It is present in the most advanced segment of the defense industry, including AI & autonomous weapons, electronic warfare, hypersonic missiles, laser weapons,Įver since the massive military build-up of World War 2, Lockheed Martin has been a central part of the US defense industry. Lockheed is also active in cyber defense and naval systems ( AEGIS anti-air systems and long-range anti-ship missiles). While it is active in all branches of the military, the company is mostly active in advanced technologies and aerospace, with aeronautics representing $6.2B of revenues in Q1 2023, missiles & fire control $2.3B (including the now famous in Ukraine HIMARS), rotary (helicopters) $3.5B, and space $2.9B, for total sales of $15.1B total sales. The stealth plane developed together with Northrop Grumman and BAE Systems suffered a troubled development but is now “debugged” and getting built in large quantities, with demand outpacing production. Lockheed is behind some of the most powerful (and expensive) weapon programs in the USA, like the F-35. Plato Top 10 Aerospace and Defense Stocks Lockheed Martin Corporation ( LMT) And the sector is often considered a “sin stock”, together with tobacco, gambling, alcohol, etc., which tend to create larger returns on investment than other sectors. And of course, this carries some ethical questions.īut in the end, every nation needs to be able to defend itself. Many investors might be a little uncomfortable with the idea of making money from weapon manufacturers. ![]() Many armies that had been shrunk, especially in Europe, are now looking to rebuild their forces. The world is rearming and maybe entering a new Cold War. While this is not good news in the short term, this is good news for the defense industry. The National Interest “ Bad News: The U.S. ![]() Reuters: “ Rheinmetall moving towards order backlog of 30 billion euros”.Responsible Statecraft: “ US weapons makers report ‘all-time record orders’ since Russian invasion”.Voice Of America: “ NATO Warns of Ammunition Shortage Due to War in Ukraine“.And this was before the sudden explosion of violence in Israel: To this day, it is still struggling to catch up and produce all the vehicles, missiles, and artillery shells needed to replace depleting stockpiles. The return of industrial warfare in Ukraine has caught the Western defense industry by surprise. ![]() Source: Crescat Capital Matching A Growing Demand
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