US defense companies are under significant pressure to address a 'readiness gap' as Pentagon demands for equipment and munitions lag years behind. The FY 2027 budget allocates $114 billion for missiles and munitions and over $100 billion for defense industrial base investments, including rare earth supply chains. Major defense contractors like Lockheed Martin, Raytheon, and Northrop Grumman are scaling production, while smaller firms like Kratos Defense represent emerging vendors. Investors should weigh risks from delivery delays, political shifts, and tighter oversight, but the sector benefits from strong demand and supply chain needs tied also to AI technology.
Lockheed Martin Ventures, the $1 billion venture capital arm of Lockheed Martin, is expanding into the UK and Europe with a new London office. It plans to invest at least $100 million in defense technology startups to strengthen transatlantic defense...
Small-cap stocks in the U.S. market continue to be the most undervalued segment, even after their best first-half performance in over 30 years, according to Morningstar's Q3 2026 outlook. The overall market shows a modest 8% discount to fair value, b...
Xanadu Quantum Technologies and Lockheed Martin have launched a collaboration to enhance quantum computing skills among Lockheed Martin engineers through the Quantum Talent Pipeline (QTP) program. This initiative uses Xanadu's PennyLane platform and ...
Lockheed Martin reaffirmed its 2026 financial guidance with expected sales of $77.5–$80 billion, EPS of $29.35–$30.25, and free cash flow of $6.5–$6.8 billion, anticipating margin improvements in the second half of the year. The company faces near-te...
