Toray Advanced Composites Usa, Inc.

Toray Advanced Composites USA, Inc., a foreign-owned manufacturer of advanced composite resins, adhesives, and prepreg materials based in Morgan Hill, California, operates as both a prime contractor (51% of recent awards) and subcontractor (49%) supplying aerospace-grade composite systems to defense and space agencies. The company competes on a full-and-open basis with no set-aside designations across its federal portfolio.

Toray's core capability is manufacturing proprietary thermoplastic and thermoset prepregs, cyanate ester resins, epoxy adhesives, and carbon fiber composites for military aircraft, space vehicles, and electronic warfare systems. Recent prime work includes a $318 thousand BPA call from Naval Air Systems Command in May 2026 for resins and adhesives supporting the ALQ-99 EA18G aircraft, sourced from Toray's $5.585 million single-award BPA with Naval Sea Systems Command (NAVSEA) running through September 2034 for radome repair materials for the AN/ALQ-240, AN/ALQ-99, and AN/ALQ-249 systems; a $1.2 million NASA cooperative agreement awarded June 2022 for Phase 1 participation in the High Rate Composites Aircraft Manufacturing (HICAM) project, advancing manufacturing technologies for large composite airframes; and a $26.9 thousand sole-source purchase order from NASA in September 2025 for Toray TC1200/T800 aerospace-grade carbon fiber reinforced thermoplastic prepreg materials supporting manufacturing scaling for composites processing.

Customer concentration splits between space-vehicle and naval platforms. Top customers by award count span Air Force Space and Missile Systems Center (55 awards), NASA Johnson Space Center (30 awards, $60 thousand combined potential value), NASA Shared Services Center (26 awards, $1.6 million), Naval Supply Systems Command (23 awards, $2.2 million), and Naval Air Systems Command (18 awards, $1.9 million), together covering 74% of recent awards. Dollar concentration shifts toward Naval Sea Systems Command, which anchors the portfolio at $6 million combined potential value across five awards, primarily the NAVSEA BPA for radome adhesives and resin systems. The top five customers by potential value cover 95% of the combined dollar total.

Activity has grown significantly year over year—16 awards in 2022 to 40 in 2024—before moderating to 35 in 2025 and 6 thus far in 2026. Combined potential value across the 205-award portfolio totals $12.5 million, though obligated dollars reach $26.7 million, indicating substantial work flow relative to stated ceilings. Only two awards face ultimate completion within the next twenty-four months, carrying $13 thousand in combined potential value, leaving minimal recompete exposure in that window.

In its subcontractor role, Toray supplies cyanate ester resins and prepreg materials to Lockheed Martin for Global Positioning System III Follow-On space vehicles, Next Generation Overhead Persistent Infrared geosynchronous satellites, and Orion production and operations; graphite and aramid prepregs to Northrop Grumman for Next Generation Overhead Persistent Infrared Polar space vehicles and related studies; epoxy film adhesives and prepregs to BAE Systems for tactical modules and specialized composites; and fiberglass and chemical specialties to Raytheon on the Advanced Technology Support Program and Silent Knight radar systems. L3Harris, The Aerospace Corporation, and Battelle Memorial Institute round out the major sub primes. Work is performed at Toray's Morgan Hill facility and subordinate performance sites specified in individual task orders.

The portfolio centers on plastics material and resin manufacturing (61 awards) and research and development in physical and engineering sciences (61 awards), followed by guided missile and space vehicle manufacturing (20 awards) and adhesive manufacturing (17 awards). PSC-level framing shows adhesives (21 awards), miscellaneous chemical specialties (18 awards), and miscellaneous fabricated nonmetallic materials (15 awards) as the dominant procurement categories. Toray holds positions on several BPAs and basic ordering agreements, including Blanket Purchase Agreement N0016424A0019 (4 task orders, $1.5 million), Basic Ordering Agreement FA862016G3027 (2 task orders), and Advanced Technology Support Program IV (2 task orders), though these vehicles carry relatively low task-order volumes compared to the company's direct prime and sub engagement footprint.