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Lockheed Martin (LMT) has secured $1.7 billion from the Pentagon, despite a recent audit highlighting issues with its F-35 fighter program, which faces significant maintenance challenges. While the company enjoys a record-high backlog and steady financial growth, its stock has remained stagnant, trading between $410 and $515 throughout 2025. This situation raises concerns about whether Lockheed Martin is becoming complacent amid its success.
Boeing outperformed Airbus in 2025 orders, securing 812 commercial aircraft orders compared to Airbus's 640. Boeing's success is attributed to global demand and trade deals, despite Airbus's wins in specific aircraft categories. Additionally, Boeing received significant military contracts, enhancing its position. Analysts rate Boeing as a Strong Buy with a target price of $251.71, while Airbus is rated a Moderate Buy with a target of $170.54, indicating higher upside potential for Airbus.
Lockheed Martin's stock (LMT) declined despite securing $767 million in new defense contracts, including a $328.5 million deal with the U.S. Air Force for Taiwan. Analysts express concerns over cash flow and pension debt, with JPMorgan downgrading the stock to Hold, citing lower cash generation forecasts. The average price target for LMT is $524.93, suggesting a potential 9% upside, but the consensus remains a Hold based on recent analyst ratings.
Lockheed Martin Corp. has been awarded a $328.5 million contract for Department of Defense and Foreign Military Sales programs, specifically for Taiwan. The contract includes the production of Sniper, Infrared Search and Track, and Low Altitude Navigation and Targeting systems for fixed-wing aircraft. Lockheed Martin will deliver 55 sensor pods and related equipment, with work expected to be completed by June 30, 2031. The contract is managed by the Air Force Life Cycle Management Center in Georgia.
The U.S. Army has awarded Boeing a $2.73 billion contract for post-production support services for Apache helicopters, with work expected to be completed by December 31, 2030. The contract was solicited online, receiving one bid, and will be managed by the Army Contracting Command at Redstone Arsenal, Alabama.
