Lockheed Martin (LMT)

The Secretary of Defense just sent drone stocks soaring. Dive into the implications of Hegseth's latest memo and uncover why these stocks are benefiting big.

Defense stocks are rallying on Trump's record defense bill, but Q2 earnings will test whether companies can deliver on high expectations.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

Lockheed Martin re-enters deep-sea mining in lucrative Pacific Ocean zone, negotiating partnerships for access to valuable minerals.

U.S. regulators reportedly granted two eastern Pacific mining licenses in international waters to the U.S. aerospace giant in the early 1980s.

Lockheed Martin Corporation (NYSE: LMT) is in talks with mining companies to enable the development of its licensed areas on the Pacific seabed. The move comes as global competition for critical minerals continues to intensify.

Bank of America names its highest-conviction stock ideas for Q3 2025—8 Buys and 2 Underperforms. Boeing, Cisco, and Datadog top the list.

Rocket Lab and Kratos are driving a surge in defense ETFs like SHLD and XAR, as Pentagon policies boost demand for drones, AI, and space tech.

The Senate panel’s measure would take the total defense budget to $991 billion for the year starting October, up from $961 billion in the current year.

Dividend stocks like Lockheed Martin, The Coca-Cola Company, and Walmart are well-positioned to deliver for investors in 2025.

Aerospace and defense stocks soared in Q2 2025, outpacing tech. Trump's $156B Pentagon bill fuels investor interest and ETF inflows.

Honeywell (NASDAQ: HON) is considering strategic options for its logistics-focused business units, as part of its restructuring to focus on automation. CEO Vimal Kapur says this aligns with their goal of concentrating on industrial, process, and building automation. The review process will not affect the planned spin-offs of other divisions. Jim Masso has been appointed to lead the process automation division. HON shares declined 0.24% premarket. Lockheed Martin leads in capital efficiency in the defense sector, but market response is lackluster.

Anduril Industries CEO Palmer Luckey publicly thanked Trump on Monday after the president announced resumed U.S. weapons shipments to Ukraine.

Lockheed Martin uses its capital to generate profits most efficiently as compared to its peers; however, its ROCE has been tepid YoY.

Rising global tensions and defense tech upgrades make LMT, GD, and LHX strong large-cap stocks to watch in the second half of 2025

This niche quantum computing play could remain a divisive investment.

BlueForge Alliance and Palantir launch Warp Speed for Warships initiative to digitally transform US Navy's shipbuilding process and strengthen national maritime capabilities.