2026-10-15 Company
LMT Expands Strategic Collaboration with Royal Netherlands Aerospace Centre Skunk Works and NLR broaden partnership at NL-US Defense Industry Days, strengthening international defense ties
D1 +2.0% · since +3.7%
2026-10-14 → 10-15 Company
LMT and Avio Form Strategic Solid Rocket Motor Production Partnership Zacks reports LMT's upcoming earnings release, with market focus on growth expectations, aligning with recent partnership developments
D1 +3.6% · since +5.7%
› 2 waves of this story2026-10-14 Accelerates and expands SRM industrial base, strengthening LMT's key supply chain2026-10-15 Zacks reports LMT's upcoming earnings release, with market focus on growth expectations, aligning with recent partnership developments2026-10-09 → 10-11 Company Bull
LMT Raises Quarterly Dividend 4.3% to $3.60 Dividend increase continues shareholder return policy, consistent with prior Q4 dividend announcement
D1 +0.3% · +5d +8.3%
› 2 waves of this story2026-10-09 Board authorizes $0.15 increase, reflecting cash flow confidence2026-10-11 Dividend increase continues shareholder return policy, consistent with prior Q4 dividend announcement2026-10-10 Product Bull
LMT Debuts PAC-3 Edge, Wins Philippine Black Hawk Training Deal New interceptor program and training contract expand defense business, boosting backlog
D1 +0.4% · since +7.9%
2026-10-06 → 10-08 Analyst Bull
LMT Initiated with Buy Ratings, $650 PT Rothschild Redburn initiates with Buy, citing strong growth prospects
D1 +0.7% · +5d -1.2%
› 2 waves of this story2026-10-06 Analysts bullish on defense sector, LMT receives multiple buy initiations2026-10-08 Rothschild Redburn initiates with Buy, citing strong growth prospects2026-10-08 Analyst Bull
LMT Initiated with Buy Ratings, $650 PT Rothschild Redburn initiates with Buy, citing strong growth prospects
D1 +1.7% · +5d +4.9%
2026-10-06 Company Bull
LMT Wins $209M Navy EW Award, Options Up to $1.71B Fleet modernization drives EW demand, boosting backlog visibility
D1 +0.7% · +5d -1.2%
2026-10-02 Company
LMT CEO Pushes Company-Wide Skunk Works Speed CEO Jim Taiclet aims to apply Skunk Works' nimble innovation across the firm, including AI and F-35 challenges
D1 +0.0% · +5d +0.8%
2026-10-01 Company Bull
LMT Wins $94.2M Navy Award for AEGIS Integration, Bolstering Global Naval Defense Role U.S. Navy award advances AEGIS integration for Canada, reinforcing LMT's role in global naval defense modernization
D1 -0.7% · +5d +0.5%
2026-09-29 Company Bull
LMT Wins $18.9M Radar Contract, Program Value Reaches ~$1.01B Contract extends work through June 2029, supporting long-term growth
D1 -1.1% · +5d -0.4%
2026-09-22 Company
LMT Praised by Trump for White House Heliport Contribution Trump thanks LMT CEO on Truth Social, plans maiden flight from new heliport, highlighting close ties.
D1 -2.4% · +5d -1.9%
2026-09-21 Company Bull
LMT Secures $1.2B Army PrSM Increment 2 Contract IDIQ contract for PrSM Inc 2 production; maritime test validates moving target engagement
D1 +0.4% · +5d -3.2%
2026-09-17 → 09-19 Company Bull
LMT Secures JATM Production Framework Agreement with DoD DoD framework deal with multi-year procurement commitments accelerates AIM-260 output, boosting LMT's munitions growth outlook.
D1 +0.2% · +5d -2.7%
› 2 waves of this story2026-09-17 Multiple sources confirm new missile details and production acceleration, marking substantial project progress2026-09-19 DoD framework deal with multi-year procurement commitments accelerates AIM-260 output, boosting LMT's munitions growth outlook.2026-09-18 Capital Bull
US Approves $24.3B Sale of 48 F-35s to Saudi Arabia State Dept notification pending Congress review; deal covers jets and parts, reflecting Mideast defense demand.
