LMT · 10-Q · 2026Q3 · Full report

Market Demand Trends

LOCKHEED MARTIN CORP · 2026-10-22 · Importance 40 · Surprise 42

Conflicts and tensions in the Middle East, Europe, and the Pacific have heightened security requirements, while the company notes that its business primarily operates on a long-cycle basis. The U.S. Government has broadly focused on increasing industry capacity to meet long-term demand. Lockheed Martin has entered into multi-year Department of War contracts to increase production and accelerate deliveries of PAC-3 MSE and THAAD, alongside munitions framework agreements for PrSM and JATM and a multi-year F-35 production and sustainment framework agreement.