$LMT (-0,89%) today reported revenue of $18.6 billion in the third quarter of 2025, compared to $17.1 billion in the third quarter of 2024. Net income in the third quarter of 2025 was $1.6 billion, or $6.95 per share, compared to $1.6 billion, or $6.80 per share, in the third quarter of 2024. Cash flow from operating activities amounted to USD 3.7 billion in the third quarter of 2025, compared to USD 2.4 billion in the third quarter of 2024. Free cash flow amounted to USD 3.3 billion in the third quarter of 2025, compared to USD 2.1 billion in the third quarter of 2024.

The Company's cash activities in the quarter ended September 28, 2025 included the following

• Payment of cash dividends totaling $765 million;
• Payment of USD 1.0 billion for the repurchase of 2.3 million shares;
• Repayment of commercial paper in the amount of USD 1.4 billion; and
• Net proceeds from the issue of debt securities in the amount of USD 1,985 million.

As previously announced on October 9, 2025, the Company's Board of Directors authorized the repurchase of up to USD 2.0 billion of its common stock, bringing the total authorization for potential future common stock repurchases to USD 9.1 billion. The share repurchase program has no expiration date and may be amended or terminated by the Board of Directors at any time. The amount of shares ultimately purchased and the timing of purchases are at the discretion of management and are subject to compliance with applicable laws and regulations.

In addition, on October 9, 2025, the Company approved a dividend payment of $3.45 per share for the fourth quarter, an increase of $0.15 per share, or 5%, over the previous quarterly dividend payment.

$ISRG (-2,4%)
$PATH (-7,7%)
$RR

Here is an exciting overview, for me the most attractive in terms of growth/potential of the stocks I know $RR
$PATH (-7,7%) also $ISRG (-2,4%) I would perhaps add to the portfolio again in the event of a correction. However, there are some stocks I don't know either.

What do you think are the most exciting stocks on the list, where should we perhaps take a closer look?

$AMZN (-1,75%)
$MSFT (+0,65%)
$NVDA (-1,17%)
$AMD (-4,24%)
$GOOGL (+0,53%)
$GOOG (+0,51%)
$RIO (+1,35%)
$ALB (-0,6%)
$INTC (-3,2%)
$PLTR (-3,25%)
$IRBT (+3,21%)
$SYK (+2,17%)
$MDT (-0,3%)
$LMT (-0,89%)
$DPRO (-6,47%)

Hello my dears, if the price has overcome the high of December 6, 2024. We could be heading for the sky.

$LMT (-0,89%)

I personally consider the estimates of 34% earnings growth for next year to be somewhat conservative. This would reduce the P/E ratio from 22.63 to an attractive 17.41.

Which for me would still mean upside potential. And that for a defense stock that even Europe cannot do without.

Billion-euro deal to modernize the Polish F-16 fleet

One such positive signal is the recently concluded agreement with Poland to modernize 48 F-16 Block 52+ to the latest F-16 Viper standard. The USD 3.8 billion deal includes state-of-the-art APG-83 AESA radars, new mission computers, improved electronic warfare systems, modern helmet systems, structural reinforcements for a 12,000-hour flight life and simulator upgrades. Most of the work will be carried out in Poland itself, which not only strengthens operational readiness, but also expands the domestic defense sector. Lockheed Martin emphasizes the close partnership with the Polish Air Force and the interoperability with 5th generation platforms such as the F-35.

I also find it attractive that we have a growth stock here where the dividend yield of 2.63% continues to rise. @Dividendenopi

Sales, profits and free cash flow will increase steadily over the next few years.

Lockheed Martin Corp.: The armaments giant revolutionizes warfare and space travel

With the Vectis drone, the F-35 and state-of-the-art satellite technology, Lockheed Martin is defining the future of global security. If you are looking for security and growth at the same time, this is one of the most promising stocks in the industry. Lockheed Martin is in the spotlight as a defense giant with investment potential.

Pentagon calls for doubling of missile production - defense stocks benefit from
massive armament wave!

