Sector ledger

Defense & Aerospace Stocks: Insider Trading and Market Alerts

Every alert InsiderWatch has sent and scored in the defense & aerospace sector: insider buys, stake filings, policy moves and market events, with the stocks involved and how each call turned out. Listed only after the outcome is known, misses included.

Stocks with defense & aerospace alerts

• $BA×9
• $LMT×7
• $ITA×5
• $NOC×5
• $RTX×5
• $GD×3
• $LHX×3
• $AAL×2
• $GE×2
• $RKLB×2
• $AIN
• $AVAV
• $BAER
• $CAE
• $COP
• $CVX
• $CW
• $DCO
• $DFNS
• $HII
• $HON
• $IRDM
• $ONDS
• $OPTX
• $PLTR
• $PSN
• $TDG
• $TLS
• $TTMI
• $USO
• $XLE

Latest scored defense & aerospace alerts

The 25 most recent. The move is the stock’s close-to-close change over the alert’s grading window; a hit means the call’s direction was right.

Scored Defense & Aerospace alerts, newest first

Date	Stock	Alert	Call	Result
Sep 15, 2026	$NOC	Northrop wins $4.8B Army CIRCM contractMarket event	BULLISH	MISS -0.7%
Sep 15, 2026	$DCO	Ducommun wins follow-on PAC-3 missile content awardMarket event	BULLISH	HIT +4.3%
Sep 14, 2026	$LMT	Lockheed wins $1.2B Precision Strike Missile awardMarket event	BULLISH	HIT +1.5%
Sep 14, 2026	$BA	Boeing wins $13.4B KC-46 Air Force awardMarket event	BULLISH	MISS -3.3%
Sep 10, 2026	$OPTX	Syntec Optics doubles defense orders to over $9MMarket event	BULLISH	MISS -12.8%
Sep 8, 2026	$NOC	Northrop wins $4.8B infrared countermeasure production dealMarket event	BULLISH	Excluded (flat)
Sep 8, 2026	$LHX	L3Harris wins $4.7B PAC-3 MSE propulsion contractMarket event	BULLISH	MISS -3.6%
Sep 8, 2026	$GE	GE Aerospace buys Consolidated Precision for $11.75BM&A target	BULLISH	MISS -3.9%
Sep 7, 2026	$LMT	Lockheed lands $729M HIMARS order from SwedenMarket event	BULLISH	Excluded (flat)
Sep 4, 2026	$HII	Huntington Ingalls wins $336M carrier procurement awardMarket event	BULLISH	MISS -1.2%
Sep 2, 2026	$RKLB	Rocket Lab loses $700M NASA Mars contract to Blue OriginMarket event	BULLISH	HIT +5.9%
Sep 2, 2026	$LMT	Lockheed wins Pentagon deal to triple Patriot outputMarket event	BULLISH	MISS -3.6%
Sep 1, 2026	$GE	GE wins $2.9B Navy F414 engine logistics contractMarket event	BULLISH	HIT +1.8%
Sep 1, 2026	$PLTR	Palantir wins Army award for eight TITAN systemsMarket event	BULLISH	MISS -5.7%
Sep 1, 2026	$AIN	Albany International keeps facility on new aerospace winsMarket event	BULLISH	MISS -4.1%
Sep 1, 2026	$CAE	CAE wins $42M Moroccan F-16 training-system dealMarket event	BULLISH	HIT +5.2%
Aug 31, 2026	$LMT	Report flags multiyear interceptor demand for defense primesMarket event	BULLISH	MISS -3.3%
Aug 29, 2026	$TLS	Telos wins $38M Air Force cybersecurity contractMarket event	BULLISH	HIT +1.3%
Aug 27, 2026	$BA	Trump disclosure shows Boeing buy amid Navy dealMarket event	BULLISH	Excluded (flat)
Aug 24, 2026	$TTMI	TTM Technologies director buys $525K on the dipInsider buy	BULLISH	HIT +20.8%
Aug 20, 2026	$BAER	Bridger Aerospace director buys $354K of stockInsider buy	BULLISH	Excluded (illiquid)
Aug 18, 2026	$AAL	Tepper's Appaloosa opens American Airlines and Boeing stakesFund position	BULLISH	MISS -5.8%
Aug 14, 2026	$BA	Appaloosa reveals new Boeing stake in 13FFund position	BULLISH	MISS -3.7%
Aug 10, 2026	$PSN	Parsons director buys $959K of stock after slideInsider buy	BULLISH	Excluded (flat)
Aug 10, 2026	$CW	Curtiss-Wright director makes first buy in over a yearInsider buy	BULLISH	MISS -8.6%

Sector tags are assigned per alert by the analysis step, so a stock can appear in more than one sector. Hypothetical, close-to-close, fees excluded. Not investment advice. Full ledger on the track record.