Research brief · As of 5 Oct 2026 (ET)

Merlin partnerships and contracts

The full public-record table of Merlin partners and awards, plus short notes on the largest active vehicles. Ceiling dollars are vehicle ceilings unless stated as obligated.

Statuses as of 5 Oct 2026 Not investment advice

Highlights

C-130J SOCOM IDIQ

Sole-source IDIQ H9240824D0001 (“Automated Crew & Workload”), signed 7 Jun 2024. Ceiling $105M; ordering period through 6 Apr 2029 on the award record. About $15.96M obligated on the PDR/CDR order (H9240824F0010); that order’s period of performance ended 31 Jul 2026. Stages 3–7 were unfunded as of the 13 May 2026 prospectus. Remaining performance obligations at 30 Jun 2026 were $593 thousand. (USAspending IDIQ · PDR/CDR order · prospectus 13 May 2026 · 10-Q)

KC-135 + GE Aerospace

Merlin has described progress integrating on the KC-135 with the U.S. Air Force, and a 23 Sep 2025 joint release with GE Aerospace on an “autonomy core” collaboration naming the KC-135 Center Console Refresh as the first teaming opportunity. The prospectus says the teaming agreement runs 36 months and ends in 2028 unless extended. (GE/Merlin PR 23 Sep 2025 · prospectus)

SkyCourier UX with Textron

On 14 Sep 2026, Textron Aviation and Merlin introduced a Cessna SkyCourier UX concept at Air, Space & Cyber. Design objectives cited (~6,000 lb payload, up to three LD3 containers) are design objectives for a concept aircraft. Merlin 14 Sep 2026 · Merlin 18 Sep 2026

MDA SHIELD

Multi-award IDIQ with a $500 initial order; $151B is the shared vehicle ceiling (not Merlin-specific). IDV dated 3 Dec 2025. Active on paper. (USAspending)

Full partnerships and contracts table

Statuses reflect the public record as of 5 Oct 2026. Ceiling dollars are vehicle ceilings unless stated as obligated.

PartnerTypeAircraft / scopeValueDateStatusSource
USSOCOMSole-source IDIQ (SBIR Phase III)C-130J$105M ceiling; ~$16M obligated on design orders 7 Jun 2024 – 6 Apr 2029Active vehicle USAspending
MDA SHIELDMulti-award IDIQNot platform-specific$500 initial order; $151B is the shared vehicle ceiling IDV 3 Dec 2025Active on paper USAspending
AFWERX / AFRLDirect-to-Phase II OTA (Apollo)Early autonomy stack~$9.1M ceiling / ~$7.1M obligated Awarded 2 Aug 2019; completed ~1 Jun 2023Completed Federal Compass
USAF / AMC / AFMCMulti-year agreementKC-135Not stated Announced 12 Feb 2024Active Merlin
USAF / AFWERXCRADAContingency managementNot stated 22 Oct 2025Active Business Wire
GE AerospaceExclusive teamingKC-135 CCR first opportunityNot disclosed 23 Sep 2025; term to 2028Active GE PR · prospectus
Northrop GrummanMOA (Beacon)Model 437 Vanguard testbedNot disclosed 30 Jul 2025; term to Jul 2027Active Merlin · prospectus
HoneywellMOU (Anthem)Military fixed-wing initiallyNot disclosed 17 Oct 2024Quiet since announcement Honeywell
Textron AviationConcept aircraftCessna SkyCourier UXNot disclosed 14 Sep 2026Concept / studies Textron
Remah International (UAE)Exclusive teamingPlatform TBDNot disclosed 23 Apr 2026Scoping GlobeNewswire
Lockheed Martin; Sierra NevadaNamed integration partnersPhase 2 Integrate modelN/A Prospectus 2026Named in filing prospectus
Shadin AvionicsHardware / FAA TSORemote Data ConcentratorNot disclosed 19 Mar 2025TSO issued Merlin
Dynamic AviationFleet partnership55 King AirsNot disclosed 26 May 2021Quiet since announcement PR Newswire
AmeriflightFleet autonomy agreementCargo fleetNot disclosed 10 Dec 2021Quiet since announcement PR Newswire
World Star AviationNon-binding MOUCondor / Part 25 freightersNot disclosed Highlighted 14 May 2026Non-binding GlobeNewswire
Israel Aerospace IndustriesNon-binding MOUPart 25 cargo / CondorNot disclosed 23 Jul 2026MOU Merlin
QuikjetResearch collaborationPilot fatigue studyNot disclosed 18 Feb 2025Study announced Merlin
Ngai Tahu / Air KaikouraFreight opsCessna CaravanNot disclosed 2024 season; blog 13 May 2025Ops narrative; post-pivot status unclear Merlin
FAA BAA (Alaska)Definitive contractCessna 208B; UAF ACUASI$969,000 2022–2023Completed USAspending
Texas eIPP / TxDOT NEXUSInvited demonstrationDemo at Perot FieldN/A 10 Sep 2026Demo completed Merlin