Browsing Tag
THAAD
6 posts
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
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 (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
US strikes 9,000 Iran targets, Pentagon now scrambles to refill missiles
The Pentagon signed framework agreements with Lockheed Martin, BAE Systems and Honeywell Aerospace on 25 March 2026 to expand United States munitions production.
March 26, 2026
BAE Systems hits 1,000th THAAD seeker milestone—but what does it mean for missile defense?
BAE Systems delivers its 1,000th THAAD seeker to Lockheed Martin, marking a milestone in global missile defense as demand for precision systems grows.
August 27, 2025