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Lockheed Martin Corporation

LMTleader

Lockheed Martin is the world's largest defense contractor, anchored by the F-35 program. It dominates advanced air platforms, missile defense, and classified space programs. With over 70% of revenue from the U.S. government, it is the most important single supplier to the Department of Defense.

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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($73.6B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Aeronautics (38%)
Missiles & Fire Control (18%)
Rotary & Mission Systems (22%)
Space (22%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

F-35 Lightning II28%

5th-generation stealth multirole fighter jet — largest defense program in history

Integrated Air & Missile Defense18%

PAC-3 MSE, THAAD, and Aegis combat systems

Sikorsky Helicopters15%

Black Hawk, CH-53K, and future vertical lift aircraft

Space Systems20%

GPS III satellites, Orion capsule, and classified space missions

Hypersonic & Advanced Weapons19%

Hypersonic strike weapons and directed-energy systems

Lieferkettenbeziehungen

Partner

RTX Corporation (Raytheon)

F-35 engine (Pratt & Whitney), missile systems

Auswirkung: Critical — P&W supplies F135 engines

Northrop Grumman Corporation

F-35 center fuselage, B-21 collaboration

Auswirkung: High — key subcontractor

BAE Systems

F-35 international production

Auswirkung: High — UK F-35 partner

Wichtige Zulieferer

L3Harris Technologies

ISR sensors, electronic warfare systems

Auswirkung: Medium — avionics and sensors

Wettbewerber

RTX Corporation (Raytheon)

Missile defense, air platforms

Auswirkung: Major competitor for DoD primes

Northrop Grumman Corporation

Bomber, space, C4ISR

Auswirkung: Competitor for classified programs

Makro- und Marktkontext

방산Sektornachrichten

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Nächste Katalysatoren

◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)◆KTOS 국방부 드론 계약 발표◆NATO 정상회의 방위비 최종 합의 (2026.06)

Aktuelle Nachrichten

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KI-Analyse

Klicken Sie auf "KI-Analyse abrufen" für eine KI-gestützte Lieferkettenanalyse von Lockheed Martin Corporation.

Verwandte Makro-Themen

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Regulatory Capture

How powerful entities design legislation to entrench their advantage — turning regulators into protectors of incumbents.

Revolving doorRegulatory moatLobbying spend

The Revolving Door

Former regulators become industry lobbyists. Former executives become policy makers. This structural relationship creates regulatory environments that systematically favor incumbents.

Regulatory captureSEC revolving doorToo big to fail

Military-Industrial Complex

Eisenhower warned of it in 1961. Defense contractors, weapons manufacturers, and geopolitical crisis cycles create structural demand floors regardless of who governs.

Defense budgetSole-source contractsGeopolitical crisis cycle

Unternehmensinformationen

Hauptsitz

Bethesda, Maryland, USA

Gegründet

1995

Mitarbeiter

122,000+

Kaskadenposition

Rolle in der Kaskade

leader

Typische Verzögerung

0 (trigger)

Lockheed's backlog and margin guidance signal overall DoD budget health and program execution across F-35, missiles, and space.

Vollständige Kaskade anzeigen

Sektorübersicht — 방산

Sektornachrichten

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Hauptthemen

  • •NATO 32개국 방위비 GDP 2.5% 의무화 → 10년 수요 가시성 확보
  • •Loyal Wingman 드론 경쟁 — KTOS Valkyrie 핵심 수혜
  • •우크라이나 재건 + 방공망 현대화 수요

Nächste Katalysatoren

  • ◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)
  • ◆KTOS 국방부 드론 계약 발표