Flowvium
返回探索器

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.

分享:
⇄ Compare

产品与营收

产品营收占比

营收构成 ($73.6B)

静态数据（加载实时财务…）

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

业务板块构成与主要客户

产品详情

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

供应链关系

合作伙伴

RTX Corporation (Raytheon)

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

影响: Critical — P&W supplies F135 engines

Northrop Grumman Corporation

F-35 center fuselage, B-21 collaboration

影响: High — key subcontractor

BAE Systems

F-35 international production

影响: High — UK F-35 partner

主要供应商

L3Harris Technologies

ISR sensors, electronic warfare systems

影响: Medium — avionics and sensors

竞争对手

RTX Corporation (Raytheon)

Missile defense, air platforms

影响: Major competitor for DoD primes

Northrop Grumman Corporation

Bomber, space, C4ISR

影响: Competitor for classified programs

宏观与市场背景

방산行业新闻

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

近期催化剂

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

最新新闻

加载新闻中...

AI 分析

点击「获取 AI 分析」以获得 Lockheed Martin Corporation 的 AI 供应链分析。

相关宏观主题

查看所有主题

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

企业信息

总部

Bethesda, Maryland, USA

成立时间

1995

员工人数

122,000+

连锁位置

连锁中的角色

leader

典型延迟

0 (trigger)

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

查看完整连锁分析

行业概况 — 방산

行业新闻

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

核心主题

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

近期催化剂

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