LMT Lockheed Martin Corporation

The recent surge in US Treasury yields, with the 10 year rate at levels last seen in the early 2000s, is forcing investors to rethink where they want long term exposure. Expensive borrowing can pressure many sectors, yet it also pushes more attention toward businesses building hard infrastructure for the new space age. This article walks through three stocks from our global space infrastructure list that may warrant a closer look. The three examples in this piece are only a starting sample...

LMT's $94.2M U.S. Navy award advances AEGIS integration for Canada, reinforcing its role in global naval defense modernization.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

Lockheed Martin has pulled back in the short term even after a strong multi year run. This puts a fresh spotlight on whether the current US$509.25 share price lines up with the cash the business is expected to generate. With big ticket fighter jet deals, missile contracts and space projects in the headlines, the question now is how those programs translate into the intrinsic value implied by its future cash flows. Over the past 5 years, Lockheed Martin has returned 66.3%, so a lot of long...

Fresh military awards strengthen the defense giant's long-term pipeline

KTOS plans to begin solid rocket motor production at its new Prometheus campus in 2027, backed by up to $175 million in committed capital.

GD gains long-term visibility as Virginia-class submarine demand drives orders, lifecycle support and naval modernization opportunities.

Boeing Wins $20 Billion F/A-XX Deal, Adding Another Major Defense Program

Lockheed pays nearly double the yield, trades at a cheaper multiple, and holds 23 straight years of dividend increases. So why does the stronger dividend case belong to RTX?

Boeing won a $131 billion F-15 order, but it may also be good news for rival Lockheed Martin.

The deal tasks Boeing with building the next-generation jets that will eventually replace the carrier-launched F/A-18 Super Hornet in the 2030s, the Navy said.

The Navy chose Boeing to build its next-generation jet fighter, the latest in a run of contract wins at the aerospace giant’s military unit. The deal, worth more than $20 billion, tasks Boeing with building the next-generation jets that will eventually replace the carrier-launched F/A-18 Super Hornet in the 2030s, the Navy said. Boeing beat Northrop Grumman its only rival in the competition after Lockheed Martin dropped out of the running last year.

Tuesday, the Navy awarded Boeing a multi-billion-dollar contract to make its F/A-XX sixth-generation fighter jet. Boeing stock rose $4.57, or 2.4%, in after-hours trading to $192.25. “It’s an honor to be selected to produce the Navy’s first sixth–generation platform,” said Steve Parker, president and chief executive officer, Boeing Defense, Space & Security, in a news release.

In the most recent trading session, Lockheed Martin (LMT) closed at $512.21, indicating a -1.14% shift from the previous trading day.

GE Aerospace (GE) stock trades at an earnings multiple of 36.9, compared to 22.1 for the S&P 500. That's steep for a company like GE and needs justification. While management highlights that adjusted revenue has grown at least 20% in each of the last five quarters, that the high valuation assumes uninterrupted expansion. Yet in July, management acknowledged that demand is no longer the main driver of services growth. And that raises the question: Is GE Aerospace stock riskier than it looks.

Investing.com -- A key U.S. lawmaker called on the Pentagon to review the security of its commercial transport network following reports that sensitive components from an F-35 stealth fighter ended up in Chinese hands after being diverted to Hong Kong on a United Parcel Service Inc. flight.

L3Harris is expanding its missile-defense manufacturing footprint, with the new THAAD award adding another major multi-year propulsion program to its portfolio.

RTX's $20.7B AMRAAM contract and rising U.S. and global demand support higher missile output and long-term defense growth opportunities.

LMT's $18.9M radar contract boost lifts the program's value to about $1.01B, extending work through June 2029.

A $10,000 holding in Boeing (BA) at Friday's close was worth about $9,310 after trading on Monday, September 28, 2026—a drop of roughly 6.9%. The S&P 500 slipped 0.8% that day, so the news was Boeing’s, even if the fallout is limited to Commercial Airplanes. So what sent Boeing stock down on Monday.

A software glitch buried in the 737 MAX cockpit just drew regulator attention, and the timing could not be worse for a company already fighting to prove its recovery is real.

Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.

Factories central to refilling America’s weapons stockpiles have suffered from underinvestment and inconsistent contracting.

Lockheed Martin Corporation (NYSE:LMT) has secured a U.S. Army contract worth up to $1.2 billion to produce the Increment 2 variant of its Precision Strike Missile (PrSM), a next-generation long-range weapon designed to replace the Army Tactical Missile System. The award follows a second successful flight test in August that demonstrated PrSM Increment 2’s ability […]

Investing.com -- North Korea has begun testing swarm attacks combining drones, missiles, rockets and artillery, adopting tactics used in Ukraine and the Middle East that could put greater pressure on U.S. and allied air defences, the Wall Street Journal reported.

Investing.com -- The United States understands Taiwan’s defence requirements and the military pressure it faces from China, a senior Taiwanese diplomat said Sunday following last week’s summit between U.S. and Chinese leaders, Reuters reported.

Two battered defense giants, record backlogs, and sharply cheaper entry prices are tempting retirement income investors, but only one of these dividend payers has the cash flow history to keep the checks coming without drama.

A weekly roundup of MarketBeat analysis on volatile markets, oil, bond rates, AI stocks, dividend picks, and earnings outlooks, covering companies from NVIDIA to Tesla and Qualcomm.

On September 17, 2026, Reuters reported that Lockheed Martin Corporation (NYSE:LMT) received its first shipment of critical housing components for Patriot PAC-3 MSE interceptors from General Motors Company (NYSE:GM)’s defense unit. It was just 22 days after the two companies signed a manufacturing agreement on August 6. Lockheed said the components, delivered August 28, traditionally […]

One trades at a steep valuation premium despite deeper losses, while the other boasts a stronger balance sheet but faces government contract concentration.

Defense budgets are soaring on both sides of the Atlantic, and one ETF promises to capture the entire boom in a single trade. But a closer look at what you actually own when you buy it reveals a far more concentrated story than the 63-stock lineup suggests.

NOC lands a $123.8M U.S. Navy award tied to 67 APG-85 radars, boosting F-35 production visibility through February 2031.

Not every S&P 500 dividend stock is built the same, and the gap between names that merely pay and names that can keep paying through any cycle comes down to one number hiding in plain sight on the cash flow statement.

Lockheed (LMT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Lockheed Martin (NYSE:LMT) pledged a $10 million contribution to support the launch of Canada's integrated defence ecosystem. The defence contractor reported new international agreements, including Mexico's expansion of its C-130J Super Hercules fleet. Lockheed Martin reached an F-35A delivery milestone tied to Germany's procurement program, advancing allied airpower integration. The Canada defence ecosystem funding, Mexico Super Hercules order and German F-35A milestone are only part of the...

International Business Machines Corporation (NYSE:IBM) and Lockheed Martin Corporation (NYSE:LMT) have established a quantum innovation hub at ETH Zurich through an offset agreement with armasuisse, Switzerland’s Federal Office for Defence Procurement. The initiative will host Switzerland’s first IBM Quantum System Two, powered by IBM’s advanced Quantum Nighthawk processor, at the Swiss National Supercomputing Center in […]

Boeing trades at a 49.7x forward P/E versus Lockheed's 17.3x, but one carries turnaround upside while the other offers fortress-like stability.

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 […]

TTM Technologies and Amphenol have seen their shares soar so far this year.

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.

Worries about Congressional Democrats cutting the defense budget appear to be overdone.

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.