So, Lockheed Martin (LMT +1.88%) is up today. Two percent. Because Germany might order more F-35s. It’s just… the whole thing feels off. Like, everyone’s acting like this is some grand revelation. Germany’s thinking of buying more planes? Shocking. Absolutely shocking. You’d think they hadn’t considered that maybe, just maybe, needing fighter jets is a fairly consistent requirement for a country.
Europe‘s “Future” is Always Tomorrow
Apparently, this whole “Future Combat Air System” thing with France and Spain is going nowhere fast. Which, okay, fine. Bureaucracy. International cooperation. It’s a recipe for endless meetings and zero actual planes. But now it’s a crisis? They’re suddenly realizing building a fighter jet takes time? It’s like being surprised your dry cleaner lost your suit. It happens. It’s infuriating, but it’s not a national emergency.
And the timing, of course. Russia. Always Russia. Suddenly, 2040-2045 seems like an eternity. As if geopolitical threats adhere to project timelines. It’s just… convenient. A perfectly manufactured panic to justify, what? More spending? More contracts? It’s all so predictable. They already ordered 35. Thirty-five! And now another 35? It’s like they’re testing how much they can get away with. Like, “Let’s see if anyone notices we’re just perpetually ordering fighter jets.”
Now they’re talking about another 35. Or more. It’s just… exhausting. The constant escalation. The relentless need to do something. Can’t we just… not buy things for a minute? Is that so radical?
Is Lockheed a Buy? Let’s Be Real.
Twenty countries flying this F-35 thing. Impressive, I guess. If you’re into that sort of thing. The sole producer. They’ve built over 1300. More than 191 this year. A fifteen percent growth rate. It’s… efficient. Terrifyingly efficient. It’s like a machine designed solely to consume resources and produce… well, more machines. And everyone’s applauding.
But 30 times earnings? Two times sales? Seriously? They want me to believe this is a value play? My preferred valuation for defense stocks is 1.0x sales. It’s a simple metric. It makes sense. This is just… greed. Pure, unadulterated greed disguised as strategic investment. It’s like they’re daring you to call them out on it. “Go ahead,” they seem to say. “Tell us we’re overvalued. We dare you.”
Look, Lockheed Martin, the company, is probably fine. They’re building planes. People are buying them. It’s a business. But the stock? It’s just… a lot. A lot of hype. A lot of expectation. And frankly, I’m just tired of it. I need a nap. And maybe a new accountant.
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2026-02-19 21:42