Scoreboard / LMT
Lockheed Martin LMT
Issue No. 02 pick · July 3, 2026 · Updated September 4, 2026
Setup Snapshot
The Setup in One Card
How LMT moved and the catalyst behind the move, from its Issue No. 02 write-up. It is not on the current Scoreboard, so it carries no Friday Five Score this week.
Issue No. 02
Original Pick
Sector Trend
Laggingdown 2.4 percent
Covered In
Issue No. 02 · July 3, 2026
Catalyst
Contract WinRoughly $35B, seven year THAAD interceptor production contract
Return measured from the Friday, June 26 close to the Thursday, July 2 close, the week it appeared in Issue No. 02.
Why It Moved
The Story Behind the Move
Catalyst
Roughly $35B, seven year THAAD interceptor production contract
Why It Mattered
Dated, signed contracts gave the market concrete multi year revenue visibility, which is exactly what investors pay up for in a choppy tape.
Risk Note
The stock has already rallied hard off its spring low, and the F-35 program has a history of surprise margin charges.
Reader Takeaway
The move is real, but chasing an extended stock is not the same as researching it. Patience has better odds here.
Continue the Research
Put LMT Back in Context
The stock page is one piece of the weekly research. Continue with the original issue, the full public ranking, or the method behind the analysis.
This page is for educational and informational purposes only. It is not financial advice, investment advice, or a recommendation to buy or sell any security.