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GOVT-CONTRACT ·Filed Nov 3, 2026

LMT

LOCKHEED MARTIN CORP
NEUTRAL
Impact 2/10
Horizonmonths Processed1d ago
Large government contract award ($500M+)
Actionable Insight • Neutral

The award is too small to move Lockheed's financials. Monitor for larger follow-on task orders under the Alliant 2 vehicle or the SMPES program, but no immediate read-through.

DirectionNeutral
Confidencehigh
Horizonmonths
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Executive Summary

Lockheed Martin received an $80M task order from the Air Force for software sustainment and modernization of the Strategic Mission Planning and Execution System Global Strike Product Support suite, with work through 2030. The award is small relative to Lockheed's annual revenue of ~$82.8B (0.1%), making it a routine contract addition.

Key Financial Metrics

Action
New task order
Announced value
$80.0M
Agency
Department of Defense (Air Force)
Rev Impact
+0.1%

Key Facts

  • Award amount: $80M maximum ceiling under GSA Alliant 2 GWAC
  • Task order for SMPES GSPS software sustainment and modernization
  • Work at Offutt AFB, Nebraska, completion by Jan 19, 2030
  • Competitive acquisition, one offer received
  • Fiscal 2027 O&M funds of $868,270 and RDT&E funds of $500,000 obligated at award
  • Award is ~0.1% of Lockheed's annualized revenue of $82.8B

Financial Impact

$80M ceiling over multi-year period; initial obligation ~$1.37M

revenue

Risk Factors

  • Funding subject to annual appropriations; only ~$1.37M obligated at award
  • Single-offer competitive acquisition may indicate narrow market, but also limited competitive pressure

Market Snapshot

Exchange
NYSE
Sector
Guided Missiles & Space Vehicles & Parts
Analyst Consensus
57% bullish (30 analysts)

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-FA221727FB001
46 reports for LMT
Performance horizon
80% Hit rate @ T+60 4 of 5 bullish or bearish reports Went positive at some point 6 of 6 best @ T+60▲ +20.30%Mar 9, 2026
Filters
Rows
Reports for LMT, sortable and filterable
TypeNow
Nov 4, 2026
today
GOVT-CONTRACT
NEUTRAL ★ 2/10
$591.50awaiting T+60awaiting T+60$595.04 (+0.60%)
Nov 3, 2026
1d ago
Institutional Cluster
NEUTRAL ★ 3/10
$637.79awaiting T+60awaiting T+60$595.04 (−6.70%)
Nov 3, 2026
1d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$635.77awaiting T+60awaiting T+60$595.04 (−6.41%)
Oct 30, 2026
5d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$643.15awaiting T+60awaiting T+60$595.04 (−7.48%)
Oct 29, 2026
6d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$636.95awaiting T+60awaiting T+60$595.04 (−6.58%)
Oct 28, 2026
7d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$643.59awaiting T+60awaiting T+60$595.04 (−7.54%)
Oct 27, 2026
8d ago
Press Release
NEUTRAL ★ 4/10
$622.99awaiting T+60awaiting T+60$595.04 (−4.49%)
Oct 26, 2026
9d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$622.99awaiting T+60awaiting T+60$595.04 (−4.49%)
Oct 23, 2026
12d ago
144
NEUTRAL ★ 3/10
$635.20awaiting T+60awaiting T+60$595.04 (−6.32%)
Oct 23, 2026
12d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$635.20awaiting T+60awaiting T+60$595.04 (−6.32%)
Showing 10 of 46

US Market Status

Market Closed · Opens Thu (< 1m)

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Report published Nov 3, 2026