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GOVT-CONTRACT ·Filed Oct 22, 2026

LMT

LOCKHEED MARTIN CORP
NEUTRAL
Impact 3/10
Horizonmonths Processed5d 4h ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor future task orders under this IDIQ-like vehicle to gauge actual obligated funding; the ceiling value does not guarantee full spend. The long performance period provides baseline revenue visibility but is immaterial relative to LMT's scale.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+1d ⚠ clustered
LMT ▲ +5.13% at T+1d
NEUTRAL call +5.13% · α vs SPY +4.42% · entry $604.18 → $635.20
Next anchor: T+5d in 3d
Entry = T+0 close
Oct 23, 2026
via day close
T+1d
+5.13%
call +5.13% · α +4.42%
$635.20
settled 16h ago
T+5d
Pending
in 3d
T+20d
Pending
in 24d
T+60d
Pending
in 3mo

Price Chart

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Executive Summary

Longbow LLC, a subsidiary of Lockheed Martin Corp (LMT), was awarded a $419.6M contract by the U.S. Army for Apache helicopter fire control radar systems and support services through Jan. 2032. The award represents ~0.52% of LMT's annualized revenue, a routine contract for a major defense prime.

Key Financial Metrics

Award Amount
$419.6M
Agency
Department of Defense (Army)
Contract Type
new
Rev Impact
+0.5%

Key Facts

  • Award amount: $419,607,961
  • Agency: U.S. Army (Department of Defense)
  • Contract type: cost-no-fee, cost-plus-fixed-fee, firm-fixed-price
  • Scope: fire control radar systems and post-production support for Apache AH64D/E helicopters
  • Performance period through Jan. 31, 2032
  • Sole-source procurement (one bid solicited, one received)
  • Award represents ~0.52% of LMT's annualized revenue of $80.25B

Financial Impact

$419.6M contract over ~5.3 years, ~0.52% of annualized revenue

revenue

Risk Factors

  • Funding determined per order — obligated amounts may be lower than ceiling
  • Cost-plus elements carry margin risk if costs overrun
  • Single-source award may face protest risk, though one bid received suggests limited competition

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-W58RGZ27DA008
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

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Report published Oct 22, 2026