Lockheed Martin's strong earnings, raised guidance and a potential historic F-35 deal support its stock as the price presses toward a wedge breakout. Q3 EPS and sales exceeded estimates; the F-35 deal remains potential. x.com 

Lockheed Martin is a defensive core holding with near-monopoly defense franchises and steady cash flow. The F-35, over 25% of revenue, is the only fifth-generation fighter deployed at scale in the West, and FY2026-27 budgets raise F-35 funding 62% and more than double PAC-3 and THAAD procurement. Backlog is $186.4B, 2.4x annual revenue, new Army and Navy contracts landed May 28, and over 60% of free cash flow goes to dividends and buybacks. x.com 

Drone stocks fell in 2026 even as backlogs hit records: Ukraine turned aircraft into ammunition, and the Pentagon's 2027 request holds nearly $75B for drones and counter-drone. AeroVironment's reordered loitering munitions and Kratos's jet drones are highest conviction. Counter-drone names Ondas, Axon, Motorola Solutions, Safe Pro, DroneShield and Rheinmetall gain as threats grow, Unusual Machines from Chinese-parts bans. Primes bury drone exposure; pure plays may not convert backlog. x.com  … Show more

Lockheed Martin looks like a really great opportunity in defense, with orders outpacing deliveries at a reasonable valuation. Its backlog is a record $230B, almost 3x expected 2026 revenue, after $65B of new Q2 orders. Q2 sales grew 11% to $20.1B, and management raised free cash flow guidance to over $7B for 2026. It trades at about 18-19x 2026 earnings, reasonable for a sector leader; the next few weeks are about finding an entry point. x.com 

Lockheed Martin, now down for the year, is a buy for the long-term portfolio because defense is always needed. x.com 

Defense contractors such as Lockheed Martin and RTX always dump the day peace headlines land, because the conflict buildup was the trade. Explanations about how Patriot and THAAD performed, as @HyperTechInvest suggests, are what people tell themselves afterward. x.com 

Lockheed Martin's $4.7 billion Patriot interceptor contract shows a defense supercycle whose backlog Wall Street has not fully priced. Patriot is the backbone of US and allied air defense, countries are asking how fast they can get one, and more contracts are behind this one. Defense budgets are accelerating globally with bipartisan political will, and governments rarely cut them once they start; the money also flows down to suppliers. x.com  x.com 

Lockheed Martin's earnings beat and raised guidance point to a defense-stock shortage quietly approaching. Per TrendSpider, third-quarter EPS was $7.97 against $7.42 expected and sales were $20.711 billion against $20.495 billion expected; FY2026 GAAP EPS and sales guidance were raised. x.com 

Legacy defense primes such as Lockheed Martin, RTX and Northrop Grumman are losing work as counter-drone contracts go to newer software-defined systems. The US deployment of Anduril's counter-drone system for homeland defense shows a company that did not exist a decade ago doing what legacy air-defense primes used to own outright. The trade is that reallocation inside flat-to-modest budgets, not the budget number itself. x.com 

Defense money is rotating into next-generation drone makers such as AeroVironment and Red Cat, not just legacy plays like Lockheed's F-35, after NATO members pledged 5% of GDP to defense, roughly a second U.S. military budget. x.com