Lockheed Martin Corp_Rüstungsaktie mit Potential!?
eröffnet am 19.04.12 17:39:28 von
neuester Beitrag 11.03.24 09:35:09 von
neuester Beitrag 11.03.24 09:35:09 von
Beiträge: 95
ID: 1.173.795
ID: 1.173.795
Aufrufe heute: 7
Gesamt: 15.789
Gesamt: 15.789
Aktive User: 0
ISIN: US5398301094 · WKN: 894648 · Symbol: LMT
461,91
USD
-0,28 %
-1,29 USD
Letzter Kurs 23:05:00 NYSE
Neuigkeiten
01.05.24 · dpa-AFX |
29.04.24 · dpa-AFX |
26.04.24 · wallstreetONLINE Redaktion |
23.04.24 · Markus Weingran  |
23.04.24 · Der Aktionär TV |
Werte aus der Branche Luftfahrt und Raumfahrt
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 4,9200 | +13,10 | |
| 3,6400 | +13,04 | |
| 8.357,50 | +9,21 | |
| 6,4200 | +8,63 | |
| 0,9480 | +7,50 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 34,89 | -5,42 | |
| 1,9800 | -5,71 | |
| 4,2600 | -6,58 | |
| 2,0500 | -7,66 | |
| 1,0700 | -17,05 |
Beitrag zu dieser Diskussion schreiben
Feedback
, Lockheed Martin, RTX, Northrop Grumman und General Dynamics.
Das Bitcoin-Gold-Mirakel und schlafende Rüstungs-Riesen
https://www.welt.de/podcasts/alles-auf-aktien/article2505025…
Das Bitcoin-Gold-Mirakel und schlafende Rüstungs-Riesen
https://www.welt.de/podcasts/alles-auf-aktien/article2505025…
US political ‘chaos’ shuts Pentagon contractors out of military stocks boom
American defence companies underperform European peers despite soaring demand as budget deadline looms
Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at https://www.ft.com/tour.
https://www.ft.com/content/3255cde3-3d5e-42f0-b069-47edea1ce…
US defence contractors are missing out on a global military boom that has boosted their European counterparts’ share prices as legislative deadlock in Washington creates government spending uncertainty.
Shares in the biggest military contractors to the Pentagon have shed most of their gains after Russia’s full-scale invasion of Ukraine two years ago. Lockheed Martin has lost 10 per cent in the past year and RTX, formerly known as Raytheon, has declined by 9 per cent.
By contrast, shares in Leonardo of Italy have jumped 91 per cent, while those of Germany’s Rheinmetall have rallied 78 per cent.
The underperformance of the US groups’ stocks comes as spending at the Pentagon, as well as the rest of the US government, is frozen at last year’s levels because Congress has yet to pass the 2024 budget.
Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at https://www.ft.com/tour.
https://www.ft.com/content/3255cde3-3d5e-42f0-b069-47edea1ce…
Callan said there was “still a question about the long-term growth and competitiveness of these [US] companies if Trump is re-elected”.
US defence contractors are also struggling with labour shortages, inflationary pressures and fresh concerns over fixed-price contracts. Northrop Grumman said in January it would take a $1.2bn charge against the new B-21 Raider bomber that it is building for the US Air Force due to rising costs on the contract it won in 2015.
The “monster” charge has “reawakened worries that the defence sector signed up for more risk than was prudent”, said Robert Stallard, analyst at Vertical Research Partners.
Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at https://www.ft.com/tour.
https://www.ft.com/content/3255cde3-3d5e-42f0-b069-47edea1ce…
n many cases the contracts were signed “years ago, back when managements had no inkling that inflation was set to come back with a vengeance”, he added.
Lockheed Martin and RTX are both dealing with losses on fixed-price contracts. Boeing’s defence business reported a loss of $1.8bn last year, following a $3.5bn loss in 2022. Nearly 60 per cent of its defence business derives from fixed-price contracts, according to Securities and Exchange Commission filings.
Several executives have recently signalled they will no longer chase contracts that are at risk of cost overruns. Chris Kubasik, L3Harris chief executive, told analysts in January the company decided to forgo bidding on a fixed-price development programme late last year.
“I will sacrifice revenue for earnings and cash every day of the year, and we will continue to do so until that changes,” he said.
https://www.ft.com/content/3255cde3-3d5e-42f0-b069-47edea1ce…
American defence companies underperform European peers despite soaring demand as budget deadline looms
Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at https://www.ft.com/tour.
https://www.ft.com/content/3255cde3-3d5e-42f0-b069-47edea1ce…
US defence contractors are missing out on a global military boom that has boosted their European counterparts’ share prices as legislative deadlock in Washington creates government spending uncertainty.
Shares in the biggest military contractors to the Pentagon have shed most of their gains after Russia’s full-scale invasion of Ukraine two years ago. Lockheed Martin has lost 10 per cent in the past year and RTX, formerly known as Raytheon, has declined by 9 per cent.
