POST #1: Defense Contractor Input Cost Squeeze — Not Yet Priced Insider selling at $LMT (Donovan sold 536 shares across three tranches 2026-08-13) + sustained tariff headwinds on steel/aluminum inputs into defense supply chains suggest forward margin compression the street hasn't yet baked into guidance. The data shows $LMT posted $3.3B net income in Q2 2026 with quarterly EPS of $14.38, but those contracts were locked in before tariff escalation hit input costs.

Research these companies