Data as-of the 2026-07-31 settled close (Friday's close). Numbers read directly from defense-contractors — no prose math.

The five large-cap primes split into two clear camps this scan: one prime sits alone at the overbought line while another is showing real technical damage. RTX's RSI sits at 70.7, the highest reading in the book and the only one crossing the overbought line, in a breakout regime alongside GD.

LHX (RSI 40.0), by contrast, is the softest large-cap in the file, tagged strong-down after a -7.71% weekly slide. The mid-band names (NOC, BA, ITA, PPA, DFEN, GE) all sit in a healthier 49-56 RSI range without being extended in either direction. The small-cap supply chain is still the most stressed layer: TTMI's 30-day drawdown of -35.76% is the single worst 30-day print in the sector, though its RSI (35.5) has moved off deeper oversold territory; BWXT sits at RSI 40.8, and LEU's RSI 54.2 comes with a standout +7.96% weekly gain even as it remains -61.89% from its 52-week high.

RTX is the cleanest technical beneficiary in this book — the only name at an outright overbought RSI (70.7) and one of two primes (with GD) tagged in a breakout regime, up +12.22% over 30 days and trading +6.3% above its 20-day average. LMT is close behind, trading a full +8.1% above its own 20-day average on a +11.67% 30-day gain, even though its RSI (68.1) sits just under the overbought line. GD's breakout tag comes with a more modest premium (+1.8% vs its 20-day average), and NOC participates without being extended (RSI 54.4). Boeing (BA) is up +3.16% on the week but gave back some of that gain in the most recent session (change1d -2.15%), and its 30-day print is still slightly negative (-1.12%) — the one large-cap here not clearly benefiting from the move. The small-cap supply chain remains split: LEU posted the largest single-week gain in the sector (+7.96%) even while it's -61.89% from its 52-week high, while BWXT and TTMI continue to lag the primes by a wide margin — TTMI's -35.76% 30-day drawdown is the steepest in the book.

RTX's 70.7 is the only overbought reading in the sector; LMT (68.1) and GD (61.0) sit just under that line. NOC, BA, ITA, PPA, DFEN, LEU, and GE all cluster in a healthier 49-56 band — participating without chasing.

LHX (40.0) and BWXT (40.8) are the two softest large/mid-cap readings, both tagged strong-down, while TTMI (35.5) is the weakest reading in the entire book, though it has moved up off deeper oversold territory even as its 30-day print stays sharply negative. No name in this sector is currently tagged outright oversold (below 30 RSI).

The primes are trading at a real premium to their own recent trend: LMT sits +8.1% above its 20-day average and RTX +6.3%, both among the largest vs-SMA20 premiums in the book. That premium thins out fast moving down the cap stack — GD's vs-SMA20 gap is a much smaller +1.8% despite its own breakout tag, and the small-cap supply chain shows no premium at all (BWXT -4.3%, TTMI -14.0% below its own 20-day average). LEU is the outlier: it trades +6.5% above its own 20-day average even while it remains -61.89% from its 52-week high — a name where the short-term technical read and the multi-year drawdown disagree sharply. LHX's -7.71% week is the sharpest single deterioration in the sector and the clearest sign the premium isn't uniform across every name in this book.

• RTX (RSI 70.7, breakout) — the only outright overbought name in the sector; not a discount entry, elevated chase risk.
• LMT / GD / NOC / BA / ITA / PPA / DFEN / LEU / GE (RSI 49.4-68.1) — mid-band, participating without being extended; LEU is the standout mover here on a +7.96% weekly gain.
• LHX (RSI 40.0) and BWXT (RSI 40.8) — the two softest large/mid-cap names, both tagged strong-down; no oversold confirmation yet.
• TTMI (RSI 35.5) — the weakest reading in the book and the sector's steepest 30-day drawdown (-35.76%); still tagged weak-down with no floor confirmed in the data.