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Lockheed Martin10-K: Supply chain disruption

Facing supplier performance and affordability challenges on the critical F-35 program.

What happened

The complex F-35 program is hampered by issues with supplier performance and overall affordability, creating risks for the company's largest revenue stream. This indicates a need for supplier relationship management (SRM), quality management systems (QMS), and cost-control software.

Source

SEC EDGARJan 29, 2026

Annual report (Form 10-K)

Lockheed Martin 10-K

Filing excerpt

Challenges and risks associated with this program include supplier performance, software development... the level of cost associated with life cycle operations, sustainment and potential contractual obligations, inflation-related cost pressures, the ability to improve affordability...

sec.gov/Archives/edgar/data/936468/000162828026004195/lmt-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Supply chain disruption

What this signalsFilings often name leadership changes, deals and spending plans.

Filed
Jan 29, 2026

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The full record

From the Signal API record

Details

CIK
936468
Accession number
0001628280-26-004195
Filing year
2026
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Feb 3, 2026
signal_type
sec-10k
signal_subtype
supplyChainDisruption

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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/79e736a8-56dd-4784-9756-199bab8a542b returns this record as JSON. POST /v1/companies/enrich returns every signal for lockheedmartin.com.

{
  "signal_id": "79e736a8-56dd-4784-9756-199bab8a542b",
  "signal_type": "sec-10k",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-02-03T08:23:43.506+00:00",
  "company": {
    "name": "Lockheed Martin",
    "domain": "lockheedmartin.com"
  },
  "data": {
    "detail": "The complex F-35 program is hampered by issues with supplier performance and overall affordability, creating risks for the company's largest revenue stream. This indicates a need for supplier relationship management (SRM), quality management systems (QMS), and cost-control software.",
    "summary": "Facing supplier performance and affordability challenges on the critical F-35 program.",
    "excerpts": "Challenges and risks associated with this program include supplier performance, software development... the level of cost associated with life cycle operations, sustainment and potential contractual obligations, inflation-related cost pressures, the ability to improve affordability...",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/936468/000162828026004195/lmt-20251231.htm",
    "filing_date": "2026-01-29",
    "filing_year": 2026,
    "sales_relevance": "Supply chain tools urgently needed",
    "signal_category": "operations"
  }
}

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