SITREPINTEL
Daily Defense Intelligence Briefing

The Defense Sector.
Decoded. Every Morning.

Government contracts, congressional trades, lobbying activity, insider transactions, and market data across 55 defense and aerospace companies — delivered before the opening bell.

55Tickers Tracked
7Data Sources
8AMDaily · ET
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Market MoversTop 10 gainers & decliners daily
Gov ContractsAll DoD, DHS & agency awards
Congressional TradesEvery buy & sell by U.S. lawmakers
Lobbying ActivityPAC spend, issues & YTD totals
Corporate DonorsPAC → congressional trade cross-ref
Insider TransactionsExecutive buys & sells with titles
Analyst ConsensusBuy / hold / sell across all names
Sector ETF PulseITA, XAR, PPA, SHLD daily performance
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Sample — Today's Market Intelligence
▲ TOP GAINERS ·············································
BA$209.89▲ 2.39%Boeing — $2.34B Air Force contract modification announced
BAH$78.27▲ 1.07%Booz Allen — NASA Moon to Mars $2.2M task order awarded
HII$415.71▲ 0.30%Huntington Ingalls — Strong naval shipbuilding demand

▼ TOP DECLINERS ········································
MRCY$78.16▼ 5.76%Mercury Systems — JANA Partners liquidating $40M+ position
RCAT$15.86▼ 4.11%Red Cat Holdings — Earnings week selling pressure
AVAV$207.07▼ 2.82%AeroVironment — BTIG cuts PT to $330, maintains Buy
TRENDING CONTRACTS — TODAY'S AWARDS ···················
LHX2026-03-16$17.1MDept of Commerce — AN/APY-11 Multi-Mode Radar System
BAH2026-03-02$2.2MNASA — Moon to Mars Development Assessment Task Order
GD2026-03-02$3.5MDept of Defense — DISA SVTC-ONE Task Order Award
AXON2026-02-26$521KDept of Homeland Security — DEMS License Refresh
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