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GOVT-CONTRACT ·Filed Jul 23, 2026

LMT

LOCKHEED MARTIN CORP
NEUTRAL
Impact 2/10
Horizonimmediate Processed3mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This modification is too small to move LMT's stock. Monitor for larger contract awards or program wins that could meaningfully affect the defense backlog.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d ⚠ clustered
LMT ▼ -5.90% at T+60d
NEUTRAL call -5.90% · α vs SPY -9.63% · entry $582.60 → $548.23
Entry = T+0 close
Jul 24, 2026
via day close
T+1d
-0.45%
call -0.45% · α -0.47%
$580.00
settled 3mo ago
T+5d
+0.02%
call +0.02% · α -1.07%
$582.74
settled 3mo ago
T+20d
-3.27%
call -3.27% · α -6.89%
$563.57
settled 2mo ago
T+60d
-5.90%
call -5.90% · α -9.63%
$548.23
settled 8d ago

Price Chart

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Executive Summary

Lockheed Martin received a $25.5 million contract modification from the Department of Defense for operations and maintenance labor. The award is routine and represents approximately 0.03% of the company's annualized revenue, making it immaterial to the company's financial performance.

Key Financial Metrics

Award Amount
$25.5M
Agency
Department of Defense
Contract Type
modification
Rev Impact
+0.0%

Key Facts

  • Lockheed Martin received a $25,478,000 contract modification (P00046) under contract HQ085224F0005
  • Awarding agency is the Department of Defense
  • Work scope is operations and maintenance labor
  • Award represents ~0.03% of Lockheed Martin's annualized revenue of $80.25 billion

Financial Impact

$25.5 million modification, approximately 0.03% of annualized revenue

revenue

Risk Factors

  • Modification is immaterial relative to company scale
  • No indication of new program or competitive win

Investment Themes

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-HQ085224F0005
36 reports for LMT
Performance horizon
71% Hit rate @ T+20 5 of 7 directional calls Went positive at some point 7 of 7 best @ T+60▲ +20.30%Mar 9, 2026
Filters
Rows
Reports for LMT — sortable, filterable
TypeNow
Oct 26, 2026
1d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$635.08awaiting T+20—$626.99 (−1.27%)
Oct 23, 2026
3d ago
144
NEUTRAL ★ 3/10
$604.07awaiting T+20—$626.99 (+3.80%)
Oct 23, 2026
4d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$611.55awaiting T+20—$626.99 (+2.53%)
Oct 22, 2026
5d ago
8-K
MIXED ★ 6/10
$589.91awaiting T+20—$626.99 (+6.29%)
Oct 22, 2026
5d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$604.18awaiting T+20—$626.99 (+3.78%)
Oct 15, 2026
11d ago
Press Release
NEUTRAL ★ 3/10
$532.64awaiting T+20—$626.99 (+17.71%)
Oct 14, 2026
13d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$532.64awaiting T+20—$626.99 (+17.71%)
Oct 13, 2026
14d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$522.23awaiting T+20—$626.99 (+20.06%)
Sep 21, 2026
5w ago
Press Release
BULLISH ★ 6/10
$522.34 $548.71▲ +5.05%▲ +5.61%$626.99 (+20.04%)
Sep 10, 2026
6w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$524.19 $509.59▼ −2.79%▼ −4.65%$626.99 (+19.61%)
Showing 10 of 36

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Report published Jul 23, 2026