Multi-layered approval chains involving Pentagon, Congress, JPO. Block 4 delay from 2026 to 2030s demonstrates cascade effect.
TR-3 upgrade 3 years late. Received on-time bonuses while delivering late. 800+ deficiencies still open. Layoffs as primary adaptation.
AI Factory (10,000 engineers) and LMText Navigator show sharing intent, but security clearances create compartmentalization.
$485B in F-35 sunk costs. Single customer (Pentagon). Cannot pivot from core programs. 1995 merger still shapes structure.
Good engagement (84% recommend) but limited mobility due to clearances. "Raises 2-3%" complaints. Leaders promoted from within.
Massive manufacturing infrastructure. Long depreciation cycles. PAC-3 capacity increase took years. Cannot repurpose F-35 lines.
AI accelerating internal flow (10x productivity for data scientists). But $3.5B losses arrived as "surprises." 4,000+ missing parts accumulated.
"The company exists to build weapons systems that take decades to develop, require absolute security, and serve a single customer who cannot easily switch suppliers. This creates structural lock-in by design."
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