Nice find.
This is from an article about the same issues.
Come September 2020, there might only be one or even zero companies willing to provide the Army its new Stryker turret. Can Army acquisition afford two back-to-back failed combat vehicle modernization efforts?
Sadly, they did not say who the one company may be.
https://nationalinterest.org/blog/buzz/why-did-us-army-cancel-one-its-most-important-modernization-projects-124936
As to the impact for IOS, these contracts are yet to be awarded so will not impact current guidance.
Explained: EOS shares down - US Army cancels Stryker project, page-3
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