The Pentagon's initiative to massively increase missile production promises years of lucrative growth for major defense companies!

The latest news from the Pentagon has electrified the arms industry. The call for a doubling to quadrupling of missile production is no mere declaration of intent, but a clear signal for the strategic realignment of the USA with regard to a possible conflict with China. For me, it is particularly remarkable how Deputy Defense Secretary Steve Feinberg personally telephones executives on a weekly basis - this shows the urgency of the project. The numbers are impressive anyway.

Lockheed Martin presents Vectis - a new chapter in unmanned aerial combat systems

Lockheed Martin präsentiert Vectis – ein neues Kapitel unbemannter Luftkampfsysteme

Lockheed Martin is catching up! Order books are filling up after a significant drop in profits in the last quarter!

Lockheed Martin holt auf! Auftragsbücher füllen sich nach deutlichem Gewinneinbruch im letzten Quartal!

$OSK

$LMT (-0,89%)
$NOC (-0,62%)
$RTX (+2,29%)
$BA (-0,19%)

Oshkosh Defense, a division of the financially strong $OSK (-0,85%) Corporation with an annual turnover of over 10.3 billion US dollars, announced on Wednesday that it had received a contract from the U.S. Army worth 89 million US dollars.

The order includes new Palletized Load System (PLS) A2 vehicles, kits and installations under the Family of Heavy Tactical Vehicles contract.

According to Investing.com, the company has strong liquidity, with current assets exceeding current liabilities.

The PLS A2 vehicles are equipped with advanced technologies, including by-wire functionality for autonomous operation and active safety systems designed to enhance the protection of soldiers in complex operational environments.

These capabilities support cross-domain operations on long-range battlefields and along contested supply lines.

"Together, we are delivering next-generation capabilities that better protect soldiers in today's missions while laying the foundation for future fleet sustainability," said Pat Williams, Chief Programs Officer at Oshkosh Defense.

The Family of Heavy Tactical Vehicles program includes the A4 Heavy Expanded Mobility Tactical Truck and enables the U.S. Army to reduce lifecycle costs through the use of standardized, militarized commercial components. The program allows the U.S. Army to efficiently integrate new and modernized variants, with vehicle procurement possible through August 2029.

The company has maintained its dividend payments for 13 consecutive years and currently has a dividend yield of 1.57%.

In other recent news, Oshkosh was the focus of several analysts following the publication of the second quarter report. UBS raised its price target for Oshkosh to USD 164, citing strong quarterly results in which earnings per share exceeded consensus estimates and profit margins improved in all business segments.

Raymond James also raised the price target to USD 155 and emphasized the adjusted earnings per share of USD 3.41, which exceeded expectations.

DA Davidson also raised its target to USD 160, citing a normalization of the situation in the Access segment.

KeyBanc was even more optimistic and raised its target price from USD 140 to USD 180.

The reason given was higher estimates for the 2027 financial year, despite lower expectations for the "Access" segment.

KeyBanc also reiterated its "Overweight" rating and emphasized Oshkosh's solid progress in achieving its 2028 targets and the elimination of a previously expected tariff charge of USD 0.50.

$RTX (+2,29%)
$LMT (-0,89%) . $BA (-0,19%)
$NOC (-0,62%)

Good morning, my dears,

Yesterday, the Minister of War invited his generals from all over the world to a meeting.

This was certainly not just about domestic policy.

As it appeared to the outside world.

In the spring, everyone was still pouncing on the European defense companies, and hardly anyone wanted the US stocks, even at good valuations.

Even here, my words were "You can't do it without the USA". But I hardly took the opportunity myself.

Although in hindsight it was also good to buy up my existing US stocks during the small 🍊 crash.

Dear all, which US defense companies do you think are worth buying in terms of growth and valuation?

Hundreds of missiles used up in the Middle East and the spectre of China breathing down our necks: The US defense industry is said to be ramping up like never before. For investors, this could set off a price rocket.

US arms industry to massively increase missile production.

