马丁公司（Martin Corp.）上调了其全年业绩预期，因为该公司旗下的导弹系统业务受益于全球国防支出的增加。
Martin Corp. lifted its full-year outlook as the company’s missile systems portfolio was buoyed by rising global defense spending.
该公司现在预计2026年的调整后每股收益将在30.35美元至30.75美元之间，高于此前预测的29.95美元至30.65美元的范围。即便是这一新的业绩预期下限，也超过了彭博社（Bloomberg）汇总的分析师平均预测值。
The company now expects adjusted 2026 earnings of $30.35 to $30.75 per share, up from a range of $29.95 to $30.65. Even the lower end of the new guidance exceeds the average analyst estimates compiled by Bloomberg.
这一业绩表现再次证明了美国国防企业是如何从地缘政治紧张局势中获益的：伊朗和乌克兰的战争极大地提升了市场对洛克希德（Lockheed）导弹及火控系统产品的需求。该公司导弹与火控业务部门的营业利润同比增长了24%。
The results are yet another example of how US defense firms are benefiting from heightened geopolitical tensions. Wars in Iran and Ukraine have boosted demand for products developed by Lockheed’s missiles and fire control segment, which posted a 24% operating profit increase from a year ago.
今年7月，洛克希德获得了为期七年、总价值近540亿美元的合同，用于大幅增加“爱国者”（Patriot）导弹的产量；该导弹在这两场冲突中都得到了广泛使用。这只是洛克希德获得的众多重要合同之一——其他获得类似合同的还包括RTX公司（RTX Corp.）。
Lockheed in July was awarded a seven-year, nearly $54 billion contract to almost triple production of its Patriot missile, which has been extensively used in both conflicts — just one of several blockbuster missile production deals that have been awarded to other firms, including RTX Corp. The Pentagon also awarded Lockheed a $35 billion contract to quadruple Terminal High Altitude Area Defense, or THAAD, interceptor production in June.
此外，五角大楼（Pentagon）还在6月与洛克希德签订了价值350亿美元的合同，要求其将“末端高空区域防御系统”（THAAD）拦截导弹的产量提高四倍。首席财务官埃文·斯科特（Evan Scott）在接受采访时表示，该公司预计明年将签署更多合同，以加快“精确打击导弹”（PrSM）和“联合先进战术导弹”（JATM）的生产进度。
Chief Financial Officer Evan Scott said in an interview that the company expects to enter into contracts to accelerate production for the Precision Strike Missile — or PrSM — and the Joint Advanced Tactical Missile, or JATM, next year. Lockheed’s evolution of the Patriot — called PAC-3 Edge — was also recently selected by the US Army to advance in its Future Interceptor program.
洛克希德对“爱国者”导弹的升级版本——“PAC-3 Edge”——最近也被美国陆军选为未来拦截导弹项目的候选方案。
The Bethesda, Maryland-based company reached a record backlog of $292 billion, including about $53 billion associated with PAC-3 MSE production.
总部位于马里兰州贝塞斯达（Bethesda）的洛克希德公司目前拥有创纪录的2920亿美元订单积压，其中约530亿美元与“PAC-3 MSE”导弹的生产相关。
“Our investments across the portfolio are now translating into capability, production and deliveries,” Scott said.
“我们投资于各个项目所获得的成果，如今正逐渐转化为实际的生产能力和产品交付能力，”斯科特说道。“对我们来说，关键在于如何将这些先进技术以及强劲的市场需求转化为更高的产量和持续的财务业绩——这一点在本季度已经得到了体现。”斯科特还提到了洛克希德公司新建立的合作伙伴关系，这些合作关系帮助公司加快了发展步伐。例如，该公司与通用汽车防务部门（GM Defense）的合作中，仅在合同签订后的22天内就完成了首个产品的交付。
“What matters to us now is turning that technology and strong demand into increased output and sustained financial performance, and you’re seeing that this quarter.”Scott also pointed to new partnerships that are allowing Lockheed to move faster, including one with GM Defense in which the company delivered a first housing component 22 days afterg the contract. Production continues to ramp up across the missiles portfolio. Lockheed has produced roughly 80 PAC-3 MSE missiles a month during the last couple of months, Chief Operating Officer Frank St. John said.
首席运营官弗兰克·圣约翰（Frank St. John）表示，导弹产品的生产规模正在持续扩大：过去几个月里，洛克希德公司每月大约生产80枚PAC-3 MSE导弹，这使得年产量接近1000枚，未来有望达到2000枚。THAAD导弹的产量比去年增长了50%，预计明年还将再增长50%。“我们已经在逐步实现我们的目标了，”他说。
That brings production to almost 1,000 missiles annually, on course for 2,000 a year. THAAD production grew 50% from last year and is expected to grow another 50% next year. “We are already climbing the hill there,” he said.