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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| NOC | GOVT-CONTRACT | neutral | 2/10 | Northrop Grumman received a $47.6 million contract modification from the Department of Defense for a SATCOM space vehicl | Jun 30, 2026 |
| LHX | GOVT-CONTRACT | neutral | 3/10 | L3Harris Technologies received a $38.3 million contract award from the Department of Defense. The award is a task order | Jun 30, 2026 |
| LDOS | GOVT-CONTRACT | neutral | 3/10 | Leidos received an $89.98 million incremental funding modification on an existing DHS contract. The modification adds fu | Jun 30, 2026 |
| RTX | COURT-RULING | neutral | 1/10 | The Fourth Circuit affirmed the dismissal of a former employee's lawsuit against RTX Corp. The unpublished per curiam op | Jun 30, 2026 |
| GD | GOVT-CONTRACT | neutral | 3/10 | General Dynamics IT received a $179.8M modification to a hybrid cloud infrastructure contract with the Department of Hea | Jun 29, 2026 |
| GD | GOVT-CONTRACT | neutral | 3/10 | General Dynamics-OTS, Inc., a subsidiary of General Dynamics Corp (GD), received a $62 million firm-fixed-price order fr | Jun 29, 2026 |
| PLTR | GOVT-CONTRACT | bullish | 5/10 | Palantir USG Inc., a subsidiary of Palantir Technologies Inc., received a $92 million task order modification from the D | Jun 29, 2026 |
| LMT | GOVT-CONTRACT | neutral | 3/10 | Lockheed Martin received a $315 million contract from the Department of Defense for Sentinel A4 radar systems. The award | Jun 29, 2026 |
| LMT | GOVT-CONTRACT | neutral | 2/10 | Lockheed Martin received a $73.7 million contract modification from the Department of Defense for MK 41 Vertical Launchi | Jun 29, 2026 |
| AVAV | 8-K | bullish | 7/10 | AeroVironment reported Q4 FY2026 revenue of $641.6M (vs consensus $559.1M, +133% YoY) and non-GAAP EPS of $1.84 (vs cons | Jun 29, 2026 |
| RKLB | 425 | bullish | 8/10 | Rocket Lab announced the acquisition of Iridium Communications for $54.00 per share in a cash-and-stock deal implying an | Jun 29, 2026 |
| AADX | ANALYST-UPGRADE | bullish | 3/10 | Baird initiated coverage on Applied Aerospace & Defense, Inc. (AADX) with an Outperform rating and a $30 price target on | Jun 29, 2026 |
| LMT | GOVT-CONTRACT | neutral | 2/10 | Lockheed Martin received a $130M contract modification from the Department of Defense for continued work on the Ground-B | Jun 28, 2026 |
| GD | GOVT-CONTRACT | neutral | 3/10 | General Dynamics' IT subsidiary received a $62.8 million contract modification from the Department of Defense for C5ISR | Jun 28, 2026 |
| LMT | GOVT-CONTRACT | neutral | 2/10 | Sikorsky Aircraft Corporation, a Lockheed Martin subsidiary, received a $51.7 million Department of Defense contract for | Jun 28, 2026 |
| KTOS | INST-CLUSTER | mixed | 5/10 | KTOS saw a mixed institutional cluster in Q1 2026: 42 buyers accumulated $323.2M net, while 23 sellers reduced by $207.0 | Jun 27, 2026 |
| HII | PRESS-RELEASE | neutral | 3/10 | HII and the US Navy celebrated the opening of the Carrier Refueling Overhaul Workcenter (CROW), an ~80,000 square foot f | Jun 26, 2026 |
| AVAV | 8-K | bearish | 8/10 | AeroVironment filed an 8-K announcing a restatement of its Q3 FY2026 financials due to a goodwill impairment calculation | Jun 22, 2026 |
| DRS | 144 | neutral | 3/10 | John Baylouny, an Officer and Director of Leonardo DRS, Inc., filed a Form 144 to sell 36,471 shares of common stock wit | Jun 18, 2026 |
| NOC | PRESS-RELEASE | neutral | 1/10 | Northrop Grumman Corporation announced it will report its Q2 2026 results on July 21, 2026. | Jun 18, 2026 |
| KTOS | CLUSTER | neutral | 3/10 | Three senior executives at Kratos Defense & Security Solutions sold a total of $2.14M in open-market shares over a 7-day | Jun 17, 2026 |
| KTOS | CLUSTER | neutral | 2/10 | Two division presidents at Kratos sold a combined $2.09M in open-market transactions over the past week. At 0.02% of the | Jun 17, 2026 |
| PLTR | CLUSTER | neutral | 2/10 | Two Palantir insiders sold a combined $308K in shares over a one-week window, representing less than 0.0001% of the comp | Jun 17, 2026 |
| PLTR | ANALYST-UPGRADE | neutral | 3/10 | Wolfe Research double-upgraded Palantir Technologies Inc. (PLTR) from Underperform to Peer Perform on June 16, 2026, wit | Jun 16, 2026 |
| GD | INST-CLUSTER | mixed | 5/10 | A mixed institutional cluster in GD for Q1 2026 shows 38 buyers accumulating $530.2M in new positions, led by Canada Pen | Jun 14, 2026 |
| DFNS | 8-K | neutral | 2/10 | T3 Defense Inc. appointed Roy Cohen as Chief Financial Officer, effective June 1, 2026. Mr. Cohen brings over 25 years o | Jun 11, 2026 |
| DRS | INST-CLUSTER | mixed | 4/10 | Institutional cluster for DRS shows mixed activity in Q3 2025: 5 buyers added $50.7M (led by Citadel, UBS, RenTech) whil | Jun 11, 2026 |
| RKLB | INST-CLUSTER | mixed | 5/10 | RKLB saw a mixed Q3 institutional cluster: 3 mega-passive buyers (BlackRock, Morgan Stanley, Wells Fargo) added $940.9M | Jun 11, 2026 |
| AVAV | INST-CLUSTER | neutral | 3/10 | Five mega-passive institutional investors (Fidelity, T. Rowe Price, BofA, Wells Fargo, Morgan Stanley) all increased the | Jun 11, 2026 |
| BBAI | INST-CLUSTER | neutral | 3/10 | Three major passive institutional investors, Vanguard, Fidelity, and Morgan Stanley, increased their BBAI positions in Q | Jun 11, 2026 |