Pentagon demands doubling or quadrupling of production.

Geopolitical tensions drive demand for armaments.

You can find the full article under the link ⬇️

https://www.wallstreet-online.de/nachricht/19979931-raketen-rausch-pentagon-produktion-vervierfachen-milliarden-chance-us-ruestungsaktien

$LMT (-0,89%)

The Pentagon has ordered 296 of the F-35 Lightning II from Lockheed Martin. The fighter jets, with a total value of 24.8 billion dollars, are intended for the three branches of the US armed forces and for export customers. The first jets are to be delivered as early as next year, according to the manufacturer.

Hello my dears,

as I was shocked to discover while watching today's "Presseclub". The EU, and Germany in particular, is very poorly positioned when it comes to critical infrastructure, cyber attacks and drone defense. The plan here is to improve security at all costs.

Dear all, which companies do you think should benefit from this?

@EpsEra
@Multibagger

$DRO (-4,09%)
$AVAV (-6,09%)
$ESLT (-1,31%)
$EOS (-4,01%)
$YSN (-2,29%)
$LMT (-0,89%)
$RTX (+2,29%)

$HAG (-1,36%)
$AXON (-0,12%)
$FLT (-2,11%)
$FQT (-4,29%)
$RHM (+0,18%)

Following airspace violations in Denmark and Eastern Europe, the European Union is pushing ahead with the construction of a "drone wall". What is known about the project so far.

Following several mysterious drone overflights in Denmark and repeated airspace violations by Russian drones in Eastern European countries, the EU wants to better protect its eastern flank. At the heart of the plans is a so-called "drone wall" - a defense system designed to detect, track and intercept unmanned aerial vehicles. What exactly the EU is planning, who is involved and how quickly the wall could be built: the most important questions and answers.

Who is building the drone wall?

The plans for the drone wall were presented at a video conference of EU defense ministers. The conference was mainly attended by Eastern European EU states, Bulgaria, Estonia, Latvia, Lithuania, Poland and Romania, as well as Finland. EU High Representative for Foreign Affairs Kaja Kallas, several representatives of the NATO defense alliance and the current Danish EU Council Presidency also took part. Conspicuously absent from the meeting was Germany - although security experts in this country have long warned of serious gaps in drone defense.

The EU wants to use its own financing instruments to fund this. EU Defense Industry Commissioner Kubilius spoke of a "protective shield for the eastern flank that will benefit the whole of Europe". At the same time, national defence budgets and the European defence industry are to be mobilized.

When will the drone wall be in place?

EU Defense Industry Commissioner Kubilius said in an interview with the news website Euractiv that the drone wall could be built within a year. However, EU officials do not expect the development of a comprehensive sensor network to improve airspace surveillance to be completed until the end of 2026. The development of an interception system is likely to take even longer. In the short term, additional sensors are to be installed first.

With material from the news agencies dpa and AFP

https://www.zeit.de/politik/2025-09/drohnenwall-eu-russland-drohnen-abwehrsystem-ostgrenze#wer-baut-den-drohnenwall

Dobrindt announces drone defense center

Following numerous drone sightings in Europe, the German government wants to introduce countermeasures. Interior Minister Dobrindt classifies the threat as "high" and is planning a drone defense center.

The German government wants to set up a drone defense center. This is Interior Minister Alexander Dobrindt's response to the numerous sightings of missiles of unknown origin. The CSU politician said that there was a threat that could definitely be classified as "high".

Detecting, intercepting and shooting down drones are the basis for drone defense. Repositioning is an urgent project, explained Dobrindt.

Pooling expertise

According to him, the drone defense center should bundle the competencies of the federal police, the Federal Criminal Police Office and the police authorities of the federal states. Dobrindt said he wanted to bring together expertise and initiate new research projects.

New technology for fighting drone against drone

Fighting drones with nets or by so-called "jamming" (interrupting radio signals) has limited effect, according to Dobrindt. The Minister of the Interior is focusing on developing new technologies for drone-on-drone combat: "We can't wait for others to make this available".

