Data as-of the 2026-08-14 settled close (Friday's close). Numbers read directly from defense-contractors — no prose math.

No name in this book carries an outright overbought or oversold RSI reading this scan, and the spread between the sector's strongest and weakest print is a moderate 22.3 points. RTX (RSI 70.6) and NOC (RSI 70.2) sit right at the overbought threshold without crossing it, while BWXT's RSI 48.3 is the softest read in the book — the whole sector clustered in a moderate-to-firm range rather than split between extremes. LEU posted the sector's largest 30-day gain (+21.5%) but remains -58.7% off its 52-week high, the widest short-term/long-run disagreement in this book.

RTX is the cleanest technical read in the book — tagged breakout, RSI 70.6, +13.8% over 30 days, and just -2.8% off its 52-week high. LMT posted the sector's largest 30-day gain (+18.3%) and trades +5.8% above its own 20-day average even though its RSI (67.8) sits under the overbought line. DFEN, the leveraged defense ETF, carries the sector's biggest premium to its 20-day average (+12.0%) on a +20.2% 30-day gain. LEU's 30-day gain (+21.5%) is the largest single number in this book, but it sits on top of a -58.7% distance from its 52-week high — the sharpest short-term/long-run disagreement in the sector. GD holds an uptrend tag with the smallest 52-week-high gap in the book (-1.8%), just ahead of PPA's -1.6%.

RTX (70.6) and NOC (70.2) are the two firmest reads in the sector, both sitting just under the overbought line without crossing it. LMT (67.8), GD (65.8), PPA (65.0), and ITA (64.4) cluster in a tight mid-60s band. BWXT (48.3) is the softest reading in the book, followed by TTMI (51.3) and LHX (52.0) — none of the three is tagged oversold, but all three carry pullback or downtrend regime classifications rather than confirmed uptrends. No name in this sector currently prints above 75 or below 40 — a moderate, unextended book across the board.

The primes carry real premiums to their own recent trend: NOC leads at +6.2% above its 20-day average, LMT at +5.8%, and RTX at +3.6%. GD's premium is thinner (+2.7%) despite its own uptrend tag. DFEN carries by far the largest premium in the book (+12.0%), consistent with a leveraged ETF amplifying the sector's move. LEU is the standout disagreement: +6.5% above its own 20-day average while sitting -58.7% off its 52-week high — a name where short-term technical strength and multi-year price action point in opposite directions. TTMI also shows a premium (+7.6%) against a negative 30-day print (-2.5%) and a weak-down trend tag — a short-term bounce that hasn't yet turned the medium-term trend. BWXT is the one name trading closest to flat against its 20-day average (+1.5%) while carrying the weakest RSI in the book.

• RTX (RSI 70.6, breakout) and NOC (RSI 70.2, pullback) — the two firmest reads in the sector, neither confirmed overbought but both close to the line; limited discount either way.
• LMT / GD / ITA / PPA / BA / DFEN / GE (RSI 55.8-67.8) — mid-band, participating without being extended; DFEN stands out on a +20.2% 30-day gain and the largest vs-SMA20 premium in the book.
• LEU (RSI 57.4) — a +21.5% 30-day gain sitting on top of a -58.7% multi-year drawdown; the disagreement between short-term momentum and long-run price action is the widest in this sector.
• LHX (RSI 52.0), TTMI (RSI 51.3), BWXT (RSI 48.3) — the three softest reads in the book, none oversold, none confirmed reversing (all three carry pullback or downtrend regime tags).

• Whether RTX (RSI 70.6) or NOC (RSI 70.2) crosses into confirmed overbought territory next scan.
• Whether BWXT (RSI 48.3, downtrend) stabilizes or continues to lag the rest of the sector.
• Whether LHX's strong-down trend tag (RSI 52.0) resolves into a confirmed reversal or fades.
• Whether TTMI's premium to its 20-day average (+7.6%) closes the gap on its still-negative 30-day print (-2.5%).
• LEU's widening disagreement between short-term technical strength (+6.5% above its 20-day average, +21.5% 30D) and its -58.7% multi-year drawdown.