LMT · Earnings call · 2026Q3T · Full report

Market Demand Trends

LOCKHEED MARTIN CORP · 2026-10-22 · Importance 10 · Surprise 6

Management described sustained defense demand against continued military ambitions and production activity by Russia, Iran, and China, citing aircraft, missiles, and satellites in particular. It said maintaining deterrence will require sustained investment in national defense, the defense industrial base, and defense products, including those developed with new entrants and venture-company partners. Management expects this environment to support demand for many years.

Key facts