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Investing.com -- The U.S. State Department has approved a potential $2.7 billion military sale to Ukraine covering air defense upgrades, weapons, and related equipment and services, according to a congressional notification late Friday.
Lockheed Martin (NYSE:LMT) is set to benefit from a US government plan to sell up to 48 F-35 jets to Saudi Arabia, following a notification to Congress in 2026. The proposed Saudi package would mark the first sale of F-35 aircraft to the kingdom, expanding US fifth generation fighter exports in the Gulf. Lockheed Martin also marked the rollout of Germany's first F-35A in 2026, a key step in Berlin's transition to the aircraft. The initial Saudi F-35 sale and Germany's first F-35A rollout...
A single replacement part for one of the Air Force's most important cargo planes can take four years to build. A former SpaceX engineer just proved his robots can make one in two months.*How scrappy startups take on industries worth billions:* https://clickhubspot.com/nxmiEd Mehr left SpaceX and Relativity Space to solve a problem that had nothing to do with software: manufacturing can't move at software speed. His fix, Machina Labs, replaces the custom, million-dollar "dies" that traditional stamping relies on with two robotic arms that can shape sheet metal into almost anything — no new tooling required. It's already caught the attention of the US Air Force, NASA, and Lockheed Martin, who's betting on Machina to help diversify a defense supply chain where 87% of programs cite supply-chain issues as a bottleneck to scaling. The tradeoff is speed — Machina can't out-produce a stamping line yet — but the company is betting that flexibility, not volume, is what modern manufacturing, and modern warfare, actually needs.In this series, our producer and host, Noelle Medina, gets an inside look at the small yet scaling companies quietly reinventing America's biggest industries.Check out our other episodes here: https://www.youtube.com/playlist?list=PLblFs6y75WUv7UtwrOApsHasI_YkauabF0:00 The four‑year replacement‑part problem0:38 Why traditional stamping dies make factories slow, rigid, and insanely expensive2:53 Ed Mehr’s path through SpaceX & Relativity Space 3:47 Founding Machina Labs to build a new kind of flexible, robot‑run factory5:30 Meet the RoboCraftsman7:12 Inside Mach 2: upgraded arms, swappable “warheads,” and containerized factory cells8:07 Two‑layer software & real‑time feedback that lets robots sculpt metal like human hands12:00 Where Machina actually wins13:03 Defense pivot15:53 Expressive customization and an off‑planet “teal workforce” futureGet the 5-minute newsletter keeping 2M+ innovators in the loop: https://thehustle.co/join-free-2
Boeing (BA) stock is down about 8% over the past year and trades about 22% below its 52-week high. Inside the factories the picture reads differently: the company is delivering airplanes at a pace it has not managed since 2018, against a record order book. The upside case rests on a clear assumption: translating that delivery pace into positive free cash flow.
Rocket Lab (RKLB) has gained 9.5% over the last five trading days, while the S&P 500 added 0.6%. A week like that pulls money in. The stock is still about 55% below its 52-week high. The run is not the question. What matters for your money is what this stock does to your portfolio when the market moves, because it travels about four times as far as the index in both directions.
Korean Air just signed a $36.2 billion Boeing commitment stretching well into the next decade, but a record backlog and blockbuster headline numbers tell only part of the story for a manufacturer still racing to prove it can actually deliver.
Lockheed (LMT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
LMT vs. HWM: Which Stock Is the Better Value Option?
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Boeing's CEO just admitted the 737 MAX ramp is taking longer than promised, sending shares sliding again, yet one prominent analyst refuses to budge on a price target that dwarfs anything else in US aerospace.
TDG's defense revenues rise 11% in fiscal Q3 2026 as strong bookings and backlog support its U.S. defense aerospace growth outlook.
LMT is ramping JATM production as U.S. and allied demand grows, supporting faster deliveries and potential long-term program expansion.
The State Department notified Congress that it plans to sell Saudi Arabia up to 48 F-35 warplanes in a first-time sale that could be worth as much as $24.3 billion. The sale of the Lockheed Martin Corp. fighter jet to Saudi Arabia has been in the works for a number of years. President Donald Trump signaled in November the US would sell F-35s to the Kingdom, offering Crown Prince Mohammed bin Salman a prize he's long cherished, ahead of a visit to the White House that month. Meantime, the Pentagon and Lockheed Martin Corp. are moving to speed up the production of a new classified air-to-air missile for US Air Force and Navy jets that's seen as vital to deterring China. For more, we speak with Wayne Sanders, Senior Defense Research Analyst for Bloomberg Intelligence.
Investing.com -- The U.S. State Department has approved a possible $24.3 billion foreign military sale to Saudi Arabia that would include 48 F-35 Lightning II fighter jets, strengthening Riyadh's air capabilities and interoperability with U.S. and allied forces.
The U.S. State Department has formally notified Congress of its intent to sell up to 48 F-35 stealth fighters to Saudi Arabia.
Barra expects $700 million of defense revenue this year at double-digit margins
Lockheed Martin’s CEO said the weapons maker was running ahead of schedule on its plan to more than triple production of sorely needed Patriot missiles. The massive orders will change the share of revenue that the company generates from missile sales, Taiclet said Thursday.
General Motors has delivered its first components for Lockheed Martin interceptor missiles as the defense contractor boosts production to rebuild US stocks in the middle of the Iran war and to meet international demand, Lockheed said Thursday."This extraordinary 22‑day turnaround underscores Lockheed Martin's relentless focus on execution -- delivering for our troops faster, with greater capacity," said Tim Cahill, president of Lockheed Martin Missiles and Fire Control.
Lockheed Martin (NYSE:LMT) Chief Executive Officer Jim Taiclet outlined the defense contractor’s strategy to combine high-end weapons platforms with lower-cost autonomous and counter-drone systems, positioning the company as a “mission integrator” rather than solely a maker of individual defense pro
The AIM-260 is an air-dominance missile with greater range and effectiveness than existing air-to-air weapons, and is compatible with multiple Air Force and Navy aircraft, including the F-22 Raptor and F-35 Lightning II.
GM has started making Patriot missile parts for Lockheed Martin as the Pentagon seeks to restock its inventory.
On this episode of Stock Movers: - Generac (GNRC) shares are jumping after the company and Amazon execute a long-term supply agreement, with initial deliveries of backup generators expected to total $2.4b in 2027, 2028. - CoreWeave (CRWV) is the most actively traded stock in the premarket as it kicked off a fresh round of fundraising that includes a $3 billion convertible bond issue and a vehicle for potential share sales. - Lockheed Martin (LMT) shares are moving on news the Pentagon and Lockheed Martin have struck a framework agreement for a multi-year production contract for the Joint Advanced Tactical Missile, or JATM.
GM and Lockheed Martin first said in June that they were engaged in 'collaboration discussions' about working together.
The Detroit automaker’s partnership with Lockheed Martin is a potential lift to America’s munitions supplies depleted by the conflicts in Ukraine and the Middle East.
L3Harris Technologies (LHX) just secured a US$4.7b undefinitized contract from Lockheed Martin to supply propulsion systems for PAC-3 MSE interceptors over seven years, extending an already deep missile partnership. L3Harris Technologies’ latest contract win lands after a tough stretch for the ticker, with the 30-day share price return down 9.93% and the 90-day move down 14.95%. Even though the 3-year total shareholder return of 52.08% still points to a much stronger longer-run outcome, the...
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
UBS Picks 10 Industrial Winners as Capital Spending Moves Beyond AI
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