Xos Lands Air Force Contract for Mobile Charging, Expanding Defense Market Footprint — Xos, Inc.

Event summary

Xos secures a prototype Other Transaction Agreement (OTA) with the U.S. Air Force to develop a deployable mobile charging solution for electrified support equipment and vehicles.
The contract, awarded through the Air Force Global Strike Command Rapid Capabilities Division 2026 Showcase, marks Xos's entry into the defense market.
Xos will adapt its Xos Hub™ mobile battery energy storage system for military-grade performance, with assembly and integration at its Byrdstown, Tennessee facility.
The global military power solutions sector is projected to reach $19.87 billion by 2033, growing at 7.7% annually.

The big picture

Xos's entry into the defense market with this Air Force contract underscores the growing cross-sector demand for its mobile energy storage platform. The U.S. Department of Defense's commitment to electrified non-tactical vehicle fleets and microgrids by 2035 presents a substantial opportunity for Xos to expand its customer base beyond commercial fleets and municipalities. This strategic move positions Xos to capitalize on the rapidly growing military power solutions sector, which is projected to reach $19.87 billion by 2033.

What we're watching

Defense Market Scaling: How Xos will leverage this contract to secure additional defense-related contracts and expand its presence in the military power solutions sector.
Technological Adaptation: Whether Xos can successfully adapt its commercial energy storage platform for the rigorous demands of military applications.
Manufacturing Capabilities: The pace at which Xos can scale its domestic manufacturing capabilities to meet potential increased demand from both commercial and defense sectors.