Browsing Tag
Lockheed Martin
86 posts
Lockheed Martin (LMT) wins $58.62bn PAC-3 MSE multiyear as Patriot demand triples
Lockheed Martin's $58.62B seven-year PAC-3 MSE award triples Patriot output by 2030. Can the Camden ramp keep pace with stretched NATO stockpiles?
July 30, 2026
Russia pounds Kyiv as Trump offers Ukraine Patriot missile licence at NATO summit
Russia’s latest missile and drone attacks have exposed Ukraine’s shortage of ballistic missile defences, while Donald Trump’s Patriot licence offer could reshape Kyiv’s long-term air defence strategy.
July 8, 2026
Mitsubishi Electric’s JAXA grant looks small for earnings but large for space autonomy
Discover how Mitsubishi Electric's ¥5.25 billion JAXA grant could advance Japan's satellite autonomy and influence the outlook for 6503 shares. Read it now.
July 1, 2026
Lockheed Martin (LMT) wins $514m Space Force contract for GPS IIIF satellites SV23 and SV24
Lockheed Martin (LMT) wins a $514M Space Force contract for GPS IIIF satellites SV23 and SV24, deepening its navigation franchise. Read the full analysis.
June 16, 2026
Lockheed (NYSE: LMT) races to triple Patriot output, but demand still outstrips supply
Patriot interceptor demand is outpacing supply and could stay tight for years as the Iran and Ukraine wars drain stockpiles, driving a multi-year defense supercycle.
June 10, 2026
Global defense spending hits record $2.9T as satellite and drone names join the primes
Global defense spending hit a record $2.9T and is broadening beyond the primes. Planet Labs' record quarter, with defense revenue up 65%, shows the new defense-tech track.
June 5, 2026
Lockheed Martin (LMT) clears the last hurdle before PrSM Increment 4 flight testing
Lockheed Martin and L3Harris clear the ramjet hurdle on PrSM Inc 4. Can they beat Raytheon and Northrop Grumman to the Army's 1,000km missile?
June 3, 2026
Why firing a $2 laser might be worth more than a $12.7m interceptor
A 12.7 million dollar interceptor against a 30,000 dollar drone is unsustainable math, and it is quietly rewiring the thesis for Lockheed Martin and RTX. Read more.
May 25, 2026
Iran’s missiles hit Saudi soil: Why Riyadh’s defence budget just got a hard floor
Riyadh's defence budget is shielded from oil shocks and Iran's missiles. The harder test is whether localisation hits 50 percent by 2030.
May 24, 2026
Rocket Lab’s GEO satellite breakthrough could unlock bigger defense contracts
Rocket Lab Corporation’s GEO satellite breakthrough could unlock bigger defense contracts. Discover why the Space Force deal matters now.
May 22, 2026