Browsing Tag
PAC-3 MSE
6 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.
June 10, 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
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.
May 22, 2026
Lockheed Martin (LMT) bags $4.7bn PAC-3 MSE contract as U.S. pushes missile production to record highs
Lockheed Martin secures a $4.7bn PAC-3 MSE accelerated production contract. Here's what it means for LMT stock, allied air defence, and the defence sector. Read more.
April 10, 2026
Lockheed Martin (NYSE: LMT) to triple PAC-3 MSE production under new Department of War framework
Lockheed Martin signs major PAC-3 MSE production deal with Department of War. Find out how it could reshape U.S. defense procurement strategy.
January 6, 2026
Lockheed Martin stock dips despite Q3 earnings beat and record $179bn order backlog
Lockheed Martin’s Q3 2025 results show record backlog and solid cash flow, but investors remain cautious on margins. Find out what’s next for LMT.
October 22, 2025