According to the Interior Minister, the new drone defense center is the first part of a two-pillar strategy. As the second pillar, Dobrindt announced a new version of the Aviation Security Act in order to regulate the legal basis for defense measures.

DroneVation in Vienna - Austria discusses drones & drone defense. $RHM (+0,18%)

Appropriate systems are needed for defense. The Austrian head of armaments was accordingly proud to announce that he was the first customer for Rheinmetall's Skyranger system. He was in Zurich just last week and was able to see the progress of the procurement. "I can tell you that the 3.5 cm cannon systems will arrive on time and on schedule."

Painful for the German Bundeswehr - it will have to wait longer than planned for its new Skyrangers. Austria will receive its 36 air defense turrets earlier. The German Armed Forces have selected the Pandur Evo from GDELS as the carrier platform, as the vehicle is also available in other functions in the troops.

https://defence-network.com/1-dronevation-oesterreich-diskutiert-drohnen/

$AVAV (-6,09%)

AeroVironment: Step by step towards becoming a defense tech group

One of the biggest beneficiaries of the drone trend has traditionally been the US company AeroVironment from Arlington in the US state of Virginia. Founded in 1971, the company once made a name for itself with aircraft innovations and has been taking off as a drone supplier since the 2000s. AeroVironment primarily manufactures small and medium-sized reconnaissance drones and unmanned ground vehicles. Until 2025, AeroVironment was mainly known as a drone specialist, but in May the company bought defense technology provider BlueHalo for USD 4.1 billion as part of a share swap. Thanks to this acquisition, the company is now a diversified defense company with capabilities in space, drone defense, cyber, laser weapons and satellite technology. At the end of the third quarter of the 2025 financial year, the order backlog reached a record high of USD 764 million.

https://www.n-tv.de/wirtschaft/der_boersen_tag/Milliardendeal-Kampfdrohnen-Konzern-uebernimmt-Produzenten-von-Drohnenabwehr-article25372828.html

$FLT (-2,11%)

While AeroVironment is valued at around USD 10 billion on the stock exchange, the Canadian drone specialist Volatus Aerospace, which has also been active for many years, only has a valuation of around EUR 200 million. Despite the significant difference in valuation, Volatus has also already proven that it is compatible with NATO standards. In 2025, Volatus landed NATO contracts in the areas of education and training as well as for the delivery of reconnaissance drones. Analyst Rob Goff from Ventum Capital sees these successes as indications of further potential for NATO contracts. Media reports repeatedly refer to Volatus' bulging order pipeline.

In addition to the military sector, Volatus also offers civilian solutions, for example for monitoring infrastructure such as bridges or pipelines, through to the Condor XL transport drone, with which the company intends to carry out test flights from the end of the year to test its use in the areas of logistics and forestry. Military use of such transport drones is also conceivable in principle.

$ESLT (-1,31%)

Airborne lasers - the next generation of drone defense

While the ground-based laser weapon developed in Israel has already proven its effectiveness against drones, efforts to develop an airborne system have been intensified. The airborne laser program is being led by the Israeli company Elbit Systems. Meanwhile, the lasers developed as a defensive weapon are also being considered for offensive use.

https://defence-network.com/luftgestuetzte-laser-drohnenabwehr/

Israeli drone defense for German warships?

https://marineforum.online/israelische-drohnenabwehr-fuer-deutsche-kriegsschiffe/

Drone defense: Bundeswehr receives first interceptor drones from Argus Interception

https://www.hartpunkt.de/drohnenabwehr-bundeswehr-erhaelt-erste-fangdrohnen-von-argus-interception/

https://argus-interception.com/de/

$FQT (-4,29%) Frequentis

https://getqu.in/j9ucf2/

$AXON (-0,12%) (my dears, perhaps the Kassel-based company has a good chance)

US group Axon buys Kassel-based company Dedrone

The company Dedrone discovered a gap in the market for itself with the defense against approaching drones. With great success. Now it is being taken over by an American security company. The company site in Kassel is also set to benefit from this.

