The Capitol Desk | Monday, March 30, 2026
The Pentagon unleashed $54.2B across three defense primes in Q1, Boeing up 143%, Lockheed up 200%, RTX up 114%, while insiders at all three companies moved millions out ahead of the surge.
We tracked 47 political actions this week. Here's what stood out. 5 Lobbying42 Contracts |
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This week's political activity at a glance. The Pentagon just sent $36.4B to Lockheed Martin in Q1. That's triple last quarter. Boeing saw a 143% surge to $7.9B, and RTX pulled in $10.8B, up 114%. Three defense primes, same quarter, while Congress debates the defense budget and the House Armed Services Committee reviews FY2027 appropriations. |
| GOVERNMENT CONTRACTS | | 4 contracts |
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| GOV CONTRACT | Industrials · 4 · combined |
Defense contractors land $62.3B combined, up 288% QoQFiscal year-end spending surge combined with bipartisan deterrence priorities. |
| GOV CONTRACT | Financials · 4 · combined |
Other: $1.5B in Q4, +76964% average QoQSector saw 76964% average QoQ contract growth. |
Market Context | Market Breadth | Weak (20% above SMA-50) |
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