文章核心观点 - 洛克希德·马丁公司的航空航天业务部门最近获得了一份涉及其F-35战斗机项目的合同修改 [1][2] - 该合同将为洛克希德提供持续的F-35联合攻击战斗机实验室设施和F-35发展飞行试验活动的基础设施支持 [2] - 全球范围内军事实力的增强推动了战斗机需求的显著上升,为主要战斗机制造商如洛克希德带来了良好的订单流 [3][4][5] - 洛克希德的F-35项目是世界上最致命的战斗机,为客户提供了无与伦比的优势,这也推动了对该机型的强劲需求 [4][5] - 洛克希德已经交付了992架F-35飞机,截至2024年3月31日还有373架飞机在手订单,这再次证明了F-35在战斗机市场上的强劲需求 [5] - 航空航天业务分部的收入在上一个季度同比增长9%,F-35项目是主要的增长动力之一 [6] - 全球地缘政治局势的紧张局势推动了各国加快国防采购,以增强战争能力,这为主要战斗机制造商带来了巨大的增长机会 [7][8] 行业分析 - 根据Mordor Intelligence公司的报告,2024-2030年全球军用航空市场预计将以5.2%的复合年增长率增长 [7] - 洛克希德的航空航天业务部门从事先进军用飞机(包括战斗机、运输机、无人机等)的研究、设计、开发、制造、集成、维护和升级 [8] - 洛克希德的战斗机产品组合包括C-130超级大力神、F-16战斗猎鹰和F-35战斗机等 [8] - 其他有望从军用航空市场扩张中获益的防务企业还有空中客车(EADSY)、波音(BA)和诺斯罗普·格鲁曼(NOC) [9][10][12][14] - 空中客车的军用飞机包括A400M、C295战术运输机、新一代A330多用途加油机和欧洲战斗机,截至2023年12月31日已交付1,783架军用飞机 [10] - 波音的产品组合包括F/A-18超级大黄蜂、P-8、C-17运输机、EA-18G等多型战斗机,2023年共交付22架F/A-18、9架F-15、3架T-7A红鹰和11架P-8 [12] - 诺斯罗普·格鲁曼生产了包括B-2幽灵隐形轰炸机和E-2D预警机等一些世界上最先进的飞机,2023年获得了价值21亿美元的F-35项目等重大合同 [14][15] 公司表现 - 过去一年,洛克希德的股价上涨了3.2%,而同期行业下跌了10.9% [16] - 洛克希德目前的扎克斯排名为3级(持有) [17]

NOAA's Geostationary Extended Observations weather satellites to bring new critical measurements and advanced weather forecasting capabilityDENVER, June 18, 2024 /PRNewswire/ -- NASA has selected Lockheed Martin [NYSE: LMT] to develop and build the nation's next generation weather satellite constellation, Geostationary Extended Observations (GeoXO), for the National Oceanic and Atmospheric Administration (NOAA).The baseline contract is for three spacecraft with options for four additional spacecraft. The to ...

Lockheed Martin Corp.’s (LMT) business segment, Missiles and Fire Control (MFC), recently clinched a contract for Phased Array Tracking to Intercept of Target Advanced Capability-3 (PAC-3) software. The award has been offered by the Army Contracting Command, Redstone Arsenal, AL.Valued at $65.5 million, the contract is expected to be completed by Jun 30, 2026. Work related to this deal will be carried out in Grand Prairie, TX, as well as Bahrain, Germany, Japan, Kuwait, the Netherlands, Poland, Qatar, Roman ...

MARIETTA, Ga., June 18, 2024 /PRNewswire/ -- Lockheed Martin (NYSE: LMT) recently delivered the 2,700th Hercules multi-mission tactical airlifter, increasing the size, reach and strength of the worldwide C-130 fleet.This landmark aircraft is a KC-130J Super Hercules tanker operated by the U.S. Marine Corps Aerial Refueler Transport Squadron 252 at Marine Corps Air Station at Cherry Point, North Carolina.Lockheed Martin Photograph by David L. KeyDefined by its proven performance and unmatched versatility, op ...

The most recent trading session ended with Lockheed Martin (LMT) standing at $459.01, reflecting a +0.15% shift from the previouse trading day's closing. This move lagged the S&P 500's daily gain of 0.77%. Elsewhere, the Dow saw an upswing of 0.49%, while the tech-heavy Nasdaq appreciated by 0.95%.Prior to today's trading, shares of the aerospace and defense company had lost 1.69% over the past month. This has was narrower than the Aerospace sector's loss of 1.9% and lagged the S&P 500's gain of 3.71% in th ...

