I bought some LMT when the Iran deal went through. Lockheed makes the successful THAAD anti missile system (which includes the Patriot -3 for shorter range intercepts). These products are authorized for sale in the Middle East and several deals have been approved. My guess is the this will help LMT stock for some future runs with Iran becoming more of a threat.
Interesting that this factor was not cited in the article, maybe not a big source of LMT profits.