$LMT news and market catalysts

Trump To Decide Shortly On New Taiwan Arms Package

Fuerza Aérea Mexicana Acquires Second Lockheed Martin C‑130J‑30 Super Hercules Tactical Airlifter

President Trump Says U.S. Will Talk About Patriot Missiles With Zelenskiy; Official Met With Iranian Delegation For Three Hours

Shares of aerospace and defense companies are trading lower amid multiple catalysts that indicate de-escalation in the Middle East. Reports suggested Iran would open the Strait of Hormuz in seven days if the U.S. took certain steps, and President Trump said he expects an agreement with Iran after the U.S. midterm elections.

U.S.-Denmark-Greenland Agreement Lets U.S. Aircraft Fly Over And Land Anywhere In Greenland, Including Territorial Waters; U.S. Access Rights Must Respect Greenlandic Society And Way Of Life

President Trump Delivers Remarks At The UN General Assembly Says We Will Immediately Begin Process Of Developing Large Military Presence In 'Appropriate Locations'

Lockheed Martin Lands $1.2 Billion Army Missile Deal

Lockheed Martin Secures $1.2B Army Contract To Produce Increment 2 Of The Precision Strike Missile

U.S. Transportation Department Announces Federal Aviation Administration Rolls Out SMART AI Tool In Limited Version

U.S. President Donald Trump Spoke Via Phone With Yemeni President Rashad Al-Alimi On Sunday; Yemen's President Requested U.S. Support For Government Against Houthis, Trump Made No Pledge Of Military Support

"More U.S. Troops Have Died Amid Iran War Than Pentagon Has Disclosed Publicly; Officials Who Spoke With The Post Expressed Frustration That The Additional Loss Of Life In The Middle East Is Not Reflected In The Defense Department’s Casualty Database" - Washington Post

Punchbowl Defense Reporter Briana Reilly Posts On X "Breaking: Iran military operations have cost $43.6B as of Sept. 3, according to a new estimate Central Command provided to congressional defense committees this week. That includes: ~11.2B for ops; ~$28.1B to replace expended munitions; ~$4.3B for replacing lost equipment"

'Hill investigates after F-35 parts diverted to Hong Kong' - Politico

Trump's F-35 Push for Saudi Arabia Moves Forward as US Clears Potential $24.3 Billion Fighter Jet Sale: Lockheed Martin, RTX Set to Gain?

Lockheed Martin CFO Says Budget Delays Have Limited Impact As Most Of 2027 Revenue Already Funded, Can Slow New Program Starts

Lockheed Martin CFO Says Supply Chain Is Biggest Risk Factor In Production Scaling

Saudi Civil Defense Says Yemen's Houthi Rebels Launched A Drone At Saudi City Of Taif In Mecca Province; One Killed, Two Injured During Drone Interception

Lockheed Martin Signs Framework Agreement With US Department Of War To Accelerate Production And Delivery Of AIM-260, Joint Advanced Tactical Missile

"The Trump Administration Is Preparing A Multibillion-Dollar Sale Of 2,000-Pound Bombs To Israel In The Largest Single Sale Of The Controversial Munition In Recent Years" - Washington Post

'U.S., Israeli and Arab military chiefs held secret meeting on Iran' - Axios

President Trump Posts On Truth Social "I’ve just received a Report that the United States is producing more Exquisite and Elite Weapons than at any time in our History. They are being delivered on a daily basis to our Forces in the Middle East, and beyond. Our Defense Company Factories are moving 24/7, while at the same time building, on average, 4 to 5 largescale brand new Plants, each!..."

'Iran Is Producing Ballistic Missiles Again; Intelligence Findings Say Tehran Is Assembling Stockpiled Components Into Weapons In Underground Facilities' - WSJ Exclusive

Lockheed Martin Secures $114M U.S. Space Force Contracts To Upgrade GPS Ground Segment

UBS Upgrades Lockheed Martin to Buy, Raises Price Target to $674

Lockheed Martin shares are trading higher after reports suggesting that the EU will purchase more Patriot missiles to transfer to Ukraine for that country to protect its airspace from an expected increase in Russian attacks during the winter months.

