Monitor for additional THAAD orders and any follow-on production awards. The modification adds to Lockheed Martin's substantial defense backlog, supporting long-term revenue visibility.
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Executive Summary
Lockheed Martin received a $1.35 billion contract modification for THAAD production from the Department of Defense. This represents approximately 1.88% of the company's annualized revenue, a notable addition to its missile defense backlog.
Key Financial Metrics
Key Facts
- Contract modification P00128 to HQ014717C0032 for THAAD production
- Obligation amount: $1,354,247,255.41
- Awarding agency: Department of Defense
- Company annualized revenue: $72,084,000,000
- Award represents ~1.88% of annualized revenue
Financial Impact
$1.35 billion contract modification, approximately 1.88% of annualized revenue
Risk Factors
- Government funding risk under continuing resolutions or budget negotiations
- Execution risk on large-scale production programs
- Potential for future modifications or cancellations
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-HQ014717C0032 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Press Release | $625.19 | awaiting T+20 | — | $622.99 (−0.35%) |
Oct 26, 2026 2d ago | GOVT-CONTRACT | $635.08 | awaiting T+20 | — | $622.99 (−1.90%) |
Oct 23, 2026 4d ago | 144 | $635.20 | awaiting T+20 | — | $622.99 (−1.92%) |
Oct 23, 2026 5d ago | GOVT-CONTRACT | $635.20 | awaiting T+20 | — | $622.99 (−1.92%) |
Oct 22, 2026 5d ago | 8-K | $589.91 | awaiting T+20 | — | $622.99 (+5.61%) |
Oct 22, 2026 6d ago | GOVT-CONTRACT | $604.18 | awaiting T+20 | — | $622.99 (+3.11%) |
Oct 15, 2026 12d ago | Press Release | $532.64 | awaiting T+20 | — | $622.99 (+16.96%) |
Oct 14, 2026 14d ago | GOVT-CONTRACT | $532.64 | awaiting T+20 | — | $622.99 (+16.96%) |
Oct 13, 2026 15d ago | GOVT-CONTRACT | $522.23 | awaiting T+20 | — | $622.99 (+19.29%) |
Sep 21, 2026 5w ago | Press Release | $522.34 $548.71 | ▲ +5.05% | ▲ +5.61% | $622.99 (+19.27%) |
US Market Status
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