Key Takeaways Lockheed Martin leverages global partnerships to diversify supply chains. LMT uses international collaborations to enter new markets, cut costs and tailor defense systems.LMT works with over 50 nations and 350 facilities worldwide to boost innovation. Lockheed Martin (LMT) benefits from global partnerships with international governments and defense companies. LMT strengthens its supply chain by sourcing components and manufacturing across multiple countries. This reduces dependence on any sing ...

F-16 platform strengthens national defense, deepens NATO and allied air integration GREENVILLE, S.C., Dec. 15, 2025 /PRNewswire/ -- Lockheed Martin (NYSE: LMT) has completed production of all F16 Block 70 aircraft for Bulgaria and Slovakia's initial fleets, equipping both air forces with advanced F-16s ready for NATO and allied operations. Why it matters Full F-16 Block 70 fleets give Bulgaria and Slovakia the capability to provide national air defense and support NATO air policing with a modern, fully inte ...

大 摩 指 出 ， 航 空 航 天 板 块 的 估 值 略 高 于 其 历 史 水 平 ， 基 于 未 来 12 个 月 企 业 价 值 倍 数 (NTM EV/EBITDA)，目前交易价格相对于标普500指数的中位数溢价约为15%(相比之下，2022年以来的平均 溢价约为10%)。 航空航天板块今年以来表现稳健，NTM EV/EBITDA从年初的约16倍攀升至目前的约18倍，这得益于强 劲的空中交通(例如，感恩节后的周日是美国机场有史以来最繁忙的一天，美国运输安全管理局筛查了 310万名旅客)。尽管在四月初所谓"解放日"关税措施出台时，由于对供应链挑战和关税对飞机交付影响 的担忧，航空航天板块与大盘一起出现了一些回调，但随着这些负面影响并未成为显示，该板块的估值 迅速回升。 在大摩所覆盖的航空航天板块相关公司中，该行给予"增持"评级的美股包括：雷神技术(RTX.US)、 Howmet Aerospace(HWM.US) 、 TransDigm(TDG.US) 、 Curtiss-Wright(CW.US) 、 FTAI Aviation(FTAI.US)、RBC Bearings(RBC.US)、巴西航空工 ...

USA | Aerospace & Defense Electronics Equity Research AI-Unlocked Expert Insights: Commercial Aftermarket Pricing Outlook We leveraged Jefferies' newly gained AI tools to synthesize insights on Commercial AM pricing dynamics from expert call transcripts conducted in 2025. Key takes: 1) Maintenance costs are up 30-35% since 2021/2022 w/ MSD+ momentum going forward; 2) TATs remain elevated ~100-125 days w/ relief found in engine exchange programs; and 3) PMA and USM have clear advantages w/pricing and availab ...

Investment Themes for 2025 - The article discusses three investment themes to consider for the upcoming year, focusing on potential shifts in market dynamics and company performance [1] Defense Stocks Underperformance - Major defense companies, including Lockheed Martin, have underperformed the market despite increased military spending due to geopolitical conflicts [2][3] - Profit margin pressures are significant, particularly on fixed-price development programs, leading to multibillion-dollar losses for companies like Boeing and Lockheed Martin [4] - Long-term pressures on margins may persist, and future government debt levels could negatively impact defense spending sentiment by 2026 [5] Shift in AI Investment Focus - The focus of AI investments is expected to shift from infrastructure companies to those embedding AI into their solutions, as seen with companies like PTC [7][9] - The AI theme is evolving, with a need to reassess valuations rather than viewing it as a bubble, especially as companies like Caterpillar have seen inflated valuations due to AI exposure [8][9]

全球及中国多功能军用雷达行业现状分析与前景规模预测报告2026年版 1.4.1 多功能军用雷达行业发展总体概况 【全新修订】：2025年12月 【出版机构】：鸿晟信合研究院 【内容部分有删减·详细可参鸿晟信合研究院出版完整信息！】 【免费售后 服务一年，具体内容及订购流程欢迎咨询客服人员 】 报告目录 1 多功能军用雷达市场概述 1.1 多功能军用雷达行业概述及统计范围 1.2 按照不同产品类型，多功能军用雷达主要可以分为如下几个类别 1.2.1 全球不同产品类型多功能军用雷达规模增长趋势2020 VS 2024 VS 2031 1.2.2 L波段 1.2.3 S波段 1.2.4 C波段 1.2.5 X波段 1.3 从不同应用，多功能军用雷达主要包括如下几个方面 1.3.1 全球不同应用多功能军用雷达规模增长趋势2020 VS 2024 VS 2031 1.3.2 空中和导弹防御 1.3.3 情报、监视和侦察 1.3.4 导航和武器制导 1.3.5 空间态势感知 1.3.6 其他 1.4 行业发展现状分析 2.1 全球多功能军用雷达供需现状及预测（2020-2031） 2.1.1 全球多功能军用雷达产能、产量 ...

华尔街最受热议且对市场影响显著的研报评级观点现已汇总于此。以下是《The Fly》整理的、投资者 需关注的当日研报评级变动。 五大评级上调 五大评级下调 五大首次覆盖评级 1. 杰富瑞将露露乐蒙（LULU）的评级从 "跑输大盘" 上调至 "持有"，目标价从 120 美元上调至 170 美元。该机构在研报中向投资者表示，公司首席执行官即将离任这一事件是 "重大利好"。 2. 瑞银在分析师团队接手研报覆盖后，将美国航空（AAL）的评级从 "中性" 上调至 "买入"，目标 价从 14 美元上调至 20 美元。瑞银在研报中称，市场尚未充分认识到，随着企业客户营收逐步复 苏，美国航空未来几年有望 "大幅提升" 利润。 3. 摩根大通将花旗集团（C）的评级从 "中性" 上调至 "增持"，目标价从 107 美元上调至 124 美元。 该机构认为，2026 年稳健的经济环境以及强劲的市场相关业务活动，将令花旗相较同行获益更 多。 4. 古根海姆将百时美施贵宝（BMY）的评级从 "中性" 上调至 "买入"，并给出 2026 年 62 美元的目 标价。古根海姆认为，这一目标价对应的投资性价比和管线驱动的风险收益比 "颇具吸引力" ...

Procurement Strategy - Switzerland will reduce the number of Lockheed Martin F-35 fighter jets purchased from the US [1] - The decision aims to maintain procurement costs within the budget approved by voters [1]

格隆汇12月12日｜花旗银行首次覆盖洛克希德·马丁公司，给予"中性"评级，目标价505美元。 ...

Core Insights - Open AAI has launched its latest AI model, GPT 5.2, which enhances capabilities in creating spreadsheets, building presentations, understanding images and long text, and writing code [1] - American companies are increasingly adopting artificial intelligence, with 88% of organizations reporting regular use, up from 78% a year ago [5][6] Company Announcements - Lockheed Martin introduced Asteris AI for government, a fully integrated ecosystem of AI tools designed for government adoption, which has been in development for five years [3] - Asteris AI includes 55 separate large language models, allowing the government to utilize a comprehensive suite of AI capabilities [4] Industry Trends - The integration of AI tools in government aligns with the Trump administration's call for rapid AI adoption, indicating a strong push from private industry to meet these demands [5] - Ford is leveraging AI to enhance vehicle testing processes, achieving a speed increase of 5,000 times compared to traditional methods, which previously took 16 hours [6]