US defense stocks fall premarket; Lockheed Martin down 3.1%, Northrop Grumman down 2.9%

Premarket moves of this size across two prime contractors point to a sector-wide repricing rather than a single-name story, which matters because defense equities are usually driven by budget and program expectations rather than daily sentiment. The item gives no catalyst, so the driver is unclear — broad risk-off, a policy headline, or sector rotation are all consistent with the numbers. What's worth watching is whether the declines hold once regular trading begins and whether the weakness stays concentrated in primes or spreads across the wider defense complex.