会议主要讨论的核心内容 - 公司在2024年和2025年的预算情况较为乐观,尽管存在一定压力,但公司的订单量仍有望保持增长 [19][20][21][22] - 公司在国际市场的业务拓展情况良好,特别是在欧洲、中东和亚洲地区,预计未来5年内国际业务收入占比将达到30%左右 [35][36][37][38][40][41] - F-35项目软件升级TR-3进展有所延迟,但公司有信心在今年第三季度开始交付新一代软件版本 [49][50][51][52] - 导弹和火控业务增长强劲,预计未来3-5年内将成为公司增长最快的业务领域 [83][84][85][86][87][88] - 空间业务受到一些传统项目收入下降的拖累,但新兴业务如SDA项目有望带来新的增长动力 [98][99][100][101][102][103][104][105] - 直升机业务虽然遭受一些挫折,但公司计划通过对黑鹰直升机进行技术升级来延长其使用寿命 [106][107][108][109] 问答环节重要的提问和回答 问题1 **Doug Harned 提问** 您如何看待未来几年国防预算的走势,以及对公司的影响 [25] **Frank St. John 回答** 尽管存在一定压力,但公司仍有望在2024年和2025年实现订单量的增长,得益于多年期采购合同的签订以及新项目的获得 [26][27][28][29] 问题2 **Doug Harned 提问** F-35项目TR-3软件升级进度缓慢,对公司的生产计划会产生什么影响 [55] **Frank St. John 和 Jay Malave 回答** 公司正在采取措施应对,包括提前准备测试设施基础设施,同时也在评估是否需要调整生产节奏,但目前仍有信心保持现有的156架年产能 [56][57][58] 问题3 **Doug Harned 提问** 导弹和火控业务的高增长是否会受到俄罗斯干扰技术的影响 [91] **Frank St. John 回答** 公司已经在产品设计中考虑了应对此类干扰的能力,并与客户密切合作进行持续改进,不认为这会对业务产生长期影响 [92][93]

Lockheed Martin Corp.’s (LMT) business segment, Rotary and Mission Systems (RMS), recently clinched a modification contract to provide industrial post-delivery availability support for the Freedom-variant Littoral Combat Ship USS Cleveland (LCS 31). The award has been offered by the Naval Sea Systems Command, Washington, D.C. Valued at $22.7 million, the contract is expected to be completed by March 2025. Work related to this deal will be executed in Marinette, WI. What’s Favoring Lockheed? LCS is a class o ...

Lockheed Martin Corp.’s (LMT) Space Systems business unit recently clinched a modification contract involving missile production. The award has been offered by the Strategic Systems Programs, Washington, D.C. Details of the Deal Valued at $99 million, the contract is expected to be completed by Feb 2, 2027. Per the terms of the deal, Lockheed will provide systems engineering, test planning and long lead material to support missile production. A major portion of the work related to this deal will be executed ...

BETHESDA, Md., May 22, 2024 /PRNewswire/ -- Lockheed Martin (NYSE: LMT) today announced its board of directors has elected Dr. Heather Wilson to the board, effective today. Dr. WilsonDr. Wilson "Dr. Wilson's deep knowledge of our industry and extensive leadership experience will be a tremendous asset to our company as we continue to drive innovation and deliver 21st Century Security solutions to our customers," said Lockheed Martin Chairman, President and CEO Jim Taiclet. "Heather has a proven track record ...

Lockheed Martin (LMT) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this aerospace and defense company have returned +1.3% over the past month versus the Zacks S&P 500 composite's +7.1% change. The Zacks Aerospace - Defense industry, to which Lockheed belongs, has gained 4.6% over this period. Now the key question is: Where could the stock be headed in the near term? Altho ...

Lockheed Martin Corp. (LMT) recently clinched a modification contract for providing Multiple Launch Rocket System (MLRS) requirements. The award has been offered by Army Contracting Command, Redstone Arsenal, AL. Valued at $221.2 million, the contract is expected to be completed by Apr 30, 2028. The work related to this deal will be executed in Grand Prairie, New Boston, TX and Camden, AK. What’s Favoring Lockheed? Nations are reinforcing their military capabilities to strengthen their defense structure in ...

Lockheed Martin Corp. (LMT) recently clinched a contract involving High Mobility Artillery Rocket Systems (HIMARS). The award has been provided by the Army Contracting Command, Redstone Arsenal, AL. Valued at $861.3 million, the contract is expected to be completed by May 31, 2026. Per the terms of the deal, Lockheed will manufacture HIMARS and provide the supporting services associated with it. What’s Favoring Lockheed? Nations are reinforcing their military capabilities to strengthen their defense structu ...

文章核心观点 - 洛克希德·马丁公司的导弹和火控(MFC)业务部门最近获得了一份导弹发射火箭系统(GMLRS)的合同修改 [1] - 该合同价值3.32亿美元,预计将于2027年10月20日前完成 [1] - 全球局势动荡,导致各国加大对军事产品特别是导弹的需求,为导弹行业带来增长机遇 [5][6][7] - 洛克希德·马丁公司在导弹制造方面的专长,特别是GMLRS产品,使其有望从行业增长中获益 [8] - 其他防务承包商如诺斯罗普·格鲁曼、通用动力和雷神公司也将从导弹及导弹防御系统市场的扩张中获益 [9][11][13] 根据目录分类总结 洛克希德·马丁公司 - 洛克希德·马丁公司的GMLRS是一款经过实战检验的高精度全天候精确制导火箭系统 [3] - 该公司正与美国陆军合作,到2025年将GMLRS的年产能提高至14,000枚,有望获得更多订单 [8] - 公司MFC部门在第一季度的营收同比增长25.3% [8] 行业机遇 - 全球和地区局势动荡,各国加大对军事产品特别是导弹的需求 [5][6] - 根据摩尔多信息公司的预测,2024-2029年导弹及导弹防御系统市场将以5%的复合年增长率增长 [7] 其他公司 - 诺斯罗普·格鲁曼是导弹系统和反导系统的主要开发商 [9] - 通用动力的弹药和战术系统部门是2.75英寸海德拉-70系列火箭的系统集成商 [11] - 雷神公司的导弹与防御业务部门是美国主要的导弹制造商 [13]

Lockheed Martin Corp (NYSE:LMT) has been a solid player in the aerospace and defense sector. But in the last two years, its stock hasn’t really gone anywhere, hovering around $465. That raises a big question: Is it still a good buy? Are you looking for signals & alerts from pro-traders? Sign-up to Invezz Signals™ for FREE. Takes 2 mins. With a market value topping $110 billion, there’s no doubt that Lockheed Martin is a defense giant. They make all sorts of important military stuff, from cutting-edge aircra ...

After integration with Elsight Halo, the Indago 4 completed its first BVLOS (beyond visual line-of-sight) flight with enhanced capabilities for wider situational awareness OR YEHUDA, Israel, May 7, 2024 /PRNewswire/ -- During a strategic collaboration exercise, Elsight's (ASX: ELS) Halo connectivity platform was rapidly integrated with Lockheed Martin (NYSE: LMT) Indago 4 Uncrewed Aerial System (UAS) to complete BVLOS (beyond visual line-of-sight) flights with enhanced capabilities and expanded operational ...