https://de.dedrone.com/

https://www.hessenschau.de/wirtschaft/us-konzern-axon-kauft-kasseler-unternehmen-dedrone-v1,dedrone-verkauft-100.html

$EOS (-4,01%)

https://esut.de/2025/08/meldungen/62305/eos-liefert-100-kw-laser-drohnenabwehr/

https://getqu.in/dd0DoN/

Echodyne launches the EchoShield Rapid Deployment Kit on the market

With the proliferation of drones in the airspace, the need to quickly deploy situational awareness zones that detect, track, identify and contain threats is increasing. The RDK is designed for quick and easy deployment of four radars for robust, high-precision hemispheric coverage. The addition of the RDK to the EchoShield portfolio creates leading positions in all areas - from fixed sites to mobile deployments (OTM) to rapidly deployable temporary missions.

About Echodyne. $NOC (-0,62%)

Echodyne, the radar platform company, is a U.S. designer and manufacturer of advanced commercial radar systems for defense, government and commercial market applications. The company combines the patented Metamaterials Electronically Scanned Array (MESA®) architecture with powerful software and machine learning to deliver highly accurate situational awareness data that locates airborne and ground-based activity with unmatched speed, accuracy and precision. Echodyne's products are proven and trusted by military, government, integrators and critical infrastructure around the world. They set a new standard for radar quality. The privately held company is headquartered in Kirkland (WA, USA) and is backed by Bill Gates, NEA, Madrona Venture Group, Baillie Gifford, Northrop Grumman and Supernal, among others. See Radar in action at Echodyne.com.

Rohde & Schwarz presents new multi-band jammer for drone defense.

(Rohde & Schwarz GmbH & Co. KG is a privately held company and therefore has no shares,)

https://www.hartpunkt.de/ardronis-effect-rohde-schwarz-praesentiert-neuen-multiband-stoersender-fuer-die-drohnenabwehr/

$KULR (-2,79%)

@All-in-or-nothing what I have found here and hope I may expand your contribution a little ✌️

$KULR (-2,79%) develops thermal management and safety solutions for batteries.

NASA, the US military and major electric vehicle companies are already using their technology.

As electric vehicles become more widespread, battery safety will become even more important and $KULR (-2,79%) is in a position to take a leading role in this area.

Expected sales growth until 2027:

List of customers and partners:

( NASA, SpaceX and $LMT (-0,89%) )

The K1-S battery:

Aluminum intercoolers and flame arrestors prevent thermal runaway and keep the cells cool and safe. Together with the state-of-the-art battery management system, it is the ultimate power play.

Roadmap- Pioneering electric drive and energy storage with cutting-edge thermal solutions that improve battery performance and safety.

Seems like an interesting company with a lot of growth potential, now you've made me curious @All-in-or-nothing 😂.

@Multibagger
@Tenbagger2024 We need to take a closer look, but I think the customer base is really exciting and can be expanded. Q2 might not have been good though. I'll have to see what else I can find, I'll add it to my watchlist. 🤔

$LMT (-0,89%)

As the company announced on Wednesday, the US Army has awarded Lockheed Martin a contract worth USD 9.8 billion for Patriot missiles as demand for the missile defense system from the US military and foreign forces continues.

It will be the largest Patriot missile order to date.

Lockheed manufactures the latest version of the interceptors that arm the Patriot, known as the PAC-3 MSE, which cost about $4 million each, according to Army budget documents.

The Patriot system is among the sophisticated air defense systems the West is providing to Ukraine in the fight against the Russian invasion.

It could also be used in US President Donald Trump's Golden Dome missile defense shield.

The highly flexible Patriot Advanced Capability-3 Missile Segment Enhancement (PAC-3 MSE) interceptors produced under the contract are to go to the US Army and a handful of US allies.

The Navy plans to integrate (link) the Lockheed Martin-manufactured missiles into the ships' air defenses.

The contract covers 1,970 PAC-3 MSE missiles and associated hardware.