Geopolitics Alpha

GM delivers first PAC-3 components to Lockheed Martin

Published . Updated .

General Motors’ defense subsidiary provided the components 22 days after it signed an agreement with the weapons maker.

Directly affected

  • LMT Lockheed Martin

    Named in this report.

  • GM General Motors

    Named in this report.

Indirectly affected

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
GM———————
RTX———————
NOC———————
GD———————
ITA———————
BA———————
LHX———————
HII———————

General Motors’ defense subsidiary provided the components 22 days after it signed an agreement with the weapons maker.

Source: Manufacturing Dive

Price since this story was published: Lockheed Martin (LMT)

Since the first closing price after “GM delivers first PAC-3 components to Lockheed Martin,” Lockheed Martin (LMT) is +4.98%. The S&P 500 fund (SPY) is -0.88% over the same days, a +5.86% difference versus the market.

LMT
SPY

Who reported a Lockheed Martin (LMT) trade near this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who is named in “GM delivers first PAC-3 components to Lockheed Martin”

Companies carried with this story

  • LMT Lockheed Martin

    For “GM delivers first PAC-3 components to Lockheed Martin,” Lockheed Martin (LMT) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names LOCKHEED MARTIN CORP in the headline; GA resolved that company to LMT

How “GM delivers first PAC-3 components to Lockheed Martin” reaches Lockheed Martin (LMT)

The 21 Sep 2026 story “GM delivers first PAC-3 components to Lockheed Martin” names Lockheed Martin (LMT) because of this story.

The link for Lockheed Martin (LMT) is this: The reported development directly names LOCKHEED MARTIN CORP in the headline; GA resolved that company to LMT

Dates in the story, and the Lockheed Martin (LMT) price range

LMT traded between 497.32 and 554.72 across 20 sessions. The latest close on file is 548.37.

What the saved facts support for Lockheed Martin (LMT)

14 out of 100

“GM delivers first PAC-3 components to Lockheed Martin” scores 14 out of 100. The score uses 1 sources, and 1 linked companies.