Data as-of the 2026-07-28 settled close (Tuesday's close). Numbers read directly from defense-contractors — no prose math. Prior scan: 2026-07-25-defense-contractors (2026-07-25).

The complex-wide reversal from the prior scan kept extending at the top while it cracked hard at the bottom. RTX, GD, and LMT — already near-overbought two scans ago — pushed further into extended territory: RTX's RSI is now 77.8, the highest single reading in this file. The biggest new development is Boeing (BA), the one large-cap that had sat out the rally through two straight scans — it finally joined this week, RSI jumping from 41.1 to 55.3 on a single-day gain of 4.76%. But the small-cap supply chain moved the opposite way: TTMI fell into outright oversold (RSI 28.4, the sector's only sub-30 reading), its 30-day drawdown widening to -41.8%, while BWXT kept weakening too. The bifurcation between the extended primes and the distressed small-cap layer is wider now, not narrower.

RTX, GD, and LMT remain the cleanest beneficiaries and pushed further into extended territory this scan — RTX's RSI climbed to 77.8 from 74.4, GD to 73.7 from 70.9, and LMT held near its prior reading at 71.0. The biggest change in the book is Boeing: the one large-cap that sat out the prior scan's reversal has now joined, RSI jumping from 41.1 to 55.3 on a single-day gain of 4.76%. NOC, LHX, ITA, PPA, GE, and DFEN all continued climbing without becoming extended (RSI 58-62), and DFEN logged a second straight week of a double-digit weekly gain (+20.5% 7D). The nuclear-fuel and electronics-supply names split further apart from each other: LEU's 30-day print turned positive for the first time in this scan sequence (+5.87%), even while it stays tagged strong-down/collapse, but TTMI fell into outright oversold territory (RSI 28.4, the only sub-30 reading in the book) with its drawdown deepening to -41.8% on 30 days and -51.4% from its 52-week high. BWXT also weakened further, from RSI 38.6 to 35.1.

The book's range widened at both ends this scan: RTX's 77.8 is now the single highest reading, and TTMI's 28.4 is the first outright-oversold reading this sequence has produced. LMT (71.0) and GD (73.7) sit alongside RTX in the near-overbought-to-overbought zone, meaning three of the five primes are now extended rather than the two flagged in the prior scan. NOC, LHX, BA, ITA, PPA, DFEN, and GE cluster in a healthier 55-62 band, participating in the move without chasing. LEU (51.0) sits right on the midline, still strong-down-tagged despite the improving 30-day print. BWXT (35.1) is drifting toward oversold but hasn't crossed it; TTMI already has.

This scan extends rather than reverses the prior scan's flip. RTX, GD, and LMT — already near-overbought two scans ago — pushed further into extended territory rather than cooling off, which argues the move has more behind it than a single sharp week. The clearest new development is Boeing: the one large-cap that had stayed down through two consecutive scans finally joined the complex-wide bid this week. But the picture underneath the primes keeps splitting further apart. TTMI's slide from RSI 36.0 to 28.4 and a 30-day drawdown that widened from -37.4% to -41.8% is the sharpest deterioration anywhere in this file, and BWXT weakened further alongside it. Whether that reflects pressure specific to the electronics-supply chain, or something the primes' strength is masking, is not something this summary file can settle — but the gap between an increasingly extended prime-and-ETF layer and an increasingly distressed small-cap supply-chain layer is wider now than it was two scans ago, not narrower.

• RTX / GD / LMT (RSI 71.0-77.8) — all three extended further this scan; RTX is now the single most overbought reading in the sector. Not a discount entry, and chase risk is elevated.
• NOC / LHX / BA / ITA / PPA / DFEN / GE (RSI 55.3-62.3) — mid-band, participating without being extended. Boeing's inclusion here is new this scan.
• LEU (RSI 51.0, 30D +5.87%) — the nuclear-fuel name's first positive 30-day print in this scan sequence, though still strong-down/collapse-tagged and -63.5% from its 52-week high; treat as an early signal, not a confirmed floor.
• BWXT (RSI 35.1) / TTMI (RSI 28.4) — the two clearest laggards, with TTMI now the only sub-30 reading in the book and still deepening (-41.8% 30D, -51.4% from its 52-week high). No floor signal in the data for either name.