Data as-of the 2026-08-07 settled close (Friday's close). Numbers read directly from defense-contractors — no prose math.

The sector's rally extended further this scan, and the one crack from last week — LHX's technical damage — is showing early signs of repair. RTX pushed deeper into overbought territory (RSI 76.1, up from 70.7 last scan), still the only name in the book crossing that line and now trading +21.36% above its own volume-weighted average price. LHX, the softest large-cap last scan at RSI 40.0 after a -7.71% weekly slide, recovered to RSI 47.6 on a +3.47% weekly gain — not yet a confirmed reversal, but the sharpest single-scan improvement in the sector. TTMI posted the second sharpest recovery (+18.86% on the week, RSI 35.5→48.7) even as its 30-day print stays negative. No name in this book is below RSI 40 this scan — the entire sector has lifted off the lows that defined last week's read.

RTX remains the cleanest technical beneficiary in this book — the only name at an outright overbought RSI (76.1), tagged breakout, up +14.43% over 30 days and trading +7.1% above its 20-day average. GD holds its own breakout tag with a more modest premium (+3.4% vs its 20-day average) and a +2.25% weekly gain. LMT trades +6.3% above its own 20-day average on a +11.36% 30-day gain even though its RSI (66.3) sits well under the overbought line. Boeing (BA) posted the second-largest weekly gain in the sector (+8.46%) and is now firmly strong-up. DFEN — the leveraged defense ETF — had the largest weekly move in the whole book (+13.99%) alongside TTMI's supply-chain recovery (+18.86% on the week). LEU's 30-day gain (+14.96%) sits just under the bold-move threshold even as it remains -59.58% from its 52-week high — the technical read and the multi-year drawdown continue to disagree sharply, as flagged last scan.

RTX — overbought at 76.1 — has the sector's only such reading, up from 70.7 last scan — the extension has continued rather than cooled. LMT (66.3), NOC (66.6), and GD (66.2) all cluster in a tight mid-60s band just under that line. ITA, PPA, DFEN, GE, and BA sit in a healthier 57-64 range without being extended in either direction.

The softest reading in the entire book is now 43.7, and it belongs to BWXT — it overtook LHX (47.6) and TTMI (48.7) for the weakest print, though all three are well off last scan's lows. No name in this sector is currently tagged outright oversold (below 30 RSI), and no name printed in the 30s this scan, a first for this series.

The primes continue trading at a real premium to their own recent trend: RTX sits +7.1% above its 20-day average, LMT +6.3%, and NOC +6.1% — all among the largest vs-SMA20 premiums in the book. GD's premium is thinner (+3.4%) despite its own breakout tag. The small-cap supply chain shows the premium is no longer uniformly absent — TTMI has moved from -14.0% below its 20-day average last scan to +5.2% above it this scan, the sharpest premium reversal in the sector, while BWXT stays the outlier at -1.1% below its own 20-day average. LEU remains the standout: it trades +12.5% above its own 20-day average even while it's -59.58% from its 52-week high — the same short-term-versus-multi-year disagreement flagged last scan, now wider. LHX's recovery (+3.47% on the week) narrows but does not close the gap that opened last scan.

• RTX (RSI 76.1, breakout) — the only outright overbought name in the sector, extended further from last scan; not a discount entry, elevated chase risk.
• LMT / NOC / GD / BA / ITA / PPA / DFEN / GE (RSI 57.3-66.6) — mid-band, participating without being extended; DFEN is the standout mover on a +13.99% weekly gain.
• LEU (RSI 58.5) — technical strength (+12.5% above its own 20-day average) sitting on top of a -59.58% multi-year drawdown; the disagreement between short-term momentum and long-run price action is wider than last scan.
• LHX (RSI 47.6) and TTMI (RSI 48.7) — both recovering off last scan's weakest reads (RSI 40.0 and 35.5 respectively), but neither has confirmed a full reversal yet.
• BWXT (RSI 43.7) — now the softest reading in the book, still tagged strong-down; no oversold confirmation.

• Whether RTX (RSI 76.1) draws a pullback after its continued push into overbought, or the breakout regime extends further.
• Whether LHX (RSI 47.6, up from 40.0 last scan) turns its +3.47% weekly recovery into a confirmed trend reversal or fades back toward last scan's lows.
• Whether TTMI's +18.86% weekly bounce holds — its 30-day print (-5.56%) is still negative, so this scan's move hasn't fully closed the gap.
• BWXT, now the softest reading in the sector (RSI 43.7) — whether it follows LHX and TTMI into a recovery or continues to lag.
• LEU's widening disagreement between short-term technical strength (+12.5% above its 20-day average) and its -59.58% multi-year drawdown.