Lockheed Martin Corp.’s (LMT) business segment, Aeronautics, recently secured a modification contract involving its advanced F-16 Block 70/72 aircraft. The award has been offered by the Air Force Life Cycle Management Center, Wright-Patterson Air Force Base, OH.Details of the DealValued at $520.4 million, the contract is projected to be completed by Jun 30, 2028. The latest modification expands the current long lead materials contract to begin production tasks of the Viper Shield electronic warfare suite fo ...

文章核心观点 - 洛克希德·马丁公司的旋翼和任务系统(RMS)部门最近获得了一份美国海军工程设计、开发和生产支持的合同修改 [1][2] - 洛克希德是海事解决方案的主要供应商,为美国海军提供海事培训和维护 [3][4] - 洛克希德的Aegis是一个广为人知的海军作战系统,已部署在100多艘船只上,表明其在全球海军作战系统市场上的强劲需求 [5][6] - 随着世界各国加强海上作战能力,海军作战系统市场的增长前景看好,预计2024-2029年期间将以2.5%的复合年增长率增长 [8][9] - 洛克希德、亨廷顿·英格斯工业、诺斯罗普·格鲁曼和通用动力等公司有望从这一市场的增长机遇中获益 [11][13][15] 公司概况 - 洛克希德·马丁公司的RMS部门为美国海军提供工程设计、开发和生产支持 [1][2] - 洛克希德是海事解决方案的主要供应商,提供包括舰船、飞机、有人和无人系统、弹药和传感器在内的广泛能力,以确保美国海军在海上的主导地位 [9] - 洛克希德还为美国盟友和其他国际客户提供海事解决方案,如为澳大利亚升级海事防御能力的SEA 4000空战驱逐舰项目 [10] 行业分析 - 随着世界各国加强海上作战能力,海军作战系统市场的增长前景看好 [8] - 根据Mordor Intelligence的报告,2024-2029年期间,全球海军作战系统市场预计将以2.5%的复合年增长率增长 [8] - 除洛克希德外,亨廷顿·英格斯工业、诺斯罗普·格鲁曼和通用动力等公司也有望从该市场的增长机遇中获益 [11][13][15] - 亨廷顿·英格斯工业2023年81%的收入来自美国海军,长期(3-5年)收益增长率为7.2% [11][12] - 诺斯罗普·格鲁曼2023年15%的销售额来自海军,长期收益增长率为8.7% [13][14] - 通用动力2023年海事系统业务部门贡献了23%的总收入,长期收益增长率为12% [15][16]

Lockheed Martin Corp. (LMT) recently secured a contract to procure Army Tactical Missile System (“ATACMS”) guided missile and launching assembly. The Army Contracting Command, Redstone Arsenal, AL, has provided the award.Valued at $226.9 million, the contract is expected to be completed by Dec 30, 2028. Work related to this deal will be executed in Grand Prairie, TX.The contract will serve the governments of Estonia, Latvia, Lithuania, Morocco and Poland.Rising Missile Demand & LockheedRapidly increasing ge ...

ANKARA, TURKIYE - JUNE 24: In this photo illustration logos of General Electric are displayed on ... [+] laptop and mobile phone screens in Ankara, Turkiye on June 24, 2024. (Photo by Dilara Irem Sancar/Anadolu via Getty Images)Anadolu via Getty ImagesWe believe that Lockheed Martin stock is currently a better pick than its industry peer – GE Aerospace stock (NYSE: GE), given its better valuation and robust prospects. GE stock trades at a higher multiple of 40x forward expected earnings, versus 18x for LMT ...

Per major news sources, Lockheed Martin Corp. (LMT) recently secured a multi-year contract worth $4.5 billion for its Phased Array Tracking to Intercept of Target Advanced Capability-3 missile from the U.S. Army. Per the terms of the deal, Lockheed will procure 870 Patriot Advanced Capability-3 (PAC-3) Missile Segment Enhancement (“MSE”) missiles and associated hardware.What’s Favoring Lockheed?Global geopolitical and socioeconomic unrest has led both developed and emerging nations to increase the size of t ...

BETHESDA, Md., July 1, 2024 /PRNewswire/ -- Lockheed Martin (NYSE: LMT) will webcast live its second quarter 2024 earnings results conference call (listen-only mode) on Tuesday, July 23, 2024 at 11 a.m. ET. James Taiclet, chairman, president and chief executive officer; Jay Malave, chief financial officer; and Maria Ricciardone, vice president, Treasurer and Investor Relations, will discuss second quarter 2024 results, provide updates on key topics and answer questions.  Second quarter 2024 results will be ...

