The Pentagon opened its checkbook on Sept. 14, and two of America's largest defense contractors were on the receiving end. Boeing (NYSE: BA) landed a $562 million Navy contract to move its MQ-25A Stingray refueling drone into low-rate initial production, its most significant milestone yet for a program long plagued by delays. Lockheed Martin (NYSE: LMT) hauled in more than $1.3 billion across three separate awards, anchored by a $1.21 billion contract for the Precision Strike Missile Increment 2. Yet in both cases, the market barely blinked. That shared shrug is where the story gets interesting, because the two stocks are being ignored for very different reasons.
