L3Harris announces seven-year, more-than-$6 billion THAAD propulsion contract with Lockheed Martin

This is a concrete, forward-looking defense contract rather than market commentary. The supplied X post and web context identify an announced, undefinitized Lockheed Martin contract for L3Harris valued at more than $6 billion, excluding escalations, over seven years, together with a new THAAD boost-motor facility and expanded LDACS capacity. commercial_agreement is the most specific type because the central update is a customer/prime-contractor contract; the facility expansion is an associated execution commitment. The contract is materially important, but it follows a previously announced framework and was consistent with L3Harris's prior expectations, so the surprise score is lower than the initial estimate. The exact announcement time is estimated from the first supplied report on September 29, 2026 because the supporting evidence establishes the date but not a definitive real-world time. This is distinct from the prior component-delivery development but continues the THAAD contracting storyline represented by event 3383. Only LHX and LMT are approved because they are the named contractor recipient and counterparty/THAAD prime; the other listed stakeholders have only indirect or speculative supply-chain exposure to this specific award.