Lockheed Martin could play a large role in helping smaller space companies to IPO.Valued at $110 billion and doing nearly $70 billion in annual business, Lockheed Martin (LMT -0.05%) is the world's biggest defense company. It's also a major player in space.Lockheed Martin builds the Orion spacecraft that will one day carry NASA astronauts (back) to the moon, making it an integral part of NASA's Project Artemis. Lockheed owns half of United Launch Alliance, still the preferred provider of satellite launches ...

Visiongain has published a new report entitled Defence Electronics Market Report 2024-2034: Forecasts by Platform (Airborne, Marine, Land), by EW Systems (Radar Jamming Systems, Electronic Countermeasures, Signal Intelligence Systems, Other), by ISR Sensors (Electro-Optical/Infrared (EO/IR) Sensors, Synthetic Aperture Radar (SAR), Electronic Support Measures (ESM), Magnetic Anomaly Detection (MAD) Systems, Other), by Type (Command, Control and Communication Systems, Electronic Warfare Systems, Surveillance ...

文章核心观点 - 洛克希德·马丁公司(LMT)的航空航天业务部门最近获得了一份采购F-35战斗机武器装备的合同 [1][2][3] - F-35是世界上最致命、最隐身和最互联的战斗机,具有卓越的性能特点,导致其需求强劲 [4][5][6] - 全球地缘政治局势紧张,各国加大国防采购以增强战争能力,带动了军用航空市场的快速增长,为主要战斗机制造商带来了巨大的增长机遇 [7][8] 根据相关目录分别进行总结 合同细节 - 洛克希德获得了一份价值9700万美元的合同,用于采购F-35战斗机的内部适配器和武器电缆等武器装备 [2] - 该合同将服务于美国空军、海军陆战队、海军以及外国军事销售客户和非美国国防部计划参与者 [3] - 合同将于2028年2月前完成 [2] F-35战斗机的重要性 - F-35是世界上最致命、最隐身和最互联的战斗机,具有卓越的性能特点,如可跨域安全连接高科技平台 [4] - F-35有三种主要型号,分别是F-35A、F-35B和F-35C [4] - 自项目启动以来,洛克希德已交付992架F-35战机,截至2024年3月31日,订单量为373架 [5] - 未来几年,洛克希德预计将分别在2024年和2025年及以后交付147-153架和156架F-35战机 [6] 行业增长前景 - 全球地缘政治局势紧张,各国加大国防采购以增强战争能力,带动了军用航空市场的快速增长 [7] - 根据Mordor Intelligence公司的报告,2024-2030年全球军用航空市场预计将以5.23%的复合年增长率增长 [7] - 洛克希德的航空航天业务从事先进军用飞机的研究、设计、开发、制造等,产品包括C-130超级大力神、F-16战斗猎鹰等 [8] 同行业公司机遇 - 空中客车(EADSY)的军用飞机包括A400M、C295战术运输机等,预计未来3-5年的盈利增长率为21.4% [9][10] - 波音公司(BA)的产品组合包括F/A-18超级大黄蜂、P-8等,预计2024年销售额将同比增长2.1% [11][12] - 诺斯罗普·格鲁曼(NOC)生产了B-2隐形轰炸机等先进飞机,预计2024年销售额将同比增长4.6% [13][14] 股价表现 - 过去一年,LMT股价上涨4.5%,而同期行业下跌9.5% [15]

As we venture into June 2024, the space industry continues to capture the imagination of investors and enthusiasts alike. With the global space economy projected to triple to $1 trillion by 2040, the potential for growth is immense. Innovation in this sector is also expected to grow. In this article, we will delve into three of the best space stocks that are making waves in the industry.Each of these companies brings a unique perspective and approach to the space sector, from established aerospace giants to ...

Lockheed Martin Corp. (LMT) recently secured a modification contract for High Mobility Artillery Rocket Systems (“HIMARS”). The award has been provided by the Army Contracting Command, Redstone Arsenal, AL.Valued at $1.93 billion, the contract is expected to be completed by May 31, 2028. What’s Favoring Lockheed?Nations across the globe are reinforcing their military capabilities to strengthen their defense structure in the rapidly evolving threat environment worldwide. Since missiles play a very important ...