Lockheed Martin said on Wednesday it delivered 191 F-35 fighter jets in 2025 to the United States and its allies, a record for the program. ...

FORT WORTH, Texas, Jan. 7, 2026 /PRNewswire/ -- In a record-breaking year for the F-35 Lightning II program, Lockheed Martin (NYSE: LMT) delivered 191 F-35s in 2025, surpassing the previous delivery record of 142 jets.Annual F-35 production is now running at a pace five times faster than any other allied fighter currently in production, underscoring the program's scale and maturity. Continue Reading Annual F-35 production is now running at a pace five times faster than any other allied fighter i ...

核心观点 - 国家元首在呼吁加快军事装备生产和维护的同时 将矛头指向了高管薪酬 [1] 政策与监管动态 - 国家元首针对军工企业高管薪酬提出目标 暗示可能出台相关管控措施 [1] - 政策核心意图在于将企业资源更多导向军事装备的快速生产与维护 [1] 行业运营重点 - 军工行业被要求加速军事装备的生产流程 [1] - 军事装备的维护保障工作同样被要求提速 [1]

核心观点 - 美国前总统特朗普表示将禁止主要国防承包商在满足其生产与研发投资要求前进行股息支付和股票回购 并提议将高管薪酬上限设为500万美元 相关言论导致美股国防板块股价普遍下跌 [1][2] 行业影响与市场反应 - 特朗普的言论引发美股国防板块遭到普遍抛售 [1][2] - 主要国防承包商股价应声下跌 截至纽约时间下午2:19 Northrop Grumman股价一度下跌3% [1][2] - 洛克希德马丁 RTX和通用动力等主要国防承包商股价也均下跌 [1][2] 政策提议的具体内容 - 特朗普要求国防公司在建成“新的且现代化的生产工厂”之前 不得发放股息或回购本公司股票 [1][2] - 特朗普提议在满足上述条件前 应将国防公司高管的薪酬上限设为500万美元 [1][2] - 特朗普批评国防公司生产军事装备的速度不够快且维护不到位 并指责其以牺牲对工厂和设备投资为代价 向股东发放巨额股息并进行大规模股票回购 [1][2] 公司高管薪酬现状 - 2024年 Northrop Grumman首席执行官Kathy Warden的总薪酬为2400万美元 其中基本年薪为179万美元 [1][3] - 2024年 洛克希德马丁首席执行官Jim Taiclet的总薪酬为2375万美元 年薪为175万美元 [1][3] - 上述薪酬水平远高于特朗普提议的500万美元上限 [1][3] 政策背景与潜在执行方式 - 特朗普的帖文重申了其在2023年12月22日的表态 即他将很快会见主要国防承包商高管 迫使其将更多资金用于研发而非回购 高管薪酬和分红 [2][3] - 特朗普未说明具体执行方式 但知情人士表示其正考虑就此发布一项行政令 [2][3]

特朗普社交媒体声明对国防承包商的影响 - 前总统特朗普在Truth Social上发帖宣布，在包括薪酬、装备生产、工厂等问题得到纠正之前，他不会"允许国防公司进行分红或股票回购" [1] - 该声明直接针对国防承包商，意图限制其资本回报行为，直至其运营问题得到解决 [1] 主要国防承包商股价的市场反应 - 洛克希德马丁股价迅速抹去涨幅，下跌多达2.3% [1] - 诺斯洛普格鲁门股价下跌2.3% [1] - 通用动力股价下跌1.8% [1] - 波音、RTX和L3Harris股价均出现回落 [1]

Vancouver, British Columbia – TheNewswire - January 6, 2026 – Northern Lights Resources Corp. (“Northern Lights” or the “Company”) (CSE: NLR) (OTC: NLRCF) is pleased to provide a corporate recap and a message from its Chief Executive Officer, Luka Capin, outlining the Company’s achievements in 2025 and its positive outlook as it advances toward key catalysts in 2026.I would like to thank our shareholders, partners, and stakeholders for their continued support and confidence in Northern Lights Resources. Th ...

Lockheed Martin plans to dramatically ramp up production of Patriot missile interceptors, aiming to more than triple its annual output to 2,000, the defense contractor said on Tuesday. Lockheed said that it had reached an agreement with the US Department of Defense to "rapidly accelerate" the production and delivery of its PAC-3 Missile Segment Enhancement (MSE) interceptors over a seven-year period.The new agreement will increase the annual production capacity of PAC-3, or Patriot Advanced Capability, int ...

Lockheed Martin said on Tuesday that it has reached a seven-year agreement with the U.S. Department of War to increase the annual production capacity for its PAC-3 missile interceptors to 2,000 units a year from about 600 previously. ...

The U.S. military operations in Venezuela on Saturday added another layer of complexity to an already fragile global geopolitical landscape. With ongoing tensions in the Middle East and Asia’s major flashpoints, geopolitically driven volatility remains elevated. This backdrop supports structurally higher defense spending, boosting the outlook for defense companies.The S&P 500 Aerospace & Defense Index has gained 53.52% over the past year and 7.91% from Jan. 2 to Jan. 5, highlighting strong momentum in the s ...

Key Points Lockheed Martin will triple Patriot missile production for the Pentagon. More missile sales means more revenue, and probably at higher profit margins. 10 stocks we like better than Lockheed Martin › Lockheed Martin (NYSE: LMT) stock is hopping Tuesday morning, up 3.6% through 10:50 a.m. ET after announcing a "landmark" contract to supply the U.S. Department of Defense with PAC-3 Missile Segment Enhancement (MSE) interceptor missiles -- also known as the "Patriot." Image source: Getty Ima ...