I think they have their shit pretty much right where they want it

https://news.northropgrumman.com/ibcs/northrop-grumman-secures-1-4-billion-in-contracts-to-modernize-global-air-and-missile-defense

https://breakingdefense.com/2025/12/space-development-agency-awards-four-contracts-worth-3-5b-for-next-gen-missile-tracking-satellites/

etc. They print DoD money. So if the LM/Boeing rocket company has some slightly explodey nozzles, I'm guessing they aren't exactly panicking the same way Ursa Major or another much smaller company would.