Lockheed Martin(LMT)

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Lockheed's Arm Secures a $198M Contract to Support Sonar Systems
ZACKS· 2025-07-11 16:16
Key Takeaways LMT secures a $197.5M Navy contract for sonar system design, development and production support. Work under the deal will be done primarily in Manassas, VA; and Clearwater, FL, through September 2026. LMT continues to benefit from rising global demand for advanced sonar and anti-submarine technologies.Lockheed Martin Corporation’s ((LMT) unit, Rotary and Mission Systems, recently clinched a modification contract to provide engineering design, development and production support for Sound Navi ...
These 3 Dividend Stocks Are Not Concerned With Tariff Noise
MarketBeat· 2025-07-11 12:01
Despite their global presence, dividend stocks like Lockheed Martin NYSE: LMT, The Coca-Cola Company NYSE: KO, and Walmart NYSE: WMT are less affected by tariff noise than you might think. Each company has an insulator to cushion the impacts of macroeconomic headwinds and a history of consistent growth. For investors, tariff-induced price dips in these names present a buying opportunity, as the long-term outlook for capital growth and return remains solid. Get Lockheed Martin alerts:Lockheed Martin: Pulled ...
Will Budget Slash Cut Lockheed's Nuclear Space Propulsion Flight Short?
ZACKS· 2025-07-10 16:30
Key Takeaways U.S. budget cuts canceled LMT's DARPA-backed DRACO nuclear space propulsion project. Lockheed remains active in NEP development via the Air Force's JETSON program for deep-space missions. LMT trades at an 18.9% discount to peers and has mixed EPS estimate trends for 2025 and 2026. Space agencies across the globe are actively investing in the development of nuclear thermal propulsion (NTP) rockets for future space exploration missions, considering NTP’s advantages over traditional chemical ro ...
Lockheed Delivers SPY-7 Radar-Equipped Shipset to Japan: What's Next?
ZACKS· 2025-07-09 14:56
Core Insights - Lockheed Martin Corp. (LMT) has delivered the first Aegis System Equipped Vessel (ASEV) shipset to the Japan Ministry of Defense, marking a significant step in the U.S.-Japan security alliance [1][2] - The delivery highlights Lockheed's growing presence in the radar market, particularly with its SPY-7 radar, which is noted for its advanced capabilities and international demand [3] - Despite the positive developments, LMT's stock has underperformed compared to industry peers and broader market indices, raising concerns for potential investors [5][6] Delivery and Strategic Importance - The first ASEV shipset includes four AN/SPY-7(V)1 radar antennas, with two ASEVs expected to be commissioned by March 2027 and 2028 [1] - This delivery reinforces the long-standing security alliance between the U.S. and Japan, with Lockheed providing advanced defense technologies [2] Market Position and Product Demand - Lockheed's SPY-7 radar is recognized as one of the most powerful and versatile radars globally, contributing to its rising international demand [3] - The radar technology is set for deployment on naval vessels in Spain and Canada, indicating its broad acceptance in the international market [3] Stock Performance and Valuation - LMT shares have declined by 4.7% year-to-date, underperforming the Zacks Aerospace-Defense industry's growth of 21.8% and the S&P 500's return of 5.4% [5] - The company's forward 12-month price-to-earnings (P/E) ratio is 16.21X, which is lower than the peer group's average of 18.25X, suggesting a discounted valuation [16] Long-Term Growth Drivers - The F-35 program is a key long-term growth driver for Lockheed, with 1,149 F-35 airplanes delivered as of March 30, 2025, and a backlog of 361 jets [7][10] - Lockheed's international defense contracts, including PAC-3 missiles and THAAD systems, further support its long-term growth expectations [11][12] Near-Term Estimates - The Zacks Consensus Estimate for LMT's 2025 and 2026 sales indicates year-over-year improvements of 4.7% and 3.7%, respectively [13] - However, earnings estimates for 2025 suggest a decline, while a 9.1% increase is expected for 2026 [13] Industry Context - Lockheed's industry peers, such as Boeing and Embraer, have shown substantial stock gains year-to-date, with Embraer rising by 62.6% [6] - The defense sector faces challenges, including labor shortages that could impact production and operational performance [18][19]
一文读懂“大漂亮”法案对美国各行业意味着什么?
