The defense primes fell across the window: LMT closed 523.70 on September 24 2026 against 533.46 on September 15 (-1.8%), NOC 508.98 against 531.25 (-4.2%) and RTX 188.61 against 195.50 (-3.5%). The sharpest session was September 22 - LMT -2.4%, NOC -3.2% - the day of the UN address and the first US-Iran meeting in New York, and the group did not recover on the September 24 Houthi barrage. The one-week rally through escalation captured in 4.0.3 did not persist.