核心观点 - 与洛克希德·马丁相比，TransDigm集团和通用动力在航空航天与国防行业拥有更低的估值（市营利率）但更高的营收和营业利润增长 [3] - 估值与业绩之间的脱节可能意味着投资TransDigm集团和通用动力的股票优于洛克希德·马丁的股票 [3] 公司比较分析 - TransDigm集团和通用动力是洛克希德·马丁在航空航天与国防行业的可比公司 [1] - 洛克希德·马丁的业务涵盖航空、导弹、旋翼任务以及空间领域，包括卫星、空间运输和先进导弹系统的研究、设计、开发和技术集成 [4] 估值与增长指标 - 关键比较指标包括市营利率、营收增长和营业利润增长 [4] - 评估洛克希德·马丁股票当前是否昂贵的一种方法是查看这些指标在一年前的跨公司比较情况 [6] - 如果洛克希德·马丁在过去12个月中出现趋势显著逆转，则当前的不匹配可能发生反转 [6] - 反之，如果洛克希德·马丁在营收和营业利润增长方面持续表现不佳，则强化了其股票相对于同行较为昂贵的结论，但可能不会很快逆转 [6] 投资方法考量 - 仅基于估值进行投资虽然具有吸引力，但需要从多个角度仔细评估 [7] - 多因素分析是构建投资组合策略的方式 [7]

Traders now have four new ways to express their views on two closely watched companies—Shopify Inc. (Ticker: SHOP) and Lockheed Martin Corporation (Ticker: LMT)—thanks to the latest additions to Direxion's lineup of Single Stock Daily Leveraged and Inverse ETFs. Lockheed Martin remains one of the largest U.S. defense contractors, with long-term programs across air, space, and missile systems. Its revenue is closely tied to government budgets and geopolitical tensions, and defense stocks have performed well ...

Lockheed's F-35 fighter jet is more popular than ever, but falling prices may be taking a toll on profits.Valued at almost $120 billion, with nearly $72 billion in annual revenue yielding $4.2 billion in annual profit, Lockheed Martin (LMT -0.53%) remains the most valuable pure-play defense stock in the world. (Although if you look at market capitalization exclusively, one could argue Palantir (PLTR -5.39%) is even bigger, despite boasting much smaller revenues.)Best known for its military aircraft, in 2024 ...

Key Takeaways Lockheed Martin raised its quarterly dividend 5% to $3.45 per share, marking 23 straight annual hikes.The board approved an extra $2B in share repurchases, lifting total authorization to nearly $9.1B.A $166.5B backlog and strong defense orders support LMT's ability to sustain dividend growth.Lockheed Martin Corp. (LMT) announced that its board of directors approved a 5% hike in its quarterly dividend to $3.45 per share, marking the 23rd consecutive annual dividend hike. The revised quarterly ...

根据提供的文档内容，文本存在大量乱码和不完整信息，有效内容仅集中在文档ID=2中 该文档包含关于公司股息活动的有限信息 本周股息活动 - 洛克希德马丁公司及MSC Industrial Direct公司宣布增加派息 [2] - 辉瑞公司及Genpact公司宣布了股息分派声明 [2] 下周行业展望 - 达美航空等业内公司预计将有相关动态 [2]

2025年4月中国把7类中重稀土纳入出口管制，美国90%精炼稀土靠中国，本以为美国产业链要断粮，可3个月后洛马照交F-35、特斯拉不停 工，中国出口跌72%，美库存却稳，明摆着有人走私。 卡壳时，美国钼矿公司匿名举报，把走私底细说透：仓库、对接人、货流全有！原来走私稀土价低抢它40%订单，还因纯度差搞砸雷神导 弹测试，它怕行业垮才举报。 一开始海关查大集装箱没收获，后来在跨境快递里揪出猫腻：标"陶瓷配件"的包裹，藏着环氧封装的稀土颗粒，还挖出横跨中越墨的走私 网——咱这儿装"蛋白粉"运越南，越南混黏土压成"瓷砖"运墨，墨提取后装"废金属"送美军工。 2025年8月中越墨联合执法，端窝点截货，走私通道断了。美"多元供应链"露馅——高纯度镝钐只剩咱能产，现在雷神减产能、特斯拉停 产，举报的钼矿倒和咱合规企业签了长约。 个人看法：这事儿够讽刺！美企业为自保帮咱堵门，说明不管哪国企业，守规则才有活路，耍小聪明终会搬石砸脚，咱的稀土优势+规则底 气，就是硬实力！ ...

股息增长 - 公司董事会授权2025年第四季度股息为每股3.45美元，较上一季度增加0.15美元，增幅为5% [1] - 此次增派标志着公司连续第23年实现股息增长 [1] - 股息将于2025年12月30日派发，股权登记日为2025年12月1日营业结束时 [1] 股份回购计划 - 公司董事会授权在现有股份回购计划下额外回购最多20亿美元普通股 [2] - 此次增授权后，股份回购计划项下未来可回购总授权额度达到约91亿美元 [2] - 回购股份的数量和时间将由管理层酌情决定，并需遵守适用法律法规 [2] 公司业务 - 公司是一家全球防务技术公司，致力于推动创新和促进科学发现 [3] - 公司的全域任务解决方案和21世纪安全愿景旨在加速变革性技术的交付 [3]

Bethesda, Maryland-based Lockheed Martin Corporation (LMT) is an aerospace and defense company that researches, designs, develops, manufactures, integrates, and sustains technology systems, products, and services. Valued at $120.1 billion by market cap, the company’s businesses span space, telecommunications, electronics, information and services, aeronautics, energy, and systems integration. The world's largest defense contractor is expected to announce its fiscal third-quarter earnings for 2025 before th ...

Key Takeaways Lockheed's unit secured a $131.4M modification contract for the Integrated Combat System.The deal funds Systems Engineering and Software Integration work for the Navy and Coast Guard fleet.Most of the work will be performed in Moorestown, NJ, and Columbia, MD, through September 2026.Lockheed Martin Corporation’s (LMT) business unit, Rotary and Mission Systems, recently clinched a modification contract involving the Integrated Combat System (ICS). The award has been provided by the Naval Sea Sy ...

TD Cowen将洛克希德·马丁的目标价从420美元上调至520美元。 ...