Hua Er Jie Jian Wen· 2025-07-09 08:21
美国国会刚刚通过的"大漂亮"法案正在给美国企业界带来一场深刻而复杂的变革。 在国会以微弱优势通过后,这项大规模税收和支出法案正在重新定义美国企业界的赢家和输家。 分析指出,私募基金行业和化石燃料企业成为最大受益者,而可再生能源产业和部分硅谷科技巨头则面 临冲击。 私募基金行业成最大赢家 价值13万亿美元的私募基金行业无疑是法案的最大受益者之一。 根据法案,包括黑石(Blackstone)和阿波罗(Apollo)在内的资管巨头,成功保留了备受瞩目的"附带 权益"(carried interest)税收漏洞。 据悉,这项"附带权益"条款允许交易者以较低的长期资本利得税率而非更高的所得税率缴纳绩效利润 税,从而每年为该行业公司节省数十亿美元的税收。 此前,特朗普曾表示将关闭这一漏洞,但最终未果。 前美国财政部官员、现任Highland Global Advisors咨询公司负责人Michael Pedroni表示: "如果你身处私募资产领域,这对你来说是一项非常好的法案。" "这项法案代表着私募资产行业的重大胜利。" 此外,法案还通过固定债务利息税扣除并扩展至折旧和摊销,为许多私人股本支持的公司降低了税率。 不过, ...
Lockheed Martin: Strength And Opportunity In A Geopolitically Complex World
Seeking Alpha· 2025-07-09 04:55
I am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offering analysis to support individual investors. My articles reflect personal opinions and do not constitute financial advice.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to init ...
Fresh Russia-Ukraine Feud Brings Spotlight on Lockheed
ZACKS· 2025-07-08 15:11
Key Takeaways LMT benefits as Ukraine relies on its Patriot system to counter Russian missile attacks. Lockheed increased PAC-3 output 30% in 2024, targeting another 20% rise in 2025 to meet global demand. HIMARS use in Ukraine drives LMT to boost annual output from 48 to 96 units by end of 2025.The long-standing war between Russia and Ukraine, particularly since Russia launched its full-scale invasion in February 2022, has once again intensified in recent weeks after ceasefire talks got largely stalled. ...
Lockheed Martin: Well Positioned For Tomorrow's Wars
Seeking Alpha· 2025-07-08 04:12
Group 1 - Lockheed Martin's stock has declined from over $600 in October 2024 to approximately $460 despite the strong performance of the F-35 in the Iran-Israel conflict [1] - The article emphasizes the importance of observing megatrends and technological advancements to identify investment opportunities [1] - The focus on fundamentals, quality of leadership, and product pipeline is crucial for uncovering potential investments [1] Group 2 - The author has experience in evaluating startups and emerging industries, indicating a background in assessing new market opportunities [1] - The article suggests that understanding macrotrends and futurism can provide insights into the evolution of companies and their competitive advantages [1]
Ericsson, LMT Partner for Cloud-Native Core Network Transformation
ZACKS· 2025-07-04 14:45
Core Insights - Ericsson has been selected by Latvia's largest communication service provider, Latvijas Mobilais Telefons (LMT), to modernize its core network infrastructure and support the nationwide deployment of 5G Standalone (5G SA) services [1][8] - The partnership between Ericsson and LMT is long-standing, focusing on innovative initiatives and network development projects, marking the initial deployment of Ericsson's Unified Data Management (UDM) solution within the Telia Group [2][8] - The upgrade to a cloud-native architecture will enhance LMT's agility, scalability, and innovation in delivering advanced digital services [1][3] Company Developments - The deal involves a comprehensive overhaul of LMT's subscriber domain infrastructure, transitioning to a cloud-based, service-oriented architecture [3] - Key components of the transformation include the deployment of Ericsson's Network Functions Virtualization Infrastructure, allowing LMT to run both virtualized and cloud-native network functions [4] - The agreement also includes replacing LMT's legacy Home Location Register (HLR) and Home Subscriber Server (HSS) with Ericsson's UDM platform, crucial for supporting Latvia's expanding digital economy [5] Market Position and Strategy - Ericsson is positioned to grow by capitalizing on strong 5G demand, aiming to lead in mobile networks and develop a robust enterprise business [6] - The company has made strategic acquisitions, including Vonage and Cradlepoint, to expand into wireless, 5G, and security sectors [6] - Recent innovations include the launch of Ericsson On-Demand, a SaaS model for 5G core network services developed in collaboration with Google Cloud, enhancing operational efficiency for communications service providers [7] Challenges and Competition - Despite growth opportunities, Ericsson faces pressures from geopolitical and economic challenges, including declining revenues in China due to market share issues and competition from Huawei and Nokia [8][9] - Supply-chain issues and reduced spending by telecom operators in various regions are contributing to revenue declines [9] Financial Performance - Ericsson currently holds a Zacks Rank 2 (Buy) and has gained 37.3% over the past year, outperforming the Zacks Wireless Equipment industry's growth of 33.3% [10]