Browsing Tag
Lockheed Martin
74 posts
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.
May 15, 2026
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.
May 12, 2026
Sunrise Energy Metals (ASX: SRL) jumps 5.6% as scandium thesis hits FID stretch
China controls 85% of scandium supply. Lockheed Martin wants a Western source. Sunrise Energy Metals (ASX: SRL) is months from FID.
May 12, 2026
nLIGHT stock surges 22% on directed energy breakout: What LASR investors need to watch next
Defense buyers stopped treating laser weapons as an experiment. nLIGHT's record quarter just turned the directed energy thesis into a credible revenue line.
May 9, 2026
L3Harris wins US Air Force ABMS digital backbone role as LHX trades 21% off 52-week high
The Air Force just gave L3Harris the ABMS backbone. The harder question is whether LHX, down 21% from highs, can convert this into multi-year backlog.
May 9, 2026
Why Sunrise Energy Metals (ASX: SRL) is rallying as US-Australia critical minerals pact reshapes the scandium trade
Sunrise Energy Metals trades 66% above analyst consensus. The H2 2026 final investment decision is where the geopolitical premium either converts or unwinds.
May 4, 2026
LMT stock falls 4.6% on Q1 2026 earnings miss as Lockheed Martin’s free cash flow swings to minus $291m
Lockheed Martin Q1 2026 EPS of $6.44 missed estimates as margins fell across three segments. Full-year guidance reaffirmed. Read the full analysis.
April 24, 2026
Lockheed Martin (NYSE: LMT) secures Peru’s F-16 Block 70 contract worth up to $3.5bn as Lima pays first $462m instalment
Peru signs a $3.5bn F-16 Block 70 deal with Lockheed Martin, paying $462m upfront. What it means for Latin American air power and LMT investors. Read more.
April 24, 2026
Saildrone Spectre: How a $40m unmanned vessel with Lockheed Martin Mk70 VLS could reshape distributed maritime strike
Saildrone unveils Spectre, a 52m USV built for ASW and strike with Lockheed Martin VLS and Thales sonar. Fincantieri builds in Wisconsin. Read the full analysis.
April 22, 2026
A-10C Thunderbolt II: Fleet status, retirement battle, and why the Warthog is still flying combat missions in 2026
The A-10C Thunderbolt II is the U.S. Air Force's sole purpose-built close air support aircraft. With 219 airframes active in 2026 and pilot training now ended, here is the full programme profile.
April 19, 2026