Defense Budget Increase

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Kawasaki Heavy Industries:川崎重工业株式会社(7012):国防领域兴趣依然浓厚;考虑业务重组战略选择-20250521
Morgan Stanley· 2025-05-21 13:35
May 21, 2025 02:15 AM GMT Kawasaki Heavy Industries (7012) | Japan Japan Summit 2025 Feedback: Interest in Defense Still High; Elsewhere KHI Says it is Considering Various Strategic Options for Business Restructuring Questions from investors were focused on defense-related business, where orders have increased substantially and margins are improving due to an increase in the government defense budget and better contract margins (OPM for the defense business was 3–4% in the past, but it came in at 6% in F3/2 ...
Why Lockheed Martin Stock Popped, Then Dropped Today
The Motley Fool· 2025-05-02 16:19
Cancellation of the Orion program could cost Lockheed Martin stock billions.Lockheed Martin (LMT -1.64%) is riding the market roller coaster on Friday.In early trading, shares of the defense giant jumped nearly 3% on a Wells Fargo report calling the new fiscal year 2026 defense budget a "big win for defense stocks."No sooner had that report come out, though, than Bloomberg broke bad news for Lockheed: The Trump administration plans to end Space Launch System launches and terminate production of Orion space ...