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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| GD | CLUSTER | neutral | 2/10 | CEO Phebe Novakovic and EVP Marguerite Gilliland sold a total of $18.6M in GD shares over two days following option exer | Aug 4, 2026 |
| BWXT | PRESS-RELEASE | bullish | 6/10 | BWX Technologies has agreed to sell its medical business to Nordic Capital for up to $800 million, retaining a minority | Aug 3, 2026 |
| HII | PRESS-RELEASE | neutral | 2/10 | HII named Chris Helton as vice president of infrastructure and sustainability at its Newport News Shipbuilding division, | Aug 3, 2026 |
| LDOS | PRESS-RELEASE | neutral | 3/10 | Leidos announced a contract worth up to $64.8 million from the Office of Naval Intelligence to continue modernizing the | Aug 3, 2026 |
| BA | GOVT-CONTRACT | neutral | 2/10 | Boeing received a $150.9M modification to its Space Launch System (SLS) Stages Production and Evolution Contract (SPEC) | Aug 1, 2026 |
| DFNS | PRESS-RELEASE | neutral | 4/10 | T3 Defense Inc. reported preliminary subsidiary revenue metrics for July 2026, with Rimon posting record monthly revenue | Jul 31, 2026 |
| RTX | PRESS-RELEASE | bullish | 5/10 | RTX's Pratt & Whitney unit was awarded a nearly $1.3 billion IDIQ contract for F135 engine spare parts, supporting the F | Jul 31, 2026 |
| BA | GOVT-CONTRACT | neutral | 2/10 | Boeing received a $49M contract modification from NASA for the Interim Cryogenic Propulsion Stage (ICPS) on the Space La | Jul 30, 2026 |
| LHX | GOVT-CONTRACT | neutral | 4/10 | Aerojet Rocketdyne, a subsidiary of L3Harris Technologies, received a $63.2 million modification to its RS-25 production | Jul 30, 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 |
| LMT | PRESS-RELEASE | bullish | 8/10 | The Department of War awarded Lockheed Martin a $58.62B multiyear contract for PAC-3 MSE interceptors, including a $53.8 | Jul 29, 2026 |
| GD | PRESS-RELEASE | bullish | 7/10 | General Dynamics Electric Boat was awarded $71.6 billion in submarine construction contracts as part of a $76.6 billion | Jul 29, 2026 |
| HII | PRESS-RELEASE | bullish | 6/10 | HII's Newport News Shipbuilding (NNS) division, as part of a team with General Dynamics Electric Boat, received contract | Jul 29, 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 |
| DETX | 6-K | neutral | 2/10 | Liberty Defense closed a shares-for-debt transaction, issuing 23,306 common shares at $4.55 per share to settle CAD$117, | 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 |
| RTX | CLUSTER | neutral | 2/10 | Two RTX insiders (a director and the SVP/Treasurer) sold a combined $1.52M in open-market transactions over a 4-day wind | Jul 29, 2026 |
| MRCY | PRESS-RELEASE | neutral | 1/10 | Mercury Systems Inc announced it will report its fiscal Q4 2026 and full-year results on August 18, 2026. | Jul 28, 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 |
| DRS | PRESS-RELEASE | bullish | 6/10 | No summary provided | Jul 28, 2026 |
| BA | 8-K | mixed | 5/10 | Boeing reported Q2 2026 revenue of $24.56B (+8% YoY) and GAAP loss per share of ($0.67), but core loss per share of ($0. | Jul 28, 2026 |
| LMT | 8-K | bullish | 7/10 | Lockheed Martin reported Q2 2026 revenue of $20.1B (+11% YoY) and EPS of $7.94, beating consensus estimates of $19.33B a | Jul 23, 2026 |
| RTX | 8-K | bullish | 7/10 | RTX reported Q2 2026 adjusted EPS of $1.89, a 13.7% beat vs the $1.66 consensus, on sales of $24.7B (14% YoY growth). Th | Jul 23, 2026 |
| RTX | PRESS-RELEASE | bullish | 8/10 | RTX reported Q2 2026 adjusted EPS of $1.89, beating consensus of $1.66 by 13.9%, on sales of $24.7B (+14% YoY). The comp | Jul 23, 2026 |
| LHX | GOVT-CONTRACT | neutral | 2/10 | A $33.4 million modification to a DoD contract for medium-range ballistic missile target support was awarded to Aerojet | Jul 22, 2026 |
| RTX | GOVT-CONTRACT | neutral | 3/10 | RTX Corporation received a $451.3 million modification (P00006) to contract N0001926C0112 from the Department of Defense | Jul 22, 2026 |
| BWXT | GOVT-CONTRACT | neutral | 4/10 | BWX Technologies subsidiary Nuclear Fuel Services received a $43 million contract modification from the Department of En | Jul 22, 2026 |
| GD | GOVT-CONTRACT | neutral | 3/10 | Electric Boat Corporation, a subsidiary of General Dynamics, received a $63.5 million contract modification from the Dep | Jul 22, 2026 |
| HII | GOVT-CONTRACT | neutral | 3/10 | HII Mission Technologies Corp, a subsidiary of Huntington Ingalls Industries, received a $73.2 million modification to i | Jul 22, 2026 |