AUSA 2026: the FY27 money, the XM30 bet, the counter-drone scramble.
The Army's fiscal 2027 request landed as a record Pentagon budget, and AUSA 2026 is where that money turns into a procurement fight: XM30, NGC2, and directed-energy counter-drone. The floor will show you which transformation bets are funded and which are still a rendering.
Context
Every October the whole Army walks the same floor in Washington: 44,000-plus people, 750-plus exhibits, delegations from 92 countries, all inside the Walter E. Washington Convention Center from the 12th to the 14th. This year the doors open weeks after the Army's fiscal 2027 request hit, so AUSA 2026 is where a record Pentagon budget stops being a press release and starts being a procurement fight.
The year's headline: FY27 is a bet, and AUSA is where it gets litigated
The Army said the quiet part in its own headline. Its May 21 explainer, "Fiscal 2027 Budget Balances Readiness, Transformation," calls the request "deliberate and targeted": readiness for today while investing in future capability. Balance is the polite word for a fight over which programs get fed.
The record roughly $1.5 trillion Pentagon request gives the Army room. But Defense One reported the same day that key Army efforts, munitions and industrial development, are pinned to lawmakers' taste for a new reconciliation bill. Translation: some of the transformation money is real, and some of it is a hope with a bill number.
AUSA is the first venue where the program managers, the budget shop, and the primes are all in one building to sort which is which. Watch what gets a live demo and a firm delivery date versus what gets a rendering and a "fielding decision expected." That gap is the story.
Who to show up for
No keynote list is public yet, and speaker-signals for this event came back empty. Normal for AUSA in July: the agenda firms up closer to October. So watch seats, not names.
The Army budget director's session. Maj. Gen. Rebecca McElwain, director of the Army budget, walked through the FY27 request at AUSA's Coffee Series on May 21. Ask her which FY27 lines are fenced and which ride on the reconciliation bill Defense One flagged. If she won't separate the two, that tells you how soft the number is.
The Secretary's opening. Secretary Driscoll opened AUSA 2025. Ask him to name one program he has cut since last October to fund a 2026 priority. A transformation budget that has killed nothing has not actually chosen.
XM30 program leadership. AUSA ran an op-ed this spring, "XM30: A Needed Capability," from someone who knows the Bradley after four-plus decades of service. Ask for the next milestone date and whether it survives FY27. The Army is on its third run at replacing the Bradley, so the timeline is the whole tell.
Next Generation Command and Control (NGC2). ExecutiveBiz put NGC2 alongside autonomous vehicles and AI-enabled command and control as the center of gravity for ground-power modernization. Ask who owns the data layer and the integration authority. Whoever answers cleanly is the prime that already won.
Army Research Laboratory. ARL just brought in Kimberly Ploskonka as acting director. Early tenure means the science-and-tech bets are being reset. Ask what she is deprioritizing, not what she is funding.
Breakouts where the real conversation is
The UAS marketplace mechanics. In May the Army launched an online marketplace to speed drone buys (ExecutiveGov, May 18). Find any session on how that platform actually obligates money. That is where you learn whether a small vendor can win without a decade of past performance.
xTech Inversion. The Army stood up a $1 million competition to commercialize Army-developed IP (ExecutiveGov). The room will be small. The people in it decide which lab tech gets a transition path, so it punches well above its attendance.
Indo-Pacific sustainment. U.S. Forces Korea's commander said the quiet truth in May: "We cannot win if our supply lines are 5,000 miles long" (Defense One, May 24). With 92 countries on the floor, the partner-and-logistics panels are where the Pacific fight gets real. Skip the missile glamour and sit in the sustainment session.
Counter-UAS, directed energy versus kinetic. IPG showed its CROSSBOW high-energy laser at Global Force in Huntsville in March. The technical breakouts on cost-per-kill and magazine depth decide which counter-drone approach becomes a funded FY27 line.
Industrial base stability. National Defense reported in April that budget instability is the single hardest part of the acquisition system. Any panel putting the primes and the budget shop in the same room on this is worth the seat.
Companies to track on the floor
Oshkosh Defense. What they say: modular, plug-and-play multi-domain platforms (The Defense Post, April 1). What they are actually selling: an autonomy-ready ground fleet plus SIGMA, a mobile cannon already in production for international buyers (Stock Titan, March 23). SIGMA on the floor is a hedge. If the U.S. line slips in FY27, the export order book keeps the plant warm.
IPG Photonics. What they say: CROSSBOW high-energy lasers that swat drones (Stock Titan, March). What they are actually selling: the cost-per-shot argument. As counter-UAS becomes a real budget category, IPG wants directed energy read as the cheap magazine, not the lab experiment.
Sig Sauer. What they say: the XM8 carbine, a new 6.8mm variant of the M7, deliveries underway (National Defense, June 11). What they are actually selling: the ammunition and sustainment ecosystem. Win the rifle and you own the caliber for a generation.
Bombardier Defense. What they say: fixed-wing platforms for ISR, mobility, and logistics (company event listing). What they are actually selling: business-jet conversions as cheaper airborne ISR, aimed at an Army that wants sensors up without standing up a new program of record.
Conversation patterns
Three things the hallway will argue about.
First, whether XM30 survives FY27 as a full program of record or gets stretched into another rendering. The readiness-versus-transformation language in the Army's own budget explainer is exactly what gets used right before a program is slow-rolled.
Second, whether the reconciliation-bill money for munitions and the industrial base actually shows up. Defense One called the request precedent-breaking on May 21. Precedent-breaking is also the kind of thing Congress declines to fund.
Third, which counter-drone approach gets the FY27 nod: kinetic, directed energy, or electronic warfare. The lasers photograph well. The kill chain and the magazine math decide the buy.
One thing nobody will say out loud. The floor will be wall-to-wall autonomy, drones, and lasers, and almost none of it answers the sentence a four-star already said in public: supply lines 5,000 miles long lose the Pacific fight. Sustainment has no glamorous booth. There is no autonomous-resupply keynote with a light show, and the FY27 transformation bet is being placed on top of a logistics problem the Army has not solved. Ask a program manager how their shiny thing gets fuel, parts, and rounds forward under contested logistics. Watch the pause.
The follow-up window
You will leave the Walter E. Washington Convention Center with a badge full of scans and a jacket pocket full of cards: the program lead who liked your pitch, the partner-nation colonel, the prime's capture manager who said call me. Three days of 44,000 people compresses a quarter of business development into one hall. The warm window is short. By the Monday you are back at your desk, half those names have gone cold and blurred together.
Met is built for exactly the Tuesday-flight-home moment. Free on iPhone, it turns the stack into a sorted, ready-to-send follow-up list before the introductions fade. Download it before DC, work the floor, and land Monday with the follow-ups already done.
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Read by operators heading to AUSA who want the intel before they fly.