Lockheed Martin (LMT) Is Up 6.9% After F-35 Output Gains And New PAC-3 Framework - Has The Bull Case Changed?

Simply Wall St.01-14

In recent days, Lockheed Martin has highlighted operational progress at its F-35 production facility, welcomed senior U.S. defense leadership, and signed a framework agreement with the Department of ...

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Together with a record delivery of 191 F-35 jets in 2025 and a growing order backlog, these developments underscore how execution on key programs and closer engagement with U.S. defense planners are shaping Lockheed Martin’s role in meeting evolving military capability needs. We’ll now examine how stronger F-35 production and heightened attention on U.S. defense spending may influence Lockheed Martin’s existing investment narrative. Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.AdvertisementLockheed Martin Investment Narrative RecapTo own Lockheed Martin, you need to believe its core franchises like the F 35 and missile defense will keep attracting large, long duration contracts, despite budget and execution setbacks. The recent acceleration framework for PAC 3 MSE and record 2025 F 35 deliveries may support the near term focus on backlog conversion and cash flow, while the biggest risk remains further charges or contract pressure on complex legacy and classified programs. If the new news changes that risk, it is not yet clearly visible. The new framework agreement to speed up PAC 3 MSE interceptor deliveries is the most relevant recent announcement here, because it directly ties into demand for advanced air and missile defense systems that underpin Lockheed Martin’s growth narrative. It also sits alongside the record US$179,000,000,000 backlog, reinforcing how faster execution on high priority programs could influence how investors view the balance between near term profit pressure and the potential for future margin recovery. Yet while backlog and production milestones are encouraging, investors should also be aware of how shifting U.S. and allied defense budgets could... Read the full narrative on Lockheed Martin (it's free!)Lockheed Martin's narrative projects $81.0 billion revenue and $7.1 billion earnings by 2028. This requires 4.1% yearly revenue growth and a roughly $2.9 billion earnings increase from $4.2 billion today.Uncover how Lockheed Martin's forecasts yield a $528.17 fair value, a 5% downside to its current price.Exploring Other PerspectivesLMT 1-Year Stock Price Chart Twenty three members of the Simply Wall St Community estimate Lockheed Martin’s fair value between about US$398 and US$605, reflecting very different expectations. As you weigh those views, remember that any change in U.S. and allied defense budget priorities could directly affect future contract awards and the company’s ability to sustain its current role in advanced platforms and missile defense.Explore 23 other fair value estimates on Lockheed Martin - why the stock might be worth as much as 8% more than the current price!Build Your Own Lockheed Martin NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Lockheed Martin research is our analysis highlighting 4 key rewards and 3 important warning signs that could impact your investment decision.Our free Lockheed Martin research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Lockheed Martin's overall financial health at a glance.Interested In Other Possibilities?Opportunities like this don't last. These are today's most promising picks. Check them out now:Explore 29 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 25 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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