Lockheed Martin Shares: A Market Conundrum
11.11.2025 - 03:06:05Record Backlog Meets Margin Concerns
The world’s largest defense contractor presents investors with a puzzling scenario. Lockheed Martin is achieving unprecedented production levels for its F-35 fighter jets and holds a record-breaking order backlog, yet its share price fails to reflect this operational success. Market participants remain cautious despite the company’s formidable contract portfolio and manufacturing achievements.
Lockheed Martin’s order book has expanded to an unprecedented $179 billion, demonstrating robust global demand for its advanced weapon systems. The company is progressing toward delivering up to 200 F-35 Lightning II fighter aircraft during 2025, representing peak production volumes.
However, these impressive operational metrics haven’t translated into stock market enthusiasm. While third-quarter 2025 revenues increased by Read more...


