
LMT's MFC segment is gaining momentum as higher PAC-3, THAAD and PrSM volumes lift sales, profit and backlog.
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LMT's MFC segment is gaining momentum as higher PAC-3, THAAD and PrSM volumes lift sales, profit and backlog.

A Reuters report on Iran's Hormuz offer sent defense primes tumbling Tuesday morning, but the selloff in Lockheed Martin and RTX started long before today's headline, raising a harder question about what the market is actually pricing in.

Lockheed Martin Corporation (NYSE:LMT) has unveiled the AIM-260 Joint Advanced Tactical Missile (JATM), a classified next-generation air-to-air weapon designed to provide greater range and effectiveness against advanced threats such as China’s J-20 fighter. The missile will be integrated with the F-22 and F-35, while Lockheed has signed a framework agreement with the U.S. Department of […]

General Motors has entered the missile sector, delivering its first batch of parts for the Patriot system.

LMT is positioned to benefit from long-term ballistic missile modernization as Trident II upgrades support sustained strategic defense demand.
Lockheed Martin (LMT) F-35 fighter jet components that were being shipped from Australia to the US f
Key TakeawaysCFO Evan Scott told analysts Lockheed Martin returned $796 million to shareholders through dividends in the second quarter of 2026, adding that the company can “invest for growth and deliver tangible shareholder value at the same time. ”The dividend now stands at $3.
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Boeing's CEO just admitted the 737 MAX ramp is taking longer than promised, sending shares sliding again, yet one prominent analyst refuses to budge on a price target that dwarfs anything else in US aerospace.

The State Department notified Congress that it plans to sell Saudi Arabia up to 48 F-35 warplanes in a first-time sale that could be worth as much as $24.3 billion. The sale of the Lockheed Martin Corp. fighter jet to Saudi Arabia has been in the works for a number of years. President Donald Trump signaled in November the US would sell F-35s to the Kingdom, offering Crown Prince Mohammed bin Salman a prize he's long cherished, ahead of a visit to the White House that month. Meantime, the Pentagon and Lockheed Martin Corp. are moving to speed up the production of a new classified air-to-air missile for US Air Force and Navy jets that's seen as vital to deterring China. For more, we speak with Wayne Sanders, Senior Defense Research Analyst for Bloomberg Intelligence.

The U.S. State Department has formally notified Congress of its intent to sell up to 48 F-35 stealth fighters to Saudi Arabia.
Barra expects $700 million of defense revenue this year at double-digit margins

Lockheed Martin’s CEO said the weapons maker was running ahead of schedule on its plan to more than triple production of sorely needed Patriot missiles. The massive orders will change the share of revenue that the company generates from missile sales, Taiclet said Thursday.

General Motors has delivered its first components for Lockheed Martin interceptor missiles as the defense contractor boosts production to rebuild US stocks in the middle of the Iran war and to meet international demand, Lockheed said Thursday."This extraordinary 22‑day turnaround underscores Lockheed Martin's relentless focus on execution -- delivering for our troops faster, with greater capacity," said Tim Cahill, president of Lockheed Martin Missiles and Fire Control.

GM has started making Patriot missile parts for Lockheed Martin as the Pentagon seeks to restock its inventory.
GM and Lockheed Martin first said in June that they were engaged in 'collaboration discussions' about working together.

The Detroit automaker’s partnership with Lockheed Martin is a potential lift to America’s munitions supplies depleted by the conflicts in Ukraine and the Middle East.

Rocket Lab (RKLB) stock fell 39% between mid-June and September 10, while the S&P 500 gained 2.4%. The stock fell 39%—about twice as far as L3Harris Technologies, down 18.9%, and far more than Lockheed Martin, down 1.3%, and Northrop Grumman, down 5.3%—suggesting company-specific headwinds compounded broader sector softness. Yet the company just posted record revenue, and the CEO counts more than $1 billion of new contracts since Q2 2026 began. None of that changed the Neutron rocket's calendar.

Boeing (BA) stock trades near $206, down 11.3% over the past month and 10.6% over the past year, while the S&P 500 returned 18.5% over the same twelve months. The question is how far a company still posting a twelve-month operating loss could fall, and for how long.

Covenant says its factories will be capable of producing 1,000 missiles each next year, with the goal of scaling up to 5,000 missiles a year.

LHX expands its missile-defense role with a $4.7 billion PAC-3 award, supporting propulsion production and manufacturing capacity expansion.

Lockheed Martin has been benefiting from missile demand as Western countries look to refill their missile stockpiles and build their arsenals.
UBS projects 150% revenue growth in missiles and fire control through 2030

Rocket Lab (RKLB) trades near $64, about 57% below the high it set inside the last year, though it is still up 49.5% over twelve months against 19.7% for the S&P 500. The business did not break along the way. What changed is the wait: how long before Neutron flies, and how much cash goes out first.

General Dynamics' $194.1M Navy contract strengthens its role in sea-launched cruise missile support and adds visibility into future strategic defense revenues.
Why Short Sellers Are Running Scared from These Stocks

Lockheed Martin just found a new entry point into the military naval market.

Coming into Tuesday trading, shares of 10 major defense contractors Barron’s looked at—including Lockheed Martin Northrop Grumman Huntington-Ingalls Industries and others—were down an average of 17% since fighting started in Iran. Only RTX and General Dynamics were up. U.S. defense spending is at a record high, European defense spending is growing, and the Iran war is teaching the American military how to build more autonomous weapons systems and smart munitions.
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