The Pentagon Has 268 Days to Replace America's Most Critical Supply Chain [Yahoo! Finance]
Lockheed Martin Corporation (LMT)
Last lockheed martin corporation earnings: 4/21 07:30 am
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Source: Yahoo! Finance
Oil and gas have dozens of global suppliers. When one source gets disrupted, others fill the gap. Prices spike, then stabilize. Rare earth alloys -- especially the ones the Pentagon won't name publicly -- are different. There is no backup supplier. There is no strategic reserve… And, because of that, one Euclid, Ohio company just became an important stock in the space. If rare earth alloys disappear tomorrow, your phone goes dark, your EV won't start, and the F-35 production line at Lockheed Martin goes silent. Not slowed. Silent China controls over 90% of the global capacity to make these alloys. And they've already started turning off the tap -- restricting exports of rare earth processing technology, equipment expertise. And there's a hard deadline coming . On January 1, 2027 – 268 days from today -- new U.S. defense procurement rules kick in. Under DFARS and 10 U.S.C. §4872, Chinese-origin rare earth materials will be BANNED from American defense systems. Lockheed,
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LMT
News
- Lockheed Martin Secures First Contract for PAC-3® MSE Accelerated Production, Strengthening the Arsenal of FreedomPR Newswire
- Lockheed Martin's New Space Contracts Extend Long Term Earnings Story [Yahoo! Finance]Yahoo! Finance
- The Aerospace ETF Wall Street Overlooks: Why XAR's Smaller Holdings Are Outrunning the Giants [Yahoo! Finance]Yahoo! Finance
- Artemis II crew faces risky reentry before splashdown on Earth [USA TODAY]USA TODAY
- Defence stocks lag as “two hot wars” reset spending [Wealth Professional (Canada)]Wealth Professional
LMT
Earnings
- 1/29/26 - Miss
LMT
Sec Filings
- 4/6/26 - Form 4
- 4/2/26 - Form 4
- 4/2/26 - Form 4
- LMT's page on the SEC website