On March 21, Boeing (NYSE: BA) stock closed 3.1% higher while Lockheed Martin (NYSE: LMT) tumbled 5.8%. The movements resulted from Boeing winning a contract from the Department of Defense for its new warfighter aircraft program -- a contract that Lockheed was the favorite to win. Big-ticket defense contracts can mean steady cash flows and a reliable project backlog, so it's unsurprising both stocks would move on the news.