Lockheed Martin plans to build a dedicated PAC-3 Missile Maintenance Facility (MMF) in Poland, in coordination with the US government. The company says the site will strengthen NATO's air and missile defence across Europe. The facility will repair, refurbish, re-certify and support PAC-3 interceptors used by NATO Allies, allowing faster resupply and integrated testing. Germany, the Netherlands, and Sweden, which signed the original agreement with the US and Poland, will play roles in the supply chain. Lockheed Martin says the site will create high-skill jobs and open opportunities for local suppliers. Demand for the PAC-3 MSE interceptor keeps growing. This year, the US government awarded Lockheed Martin $58.62 billion to speed up its production.

Reports say SpaceX plans to enter the US wireless market through its Starlink satellite network. Simply Wall St used the news to highlight three stocks from a global space infrastructure screen. Bet Shemesh Engines Holdings (1997) makes jet and gas turbine engine components. Its earnings have grown 42.4% a year over five years, with a net profit margin of 16% and a price-to-earnings ratio of 44.9. Its market cap is ₪7.7 billion. Lockheed Martin, valued at $136.1 billion, builds satellites and space transport systems for national security. It is moving munitions onto seven-year framework agreements to triple or quadruple production. Montana Aerospace, valued at CHF1.39 billion, makes aerostructures and precision metal components. Supply chain problems, including fastener shortages, could raise its working capital needs or cut throughput.

Lockheed Martin shares have fallen about 24% from their all-time highs, though the stock is still up about 14% this year. The defence contractor reported second-quarter 2026 revenue up 11% to $20.1 billion, while net income more than tripled to $1.8 billion. Growth came from its aeronautics segment, where sales rose to $8.11 billion from $7.42 billion. The segment posted a $760 million operating profit, against a $98 million loss a year earlier. Backlog hit a record $230 billion. Free cash flow reached $2.9 billion, from negative $150 million. The stock trades at a trailing P/E of 19x, below the sector average of 20x. On October 9, the board approved a $3.60 per share dividend, a $0.15 increase, marking 24 straight years of higher payouts. Risks include cost overruns and reliance on US government contracts.