Lockheed MartinLMT

01F-35 backlog stood at 317 aircraft as of June 28, 2026, with 1,344 production aircraft delivered since program inception F-35 sustainment contract volume also increased during the periods The FY 2027 Administration proposal emphasizes an increase in F-35 purchases as part of a $760 billion weapons-procurement and modernization effort

02MFC sales increased $944 million (14%) in H1 2026 driven by production ramp-up on PAC-3 and THAAD programs MFC operating profit increased $150 million (16%) in H1 2026 with $65 million of higher net favorable profit adjustments The FY 2027 proposal highlights commitment to Golden Dome missile defense and munitions framework deals The company states it is working with the U.S. Government to increase capacity and replenish depleted U.S. and allied stockpiles

0370% of $38.1 billion in H1 2026 sales came from the U.S. Government, 61% from the Department of War FY 2026 appropriations provided $839.2 billion in discretionary defense funding, an $8.4 billion increase over the budget request The Tax Act provides more than $150 billion of additional mandatory defense funding through September 30, 2029 The FY 2027 proposal seeks a historic $1.5 trillion defense budget including $350 billion of mandatory funding through reconciliation

04Space segment sales increased $412 million (6%) in H1 2026 driven by higher volume on Fleet Ballistic Missile and Next Generation Interceptor programs The FY 2027 proposal emphasizes Golden Dome missile defense and a major shipbuilding program Lockheed operates the only U.S. submarine-launched ballistic missile production line through the FBM program