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All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem CuriosityStream: AI Is Not Enough For An Investment Here Akamai Collapse: Did Anthropic Just Kill Its Prospects? I Think Not Potential $5,000 Monthly Income - 12 Investments To Buy And Hold For The Next 10 Years Citizens Financial Group: Q1 Results Should Validate Recent Strength Weekly Indicators: The Consumer Continues To Spend Like There's No Tomorrow Don't Overlook Arthur J. Gallagher & Co. When Investing Global Ship Lease: Embedded Upside From Charter Repricing And Trade Disruption Marvell: Rating Upgrade On Data Center Boom EMCOR Group: Solid Business That Is Fully Valued High-Yield REITs I Would Trust For Retirement Income Rubrik's Growth Engines Are Working, But 18% Dilution Risk Weighs On The Upside Coeur Mining: The Market Is Still Pricing The Old CDE Morgan Stanley Direct Lending Has Some Issues, But The Price Makes It Buyable Exploring Digital Equity With These 3 Stocks Twin Disc's Pop Means It's Time For A Downgrade Peloton: Great Improvements But With An Idea Lacking Evidence Tap The Brakes And Buy SPLV Clean Up Your Portfolio With Bath & Body Works Devon-Coterra Merger: Good And Bad Tyson Foods: Pivoting Beyond Cyclicality Into Structural Growth
洛克希德·马丁公司(LMT)于伯恩斯坦第四十二届年度战略决策会议发表演说之录。
2026-05-28 · via All Articles on Seeking Alpha

洛克希德·马丁公司(Lockheed Martin Corporation)(LMT)伯恩斯坦(Bernstein)第四十二届年度战略决策会议 西历二千二十六年五月廿七日午前九时(美东部夏令时)

与会公司人员

伊万·斯科特(Evan Scott)高级副总裁兼首席财务官及首席财务官(CFO)
詹姆斯·泰克莱特(James Taiclet)董事长兼总裁兼首席执行官(Chairman, President & CEO)及首席执行官(CEO)

电话会议与会者

道格拉斯·哈内德 - 伯恩斯坦机构服务有限责任公司,研究部

陈述

道格拉斯·哈内德
伯恩斯坦机构服务有限责任公司,研究部

晨安。仆道格·哈内德,伯恩斯坦全球航空航天与国防之分析师也。复邀同席,欣悦何如,有洛克希德·马丁公司董事长兼首席执行官吉姆·泰克莱特(Jim Taiclet);亦财务总监埃文·斯科特(Evan Scott)焉。

初,吾意伊万(Evan)当有数言欲陈,然否?

埃文·斯科特(Evan Scott)
上副 (Senior VP)及首席财务官(CFO)

善。今日所言,非史实者,皆属前瞻之言,依联邦证券法之避风港条款而作。实际之果,或与前瞻之言所期大相径庭。欲知致此差异之因,请览洛克希德·马丁(Lockheed Martin)公司于美国证券交易委员会(SEC)之备案。敬谢。

问对之会

道格拉斯·哈内德(Douglas Harned)
伯恩斯坦机构服务有限责任公司研究部(Bernstein Institutional Services LLC, Research Division)

善哉。今宇内多故,系于武备者众。吉姆(Jim),尔试言洛克希德·马丁(Lockheed Martin)当今之机遇与挑战何如?

詹姆斯·泰克莱特(James Taiclet)
主席、总裁兼首席执行官

诺,道格(Doug),诸君早安。夫吾侪机遇之域甚广。余观近岁最要者,乃本初定策——所谓"廿一世纪安保(21st Century Security)"——实因当世之事迭起,兼以美利坚本朝新政,而证为良策也。