D1 -0.9% · +5d -2.6%
› 2 waves of this story2026-09-18 State Dept approves potential sale, involving LMT F-35, large value may impact future orders2026-09-18 State Dept notification pending Congress review; deal covers jets and parts, reflecting Mideast defense demand.2026-09-14 Company Bull
Germany to Buy €3.4B Tomahawk Missiles and LMT Typhon Systems German procurement of LMT missile systems boosts European defense demand, directly benefiting LMT order outlook
D1 +1.0% · +5d +1.1%
2026-09-02 → 09-09 Company Bull
UBS Upgrades LMT to Buy on F-35 and Missile Growth UBS cites F-35 and missile sales, forecasting 9% annual sales growth and double-digit earnings
D1 -2.4% · +5d -0.3%
› 5 waves of this story2026-09-02 Zacks notes LMT outperformance on defense demand and record backlog, with program risks and debt as concerns2026-09-05 $230B backlog underpins multi-segment growth outlook2026-09-06 Multiple sources reiterate Buy on $230B backlog and PAC-3/THAAD demand, citing execution risk2026-09-09 UBS cites missile growth, sees 2028 EPS 12% above consensus2026-09-09 UBS cites F-35 and missile sales, forecasting 9% annual sales growth and double-digit earnings2026-09-08 Analyst
UBS upgrades to Buy D1 +2.1% · +5d -0.5%
2026-09-07 Company
LMT, Tata sign MoU to explore Javelin co-production in India JV with RTX and Tata Advanced Systems to explore local production, expanding India footprint
D1 +2.1% · +5d -0.5%
2026-09-07 Company Bull
Sweden to buy LMT's Himars in $729M deal Swedish defense minister confirms purchase, adding to LMT's international backlog
D1 +2.1% · +5d -0.5%
2026-08-31 → 09-01 Company Bull
US-Iran Tensions Boost Defense ETFs, Favoring LMT Multiple sources cite escalating tensions driving defense demand, benefiting LMT
D1 -0.5% · +5d -4.5%
› 2 waves of this story2026-08-31 Deals cover THAAD and Patriot interceptors, enhancing LMT's long-term production and revenue visibility2026-09-01 Multiple sources cite escalating tensions driving defense demand, benefiting LMT2026-09-01 Other
US-Iran Tensions Boost Defense Stocks Including LMT Zacks sees Middle East conflict creating opportunities for LMT and peers; LMT fell 2.98% on the day
D1 -3.0% · +5d -3.7%
2026-08-29 Company Bear
Army opens Stinger replacement competition, pressuring LMT supplier LPTH Army seeks additional NGSRI sources with Spring 2027 demo, pressuring supplier LPTH (down 20%), signaling uncertainty for LMT's position.
D1 -0.5% · +5d -4.5%
2026-08-28 8-K filing
8-K: Item 1.01, Item 9.01 D1 -0.4% · +5d -6.8%
2026-08-18 → 08-21 Capital Bull
Institutions Build Q2 LMT Positions; BNY Mellon Buys 1.27M Shares BNY Mellon's new stake adds to prior institutional buying, indicating continued fund inflows.
D1 +2.3% · +5d -8.3%
› 2 waves of this story2026-08-18 Argyle, BlackRock among filers showing new institutional interest2026-08-21 BNY Mellon's new stake adds to prior institutional buying, indicating continued fund inflows.2026-08-11 Capital Bull
LMT Wins $53.9B US Army Patriot Missile Order Army orders pricier MSE variant despite LMT's cheaper ACE offering
D1 -0.9% · +5d +1.6%
› 2 waves of this story2026-08-11 Large Army order highlights strong missile demand for LMT2026-08-11 Army orders pricier MSE variant despite LMT's cheaper ACE offering2026-08-10 Product Bull
LMT NGI Stage 2 Motor Static-Fire Test Successful Company announcement confirms test success, advancing missile defense program
D1 +2.6% · +5d -1.6%
› 2 waves of this story2026-08-10 Key NGI milestone validates missile defense progress2026-08-10 Company announcement confirms test success, advancing missile defense program2026-08-05 Company
LMT seeks US domestic critical mineral supplies to cut China reliance Reuters reports LMT in talks to source scandium and germanium from US mines, including NioCorp and Teck, signaling supply chain shift.
D1 -2.0% · +5d +5.0%
2026-08-04 Company Bull
LMT selects Gravitics for DoW contract of national importance Gravitics announces selection by LMT to support a DoW contract of national importance, highlighting LMT's space infrastructure role.
D1 +0.5% · +5d +1.4%