By contrast, shares in Leonardo of Italy have jumped 91 per cent, while those of Germany’s Rheinmetall have rallied 78 per cent.
The underperformance of the US groups’ stocks comes as spending at the Pentagon, as well as the rest of the US government, is frozen at last year’s levels because Congress has yet to pass the 2024 budget.
Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at https://www.ft.com/tour.
https://www.ft.com/content/3255cde3-3d5e-42f0-b069-47edea1ce…
Callan said there was “still a question about the long-term growth and competitiveness of these [US] companies if Trump is re-elected”.
US defence contractors are also struggling with labour shortages, inflationary pressures and fresh concerns over fixed-price contracts. Northrop Grumman said in January it would take a $1.2bn charge against the new B-21 Raider bomber that it is building for the US Air Force due to rising costs on the contract it won in 2015.
The “monster” charge has “reawakened worries that the defence sector signed up for more risk than was prudent”, said Robert Stallard, analyst at Vertical Research Partners.
Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at https://www.ft.com/tour.
https://www.ft.com/content/3255cde3-3d5e-42f0-b069-47edea1ce…
n many cases the contracts were signed “years ago, back when managements had no inkling that inflation was set to come back with a vengeance”, he added.
Lockheed Martin and RTX are both dealing with losses on fixed-price contracts. Boeing’s defence business reported a loss of $1.8bn last year, following a $3.5bn loss in 2022. Nearly 60 per cent of its defence business derives from fixed-price contracts, according to Securities and Exchange Commission filings.
Several executives have recently signalled they will no longer chase contracts that are at risk of cost overruns. Chris Kubasik, L3Harris chief executive, told analysts in January the company decided to forgo bidding on a fixed-price development programme late last year.
“I will sacrifice revenue for earnings and cash every day of the year, and we will continue to do so until that changes,” he said.
https://www.ft.com/content/3255cde3-3d5e-42f0-b069-47edea1ce…
We’re aiming to find more suppliers outside the U.S.: Lockheed Martin International president
https://www.cnbc.com/video/2024/02/20/lockheed-martin-intern…
https://www.cnbc.com/video/2024/02/20/lockheed-martin-intern…
Trading Spotlight
Lockheed Martin Faces Challenges Despite Geopolitical Tensions
One of the major concerns highlighted in the earnings report is the decline in Lockheed Martin’s profit margin. Although the sales growth is in line with industry expectations, the company’s declining profit margin is causing a decline in segment profit. This margin pressure is not unique to Lockheed Martin, as other defense companies like Raytheon (RTX) are also facing similar challenges in the current market.
https://www.claytoncountyregister.com/news2/lockheed-martin-…
One of the major concerns highlighted in the earnings report is the decline in Lockheed Martin’s profit margin. Although the sales growth is in line with industry expectations, the company’s declining profit margin is causing a decline in segment profit. This margin pressure is not unique to Lockheed Martin, as other defense companies like Raytheon (RTX) are also facing similar challenges in the current market.
https://www.claytoncountyregister.com/news2/lockheed-martin-…
Lockheed Shares Decline on Risk of New Delays to F-35 Fighters
https://www.bloomberg.com/news/articles/2024-01-23/lockheed-…
https://www.bloomberg.com/news/articles/2024-01-23/lockheed-…
Lockheed Martin (NYSE:LMT) Corp on Tuesday reported improved fourth-quarter earnings on sales that were little changed, and forecast further top-line growth in 2024.
The defence manufacturer said sales in the three months to December 31, 2023, were $18.9 billion, compared to $19.0 billion in the fourth quarter of 2022.
EPS in the fourth quarter was $7.58, up from $7.40 per share last year, while net earnings fell slightly to $1.87 billion from $1.91 billion.
Cash from operations was $2.4 billion in the fourth quarter compared to $1.9 billion a year ago, while free cash flow was $1.7 billion, up from $1.2 billion the year prior.
For 2023, net sales in 2023 were $67.6 billion, compared to $66.0 billion in 2022 with net earnings of $6.9 billion, or $27.55 per share, compared to $5.7 billion, or $21.66 per share, in 2022.
“Our solid finish to 2023 and full-year results reflect continued strong demand for our all-domain portfolio of advanced defence tech solutions,” said chair, president and CEO Jim Taiclet.
“Looking ahead to 2024….we anticipate continued top-line growth in 2024 and sustained cash flow conversion and deployment, in support of our mid-single digit growth target in free cash flow per share.”
https://www.proactiveinvestors.com/companies/news/1039139/lo…
The defence manufacturer said sales in the three months to December 31, 2023, were $18.9 billion, compared to $19.0 billion in the fourth quarter of 2022.
EPS in the fourth quarter was $7.58, up from $7.40 per share last year, while net earnings fell slightly to $1.87 billion from $1.91 billion.
Cash from operations was $2.4 billion in the fourth quarter compared to $1.9 billion a year ago, while free cash flow was $1.7 billion, up from $1.2 billion the year prior.
