Lockheed Martin

“Lockheed Martin selected OCI high-performance compute to scale AI across their environments efficiently.”

Lockheed Martin is cited as a new OCI infrastructure customer win, using Oracle compute to scale AI.

“Our Chelton business was awarded a multimillion dollar contract from Lockheed Martin to supply their latest generation very high-frequency, ultra-high frequency antenna system.”

Lockheed Martin awarded TransDigm's Chelton unit an antenna-system contract for C-130J aircraft, a defense supply win tied to Lockheed programs.

“we're absolutely excited about the framework agreements that have been signed between the Department of War and Lockheed on both PAC-3 and THAAD.”

Framework agreements between the Department of War and Lockheed on PAC-3 and THAAD support L3Harris's missile-solutions ramp as the propulsion supplier.

“We were excited to hear this morning that Lockheed Martin reached an agreement on THAAD. As you know, we're the only provider of the propulsion and DAC systems for THAAD, and, obviously, we're going to be glad to support Lockheed Martin's and the end customer.”

L3Harris (Aerojet Rocketdyne) is the sole propulsion and DAC provider for THAAD, positioning it to benefit from Lockheed Martin's newly signed THAAD agreement.

“In late January, we announced the launch of EmberPoint, a new venture between Lockheed Martin and Pacific Gas & Electric Co.”

PG&E launched EmberPoint, a wildfire-technology joint venture with Lockheed Martin, giving Lockheed a commercial channel for its prediction/detection and military-grade equipment in the utility wildfire market.

“I would really just suggest that overall, we are progressing well in partnership with both Lockheed Martin and the joint program office for the F-35 to deliver on those modernization efforts for the program.”

Northrop supplies the APG-81/APG-85 radar for the F-35 and reports progressing well in partnership with prime contractor Lockheed Martin and the joint program office on Block 4 modernization.

“Lockheed has a partnership with Rheinmetall on missiles.”

An analyst cites Lockheed Martin's missile partnership with Rheinmetall as an example of European primes localizing production, prompting a question about how Northrop maintains its own foothold as European allies grow indigenous capability.

“You're effectively going to be competing with Lockheed and Raytheon, who are two of Aerojet's largest customers.”

An analyst noted that L3Harris's new Wolf Pack munitions program will put it in competition with Lockheed Martin, a major existing customer of its Aerojet Rocketdyne missile propulsion business.

“we're now running at a 1:1 rate, we believe, relative to Lockheed's production.”

Howmet's F-35 structures orders (via its Bulkheads division) have recovered to a 1:1 rate with Lockheed Martin's aircraft production after years of inventory drawdown, supporting future defense revenue.

“Lockheed Martin said a couple of days ago that they're looking to substantially enhance the capability on the aircraft. Exactly what Jim Taiclet said. But I was wondering if there were any opportunities there for L3Harris Technologies, Inc. to be involved in this process?”

An analyst references Lockheed Martin's plan to substantially enhance F-35 capability; L3Harris confirms it is well positioned to support Lockheed on TR3 hardware and F-35 retrofit work, indicating continued demand from Lockheed as a prime customer.

“Notable examples this quarter include NatWest and Lockheed Martin, leveraging our Granite models for advanced AI applications.”

IBM cites Lockheed Martin as a client using its Granite AI models for advanced applications, a notable enterprise AI win.

“I think the good news is that the inventory overhang that was at Lockheed in terms of bulkheads is, I think, behind us, and you can see some of the effects of that.”

The bulkhead inventory overhang at Lockheed Martin, tied to F-35 structures demand, appears to have cleared, supporting Howmet's structures-segment margin recovery.

“due to lower equity earnings from United Launch Alliance (ULA), partially offset by the higher sales volume.”

Lockheed's Q4 Space operating profit fell on lower equity earnings from its ULA joint venture, though 2026 guidance assumes ULA equity earnings recover.

“And we're installing them as partners with SailDrone on their autonomous ships.”

Lockheed is arming SailDrone's autonomous surface vessels with reconfigured JAGM missiles, a partnership that adds a weapons payload to SailDrone's platforms.