Street View: Lockheed Martin may need more firepower to unlock growth
** Defense contractor Lockheed Martin LMT.N raised its annual profit and sales forecasts, driven by strong demand for military equipment amid escalating global tensions
** However, the company's F-35 fighter jet program faced payment headwinds stemming from the government contracting process
PENSION PAYMENTS COULD BE A HEADWIND
** RBC ("outperform," PT:$665) says F-35 recovery is on track; adds initial 2025 outlook looks 'conservative'
** "We see LMT's guidance of 90-110 F-35 deliveries for FY24 as increasingly achievable" - RBC
** J.P.Morgan ("overweight," PT:$630) says LMT's inability to deliver F-35 jets remains an 'overhang'; adds co's outlook looks 'achievable'
** BofA Global Research ("buy," PT:$685) believes LMT has room for growth given strong demand backdrop and backlogs, but sees supply-chain challenges
** "Pension payments, however, could present a headwind in 2025" - BofA
** Morgan Stanley ("equal-weight," PT:$599) says LMT's backlog reflects higher growth, but supply chain challenges could be a hurdle
** "Planned pension funding presents a cash headwind" - Brokerage
Reporting by Sukriti Gupta in Bengaluru
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