For 2023, net sales in 2023 were $67.6 billion, compared to $66.0 billion in 2022 with net earnings of $6.9 billion, or $27.55 per share, compared to $5.7 billion, or $21.66 per share, in 2022.
“Our solid finish to 2023 and full-year results reflect continued strong demand for our all-domain portfolio of advanced defence tech solutions,” said chair, president and CEO Jim Taiclet.
“Looking ahead to 2024….we anticipate continued top-line growth in 2024 and sustained cash flow conversion and deployment, in support of our mid-single digit growth target in free cash flow per share.”
https://www.proactiveinvestors.com/companies/news/1039139/lo…
Sipri-Bericht zur Rüstungsbranche So viel Umsatz machen die größten Waffenkonzerne der Welt
US-Rüstungskonzerne dominieren den Weltmarkt für Waffen – aber ihre Umsätze schrumpfen einer aktuellen Studie des Sipri-Instituts zufolge. Langfristig dürfte die Branche hingegen kräftig zulegen.
Der Rückgang ist demnach vor allem auf die sinkenden Rüstungsumsätze der großen Unternehmen in den USA zurückzuführen. In Asien und Ozeanien sowie im Nahen Osten stiegen die Umsätze dagegen erheblich. Ausstehende Aufträge und ein sprunghafter Anstieg neuer Verträge deuten laut dem Institut darauf hin, dass die weltweiten Rüstungsumsätze in den nächsten Jahren deutlich steigen könnten.
Die fünf umsatzstärksten Waffenkonzerne sind – wie im Vorjahr auch – die US-Unternehmen Lockheed Martin, Raytheon, Northrop Grumman, Boeing – nun auf Platz vier, im Vorjahr noch auf der drei –, und General Dynamics. Es folgt, wie im Jahr 2021 und 2020 bereits, die britische Firma BAE Systems, sowie drei chinesische Konzerne. Rheinmetall liegt als größtes deutsches Waffenunternehmen global auf dem 28. Platz und klettert damit im Vergleich zum Vorjahr um drei Ränge nach oben.
Op-ed: With continued geopolitical conflicts, here are defense stocks investors should consider
Published Fri, Dec 1 20239:00 AM EST
Dave Sheaff Gilreath, a certified financial planner and the founding partner and chief investment officer of Sheaff Brock Investment Advisors and Innovative Portfolio
https://www.cnbc.com/2023/12/01/op-ed-war-is-a-good-time-for…
US-Rüstungskonzerne dominieren den Weltmarkt für Waffen – aber ihre Umsätze schrumpfen einer aktuellen Studie des Sipri-Instituts zufolge. Langfristig dürfte die Branche hingegen kräftig zulegen.
Der Rückgang ist demnach vor allem auf die sinkenden Rüstungsumsätze der großen Unternehmen in den USA zurückzuführen. In Asien und Ozeanien sowie im Nahen Osten stiegen die Umsätze dagegen erheblich. Ausstehende Aufträge und ein sprunghafter Anstieg neuer Verträge deuten laut dem Institut darauf hin, dass die weltweiten Rüstungsumsätze in den nächsten Jahren deutlich steigen könnten.
Die fünf umsatzstärksten Waffenkonzerne sind – wie im Vorjahr auch – die US-Unternehmen Lockheed Martin, Raytheon, Northrop Grumman, Boeing – nun auf Platz vier, im Vorjahr noch auf der drei –, und General Dynamics. Es folgt, wie im Jahr 2021 und 2020 bereits, die britische Firma BAE Systems, sowie drei chinesische Konzerne. Rheinmetall liegt als größtes deutsches Waffenunternehmen global auf dem 28. Platz und klettert damit im Vergleich zum Vorjahr um drei Ränge nach oben.
Op-ed: With continued geopolitical conflicts, here are defense stocks investors should consider
Published Fri, Dec 1 20239:00 AM EST
Dave Sheaff Gilreath, a certified financial planner and the founding partner and chief investment officer of Sheaff Brock Investment Advisors and Innovative Portfolio
https://www.cnbc.com/2023/12/01/op-ed-war-is-a-good-time-for…
Durchsuchen
01.05.24 · dpa-AFX · BAE Systems |
29.04.24 · dpa-AFX · Boeing |
26.04.24 · wallstreetONLINE Redaktion · BAE Systems |
Ihre wichtigsten Termine: Frische Zahlen von: Spotify, Pepsico, Tesla, Visa, UPS sowie Philip Morris 23.04.24 · wallstreetONLINE Redaktion · Amadeus FiRe |
22.04.24 · dpa-AFX · Boeing |
17.04.24 · dpa-AFX · Lockheed Martin |
16.04.24 · Sharedeals · Lockheed Martin |
20.03.24 · wallstreetONLINE Redaktion · Amazon |
| Zeit | Titel |
|---|---|
| 08.12.23 |