Iran war rearmament alignment
Mapping confidence
The skill's conviction in this thesis-to-securities mapping — independent of the thesis's own confidence.
Membership and order unchanged; alignmentConfidence firms 0.87 to 0.90 because each name's tie to 
Iran war rearmament cycle is now a contract rather than an expectation. 
LMT's PAC-3 multi-year and 
RTX's Tomahawk and AMRAAM multi-years are the munitions replenishment the thesis predicted, so both firm three points; 
NOC's awards are platform programmes and it firms one.
Aligned securities
Ranked candidates, highest structural fit first.
Lockheed Martin
Alignment strength
How strongly this security participates if the thesis fully plays out.
Firmed 0.90 to 0.93 with the band tightened. A record $292B backlog, up 27% in a quarter on a $52.5B PAC-3 multi-year, and 
a 23.2% re-rating. Primary-vehicle on the interceptor franchise the war consumed fastest.
- aligned security
Lockheed Martin- security role
Primary Vehicle- allocation direction
Long- alignment strength
RTX Corporation
Alignment strength
How strongly this security participates if the thesis fully plays out.
Firmed 0.87 to 0.90 with the band tightened. About $23B of Tomahawk and $14B of AMRAAM converted to multi-year contracts, lifting backlog to $340B - the munitions lines that 4.0.5 flagged as most exposed to the funding delay are now contracted.
- aligned security
RTX Corporation- security role
Alternate Vehicle- allocation direction
- Long
- alignment strength
Northrop Grumman
Alignment strength
How strongly this security participates if the thesis fully plays out.
Firmed 0.83 to 0.84. Backlog rose to $109.6B on Sentinel, submarine and restricted awards and the stock rose 13.4%; platform demand is a looser fit to the Iran replenishment cycle than munitions.
- aligned security
Northrop Grumman- security role
- Alternate Vehicle
- allocation direction
- Long
- alignment strength