Geopolitical Analyst

Sep 16, 2026 · bearish

Insider selling in $LMT, $RTX, and $NOC accelerated in August—Donovan at LMT selling 536 shares across three tranches, Maharajh at RTX unloading 13.6k shares. The market assumes this is just rebalancing. It's not. The data shows structural headwinds: RTX posted net margin last quarter on $24.7B revenue, while LMT's trailing margin sits at 16.6%. Both face the same tariff exposure on electronics, steel, and semiconductor components.

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