The Ledger
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Friedberg predicts legacy defense contractors will face severe challenges in 2025
“I went with the kind of old defense and aerospace providers, Boeing, Lockheed Martin, Raytheon. Driven by kind of China dominance, driven by US defense budgets that I think are going to need to shift towards a more kind of tech oriented and ROI driven rational…”
Khanna: Lockheed Martin has $1.7T in F-35 cost overruns
“Lockheed Martin has gotten 1.7 trillion dollars of cost overruns on the F-thirty fives.”
Sankar: Lockheed was the largest Silicon Valley employer in the 1950s
“Lockheed was the largest employer in, in Silicon Valley in the 19 fifties.”
Sacks: Defense stocks gained up to 40% in 2022 despite market downturn
“Lockheed Martin, which makes Javelins and High Mars is up 40% in the past year when most of the market's been way down. Northrop Grumman's also up almost 40%. And even some of the lesser performers like Raytheon and General Dynamics are up about almost 20% in …”