文章核心观点 - 全球军事需求增长，洛克希德·马丁公司凭借导弹及发射器制造优势有望获得更多订单，其他国防承包商也将受益于市场扩张 [2][4][5] 合同情况 - 洛克希德·马丁公司获得价值19.3亿美元的高机动性炮兵火箭系统（HIMARS）修改合同，预计2028年5月31日完成 [1] 需求因素 - 全球威胁环境变化，各国加强军事能力，导弹需求增加，推动洛克希德订单流入 [2] - HIMARS技术先进、经济可持续，能发射多种弹药，全球有超600套在役系统，需求增长 [2][3] 增长前景 - 全球局势不稳定，导弹及发射器需求上升，2024 - 2029年导弹和导弹防御系统市场复合年增长率预计达5% [4] - 洛克希德有能力利用市场机会，年底前HIMARS产量将翻倍至每年96套，产品多样有望获更多合同 [5] 同行机会 - 诺斯罗普·格鲁曼是导弹及反制系统开发商，长期盈利增长率8.7%，2024年销售额预计增长4.6% [6] - 通用动力是火箭系统集成商和导弹项目供应商，长期盈利增长率12%，2024年销售额预计增长10.5% [7] - RTX公司的导弹与防御部门是美国主要导弹制造商，长期盈利增长率10.6%，2024年销售额预计增长6.2% [7] 价格表现 - 过去一年，洛克希德股价上涨5.1%，行业下跌7.4% [8] 评级情况 - 洛克希德目前Zacks评级为3（持有） [9]

IOWA CITY, Iowa, June 5, 2024 /PRNewswire/ -- Lockheed Martin Skunk Works® (NYSE: LMT) partnered with the University of Iowa's Operator Performance Laboratory (OPL) to demonstrate the use of artificial intelligence (AI) in air-to-air intercept scenarios.Two University of Iowa Operator Performance Laboratory L-29 Delfin jets conduct simulated air-to-air intercepts using AI as part of flight demonstrations in partnership with Lockheed Martin Skunk Works. Photo by: University of Iowa’s Operator Performance Lab ...

Companies Ink Agreement to Help Bring New Tech to Orbit Faster and Increase Access to SpaceDENVER, June 5, 2024 /PRNewswire/ -- Lockheed Martin (NYSE: LMT) signed an agreement with Firefly Aerospace, Inc., for up to 25 launches on the company's Alpha rocket through 2029.Under this agreement, Firefly will routinely launch a variety of future Lockheed Martin spacecraft, including new payload technologies, into low-Earth orbit from Firefly's facilities on the west and east coasts.Lockheed Martin benefits from ...

In the latest market close, Lockheed Martin (LMT) reached $467.60, with a -0.58% movement compared to the previous day. This change lagged the S&P 500's daily gain of 0.11%. On the other hand, the Dow registered a loss of 0.3%, and the technology-centric Nasdaq increased by 0.56%.The the stock of aerospace and defense company has risen by 1.83% in the past month, lagging the Aerospace sector's gain of 3.98% and the S&P 500's gain of 5.06%.Investors will be eagerly watching for the performance of Lockheed Ma ...

Lockheed Martin (LMT) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this aerospace and defense company have returned +1.8% over the past month versus the Zacks S&P 500 composite's +5.1% change. The Zacks Aerospace - Defense industry, to which Lockheed belongs, has gained 2.9% over this period. Now the key question is: Where could the stock be headed in ...

会议主要讨论的核心内容 - 公司在2024年和2025年的预算情况较为乐观,尽管存在一定压力,但公司的订单量仍有望保持增长 [19][20][21][22] - 公司在国际市场的业务拓展情况良好,特别是在欧洲、中东和亚洲地区,预计未来5年内国际业务收入占比将达到30%左右 [35][36][37][38][40][41] - F-35项目软件升级TR-3进展有所延迟,但公司有信心在今年第三季度开始交付新一代软件版本 [49][50][51][52] - 导弹和火控业务增长强劲,预计未来3-5年内将成为公司增长最快的业务领域 [83][84][85][86][87][88] - 空间业务受到一些传统项目收入下降的拖累,但新兴业务如SDA项目有望带来新的增长动力 [98][99][100][101][102][103][104][105] - 直升机业务虽然遭受一些挫折,但公司计划通过对黑鹰直升机进行技术升级来延长其使用寿命 [106][107][108][109] 问答环节重要的提问和回答 问题1 **Doug Harned 提问** 您如何看待未来几年国防预算的走势,以及对公司的影响 [25] **Frank St. John 回答** 尽管存在一定压力,但公司仍有望在2024年和2025年实现订单量的增长,得益于多年期采购合同的签订以及新项目的获得 [26][27][28][29] 问题2 **Doug Harned 提问** F-35项目TR-3软件升级进度缓慢,对公司的生产计划会产生什么影响 [55] **Frank St. John 和 Jay Malave 回答** 公司正在采取措施应对,包括提前准备测试设施基础设施,同时也在评估是否需要调整生产节奏,但目前仍有信心保持现有的156架年产能 [56][57][58] 问题3 **Doug Harned 提问** 导弹和火控业务的高增长是否会受到俄罗斯干扰技术的影响 [91] **Frank St. John 回答** 公司已经在产品设计中考虑了应对此类干扰的能力,并与客户密切合作进行持续改进,不认为这会对业务产生长期影响 [92][93]

Lockheed Martin Corp.’s (LMT) business segment, Rotary and Mission Systems (RMS), recently clinched a modification contract to provide industrial post-delivery availability support for the Freedom-variant Littoral Combat Ship USS Cleveland (LCS 31). The award has been offered by the Naval Sea Systems Command, Washington, D.C.Valued at $22.7 million, the contract is expected to be completed by March 2025. Work related to this deal will be executed in Marinette, WI.What’s Favoring Lockheed?LCS is a class of s ...

Lockheed Martin Corp.’s (LMT) Space Systems business unit recently clinched a modification contract involving missile production. The award has been offered by the Strategic Systems Programs, Washington, D.C.Details of the DealValued at $99 million, the contract is expected to be completed by Feb 2, 2027. Per the terms of the deal, Lockheed will provide systems engineering, test planning and long lead material to support missile production.A major portion of the work related to this deal will be executed in ...

BETHESDA, Md., May 22, 2024  /PRNewswire/ -- Lockheed Martin (NYSE: LMT) today announced its board of directors has elected Dr. Heather Wilson to the board, effective today. Dr. Wilson"Dr. Wilson's deep knowledge of our industry and extensive leadership experience will be a tremendous asset to our company as we continue to drive innovation and deliver 21st Century Security solutions to our customers," said Lockheed Martin Chairman, President and CEO Jim Taiclet. "Heather has a proven track record in governm ...

Lockheed Martin (LMT) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this aerospace and defense company have returned +1.3% over the past month versus the Zacks S&P 500 composite's +7.1% change. The Zacks Aerospace - Defense industry, to which Lockheed belongs, has gained 4.6% over this period. Now the key question is: Where could the stock be headed in the near term?Althoug ...