MoneyMind Finance,Defense Stocks Watch Sheet,Data as of Q2 2026 filings
Compiled,2026-09-16,moneymindfinance.com

SECTION 1,THE MONEYMIND STOCK WATCH SCORE
"Scores are MoneyMind Finance's own judgement, not fact. 1 is weak, 5 is strong."
Criterion,RTX,Lockheed Martin,Northrop Grumman,General Dynamics
Revenue momentum,5,4,3,4
Profit quality,4,3,2,5
Balance sheet,4,2,3,5
Customer concentration,5,2,2,4
Valuation vs growth,2,4,3,3
Catalyst clarity,5,5,4,4
TOTAL out of 30,=SUM(B7:B12),=SUM(C7:C12),=SUM(D7:D12),=SUM(E7:E12)

SECTION 2,FORWARD P/E CALCULATOR,"Edit the share price column, the multiple recalculates"
Company,Share price,FY2026 EPS guidance midpoint,Forward P/E,FY2026 sales guidance midpoint (bn)
RTX,195.5,7.175,=B17/C17,95.5
Lockheed Martin,533.46,30.3,=B18/C18,80.75
Northrop Grumman,531.25,28.85,=B19/C19,44.0
General Dynamics,358.6,16.85,=B20/C20,55.7

SECTION 3,"BACKLOG AND BOOK TO BILL, Q2 2026"
Company,Total backlog (bn),Book to bill,Q2 sales (bn),Q2 sales growth,Reported
RTX,289.0,not disclosed,24.708,14%,2026-07-23
Lockheed Martin,230.416,3.2,20.063,11%,2026-07-23
Northrop Grumman,104.692,1.8,10.876,5%,2026-07-21
General Dynamics,136.5,1.4,14.1,8.1%,2026-07-29
Combined backlog,=SUM(B24:B27)

SECTION 4,SEGMENT BACKLOG SHIFT SINCE DEC 31 2025
Segment,Dec 31 2025 (m),Jun 2026 (m),Change
LMT Aeronautics,59435,54356,=(C32-B32)/B32
LMT Missiles and Fire Control,46650,87882,=(C33-B33)/B33
LMT Rotary and Mission Systems,47715,48454,=(C34-B34)/B34
LMT Space,39822,39724,=(C35-B35)/B35
NOC Aeronautics Systems,23052,24568,=(C36-B36)/B36
NOC Defense Systems,27796,34678,=(C37-B37)/B37
NOC Mission Systems,18632,18465,=(C38-B38)/B38
NOC Space Systems,26201,26981,=(C39-B39)/B39

SECTION 5,"SOURCE DATA, EVERY FIGURE WITH ITS ORIGIN"
Figure,Value,Date,Source
RTX total backlog,"289bn (170 commercial, 119 defense)",2026-07-23,RTX Q2 2026 results press release
RTX Q2 sales,"24.708bn, up 14 percent",2026-07-23,RTX Q2 2026 results press release
RTX FY26 adj EPS guidance,7.10 to 7.25,2026-07-23,RTX Q2 2026 results press release
LMT total backlog,230.416bn record,2026-07-23,Lockheed Martin SEC Form 8-K Exhibit 99.1
LMT segment backlog table,see Section 4,2026-07-23,Lockheed Martin SEC Form 8-K Exhibit 99.1
LMT new orders in quarter,65bn,2026-07-23,Lockheed Martin SEC Form 8-K Exhibit 99.1
LMT THAAD multi-year contract,35bn with Missile Defense Agency,2026-07-23,Lockheed Martin SEC Form 8-K Exhibit 99.1
LMT F-35 deliveries Q2,"19, against 50 a year earlier",2026-07-23,Lockheed Martin SEC Form 8-K Exhibit 99.1
LMT FY26 EPS guidance,29.95 to 30.65,2026-07-23,Lockheed Martin SEC Form 8-K Exhibit 99.1
NOC total backlog,104.692bn record,2026-07-21,Northrop Grumman Q2 2026 earnings release Ex 99
NOC net awards,20.0bn,2026-07-21,Northrop Grumman Q2 2026 earnings release Ex 99
NOC segment operating margin,"10.6 percent, down 120bps",2026-07-21,Northrop Grumman Q2 2026 earnings release Ex 99
NOC FY26 MTM adj EPS guidance,28.60 to 29.10,2026-07-21,Northrop Grumman Q2 2026 earnings release Ex 99
GD total backlog,"136.5bn, up 32 percent",2026-07-29,General Dynamics Q2 2026 results press release
GD book to bill,1.4 to 1 company wide,2026-07-29,General Dynamics Q2 2026 results press release
GD total debt and cash,"7.5bn debt, 4.3bn cash",2026-07-29,General Dynamics Q2 2026 results press release
GD FY26 EPS guidance,16.80 to 16.90,2026-07-29,"GD Q2 2026 earnings call, reported by Seeking Alpha and MarketBeat"
FY2027 defense request,"1.5 trillion total, up 445bn or 42 percent",2026-04,White House Fiscal Year 2027 Topline fact sheet
Stopgap funding expiry,"December 11, 2026",2026-09-02,"Continuing Appropriations and Extensions Act, 2027"
CR limits on new starts,CRs bar new program starts and production rate increases,2021 and 2026,US Government Accountability Office
Share prices used above,"LMT 533.46, RTX 195.50, NOC 531.25, GD 358.60",2026-09-16,"Yahoo Finance, cross checked against MarketWatch"

Disclaimer,"Educational information only, not financial advice. Verify every figure against the filings before acting."