NAICS concentration in Search, Detection, Navigation, Guidance, Aeronautical and Nautical System and Instrument Manufacturing (39 awards), Engineering Services (21 awards), and Aircraft Manufacturing (14 awards). PSC footprint centers on Radar Equipment, Airborne (33 awards), Installation of Equipment for Aircraft and Airframe Structural Components (11 awards), and related airframe and electronic systems.

Customer concentration is heavily weighted toward Army and Navy/Marine Corps programs. The top five funding organizations account for 73% of awards by count: the Department of the Army Acquisition Support Center Program Executive Office for Intelligence, Electronic Warfare & Sensors leads in combined potential value at $6.74 billion across 20 awards; the United States Marine Corps holds 28 awards valued at $174.8 million; the Department of the Navy Naval Air Systems Command Naval Air Warfare Center holds 15 awards at $320.8 million; the Department of the Air Force carries 22 awards; and the Department of the Treasury Financial Crimes Enforcement Network holds 12 awards. Within the next twenty-four months, two awards totaling $324.3 million face ultimate completion and recompete exposure.

Tcom's primary vehicle footprint anchors on two large-ceiling Army and GSA contracts. The Indefinite Delivery Contract W56KGY19D0020 (the $4.2 billion Product Director Aerostats for Production, Fielding, Sustainment, and Life Cycle Support IDIQ, awarded March 13, 2025, by Army PEO IEW&S through March 12, 2030) carries 16 task orders valued at $1.41 billion combined potential value and represents the vendor's core delivery vehicle for aerostat production, fielding, sustainment, and logistics support. The OASIS+ Unrestricted Multiple Agency Contract (awarded December 17, 2024, by GSA Federal Acquisition Service with a multi-billion-dollar ceiling through December 16, 2029) enables government-wide procurement of ISR technologies, engineering support, program management, logistics, and lifecycle support across federal agencies. Additionally, Tcom holds positions on the Indefinite Delivery Contract M6785413D2422 (17 task orders, $22.9 million combined potential value), Basic Ordering Agreement N6833513G0011 (8 task orders, $88.3 million combined potential value), and Indefinite Delivery Contract F1962883C0152 (9 task orders) supporting Navy, Air Force, and Marine Corps platforms.

Recent representative prime work includes a $36.2 million delivery order awarded April 10, 2026, by the Army for Persistent Surveillance Systems-Tethered (PSS-T) aerostat production and sensor-aerial intelligence support under the Product Director Aerostats IDIQ, due March 5, 2028; a $288.2 million delivery order awarded June 21, 2024, by the Army for PSS-T engineering, logistics, and operations support across CONUS and OCONUS locations through December 23, 2026, on a cost-plus-fixed-fee basis; a $29.6 million definitive contract awarded November 5, 2025, by the Marine Corps for travel and relocation direct costs supporting operations in Kuwait through November 4, 2030; and a $438.3 million foreign military sales contract awarded August 26, 2021, by Army PEO IEW&S for ten PSS-T systems and payloads for the Kingdom of Saudi Arabia, due January 24, 2029. Recurring procurement activity includes helium provisioning for the Kuwait Low Altitude Surveillance System (multiple Navy and Marine Corps purchase orders, including $675,908 in February 2024 and $678,393 in April 2025) and spare parts procurement supporting 34-meter aerostat platforms (e.g., $19.8 million delivery order for PSS-T spare parts awarded June 14, 2022, due September 30, 2024; $5.25 million one-time spare parts delivery order awarded September 29, 2023, due September 29, 2024).

Activity has declined year over year after a two-year growth period: eight awards in 2024, six in 2025, and one year-to-date in 2026. This contraction follows a spike in 2024 and reflects the lumpy nature of large-platform sustainment work. On SCI-reportable federal service contracts above $150,000, Tcom reported invoiced revenue of $93.6 million in FY2022 and $110.8 million in FY2023, with SCI activity dropping sharply in FY2024. The SCI dataset shows roughly 261 FTEs delivered in FY2022 and 269 FTEs in FY2023 (contract-level labor counts), declining to 1.2 FTEs in FY2024 as SCI-reportable prime service contracts wound down. On federal services contracts captured in SCI, government-paid median rates ran around $111/hr, with a spectrum from roughly $102/hr at the 10th percentile through $120/hr at the 90th percentile. Across SCI-reportable prime contracts, subcontractors performed approximately 20% of total contractor hours, with 21 named subcontractors identified across the vendor's SCI prime footprint.

Tcom operates predominantly as a prime contractor and system integrator. In its limited subcontractor role, Tcom delivers ISR systems research, development, testing and evaluation work to HII Mission Technologies Corp on an Air Force Life Cycle Management Center and Naval Surface Warfare Center advanced persistent expeditionary surveillance and force protection systems initiative awarded March 5, 2025, and has performed aviation support services under Tyonek Aircraft Overhaul LLC. The vendor's teaming is primarily inbound—Tcom is positioned as the aerostat and surveillance systems prime, sourcing specialized components and labor from 21 named subcontractors on federal service contracts rather than operating as a sub to larger integrators.