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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제품 및 매출

제품별 매출 비중

매출 구성 ($73.6B)

정적 데이터 (실시간 재무 로딩 중…)

Aeronautics (38%)

Missiles & Fire Control (18%)

Rotary & Mission Systems (22%)

Space (22%)

부문별 구성 및 주요 고객사

제품 상세 설명

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

공급망 관계

파트너

RTX Corporation (Raytheon)

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

영향: Critical — P&W supplies F135 engines

Northrop Grumman Corporation

F-35 center fuselage, B-21 collaboration

영향: High — key subcontractor

BAE Systems

F-35 international production

영향: High — UK F-35 partner

주요 공급업체

L3Harris Technologies

ISR sensors, electronic warfare systems

영향: Medium — avionics and sensors

경쟁사

RTX Corporation (Raytheon)

Missile defense, air platforms

영향: Major competitor for DoD primes

Northrop Grumman Corporation

Bomber, space, C4ISR

영향: Competitor for classified programs

매크로 & 시장 현황

방산섹터 뉴스

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

다음 주요 이벤트

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

AI 분석

Lockheed Martin Corporation의 AI 공급망 분석을 받으려면 "AI 분석 받기"를 클릭하세요.

연관 매크로 테마

모든 테마 보기

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

기업 정보

본사

Bethesda, Maryland, USA

설립

1995

직원 수

122,000+

웹사이트

lockheedmartin.com

연쇄 위치

연쇄 내 역할

leader

일반적 지연

0 (trigger)

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

전체 연쇄 분석 보기

섹터 현황 — 방산

섹터 뉴스