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GOVT-CONTRACT ·Filed Jul 9, 2026

LMT

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

This is a routine production order for an existing Navy program. Monitor the next quarterly filing for any material changes in the backlog or segment revenue from the Rotary and Mission Systems division, but this award alone does not warrant a change in investment thesis.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d ⚠ clustered
LMT ▼ -3.17% at T+60d
NEUTRAL call -3.17% · α vs SPY -5.80% · entry $523.22 → $506.63
Entry = T+0 close
Jul 10, 2026
via day close
T+1d
-0.49%
call -0.49% · α +0.28%
$520.68
settled 4mo ago
T+5d
-2.76%
call -2.76% · α -1.22%
$508.77
settled 3mo ago
T+20d
+12.37%
call +12.37% · α +9.95%
$587.95
settled 3mo ago
T+60d
-3.17%
call -3.17% · α -5.80%
$506.63
settled 22d ago

Price Chart

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Executive Summary

Lockheed Martin received a $36.1 million firm-fixed-price contract from the U.S. Navy for AN/BLQ-10 electronic warfare shipsets and spare parts kits. The award is a routine, competitively procured production order for an established program, representing less than 0.05% of the company's annualized revenue.

Key Financial Metrics

Award Amount
$36.1M
Agency
Department of Defense
Contract Type
new
Rev Impact
+0.1%

Key Facts

  • Award amount: $36,127,934
  • Awarding agency: Department of Defense (U.S. Navy)
  • Contract type: firm-fixed-price (implied by description)
  • Period of performance start: 2026-07-09
  • Program: AN/BLQ-10 Electronic Warfare (EW) shipsets and onboard replacement part kits
  • Company annualized revenue: $72,084,000,000
  • Award represents ~0.05% of annualized revenue

Financial Impact

$36.1 million contract award, approximately 0.05% of Lockheed Martin's annualized revenue of $72.1 billion

revenue

Risk Factors

  • Contract value is immaterial relative to Lockheed Martin's total revenue
  • No information on competition, sole-source status, or follow-on options provided

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-N0002426F6223
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—$635.20 (+0.02%)
Oct 23, 2026
3d ago
144
NEUTRAL ★ 3/10
$604.07awaiting T+20—$635.20 (+5.15%)
Oct 23, 2026
4d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
—awaiting T+20——
Oct 22, 2026
4d ago
8-K
MIXED ★ 6/10
$589.91awaiting T+20—$635.20 (+7.68%)
Oct 22, 2026
5d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$604.18awaiting T+20—$635.20 (+5.13%)
Oct 15, 2026
11d ago
Press Release
NEUTRAL ★ 3/10
$532.64awaiting T+20—$635.20 (+19.26%)
Oct 14, 2026
13d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$532.64awaiting T+20—$635.20 (+19.26%)
Oct 13, 2026
14d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$522.23awaiting T+20—$635.20 (+21.63%)
Sep 21, 2026
5w ago
Press Release
BULLISH ★ 6/10
$522.34 $548.71▲ +5.05%▲ +5.61%$635.20 (+21.61%)
Sep 10, 2026
6w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$524.19 $509.59▼ −2.79%▼ −4.65%$635.20 (+21.18%)
Showing 10 of 36

US Market Status

Market Closed — Opens Wed (10h 13m)

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Report published Jul 9, 2026