24/7 Wall Street
23 Sept 2026, 12:40 UTC · 2h ago
Verdict
Headline takes no side. We score LHX +0.90 across five claims — strongly bullish.
+0.90strongly bullish
More positive than 94% of ticker scores this week
What the story claims
5 claims · scored −1 bearish … +1 bullish · 0 new · 5 priced in
The Missile Defense Agency awarded a seven-year, $35 billion contract in late June to quadruple THAAD interceptor production.
Priced inaward dated late June
So whatThis contract, combined with the $10.5B mandatory FY2027 funding, provides LMT a multi-year revenue floor through 2033.
More positive than 99% of claims this week
L3Harris signed a seven-year framework agreement for THAAD and PAC-3 production estimated at $12 billion in revenue and $2 billion in profit.
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Scored by the NIS engine · methodology.
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Priced inno timing evidence provided
So whatThe $2 billion profit figure implies a ~16.7% net margin on these specific rocket motor contracts.
More positive than 92% of claims this week
RTX booked over $5 billion in Patriot effectors and $1.8 billion in AMRAAM during Q2.
Priced inanalysis of Q2 results
So whatThese $6.8B in specific bookings contribute to a total backlog of $289B, suggesting a massive execution runway.
More positive than 85% of claims this week
Northrop Grumman has ten multi-year missile-acceleration agreements representing up to $10 billion in sales opportunity over seven years.
Priced inanalysis of Q2 results
So whatThis adds an average of ~$1.43B in annual top-line potential through 2033 beyond current record backlogs.
More positive than 77% of claims this week
Lockheed Martin's CFO warned of 'near-term dilution' during the production ramp for missiles.
Priced inanalysis of Q2 results
So whatMargin compression is likely to persist through H2 2026 as the company scales PAC-3 and THAAD lines.
More negative than 79% of claims this week
Which stocks this story touches
More positive than 94% of ticker scores this week
Holds a critical monopoly on solid rocket motors for THAAD and PAC-3 with a $12 billion framework agreement.
More positive than 94% of ticker scores this week
Secured a massive $35 billion contract to quadruple THAAD interceptor production.
More positive than 85% of ticker scores this week
Strong growth with record backlog and significant new framework agreements for missile production.
More positive than 78% of ticker scores this week
Strong revenue growth and high demand for Patriot and AMRAAM missiles, though supply chain constraints remain.
More positive than 62% of ticker scores this week
Benefiting from hypersonic and electronic warfare contracts despite year-to-date share price decline.
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GlobeNewsWire
2h ago
More positive than 76% of relationship scores this week
[a_to_b] L3Harris controls the sole large-scale solid rocket motor supply for PAC-3, produced by RTX.
More positive than 35% of relationship scores this week
[mutual] Northrop Grumman entered a $2 billion framework agreement with the Department of Defense and Lockheed Martin for solid rocket motors.
+1.2%
Price agrees with the score
$242.78 vs $239.89 close before publication (Sep 22) · not market-adjusted
LHX chart →
