Browsing Tag
Lockheed Martin Corporation
20 posts
DoW missile agreements put Leidos, Anduril, and Castelion at the centre of America’s strike-capacity reset
America needs missile mass faster than legacy procurement can deliver. DoW’s new deals show how defence production is being rewired.
Korea sells the guns Europe forgot how to build, and Europe is now manufacturing the shells that feed them
Korea won the howitzer race. Europe quietly took the shell economy. The artillery market is not a contest, it is a co-dependent NATO supply chain.
How a single Utah chemical plant became the chokepoint of American missile production
AMPAC's Cedar City plant is the sole North American source of ammonium perchlorate. NewMarket Corporation's $100M expansion will not eliminate the chokepoint.
Lockheed Martin deepens space defense role as U.S. Space Force advances space-based interceptor program
Missile defense is moving into orbit. Lockheed Martin’s SBI role tests whether space can become the next layer of U.S. homeland defense.
Can mobile air defense become the next big defense stock theme after drones changed the battlefield?
Drones are cheap. Defending against them is not. Leidos, RTX and Lockheed Martin may be entering a new air defense cycle.
Why Leidos’ $617m Army contract may be the start of a bigger air defense spending cycle
Drones are cheap. Air defense is not. Leidos’ $617M Army award shows why launcher capacity is becoming a Pentagon bottleneck.
From artillery shells to rocket motors: The supply chain choke points limiting US munitions output
US munitions output reaches 56,000 artillery shells monthly against a 100,000 target. Solid rocket bottlenecks and allied demand strain American defence industry capacity.
Why Lockheed Martin’s $101.6m Army award matters more than its size suggests for LMT stock
Lockheed Martin won a $101.6 million Army contract modification. Read why the award could matter for Mid-Range Capability, backlog quality, and LMT stock.
Can autonomous submersibles tilt maritime power? Lockheed Martin (NYSE: LMT) thinks so with LampreyMMAUV
Lockheed Martin Corporation unveils LampreyMMAUV, signaling a major shift in autonomous undersea warfare. Discover what this means for maritime strategy.
Lockheed Martin (NYSE: LMT) earnings Q4 2025: Missile momentum, classified recovery, and a $194bn backlog define a high-stakes 2026
Lockheed Martin ends FY2025 with $194B backlog and strong cash flow. Find out how F-35, PAC-3, and new contracts are shaping its 2026 outlook now.