Lockheed Martin Corporation LMT.TO

Lockheed Martin's stable government contracts clash with Space Exploration Technologies' aggressive expansion, one prioritizes profitability, the other growth.

Firefly scales fast with a $1.4B backlog but burns cash heavily; Redwire trades cheaper but faces integration risks and internal control weaknesses.

The recent surge in US Treasury yields, with the 10 year rate at levels last seen in the early 2000s, is forcing investors to rethink where they want long term exposure. Expensive borrowing can pressure many sectors, yet it also pushes more attention toward businesses building hard infrastructure for the new space age. This article walks through three stocks from our global space infrastructure list that may warrant a closer look. The three examples in this piece are only a starting sample...

The Republic of Finland celebrated the arrival of its first two permanently based F-35A aircraft in country, marking the beginning of a new era of 5th Generation capability for the Finnish Defence Forces.

Key Stats for Boeing StockPrice change for Boeing stock in the last 6 months: -10%$BA Stock Price as of Sep. 30: $18652-Week High: $254$BA Stock Price Target: $273What Happened?Boeing (BA:NYSE) was picked to build the US Navy’s next-generation stealth fighter, the Pentagon said Tuesday.

LMT's $94.2M U.S. Navy award advances AEGIS integration for Canada, reinforcing its role in global naval defense modernization.

U.S. weapons spending could reach $1.5 trillion next year, and two defense contractors are positioned to benefit.

Lockheed Martin (NYSE: LMT) will webcast live its third quarter 2026 earnings results conference call (listen-only mode) on Thursday, Oct. 22, 2026, at 8:30 a.m. ET. Jim Taiclet, chairman, president and CEO; Evan Scott, chief financial officer; and Mark Kvasnak, vice president, Investor Relations, will discuss third quarter 2026 earnings results, provide updates on key topics and answer questions. Third quarter 2026 earnings results will be published prior to the market opening on Oct. 22.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

AI, Edge Computing and Autonomous Platforms Drive Military Embedded Systems Modernization Across Multi-Domain OperationsDublin, Oct. 01, 2026 (GLOBE NEWSWIRE) -- "Military Embedded Systems Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2026-2035" has been added to ResearchAndMarkets.com's offering. The global military embedded systems market was valued at USD 2 billion in 2025 and is projected to reach USD 4.6 billion by 2035, expanding at a compound annual growth rate

Lockheed Martin has pulled back in the short term even after a strong multi year run. This puts a fresh spotlight on whether the current US$509.25 share price lines up with the cash the business is expected to generate. With big ticket fighter jet deals, missile contracts and space projects in the headlines, the question now is how those programs translate into the intrinsic value implied by its future cash flows. Over the past 5 years, Lockheed Martin has returned 66.3%, so a lot of long...

The U.S. Navy has doubled its fleet capacity to operate the MQ-25A Stingray™ unmanned aircraft system (UAS) over a five-month period, standing up a second operational MD-5C Ground Control Station (GCS) powered by Lockheed Martin Skunk Works® (NYSE: LMT) MDCX™ autonomy platform.

It’s a nice win for the company, but it won’t give shares the boost investors want—that will take improvement in the company’s commercial airplanes business—but a win is a win. “It’s an honor to be selected to produce the Navy’s first sixth–generation platform,” said Steve Parker, president and chief executive officer, Boeing Defense, Space & Security, in a news release. Boeing was up against Northrop Grumman in the Navy competition.

F-35 parts landed in Chinese hands, but the risk to Lockheed Martin looks more contained than the headlines suggest.

GE Aerospace trades at a steep valuation premium despite stronger margins, while Lockheed Martin's defense dominance comes with heavy government concentration risk.

The Fuerza Aérea Mexicana (FAM) recently announced the acquisition of a second Lockheed Martin (NYSE: LMT) C‑130J‑30 Super Hercules tactical airlifter, solidifying Mexico's role as a regional leader in air mobility. The addition of the second Super Hercules follows the first aircraft acquisition announced in January 2026, which made Mexico the first nation in Latin America to join the global Super Hercules fleet.