'Army Secretary Resigns After Months of Friction with Hegseth'- WSJ

White House Press Secretary Leavitt Says In Fox News Interview That No New Iran Negotiations Are Taking Place; All Options Remain On The Table

Reported August 26, 'CIA Chief’s Surprise Moscow Trip Was to Warn Russia Not to Attack NATO' - WSJ Exclusive

Shares of aerospace and defense companies are trading lower. Reports suggest that Deputy Defense Secretary Steve Feinberg signed a memo proposing a software tool that would give the government direct access to defense companies' financial systems, potentially impeding commercial and nontraditional firms from doing business with the Pentagon.

The U.S. Department Of State Has Made A Determination Approving A Possible Foreign Military Sale To The Government Of Norway For UH-60M Black Hawk Helicopters And Related Equipment; Estimated Total Cost Is $2.3B

Shares of defense-related companies are trading lower after reports suggesting that the Pentagon is considering the use of software to draw data directly from contractors' internal financial records to get a better view of production costs.

'China exports to US rise of rare earth critical to aerospace sector' - Reuters

'DoD memo pushes for more contractor pricing info, potential direct software link' - Breaking Defense

Reported Earlier, 'Iran eyes military targets in Europe if Donald Trump escalates war, insiders say' - Financial Times

'Canada And U.S. Discuss Critical Minerals And Defence In Trade Talks, Sources Say; U.S. Demands Include Right Of First Refusal On Canadian Critical Minerals And Purchase Of Its F-35 Fighter Jets' - The Globe And Mail

Citigroup Maintains Buy on Lockheed Martin, Raises Price Target to $691

Lockheed Martin Makes Multimillion Dollar Investment To Develop Modular Payload Delivery System For Scaled Hypersonic Missions

Pete Hegseth Says Congress Could Pay ‘No Greater Tribute’ to Lindsey Graham Than Approving Pentagon’s Historic $1.5 Trillion Military Budget

Lockheed Martin Selected For Missile Defense Agency Contract To Modernize Objective Simulation Framework Virtual Testing Environment; Contract Value Not Disclosed

Lockheed Martin Says Next Generation Interceptor Stage 2 Motor Completes Successful High-Vacuum Static Fire Test, Advancing Toward Critical Design Review And 2030 Fielding

Lockheed Martin Announces $250M Committed To Date To New Strigo Product Center, Launching Modular RF Sensor, Missile Datalink And Seeker Solutions

Palantir AI Boosts Pentagon Capabilities but LMT, RTX May Be the Better Missile Shortage Plays

'Army Opens Test Ranges To Private Industry To Help Break Munitions Bottleneck; Test Ranges Allow Companies To Prove Their Weapons Work In Battlefield Conditions, Expediting The Process Of Supplying The Military' - WSJ

Jim Cramer Calls This Industrial Stock ‘Sensational’ And Ameriprise Financial ‘Fantastic’

Trump Threatens Long Prison Terms for 'Treasonous' Leakers as Reports of Missile Shortages and a Clash with Hegseth Swirl: 'The US Has Massive Amounts...'

The Hormuz Letter Posts On X "Iran has launched a ballistic missile attack on Bahrain, per initial reports from Fars. This is the first attack on Bahrain in nearly two weeks."

Trump Said 'Let's Do a Beauty'— Then Reportedly Made Crews Rip Up Weeks of Work on His $6 Million Granite Helipad

Shares of aerospace and defense companies are trading higher. Investor optimism ahead of SpaceX's first public earnings report may be lifting industry peers.

'Lockheed seeks U.S. mineral supplies after Trump supply-chain push, sources say' - Reuters Exclusive

Putin Wants Ukraine to 'Break From Exhaustion' This Winter, Energy Chief Shmyhal Warns— And He's Coming After the Water Systems: 'It is Difficult to Survive...'