President Trump and Defense Secretary Pete Hegseth are aiming to push defense spending to an eye-popping $1 trillion next year — a nearly 12% jump from current levels. While the White House is framing the move around “efficiency” and “peace,” the reality is that defense spending has remained one of the few areas immune to budget cuts. The proposed increase would pour even more money into the defense industrial base. For contractors in shipbuilding, aerospace, cybersecurity, and advanced weapons development, this is big news. The boost is expected to fast-track new programs, modernize aging fleets, and open the door to even more government partnerships. In short: a trillion-dollar defense budget means business is about to boom across the entire national security sector.
Layoffs: Deloitte
Deloitte, one of the world’s leading consulting firms, is making tough but measured staffing adjustments after a wave of U.S. government contract cuts. The firm, which brought in about $3.2 billion from government work last year, is responding to a challenging environment created by the Department of Government Efficiency’s push to rein in federal consulting spend. While Deloitte hasn’t commented publicly, executives reportedly shared the news of layoffs with employees this week. The company described the move as “modest personnel actions” tied to shifting client needs and slower growth in some areas. Across the broader industry, consulting firms are feeling the pressure, with federal agencies like the GSA demanding clearer reporting and sharper cost reductions. Despite the current challenges, Deloitte remains a major force in the government services space, trusted for its deep expertise and longstanding commitment to supporting critical federal missions.
Hiring: Anduril
Big news out of Ohio: Anduril Industries is setting up a massive advanced manufacturing facility just outside Columbus, and it’s bringing serious firepower with it. Dubbed “Arsenal-1,” the new five-million-square-foot site in Pickaway County will create more than 4,000 new jobs over the next decade — the largest single-job creation project in Ohio’s history. The facility will focus on building cutting-edge military drones and defense tech, helping the U.S. hyperscale its defense manufacturing to stay ahead in the global race. With a $900 million investment and the promise of over $2 billion in annual economic output by 2035, Anduril’s move is a major win for Ohio’s economy and a bold play to rebuild America’s manufacturing might where it matters most — in the Heart of it All.
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Opportunity to Watch
Leidos just scored a major national security win, landing a $390 million contract to deliver advanced signals intelligence (SIGINT) capabilities to the National Security Agency (NSA). Over the next five years, Leidos will handle everything from engineering and systems administration to integration, testing, and sustainment of key NSA systems. The goal? Faster, smarter information dominance for the intelligence community. Leidos National Security Sector President Roy Stevens said the deal will tap into the company’s deep bench of technical and cyber expertise, helping the military and intelligence community stay ahead with resilient, end-user-focused tech. It’s another big move that cements Leidos’ position as a go-to contractor for next-gen SIGINT solutions.