文章核心观点 - 拉脱维亚电信市场持续受益于投资和监管措施,旨在发展5G和光纤基础设施 [2] - 移动网络容量自2022年以来有所提高,得益于700MHz和1.5GHz频段的频谱拍卖 [3] - 拉脱维亚在固定宽带领域位居欧洲前列,光纤覆盖率和渗透率均较高 [4] 行业概况 - 拉脱维亚电信市场由3家主要运营商主导,但竞争激烈,第三大运营商市场份额接近四分之一 [2] - 运营商聚焦于光纤网络建设和5G覆盖范围扩展 [2] - 运营商之间签订协议,协调边境地区5G频谱使用,提高了终端用户覆盖而无干扰 [3] - 拉脱维亚发展了成熟的数字经济,电子商务和电子政务服务广泛普及 [4] 重要事件 - 特利亚集团以1075万欧元将其拉脱维亚子公司特利亚拉脱维亚出售给Tet [5] - Tet在里加地区推出了10Gb/s的光纤宽带服务 [5] - 监管机构在700MHz频段拍卖中获得1327万欧元收益 [5] - 监管机构允许BitA拉脱维亚和Unistars共享1800MHz和3600MHz频段用于5G [6] - Tele2拉脱维亚推出了VoLTE服务 [6] - 监管机构允许BitA和Tele2拉脱维亚共享频谱资产 [6]

It's time to start future-proofing any space stocks in your portfolio. "Smaller, faster, cheaper" may be a better way to invest.Good news for Lockheed Martin (LMT -0.01%) investors: Last week, Lockheed announced a large follow-on order for government weather satellites. The National Oceanic and Atmospheric Administration (NOAA) asked the aerospace and defense giant to build it at least three, and potentially as many as seven, new next-generation Geostationary Extended Observations (GeoXO) sats. If all optio ...

文章核心观点 - 洛克希德·马丁获五角大楼9.775亿美元继续开发下一代天基红外卫星，但建造卫星数量减少，首颗卫星可能延迟，且面临反卫星导弹威胁，不过太空部队的分散式卫星架构计划为投资者带来新机会 [1][4][6] 洛克希德·马丁卫星项目情况 - 五角大楼过去十多年使用天基红外系统卫星进行导弹防御，2018年洛克希德·马丁和诺斯罗普·格鲁曼被雇建造下一代天基红外卫星取代并升级其能力，原计划洛克希德建造三颗地球同步轨道卫星，诺斯罗普建造两颗极地轨道卫星，洛克希德的卫星2025年开始发射 [2][3] - 2023年太空部队计划削减洛克希德的卫星采购量，将其原计划的三颗地球同步轨道卫星减为两颗，上周该计划确认，此次9.775亿美元合同金额低于投资者预期 [4] - 洛克希德首颗地球同步轨道卫星可能延迟，RTX交付载荷延迟一年，可能使首颗卫星发射从2025年推迟到2026年 [6] 行业面临的威胁 - 美国对手如俄罗斯和中国正在开发反卫星导弹，大型间谍卫星在固定轨道易被攻击，而数千颗小型卫星组成的星座更难被追踪和击落 [7] 太空部队新计划及影响 - 太空部队减少洛克希德卫星订单的原因之一是通过多样化卫星轨道分散导弹预警能力，同时还在建设至少144颗小型导弹预警和跟踪卫星组成的分散式作战人员太空架构计划 [8][9] - 多家国防公司参与该计划，洛克希德、诺斯罗普和RTX等都为其建造卫星，专业太空公司如SpaceX、约克太空系统和火箭实验室也从中获利，火箭实验室为该计划“运输层”建造18颗卫星，总成本5.15亿美元，低于洛克希德单颗地球同步轨道卫星成本 [10] - 小型卫星建造和发射速度快，如火箭实验室2023年12月获合同，计划2027年首次发射，相比洛克希德卫星更快进入轨道，对太空投资者是好消息 [11][12]

As the race to space heats up, the top space stocks to buy are delivering high returns. In the last few years, the commercialization of space has reached new highs with governments investing heavily in commercial space assets. Exploring all that space has to offer is becoming more common than ever before. And it has some envisioning the possibility of life on Mars!Given the increased interest in space travel, companies leading the charge are experiencing explosive growth. This has served as a boon for inves ...