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Lockheed Martin Corporation (NYSE: LMT) is the world's largest defence contractor by revenue (~$71 billion, FY2024).
Source: SEC Financial Statement Data Sets, quarterly period, tagged by the issuer. Segment names are the company’s own labels and are not comparable with another filer’s. Shares are of consolidated revenue and need not sum to 100%: overlapping cuts are reported, and segment×geography cross-tabs are dropped rather than counted twice.
Group exposure score is 87 including 2 tracked subsidiary — standalone is 86.
8 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 985 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Lockheed sued Howmet in Nov 2023 after Howmet halted titanium structural-component deliveries for the F-35 over pricing tied to post-2022 Russia-driven titanium sponge cost increases; parties settled and the case was dismissed April 2024, terms undisclosed.
Lockheed Martin selected IAI in 2017 as sole-source subcontractor for F-35 composite wing skins (AFP carbon-fibre layup, not aluminium/titanium); production line inaugurated 2018, shipments from 2019; 20-year program, initial order ~700 kits, revenue expected in the hundreds of millions of dollars. No share_pct disclosed.
Consortium with ONE3D and the HiLASE Centre (Czech Academy of Sciences), announced via the consortium's own press release. Development/qualification collaboration since Sept 2024 on an alternative manufacturing process for the F-35 integrated-power-package exhaust screen; targeting qualification by 2029, described as having the potential to become part of Lockheed Martin's supply chain — prospective, not yet a confirmed production relationship (the source is primary, the relationship status is not final)
Authorised C-130 Hercules service centre since 2003.
Terma Aerostructures (Grenaa) supplies F-35 leading edges through Lockheed Martin, per Terma's own F-35 supplier publication.
Company page (Sept 2023) says it was manufacturing 42 satellite buses for Lockheed Martin for the SDA Tranche 1 Transport Layer. Lockheed acquired Terran Orbital on 30 Oct 2024, so the relationship is now intra-group. No share disclosed.
Dec-2024 TESAT release: Lockheed Martin selected TESAT's SCOT80 optical communication terminals for a GPS III MEO satellite demonstration. No unit count or dollar value disclosed; release separately notes 48 SCOT80 OCTs in orbit across multiple prime contractors.
F-35 program prime contractor. BAE Systems manufactures the rear fuselage and horizontal/vertical tails for every F-35 at its UK facilities (Samlesbury) and supplies them to Lockheed Martin for final assembly at Fort Worth, TX. Correction 2026-09-09: this dossier's body previously described the Samlesbury F-35 work as 'wing assembly' in seven places; f35.com's own partner page and Lockheed/BAE press material (aerotechnews.com, lockheedmartinuk.mediaroom.com 1,000th-fuselage milestone) confirm BAE builds the rear fuselage and tails, not the wings (Lockheed Martin Fort Worth makes the wings and forward fuselage). Wording corrected throughout the dossier; the underlying analytical claims (Tier-1-sub dependency on Lockheed, GCAP as a hedge) are unaffected by the component-name fix.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇺🇸 US accounts for 23% of severity-weighted pressure. Regulatory focus shifted from 🇨🇳 CN to 🇺🇸 US in 2026Q3–2026Q4.