Welcome back to The GovCon News Weekly Brief, where we break down the biggest deals, leadership changes, and strategic shifts shaping the government contracting landscape. This week’s headlines? Think billions raised, record revenues, and AI taking the wheel. Let’s dive in.
💰 Arlington Capital Partners Closes $6 Billion Fund VII
Private equity just made a major vote of confidence in the GovCon sector. Arlington Capital Partners has closed its $6 billion Fund VII — overshooting its $4.75 billion target and hitting the hard cap in under five months.
Expect the capital to flow into defense tech, cybersecurity, supply-chain onshoring, and mission-critical software supporting U.S. national security. Translation: if you’re building solutions in these spaces, money is coming your way.
👉 Read more…
⚛️ BWXT Secures $174 Million Naval Nuclear Fuel Contract
BWX Technologies continues to power the Navy’s nuclear fleet. Its subsidiary, Nuclear Fuel Services, landed a $174 million contract from the U.S. Naval Nuclear Propulsion Program.
Work is underway at the company’s Erwin, Tennessee facility and runs through 2026 — keeping BWXT’s pipeline glowing strong.
👉 Read more…
🚢 HII Posts Record $3.2 Billion in Q3 Revenue
Shipbuilding giant HII hit a new milestone, clocking $3.2 billion in Q3 2025 revenue — a 16 % jump year over year.
Shipbuilding revenue climbed 18 %, while Mission Technologies rose 11 %. That growth means more contracts, more jobs, and a busier year ahead for the defense industrial base.
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🤖 Guidehouse Names Ron White CIO to Drive AI Strategy
Guidehouse is betting big on artificial intelligence, appointing Ron White as CIO to lead its enterprise-wide AI strategy.
With more than three decades of experience, White will oversee digital transformation, cloud adoption, cybersecurity, and AI integration — signaling a new phase of AI-first consulting in federal services.
👉 Read more…
🎯 Leadership Shake-Up at American Rheinmetall
Mike Milner steps in as CEO of Rheinmetall’s U.S. munitions arm, while Chris Haag takes the reins as VP of Business Development & Strategy.
The move underscores Rheinmetall’s push to expand its American footprint — and its munitions business is gearing up for major growth in 2026 and beyond.
👉 Read more…
🔄 Leidos Streamlines Portfolio Under “NorthStar 2030”
Leidos is making moves — divesting its subsidiary Varec to sharpen focus on its NorthStar 2030 priorities: space & maritime, energy infrastructure, digital modernization, critical software, and health IT.
It’s a clear signal the contractor is doubling down on high-growth, high-impact sectors.
🧭 The Bottom Line
Money’s moving fast in GovCon — from billion-dollar funds to AI-driven transformation and portfolio realignment. For contractors, integrators, and suppliers, the message is simple: stay nimble, stay innovative, and follow the investment trends.
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The GovCon News Team
Tracking the pulse of the government contracting industry — so you don’t have to.
