Thales Usa, Inc.

Thales USA, Inc. Air Mobility Solutions (AMS) Division manufactures and delivers advanced aviation systems, electronic components, and navigation equipment to the Department of Defense and federal civilian agencies as a large, foreign-owned prime contractor competing on a full and open basis with no set-aside participation. The division operates as part of Thales USA, Inc., a subsidiary of the France-based Thales Group, headquartered in Arlington, Virginia, with AMS facilities in Overland Park, Kansas; Shawnee Mission, Kansas; and Salt Lake City, Utah. AMS competes across full and open federal procurements; no set-aside categories characterize the prime footprint.

AMS delivers concrete capability across Tactical Air Navigation (TACAN) systems, Instrument Landing Systems (ILS), distance measuring equipment (DME), high-power and low-power amplifiers, control-monitor sets, synthesizers, circuit card assemblies, transponder sets, receiver-transmitter equipment, power supplies, antenna systems, and associated repair and provisioning services. Recent representative work includes a $41.9 million production contract with Naval Air Systems Command (awarded June 2024) for AN/URN-32 and AN/URN-33 TACAN beacon kits and antenna systems with ultimate completion in April 2028; a $26.2 million Other Transaction Agreement with the U.S. Air Force (awarded November 2022) for development of a Lightweight Deployable Instrument Landing System (LD-ILS) for agile combat employment environments with completion targeted December 2027; a $3.9 million engineering support contract with the Air Force Oklahoma City Air Logistics Complex (awarded March 2025) for a Family of Systems Windows 11 upgrade program; and a $4.3 million Indefinite Delivery Contract with the Federal Aviation Administration (awarded January 2022, extended through January 2027) for repair and acquisition of Low Power Distance Measuring Equipment, against which four delivery orders totaling approximately $2.6 million have been issued.

Customer concentration is heaviest with Naval Supply Systems Command (104 awards, $19.1 million combined potential value), the Federal Aviation Administration Headquarters (33 awards, $12.7 million), and Defense Logistics Agency Aviation (28 awards, $59 thousand), accounting for roughly 75 percent of award count. By dollar value, concentration shifts to the Air Force Electronic Systems Center ($94.3 million across 6 awards), Naval Air Systems Command ($90.7 million across 3 awards), the Air Force Oklahoma City Air Logistics Complex ($51.7 million across 8 awards), and Air Force Tinker Air Force Base Lifecycle Management Center ($50.6 million across 9 awards), which together comprise approximately 85 percent of combined potential value. The divergence signals that Naval Supply Systems Command places many small component and repair task orders while Air Force and Naval Air Systems Command awards anchor the largest dollar volumes.

AMS holds or participates in several named indefinite delivery vehicles. The $12.0 million single-award Basic Ordering Agreement N0010424GA801 with Naval Supply Systems Command (awarded September 2024, extending through September 2029) covers spares acquisition and repairs for radar systems on aircraft carriers, Littoral Combat Ships, and air traffic control and landing systems, with 17 task orders issued totaling $1.5 million in combined potential value. The $4.3 million Indefinite Delivery Contract 6973GH-22-D-00036 with the Federal Aviation Administration Headquarters (January 2022 through January 2027) funds Low Power Distance Measuring Equipment repair and acquisition, with 5 delivery orders ($3.4 million combined potential value). A $52.5 million Indefinite Delivery Contract FA810213D0001 with the Air Force (referenced in the source) has generated 13 task orders. The $26.2 million LD-ILS development contract and the $41.9 million TACAN production contract are definitive contracts without parent IDVs.

Activity has averaged 34 to 60 awards annually over the past five years, with peaks in 2023 (60 awards) and recent moderation to 10 awards in 2026 year-to-date. Within the next twenty-four months, 18 awards with ultimate completion dates face recompete exposure, representing combined potential value of $84.1 million. The largest recompete signals include the $26.2 million LD-ILS OTA (December 2027 completion) and the $41.9 million TACAN production contract (April 2028 completion), both of which extend slightly beyond the twenty-four-month window but are material renewal risks.

In subcontractor roles, AMS supports Booz Allen Hamilton on a polar programs engineering and technical support contract for the U.S. Antarctic Program (awarded October 2025, involving tactical navigation systems). AMS also subcontracts to Atlantic Diving Supply across ten related awards in April 2024 for MM7000 mobile TACAN base systems with remote control and signal unit configurations. These sub relationships are limited; 96 percent of AMS awards are prime contracts.

AMS competes across full and open procurements in the navigational aids, electronic components, and aviation infrastructure categories. Primary NAICS concentration falls under 336411 (Search, Detection, Navigation, Guidance, Aeronautical, and Nautical System and Instrument Manufacturing—66 awards) and 334290 (Other Communications Equipment Manufacturing—22 awards). Primary PSC coding reflects IT and telecom network analog voice products (53 awards), electrical and electronic assemblies (25 awards), and radio navigation equipment except airborne (19 awards). The capability portfolio and customer base position AMS as a core supplier of specialized aviation and navigation electronics to military aviation operations and civilian air traffic control infrastructure.