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GOVT-CONTRACT ·Filed Sep 10, 2026

LMT

LOCKHEED MARTIN CORP
NEUTRAL
Impact 2/10
Horizonmonths Processed1mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

The modification is routine and immaterial to Lockheed Martin's financials. Monitor for follow-on orders under the same contract vehicle, but no near-term catalyst from this award alone.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+20d
LMT ▼ -2.79% at T+20d
NEUTRAL call -2.79% · α vs SPY -4.65% · entry $524.19 → $509.59
Next anchor: T+60d in 6w
Latest observation: T+30 +13.31% FF3 residual α
Entry = T+0 close
Sep 11, 2026
via day close
T+1d
+0.99%
call +0.99% · α +1.44%
$529.38
settled 6w ago
T+5d
+1.75%
call +1.75% · α +2.09%
$533.38
settled 6w ago
T+20d
-2.79%
call -2.79% · α -4.65%
$509.59
settled 18d ago
T+60d
Pending
in 6w

Price Chart

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Executive Summary

Lockheed Martin received a $28.9 million contract modification from the Department of Commerce for the production of up to four C-130J aircraft for NOAA. The award is small relative to the company's annualized revenue of approximately $80.3 billion, representing about 0.04%.

Key Financial Metrics

Award Amount
$28.9M
Agency
Department of Commerce
Contract Type
modification
Rev Impact
+0.0%

Key Facts

  • Contract modification P26007 under contract 1305M224C0039
  • Obligation amount of $28,888,760
  • Awarding agency: Department of Commerce
  • Scope: production of up to four fully modified C-130J aircraft for NOAA/OMAO
  • Annualized revenue of Lockheed Martin: $80,252,000,000
  • Award represents approximately 0.04% of annualized revenue

Financial Impact

$28.9 million modification, about 0.04% of annualized revenue

revenue

Risk Factors

  • Funding subject to annual appropriations and continuing resolutions
  • Execution risk on C-130J production schedule

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-1305M224C0039
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—$604.18 (−4.87%)
Oct 23, 2026
3d ago
144
NEUTRAL ★ 3/10
$604.07awaiting T+20—$604.18 (+0.02%)
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—$604.18 (+2.42%)
Oct 22, 2026
5d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$604.18awaiting T+20—$604.18 (−0.00%)
Oct 15, 2026
11d ago
Press Release
NEUTRAL ★ 3/10
$532.64awaiting T+20—$604.18 (+13.43%)
Oct 14, 2026
13d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$532.64awaiting T+20—$604.18 (+13.43%)
Oct 13, 2026
14d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$522.23awaiting T+20—$604.18 (+15.69%)
Sep 21, 2026
5w ago
Press Release
BULLISH ★ 6/10
$522.34 $548.71▲ +5.05%▲ +5.61%$604.18 (+15.67%)
Sep 10, 2026
6w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$524.19 $509.59▼ −2.79%▼ −4.65%$604.18 (+15.26%)
Showing 10 of 36

US Market Status

Market Closed — Opens Wed (13h 10m)

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Report published Sep 10, 2026