Key events, in time order
BNY Mellon's new stake adds to prior institutional buying, indicating continued fund inflows.
Army orders pricier MSE variant despite LMT's cheaper ACE offering
Company announcement confirms test success, advancing missile defense program
Reuters reports LMT in talks to source scandium and germanium from US mines, including NioCorp and Teck, signaling supply chain shift.
Gravitics announces selection by LMT to support a DoW contract of national importance, highlighting LMT's space infrastructure role.
Q2 rev +11% to $20.1B, FCF $2.9B, backlog $230.4B
Successful test clears program for flight testing, supports near-term Army fielding
第二季度获得多项重大合同，包括35亿美元的FAD拦截弹合同、30亿美元的PAC-3生产合同、16亿美元的F-35备件合同。
Multiple sources confirm earnings date; analysts expect EPS of $7.22
Board authorizes Q3 dividend, continuing shareholder returns
Joint agreement to evaluate RDRE tech for long-range precision fires
Company introduces PAC-3 ACE interceptor at less than half the cost of current version, targeting drone threats and stockpile replenishment.
DoD named LMT prime contractor for 12-year, $10.5B logistics and sustainment support deal
Expands venture capital fund to support defense tech development in UK and European markets
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Facts and opinions separated · All items sourced · Not investment advice
Lockheed Martin builds and maintains advanced military aircraft, missiles, helicopters, and space systems for the U.S. government and allied nations—think of it as the Pentagon's primary hardware store.
Money comes from long-term government contracts across four segments, with annual revenue of USD 75.06B in 2025. Net margins are thin at 6.68%, reflecting cost-plus pricing rather than high-margin recurring software.
Decades of classified technology, specialized manufacturing, and entrenched relationships with the U.S. Department of Defense create high barriers. However, emerging competitors like SpaceX and Boeing are challenging its space and missile franchises, eroding i
Strong Buy (sector percentile 90) — value B+, growth A, profitability B, momentum C+, revisions B+. Updated daily, sector-relative, identical for every user.
