Recently, we launched the Defense Contracts Monitor that we populate weekly with new contracts awarded to Boeing (BA) and Lockheed Martin (LMT). Currently the monitor consists of more than 600 contracts and we are working on quickly expanding the number of years and contracts covered in the monitor but also expanding toward other companies in the defense industry. With market sentiment turning negative for commercial aircraft, we saw more interest in the defense side and that triggered me to relaunch defense coverage including names such as Lockheed Martin, and we are aiming to expand that going forward.

Lockheed Martin has been one of the names I wrote about earlier. Since then, shares of Lockheed Martin gained almost 60% vs. 40% for the bigger market. Unfortunately due to local regulations I'm not allowed to own shares of Lockheed Martin, but these are the kind of names I really would like to be a core holding in my portfolio. In this report, I want to have a look at the order inflow for Lockheed Martin during the month of June launching the monthly defense order overviews for the company. For this analysis, we used the newly-developed Defense Contracts Monitor which we have made available to subscribers of The Aerospace Forum.

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