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Defense · LMT

Lockheed Martin

The largest US defense contractor: F-35 fighters, missiles and missile defense, Sikorsky helicopters and space systems. Most of its revenue comes from the US government.

The desk's view now

WatchNeutral

Declared its quarterly dividend on Friday and presented a new interceptor for the Army; results date already set.

Thesis: Lockheed's news flow is positive: up to USD 1.2B for PrSM Increment 2 missiles and approval of a USD 24.3B sale of 48 F-35s to Saudi Arabia.

Updated Oct 13, 2026

Upcoming catalysts

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Latest filings, contracts and releases

Same sector: Defense

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