Limitus (LMT)

Today the market rewards big defense contractors. $LMT and $RTX rise after reporting:

• Record backlogs
• Higher demand in air defense and missiles
• Revenue growth
• Guidance raised
• Higher production and cash flow

The reading for $ONDS is clear: the military spend cycle is not just a political narrative. Budgets are turning into real orders, especially in areas where Ondas is building its platform:

• Counter‑UAS
• Persistent ISR
• Precision strike
• Autonomous systems
• Border security
• Multidomain architectures

The most direct validation comes from Lockheed, which will integrate Sentrycs' Cyber‑over‑RF technology into its C‑UAS Sanctum architecture.

This supports Ondas' “Systems of Systems” strategy and adds relevance to its recent US$70M in orders.

But the definitive test is still missing: turning orders and backlog into revenue, margins, EBITDA and cash flow.

Impact on the $ONDS thesis: reinforced. The sector confirms Ondas is positioned in the right categories; now it must demonstrate execution.

$LMT

Looking like it is gonna try and make a comeback here. https://t.co/1ruOhVBPcP

$LMT Consolidating for a move. https://t.co/d9uxAA8npT