With a backlog bigger than some countries’ entire economies, Lockheed Martin has contracts locked in for years—giving it a fortress-like revenue stream.
Exploding with info, reading this was a blast, thanks. And question - any views on how Lockheed could benefit or suffer from increased European defense spending? Defense companies are booming now Europe. Does this spillover to Lockheed or does it take away? Thanks for any thoughts.
My quick take is that Lockheed Martin benefits from Europe’s defense spending surge, especially in F-35 sales and missile defense systems, driven by NATO alignment. However, rising European defense industry efforts (Airbus, BAE, Dassault) and political preference for domestic procurement could create long-term competition. Short-term boost, but potential challenges ahead.
Exploding with info, reading this was a blast, thanks. And question - any views on how Lockheed could benefit or suffer from increased European defense spending? Defense companies are booming now Europe. Does this spillover to Lockheed or does it take away? Thanks for any thoughts.
Thanks Joel!
My quick take is that Lockheed Martin benefits from Europe’s defense spending surge, especially in F-35 sales and missile defense systems, driven by NATO alignment. However, rising European defense industry efforts (Airbus, BAE, Dassault) and political preference for domestic procurement could create long-term competition. Short-term boost, but potential challenges ahead.