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Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Lockheed Martin (NYSE:LMT) and the best and worst performers in the defense contractors industry.
On August 31, the Department of War (DoW) announced the signing of two seven-year framework agreements with General Dynamics Corporation (NYSE:GD)’s Ordnance and Tactical Systems (GD) and Lockheed Martin Corporation (NYSE:LMT) on August 31. The multiyear procurement contracts aim to triple PAC-3 MSE and quadruple THAAD interceptor capacity by scaling manufacturing for subcomponents like motor […]
GE Aerospace (GE) earns the widest operating margin in a group of six peer companies, and it grows revenue faster than all but one of them. The market already charges for that lead. Yet over the past twelve months the stock has returned far less than RTX, a slower-growing rival. The quality is real. The question is how much of it you are already paying for.
Lockheed Martin and L3Harris offer different defense exposure, with diverging backlogs, earnings growth, valuation and recent stock performance shaping their outlook.
Key Stats for Lockheed Martin StockCurrent Price: $524. 68Target Price (Mid): ~$798Street Target: ~$638Potential Total Return: ~52%Annualized IRR: ~10% / yearWhat Happened?Lockheed Martin (LMT) spent most of 2026 out of favor, its stock stuck near $525 while investors worried that fixed-price contracts and program charges would keep eating into profits.
Global government bond yields are hovering near 4%, a level last seen in 2007, and that shift in borrowing costs is reshaping how investors think about risk and resilience. Aerospace and defense suppliers sit at the intersection of security priorities and long-term government spending, which keeps this corner of the market on many watchlists. This article highlights three stocks from this group that merit a closer look now. The three stocks below are just a sample, and the full screen...
Contract win puts Ducommun in focus Ducommun (DCO) just announced a new agreement from Simmonds Precision Products worth over US$35 million to supply electronic assemblies for the Lockheed Martin PAC-3 missile family, extending its existing PAC-3 involvement. Investors have seen a sharp run in Ducommun already this year, with a year to date share price return of 71.95% and a 1 year total shareholder return of 77.24%. However, the stock has eased back 13.15% on a 1 month share price basis as...
NOC's APN-241 avionics award highlights sustainment opportunities tied to aging Air Force aircraft systems.
GD's Stryker contract modification lifts cumulative value to $278.9M, supporting Land Systems demand through December 2028.
LMT's MFC segment is gaining momentum as higher PAC-3, THAAD and PrSM volumes lift sales, profit and backlog.
Rocket Lab (RKLB) booked $0.8 billion of revenue over the last twelve months. The market values it at $45.3 billion. That price appears to assume something large is still ahead. Two things must both be true for it to pay off. It has to work. It has to be big enough to matter. So what has not flown yet.
Boeing won a $562 million Navy drone contract and Lockheed Martin secured over $1.3 billion in awards, yet both stocks saw little market reaction due to differing valuation concerns.
A defense analyst warned that China may be watching gleefully as the Pentagon scrambles to restock two weapons classes critical to any future great-power fight. Four defense contractors sit at the center of a procurement surge that may arrive too slowly to matter.
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Lockheed Martin Corporation (NYSE:LMT) signed a framework agreement with the U.S. Department of War on September 17 to accelerate production of the AIM-260 Joint Advanced Tactical Missile (JATM). The weapon is described as the most sophisticated U.S. air-to-air system and a direct response to China’s air threat. The agreement provides a long-term demand signal and […]
The United States decision to reopen a Cold War era base in Greenland under a new long term security deal highlights how governments are rethinking Arctic defense and logistics. That kind of shift keeps attention on companies that build the aircraft, systems, and support services behind these military commitments. This article breaks down 3 stocks from the US aerospace and defense universe that align with that theme and explains what makes each one worth a closer look. The three stocks...
The move to go after more incremental revenue through the defense business is encouraging, but there's more for investors to cheer about.
In the latest trading session, Lockheed Martin (LMT) closed at $522.34, marking a -2.44% move from the previous day.
International Business Machines (NYSE: IBM) and NASA have released an open Lunar Foundation Model for scientific lunar research to the public. IBM, Lockheed Martin and ETH Zurich have created a quantum innovation hub to broaden access to quantum computing research and training. The ETH Zurich quantum hub is intended to support industrial use cases in areas such as materials science, financial services and aerospace. The open Lunar Foundation Model and the new ETH Zurich quantum hub matter,...
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.
The Pentagon expanded General Motors' contract to build lightweight troop carriers. Shares of GM rose about 1% on Tuesday.
Here is how Ducommun (DCO) and Lockheed Martin (LMT) have performed compared to their sector so far this year.
BA's Kuwait Super Hornet support deal highlights international demand for military aircraft and long-term lifecycle services.
If you own Boeing (BA), the worry is whether its commercial airplane business can earn money on the jets it sells. In the second quarter of fiscal 2026, that business lost money. Its operating margin was negative 2.7%, meaning costs ran above sales. The jet business brought in nearly half of Boeing's revenue for the quarter. That makes its margin the number that matters most for Boeing's profits.
Lockheed Martin Secures $1.2 Billion PrSM Deal as Missile Production Set to Expand
Germany’s first F-35A Lightning II marks a major milestone for Lockheed Martin Corp. (NYSE:LMT), as the company presented it to the German government at Lockheed’s F-35 production facility. For Lockheed Martin, this development highlights the continuing expansion of an F-35 franchise now selected by 20 nations. Expanding Global Footprint In line with Germany’s program of […]
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
Lockheed Martin (LMT) just secured an indefinite delivery, indefinite quantity contract worth up to US$1.2b for Increment 2 of its Precision Strike Missile program. This development brings the system firmly into the production phase. For context, Lockheed Martin’s share price is at US$535.40, with a 90-day share price return of 6.3% and a 1-year total shareholder return of 14.33%. This suggests momentum has been building even though the 30-day share price return is down 5.0% in the short...
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