Thales Usa, Inc.

Thales USA, Inc. Air Mobility Solutions Division, a foreign-owned subsidiary of the France-based Thales Group, manufactures and repairs advanced aviation systems, navigation equipment, and electronic components for the Department of Defense, Department of Transportation, and related federal agencies as a prime contractor on 96% of recent awards. The division competes on a full and open basis with no small-business set-asides and operates from facilities in Shawnee Mission and Overland Park, Kansas, and Salt Lake City, Utah.

AMS delivers concrete capabilities in Tactical Air Navigation (TACAN) systems, Instrument Landing Systems (ILS), Low Power Distance Measuring Equipment (LPDME), power supplies, high-power and low-power amplifiers, circuit card assemblies, control-monitor sets, transponder sets, receiver-transmitter equipment, modems, and antenna systems. Representative work includes a $29.6 million Other Transaction Agreement with the Air Force DFAS (awarded November 2022, ultimate completion May 2028) to develop a Lightweight Deployable Instrument Landing System for precision approach and landing in agile combat employment environments; a $41.9 million firm-fixed-price production contract with Naval Air Systems Command (June 2024, extending through April 2028) for manufacturing AN/URN-32 and AN/URN-33 Beacon Kits, TACAN antenna systems, and associated equipment; and a $3.89 million Engineering Support Contract with the Air Force Oklahoma City Air Logistics Complex (March 2025) for Family of Systems Windows 11 upgrade program support at Tinker Air Force Base.

Customer concentration is heavily tilted toward the Department of the Air Force and Department of the Navy. The top two customers by potential value—Air Force Electronic Systems Center (7 awards, $254.2 million) and Naval Air Systems Command (3 awards, $87 million)—account for 90% of combined potential value across all recent awards, although Naval Supply Systems Command dominates by award count (113 awards) with lower average transaction size ($168 thousand per award). The Federal Aviation Administration Headquarters (34 awards, $12.8 million potential value) represents the primary civilian agency customer.

AMS holds parent vehicles anchoring recurring task-order activity. The Naval Supply Systems Command Basic Ordering Agreement N0010424GA801 has generated 22 task orders valued at $1.8 million combined for spares and repairs of radar systems, TACAN equipment, and air traffic control systems on aircraft carriers and Littoral Combat Ships through September 2029. The Federal Aviation Administration Indefinite Delivery Contract 6973GH-22-D-00036 (January 2022, extending through January 2027) for LPDME repair and acquisition has issued five delivery orders totaling approximately $3.3 million. AMS also holds a recent single-award Basic Ordering Agreement with Naval Supply Systems Command (September 2024, $12.0 million ceiling) for spares and repairs across CVN radars, LCS seaframe, TACAN, MATCALS, and air traffic control and landing systems. The Air Force Indefinite Delivery Contract FA810213D0001 generated 13 task orders valued at $52.5 million.

Activity shows growth through 2023 (60 awards) then moderation—34 awards in 2022, 43 in 2024, 40 in 2025, and 21 through September 2026—with 21 awards (combined potential value $84.2 million) reaching ultimate completion in the next twenty-four months and therefore exposed to recompete. AMS typically operates as an equipment and systems manufacturer rather than as a services prime; the Service Contract Inventory reports only 3 total SCI records (1.5 FTEs reported in FY2025) indicating minimal service-contract reporting activity above the $150,000 threshold. The vendor predominantly builds its own delivery capability rather than relying on subcontractors—across the limited SCI data, average sub-hours share is zero percent. AMS serves as a subcontractor on a small set of primes including Booz Allen Hamilton (polar programs engineering and tactical navigation systems support) and Atlantic Diving Supply (MM7000 modular multifunction navigation systems for Department of Defense programs, 2024).

AMS's federal work is concentrated in Search, Detection, Navigation, Guidance, Aeronautical and Nautical System and Instrument Manufacturing (72 awards per NAICS 334511), with secondary concentration in Communications Equipment Manufacturing (24 awards) and Electrical Equipment and Component Manufacturing (14–15 awards across multiple NAICS). Purchase orders and delivery orders for discrete components dominate the award portfolio; definitive contracts for system development and production (such as the LD-ILS OTA and the TACAN beacon production contract) represent the high-value anchor work. The division does not hold positions on government-wide acquisition contracts or civilian agency IDIQs; all parent vehicles are agency-specific BOAs and IDCs with defense customers.