Browsing Tag
Lockheed Martin
82 posts
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.
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.
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?
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.
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.
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.
Lockheed Martin (LMT) breaks ground on Alabama THAAD interceptor plant as missile demand surges
Lockheed Martin (LMT) breaks ground on a new Alabama THAAD plant as wartime demand strips US stockpiles, yet the stock sits near a 52-week low. Read more.
Northrop Grumman (NOC) lands $697m Marine Corps radar sustainment BOA as G/ATOR enters life-cycle phase
Northrop Grumman captures a $697M Marine Corps radar sustainment BOA, deepening its grip on G/ATOR economics as NOC sits 28% off highs. Read more.
Elsight (ASX: ELS) stock up 11.02% as Halo Blue UAS clearance drives 12x revenue surge
Modern drones need bulletproof comms in jammed airspace. Elsight (ASX: ELS) just cleared the US Blue UAS List and grew revenue twelve-fold. The procurement story is now real.
Can Havoc make one warfighter command thousands of autonomous systems?
Defense needs autonomous scale, not isolated drones. Havoc’s $100 million raise shows why all-domain autonomy is becoming strategic infrastructure.