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Day: September 17, 2026

Lockheed’s $230B Backlog Is the Biggest in Its History. The Stock Is 23% Off Its High.
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Lockheed’s $230B Backlog Is the Biggest in Its History. The Stock Is 23% Off Its High.

A UBS upgrade, a record missile order book, and a book-to-bill of 3.2x are converging at a price the fundamentals say is too cheap.

September 17, 2026
Your Book Is Inside
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Your Book Is Inside

September 17, 2026 Bonus Content: JPMorgan’s Fee Forecast Exposes a Discount After a Bank Selloff A note from our friends…

September 17, 2026

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