The two major U.S. arms dealers officially announced.
On October 22, 2025, Lockheed Martin and Raytheon Technologies released the latest earnings report, the conflict between the two countries is still ongoing, the two companies expect revenue to increase in the next few quarters, Lockheed has just received an order from the Pentagon of $12.5 billion, ready to produce another 296 F-35, Raytheon's earnings in the first three quarters of this year increased by 15% compared to the same period last year, 60% of the weapons they supply to Ukraine, and half of the missiles purchased by Israel are produced by them.
Look at Lockheed Martin first. The F-35 fighter project is the core business of this company. The Pentagon's $12.5 billion order is a big business for Lockheed Martin. The F-35 fighter is the main fighter of the United States and its allies. It is technologically advanced and versatile.
However, Lockheed Martin also encountered some problems with the F-35 project. For example, delays in software upgrades lead to delays in delivery. Previously, delivery was delayed for months due to software improvements, and the Department of Defense withheld final payments of up to $5 million per aircraft.
And China's export controls on rare earth have also impacted Lockheed Martin.Rare earth is the key material for the production of F-35 fighter aircraft sensors and missile guidance systems, China supplies most of the world's rare earth, control measures have hit Lockheed Martin's supply chain and production costs have risen.
Let's talk about Raytheon Technology, which has outstanding performance in missile production. They provide 60% of the weapons they provide to Ukraine, including the AIM-120 "Advanced Medium-Range Air-to-Air Missile".
These missiles played an important role on the battlefield in Ukraine. The AIM-120D missile has been specially modified to have a range of 160 to 180 kilometers and can hit Russian aircraft without entering enemy air defense zones.
In addition, Raytheon also produced a large number of missiles for Israel, and half of the missiles purchased by Israel came from Raytheon. For example, many of the air-to-surface missiles used by the Israeli Air Force are products of Raytheon.
In the international market, both Lockheed Martin and Raytheon have many orders. Germany plans to purchase 15 additional F-35 fighter jets from Lockheed Martin, with a purchase cost of about 2.5 billion euros. Germany has previously ordered 35 fighter jets of this type, and the first batch is expected to be delivered in 2027.
Raytheon has new production lines in Europe. European countries such as Germany, the Netherlands, Spain and Romania are promoting the "European Sky Shield Initiative" to purchase "Patriot" GEM-T missiles. Komlog, a joint venture between Raytheon and the European Missile Group, is building a new production line in Germany to produce this missile.
However, the two companies also face some challenges. The delay in the delivery of Lockheed Martin's F-35 program has not been fully resolved, and the uncertainty of rare earth supply is also affecting production. Although Raytheon has sufficient orders for missile production, competition in the international market is also fierce.
Moreover, although the continuation of the Russia-Ukraine conflict and the Palestinian-Israeli conflict has brought orders, it has also put the two companies under certain pressure from public opinion.
Overall, Lockheed Martin and Raytheon Technologies performed well in 2025, with sufficient orders and increased profits. But they also need to deal with various challenges in order to maintain this good development trend.
Source: CCTV News [US arms dealers say the Russia-Ukraine conflict and the Palestinian-Israeli conflict drive profit growth]
#MCN Micro Head Partner Program
On October 22, 2025, Lockheed Martin and Raytheon Technologies released the latest earnings report, the conflict between the two countries is still ongoing, the two companies expect revenue to increase in the next few quarters, Lockheed has just received an order from the Pentagon of $12.5 billion, ready to produce another 296 F-35, Raytheon's earnings in the first three quarters of this year increased by 15% compared to the same period last year, 60% of the weapons they supply to Ukraine, and half of the missiles purchased by Israel are produced by them.
Look at Lockheed Martin first. The F-35 fighter project is the core business of this company. The Pentagon's $12.5 billion order is a big business for Lockheed Martin. The F-35 fighter is the main fighter of the United States and its allies. It is technologically advanced and versatile.
However, Lockheed Martin also encountered some problems with the F-35 project. For example, delays in software upgrades lead to delays in delivery. Previously, delivery was delayed for months due to software improvements, and the Department of Defense withheld final payments of up to $5 million per aircraft.
And China's export controls on rare earth have also impacted Lockheed Martin.Rare earth is the key material for the production of F-35 fighter aircraft sensors and missile guidance systems, China supplies most of the world's rare earth, control measures have hit Lockheed Martin's supply chain and production costs have risen.
Let's talk about Raytheon Technology, which has outstanding performance in missile production. They provide 60% of the weapons they provide to Ukraine, including the AIM-120 "Advanced Medium-Range Air-to-Air Missile".
These missiles played an important role on the battlefield in Ukraine. The AIM-120D missile has been specially modified to have a range of 160 to 180 kilometers and can hit Russian aircraft without entering enemy air defense zones.
In addition, Raytheon also produced a large number of missiles for Israel, and half of the missiles purchased by Israel came from Raytheon. For example, many of the air-to-surface missiles used by the Israeli Air Force are products of Raytheon.
In the international market, both Lockheed Martin and Raytheon have many orders. Germany plans to purchase 15 additional F-35 fighter jets from Lockheed Martin, with a purchase cost of about 2.5 billion euros. Germany has previously ordered 35 fighter jets of this type, and the first batch is expected to be delivered in 2027.
Raytheon has new production lines in Europe. European countries such as Germany, the Netherlands, Spain and Romania are promoting the "European Sky Shield Initiative" to purchase "Patriot" GEM-T missiles. Komlog, a joint venture between Raytheon and the European Missile Group, is building a new production line in Germany to produce this missile.
However, the two companies also face some challenges. The delay in the delivery of Lockheed Martin's F-35 program has not been fully resolved, and the uncertainty of rare earth supply is also affecting production. Although Raytheon has sufficient orders for missile production, competition in the international market is also fierce.
Moreover, although the continuation of the Russia-Ukraine conflict and the Palestinian-Israeli conflict has brought orders, it has also put the two companies under certain pressure from public opinion.
Overall, Lockheed Martin and Raytheon Technologies performed well in 2025, with sufficient orders and increased profits. But they also need to deal with various challenges in order to maintain this good development trend.
Source: CCTV News [US arms dealers say the Russia-Ukraine conflict and the Palestinian-Israeli conflict drive profit growth]
#MCN Micro Head Partner Program