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GOVT-CONTRACT ·Filed Jun 29, 2026

LMT

LOCKHEED MARTIN CORP
NEUTRAL
Impact 2/10
Horizonmonths Processed4mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This is a routine spares contract with no material financial impact. Monitor for larger contract awards or changes in helicopter program funding levels for more significant read-throughs.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d ⚠ clustered
LMT ▲ +2.80% at T+60d
NEUTRAL call +2.80% · α vs SPY +0.06% · entry $509.46 → $523.70
Entry = T+0 close
Jun 30, 2026
via day close
T+1d
+2.43%
call +2.43% · α +2.56%
$521.82
settled 4mo ago
T+5d
+3.63%
call +3.63% · α +3.81%
$527.96
settled 4mo ago
T+20d
+11.73%
call +11.73% · α +14.04%
$569.20
settled 3mo ago
T+60d
+2.80%
call +2.80% · α +0.06%
$523.70
settled 5w ago

Price Chart

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Executive Summary

Sikorsky Aircraft Corporation, a Lockheed Martin subsidiary, received a $51.7 million Department of Defense contract for FY26 spares for VH-92A, VH-3D, and VH-60N aircraft. The award is routine and represents less than 0.1% of Lockheed Martin's annualized revenue, making it immaterial to the company's financials.

Key Financial Metrics

Award Amount
$51.7M
Agency
Department of Defense
Contract Type
new
Rev Impact
+0.1%

Key Facts

  • Award amount: $51,714,440.14
  • Awarding agency: Department of Defense
  • Recipient: Sikorsky Aircraft Corporation (Lockheed Martin subsidiary)
  • Contract for FY26 spares for VH-92A, VH-3D, and VH-60N aircraft
  • Award date: June 29, 2026
  • Period of performance starts July 1, 2026
  • Award is ~0.07% of Lockheed Martin's annualized revenue of $72.1 billion

Financial Impact

$51.7 million award, approximately 0.07% of annualized revenue

revenue

Risk Factors

  • Funding subject to continuing resolutions or sequestration
  • Execution risk on spares delivery timelines

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-N0001926F2212
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
$611.55awaiting T+20—$635.20 (+3.87%)
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

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Report published Jun 29, 2026