Lockheed Martin Expands Advanced Munitions Manufacturing in Texas, Driving Thousands of New American Jobs

Impact · against what's priced in

The expansion of munitions manufacturing is a positive but incremental signal for LMT, as it provides concrete evidence for the margin expansion and revenue acceleration the market currently rejects. For GM, the mention of past collaboration is a non-event that does not alter the current valuation of its core automotive business.

LMT+0.20

Challenges what's priced in

The price assumes