When geopolitical tensions flare up, defense stocks tend to gain momentum. That's precisely what happened in the past week. After the U.S. and Israel launched widespread strikes on Iran, killing Supreme Leader Ayatollah Ali Khamenei and triggering Iranian retaliation that killed three U.S. service members, defense stocks surged. Lockheed Martin jumped more than 3%, CNBC reported. Northrop Grumman climbed around 6%. European names like BAE Systems and Hensoldt rose roughly 6% and 5%, respectively. But he ...

Lockheed Martin Corporation (NYSE:LMT) is among the 10 Best Aerospace Dividend Stocks to Buy. On March 3, the company announced that it will act as a mission partner to Mitsubishi Electric by providing an anti-jamming payload for Japan’s Next-Generation Defense Satellite Communication System. The payload will help in enhancing the capabilities of the satellite through improved resistance to interference and interoperability with allied and partner countries. The new satellite will succeed Japan’s current ...

Key Takeaways LMT continues enhancing the F-35, built to share real-time battlefield data across joint forces.LMT is adding JASSM and LRASM weapons to expand the F-35's long-range strike capability.LMT won a $700.4M contract for materials to support future F-35 production.Lockheed Martin Corporation (LMT) continues to strengthen its position in advanced combat aircraft through the F-35 Lightning II program. As defense strategies increasingly focus on networked and multi-domain operations, the F-35 plays an ...

Core Insights - Lockheed Martin and L3Harris Technologies are both benefiting from increased U.S. government defense spending, but they have different business models and financial performances [1] Financial Performance - Lockheed Martin reported a Q4 2025 operating profit of $535 million in its Missiles & Fire Control segment, recovering from an $804 million loss in Q4 2024, with F-35 deliveries increasing by 74% to 191 units [1] - L3Harris achieved record Q4 orders of $27.5 billion with a 1.3x book-to-bill ratio and organic revenue growth of 5% across all segments, including a 10% growth in its Aerojet Rocketdyne segment [1] - Lockheed Martin's FY2025 revenue was $75.05 billion, while L3Harris reported $21.87 billion [1] - Lockheed's free cash flow for FY2025 was $6.91 billion compared to L3Harris's $2.74 billion [1] Growth Projections - Lockheed Martin is guiding for FY2026 revenue between $77.5 billion and $80.0 billion, while L3Harris expects revenue between $23.0 billion and $23.5 billion [1] - Lockheed's segment operating profit is projected to grow by approximately 25% in 2026 [1] Business Strategies - Lockheed Martin is focusing on scale and long-term government contracts, having invested over $3.5 billion in production capacity and next-generation technologies in 2025 [1] - L3Harris is reorganizing its structure into three segments for 2026 and is divesting a majority stake in its Space Technology disposal group, aiming for a leaner and more focused operation [1] Valuation Analysis - Lockheed Martin is trading at a forward P/E of 22x, while L3Harris is at 31x, indicating that Lockheed is the cheaper stock based on earnings power [1] - Over the past year, L3Harris has seen a stock price increase of approximately 74%, compared to Lockheed's 42% [1]

And Occidental Petroleum (OXY) is a primary beneficiary of this geographic flight to safety.Geopolitics has turned the oil market into a game of "where," not "how much."With all this going on, here are six companies investors must watch.Replacing those assets requires more than just a Congressional appropriation. It requires a specific set of rare earth alloys and chemicals that the West has ignored for three decades.The U.S. fired more than 100 Tomahawk missiles on the first night alone, and many more sinc ...

What Is the R66 TURBINETRUCK?The R66 Turbinetruck combines Robinson Unmanned’s new cargo UAS airframe with Sikorsky’s Matrix autonomy system. It becomes the 21st aircraft enabled by Matrix. The system has logged more than 1,000 flight hours across platforms — from small drones to strategic airlift cargo planes.Without the cockpit and crew stations, the aircraft features a high-volume fuselage, cargo floor, and a nose-mounted clamshell door to facilitate rapid loading of palletized freight.How MATRIX Autonom ...

R66 TURBINETRUCK is purpose-built for commercial and defense missionsRobinson Unmanned’s new R66 TURBINETRUCK equipped with Sikorsky’s proven MATRIX™ autonomy system ATLANTA, March 10, 2026 (GLOBE NEWSWIRE) -- Sikorsky, a Lockheed Martin company (NYSE:LMT), and Robinson Helicopter Company (RHC) unveiled the R66 TURBINETRUCK, a game-changing autonomous cargo helicopter that combines Sikorsky’s proven MATRIX™ autonomy system with Robinson Unmanned’s new cargo UAS helicopter. Developed through a collaborative ...

As the Iran war escalates, investors expect U.S. demand for air and missile defense systems to remain high.According to Pitchbook, the current circumstances may inspire private equity firms to pursue defense-related deals. “The most compelling investments may not be the most visible,” the firm wrote in a Friday report. “They are the businesses that quietly determine how fast a missile line can ramp, how reliably an interceptor performs, and how quickly a depleted stockpile can be rebuilt.”The conflict, now ...

Key Takeaways Lockheed Martin shares surged 43.6% in three months, outperforming the aerospace-defense industry.LMT won major deals, including a potential $1B TRKT3 space vehicle contract; F-35 drove ~27% of 2025 sales.LMT reported $950M loss on a classified program and other charges; debt stands at 76.35% vs 51.29% industry.Lockheed Martin’s (LMT) shares have risen 43.6% in the past three months, outperforming the Zacks Aerospace-Defense industry’s growth of 12.3%. Lockheed Martin is one of the largest U.S ...

Lockheed Martin stock: prepares for windfall as Iran war continues# Lockheed Martin stock: prepares for windfall as Iran war continuesManufacturingAuthorCrispus NyagaMar 09, 2026, 13:48 PM- It will benefit from the ongoing war in Iran.- The company is benefiting from the ongoing defense spending boost.- Lockheed Martin share price has jumped and is hovering near its all-time high.Lockheed Martin stock price has gone vertical since 2024 and is now hovering near its all-time high.LMT was trading at $671 on Fr ...