LMT · News · 20260921N
Competition and Market Share
LOCKHEED MARTIN CORP · 2026-09-21 · Importance 31 · Surprise 42 · In source text
The U.S. Air Force selected Anduril Industries and General Atomics to build its first Collaborative Combat Aircraft drones, excluding Lockheed Martin from the initial shortlist. Lockheed Martin is nevertheless building five of its own stealth drones, indicating continued investment in an emerging uncrewed combat-aircraft market. The development creates competitive pressure from newer entrants in autonomous and collaborative aircraft systems.
Key facts
- Pentagon contract announcements showed Lockheed Martin received over $1.3 billion across three contracts, including a significant missile contract, as part of nearly $1.9 billion awarded to Boeing and Lockheed Martin. source
- Lockheed Martin is building five stealth drones of its own despite not being selected for the U.S. Air Force's Collaborative Combat Aircraft shortlist. source
- Nykredit A/S acquired 18,442 shares of Lockheed Martin during the second quarter worth approximately $9.39 million. source
- Lockheed Martin declared a quarterly dividend of $3.45 per share. source
- Institutional investors hold 74.19% of Lockheed Martin's shares. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| cash | negative | probable | — | Lockheed Martin is building five stealth drones of its own despite not being selected for the U.S. Air Force's Collaborative Combat… |