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Even with the US/Iran conflict is (hopefully) sunsetting, rebuilding munitions stockpiles is going to be one of the highest-priority defense tasks churning below the surface. In just a few months, the US mil drew down its interceptor stockpiles faster than it can rebuild them, and the procurement response kicked into overdrive. In January, Lockheed signed a [seven-year framework agreement](https://news.lockheedmartin.com/2026-01-06-Lockheed-Martin-and-Department-of-War-Advance-Landmark-Acquisition-Transformation-to-Accelerate-PAC-3-R-MSE-Production) with the government to lift annual PAC-3 MSE production from about 600 interceptors to 2,000. In April it took the [first …
— ORIGINAL POST ·
Lockheed signed a seven-year deal to triple PAC-3 interceptor production, Park Aerospace ($PKE) is a materials sole-source supplier
· r/stocks
· Jun 16, 2026