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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| DFNS | 8-K | bullish | 6/10 | T3 Defense Inc. filed an 8-K announcing it has regained compliance with Nasdaq's minimum stockholders' equity requiremen | Oct 23, 2026 |
| LHX | 8-K | neutral | 2/10 | L3Harris appointed Kimberly Fields, Chair, President and CEO of ATI, Inc., as an independent director, expanding the boa | Oct 22, 2026 |
| LMT | 8-K | mixed | 6/10 | Lockheed Martin reported Q3 2026 EPS of $7.97, missing consensus estimates of $8.56 by 6.9%, while revenue of $20.7B als | Oct 22, 2026 |
| HII | 8-K | neutral | 2/10 | Huntington Ingalls Industries (HII) elected former CEO C. Michael Petters to its Board of Directors effective October 19 | Oct 20, 2026 |
| RTX | 8-K | bullish | 7/10 | RTX reported Q3 2026 results with strong double-digit sales and earnings growth, and raised its full-year 2026 guidance | Oct 20, 2026 |
| NOC | 8-K | bullish | 6/10 | Northrop Grumman reported Q3 2026 sales of $11.1B (+7% YoY) and diluted EPS of $7.89, slightly below the consensus estim | Oct 20, 2026 |
| RKLB | 8-K | bearish | 5/10 | Rocket Lab announced that the first launch of its Neutron rocket, previously expected in 2026, is now anticipated to shi | Oct 14, 2026 |
| GD | 8-K | neutral | 5/10 | General Dynamics announced a planned CEO succession: President Danny Deep will become CEO effective January 1, 2027, suc | Oct 7, 2026 |
| DFNS | 8-K | neutral | 2/10 | T3 Defense Inc. appointed Shlomo Zakai as Chief Financial Officer effective October 5, 2026, under a consulting agreemen | Oct 7, 2026 |
| LDOS | 8-K | neutral | 5/10 | Leidos closed its previously announced joint venture with Altaris, contributing its Security Enterprise Solutions and In | Oct 5, 2026 |
| LDOS | 8-K | neutral | 2/10 | Leidos Holdings, Inc. appointed Jeffery S. McElfresh, AT&T's COO, to its board of directors effective October 1, 2026, e | Oct 1, 2026 |
| AXON | 8-K | mixed | 6/10 | Axon Enterprise amended its credit agreement to increase the revolving commitment from $300 million to $500 million, wit | Sep 21, 2026 |
| MRCY | 8-K | neutral | 3/10 | Mercury Systems extended CEO Bill Ballhaus's employment contract through August 15, 2030, and reaffirmed its prior finan | Sep 16, 2026 |
| RKLB | 8-K | mixed | 7/10 | Rocket Lab announced it has fully financed its pending $1.944 billion acquisition of Iridium Communications by completin | Sep 15, 2026 |
| AXON | 424B5, 8-K | mixed | 6/10 | Axon Enterprise is issuing $1 billion of 0% convertible senior notes due 2031 (plus a $150 million over-allotment option | Sep 15, 2026 |
| DFNS | 8-K | bullish | 6/10 | T3 Defense subsidiary Rimon received a $1.3M purchase order from a leading Israeli defense prime for engineered power-ge | Sep 10, 2026 |
| DFNS | 8-K | bearish | 7/10 | T3 Defense unwound its acquisition of a 60% stake in Project 35 Ltd., returning the 168,479 shares it issued and canceli | Aug 31, 2026 |
| NOC | 8-K | neutral | 2/10 | Northrop Grumman filed an 8-K reporting that the independent board approved a one-time performance-based equity grant of | Aug 21, 2026 |
| BA | 8-K | neutral | 2/10 | Boeing appointed Ryan L. Shedd as Senior Vice President and Controller (principal accounting officer), effective after t | Aug 21, 2026 |
| LHX | 8-K | neutral | 5/10 | L3Harris Technologies abruptly announced the immediate departure of Chairman and CEO Christopher Kubasik due to conduct | Aug 17, 2026 |
| RKLB | 425, 8-K | mixed | 6/10 | Rocket Lab announced a new $1.944 billion at-the-market (ATM) equity program to fund the Iridium acquisition, replacing | Aug 13, 2026 |
| AADX | 8-K | mixed | 6/10 | Applied Aerospace & Defense reported record Q2 2026 revenue of $167.3M, up 47.4% YoY, but posted a GAAP net loss of $154 | Aug 12, 2026 |
| RKLB | 8-K | bullish | 6/10 | Rocket Lab reported Q2 2026 revenue of $234M, up 62% YoY and roughly in line with consensus of $235.9M. GAAP EPS of -$0. | Aug 10, 2026 |
| AADX | 8-K | neutral | 3/10 | Applied Aerospace & Defense, Inc. appointed Chris Rogers, formerly Chief Growth Officer, to the newly created role of Pr | Aug 10, 2026 |
| AVAV | 8-K | neutral | 2/10 | AeroVironment announced the retirement of director Charles Thomas Burbage (effective at the 2026 annual meeting) and the | Aug 7, 2026 |
| HII | 8-K | bullish | 7/10 | HII reported Q2 2026 EPS of $5.27, a 38% beat vs. consensus of $3.82, on revenue of $3.4B (7.9% above estimates). Revenu | Jul 30, 2026 |
| DRS | 8-K | bullish | 7/10 | Leonardo DRS reported Q2 2026 revenue of $913M (+10% YoY) and adjusted diluted EPS of $0.35, beating consensus by 29.6%. | Jul 30, 2026 |
| AVAV | 8-K | neutral | 2/10 | AeroVironment announced the planned retirement of board member Stephen F. Page, who will not stand for re-election at th | Jul 29, 2026 |
| GD | 8-K | bullish | 6/10 | General Dynamics reported Q2 2026 revenue of $14.1B (+8.1% YoY) and diluted EPS of $4.24 (+13.4% YoY), with operating ma | Jul 29, 2026 |
| DRS | 8-K | bullish | 6/10 | Leonardo DRS announced a definitive agreement to acquire Raft LLC, a mission software and AI company, for $450 million i | Jul 28, 2026 |
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