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Lockheed Martin Corporation

LMT

Industrials · 556.57 -1.2% today

You’ve read what changed. Here’s whether the market is confirming it.

Partial group confirmationMarket checked 25 Aug, 15:55 GMT-4

Jodie situation report

Lockheed Martin Corporation's move is being confirmed by its market group.

LMT accounts for 8.6% of the group's measured movement across 5.5 effective names. raw member direction is mixed; 7 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 13%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#5 of 12 by movement share
Group movement share8.6%Absolute path energy—not portfolio weight
Relative path-1.17%aligned
Effective breadth5.5 / 12balanced
Relative alignment7/12downside path · 3 counter-moving
Capital-flow agreement13%not yet clean
SEQUENCE READ

AVAV, KTOS, LUNR moved materially before LMT. LMT crossed its material path threshold at 11:00 ET, 30 minutes after the first measured mover. RTX, RSG followed.

EVIDENCE COVERAGE

11 of 14 members in Aerospace & Defense are active. 0 of 8 disclosed connections are confirming.

What would change this read
  • At least 10 of 14 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as ESE begins moving with the group.

Invalidation: The live read weakens if participation falls to 4 of 14 members or fewer.

Watch this read

Who this business touches

The relationships behind LMT

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

GTHPFiling-linked namesupplierJan 29, 2026 ▾

“The increase was primarily attributable to higher sales of approximately $1.4 billion for tactical and strike missile programs due to increased volume (primarily JASSM, LRASM, Guided Multiple Launch Rocket System (GMLRS) and PrSM); and about $450 million for…”

ORNOrion Group Holdings, Inc.customerJul 22, 2025 ▾

“This increase was primarily attributable to higher sales of $115 million for commercial civil space programs primarily due to higher volume on the Orion program; and $80 million for strategic and missile defense programs due to higher volume on NGI and Fleet…”

Depended on by

ISSC47.0% of ISSCcustomerDec 23, 2025 ▾

“Currently, we support multiple OEM platforms, including those with the Boeing Company, Eclipse Aerospace, Lockheed Martin, and Pilatus Aircraft.”

Filing peers

DRSNOCKTOS

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 34 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

LMT is currently a Participant in the organic co-movement group Aerospace & Defense. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.