LMT

Lockheed Martin Corporation

research_scan theme='defense-modernization'; value_chain_position='pure-play'; Largest US prime by revenue with the deepest PAC-3 / GMLRS / F-35 / Sentinel / Trident D5 production base directly funded by the FY2027 PBR reconciliation tranche; revenue durability is the cleanest test of the 'defence sector (structural budget competition)' posture-implication on C-14, with solid-rocket-motor supply (post-Aerojet Rocketdyne acquisition by L3Harris) as the binding throughput constraint.