LMT · 10-Q · 2026Q2 · Full report

Supply Chain Constraints

LOCKHEED MARTIN CORP · 2026-07-23 · Importance 29 · Surprise 24

Lockheed Martin continues to experience supplier shortages and performance issues, although on-time deliveries have generally remained steady. Pressures persist in certain areas, and the company is working with suppliers to meet contract commitments through long-term contracts, alternative sources, material procurement and supply-chain digital transformation. Rare-earth mineral availability is an emerging concern for materials used in certain products, while imported materials and components remain exposed to tariffs, sanctions, embargoes and other trade restrictions.