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防衛関連の備忘

防衛関連株の記事でよく目にする「F-35」や「ALMDS」といったアルファベットの羅列が頭に入ってこないので、備忘を残します。金額の大きさと契約期間の長さが特徴的なセクターだと思います。

 

最近の契約締結のニュース(3月)

1.戦闘機

F-35】LMT

f:id:amekabu:20170331095225p:plain

F-35 (戦闘機) - Wikipedia

「 Lockheed Martin Corp. (NYSE: LMT) won a $10.4 million contract to perform a risk reduction and integration study for the F-35 stealth aircraft.~.The contract has a March 2020 completion date.」

http://www.bizjournals.com/orlando/news/2017/03/27/lockheed-martin-northrop-grumman-to-do-local-work.html?ana=yahoo&yptr=yahoo 

LMT「won a $1 billion contract from the U.S. Navy to support its highly-popular F-35 fighter jet」and「won a $427.3 million contract on Feb. 28, too」

http://www.bizjournals.com/orlando/news/2017/03/01/jets-missiles-and-lasers-lockheed-martin-northrop.html?ana=yahoo&yptr=yahoo

NorthropのB21(Raider)は一機約$800mになる予定で、これはLMTのF-35の10倍だそうです。

3 Super-Expensive Defense Programs Trump Might Tweet-Storm to Death -- The Motley Fool

f:id:amekabu:20170331235526p:plain

B-21 (航空機) - Wikipedia

 

2.ヘリコプター

【AH-64】BA

f:id:amekabu:20170331102810p:plain

AH-64 アパッチ - Wikipedia

「The Boeing Co. scored a major win this past week, with the Pentagon announcing on March 15 that it reached a $3.3 billion agreement to buy 268 AH-64E Apache attack helicopters」

http://www.bizjournals.com/chicago/news/2017/03/28/boeing-roundup-boeing-wins-nasa-contract.html?ana=yahoo&yptr=yahoo

 

3.偵察機/無人標的機

【E-2】NOC

f:id:amekabu:20170331101323p:plain

E-2 (航空機) - Wikipedia

「Northrop Grumman Corp. (NYSE: NOC) won a $32.7 million contract to perform software support activity for the E-2D Advanced Hawkeye aircraft.~.The contract has a March 2018 completion date.」

http://www.bizjournals.com/orlando/news/2017/03/27/lockheed-martin-northrop-grumman-to-do-local-work.html?ana=yahoo&yptr=yahoo 

【MQ-4C】NOC

f:id:amekabu:20170331101726p:plain

MQ-4C (航空機) - Wikipedia

「Germany's defence ministry has decided to buy high-altitude MQ-4C Triton unmanned surveillance planes built by NOC for deliveries after 2025.~.it could cost up to 600 million euros.」

https://finance.yahoo.com/news/germany-buy-triton-drone-replace-102620166.html

 【QF-16】BA

「BA has won a modification contract from the U.S. Air Force (USAF) to manufacture QF-16 full-scale aerial target (“FSAT”) Lot 5A. The contract is valued at $24.7 million.」

Boeing (BA) Wins $25M Air Force Contract for QF-16 FSAT

 

4.戦艦/母艦

「Northrop Grumman Corp. NOC nabbed a Navy contract for the production of Littoral Combat Ship (LCS) gun mission modules(,) Valued at $68.8 illion」

https://finance.yahoo.com/news/northrop-grumman-noc-wins-lcs-123512382.html

 

5.装備

ALMDS】NOC

NOC「for the $17.8 million contract is to develop an Airborne Laser Mine Detection System, or ALMDS for short.」「All of the work has a March 2019 completion date.」

http://www.bizjournals.com/orlando/news/2017/03/01/jets-missiles-and-lasers-lockheed-martin-northrop.html?ana=yahoo&yptr=yahoo

 

6.ミサイル

THAAD】LMT

「LMT Missiles and Fire Control (MFC) business unit recently secured a contract for supplying the 9th Lot of Terminal High Altitude Area Defense (THAAD) interceptors to the U.S. Missile Defense Agency. The company expects to complete work under this deal by Mar 31, 2020.」「It is Valued at $273.5 million.」

Lockheed Martin (LMT) Wins $273.5M THAAD Interceptor Deal | Investopedia

 

7.空輸機/給油機

【KC-46】BA

BA has won a modification contract from the U.S. Air Force (USAF) to exercise an option for interim contracting support for the KC-46.The contract is valued at $59.2 million. Work is scheduled to be completed by Mar 24, 2018.

https://finance.yahoo.com/news/boeing-ba-wins-59m-air-201608076.html

【CH-53K】LMT

「 Lockheed Martin Corp is expected to receive Pentagon approval on Thursday to begin production for 200 new heavy cargo helicopters for the U.S. Marines, a Defense Department official said on Tuesday. The $27 billion program also includes more than $6 billion in research and development costs.」

https://finance.yahoo.com/news/lockheed-nears-27-billion-helicopter-220405822.html

 

8.ソフトウェア

NOC recently clinched a modification contract for providing upgraded software and hardware support to The Boeing Company’s BA EA-18G aircraft.~.this deal is scheduled to be over by Jul 2019.~.Valued at $91 million.」

https://finance.yahoo.com/news/northrop-grumman-wins-91m-deal-125612453.html

 BA「has been selected by NASA to develop a prototype High Performance Spaceflight Computing Processor. The contract, which runs from March 27 through December 2020, is valued at $26.6 million. 」

http://www.bizjournals.com/chicago/news/2017/03/28/boeing-roundup-boeing-wins-nasa-contract.html?ana=yahoo&yptr=yahoo

「COL secured a contract from the U.S. Navy for procurement of the Tactical Combat Training System Increment II (TCTS Inc II) for environment improvement of the air combat training with rangeless air combat. It is Valued at $142.4 million」 

Rockwell Collins (COL) Wins $142M Navy Deal for TCTS Inc II | Investopedia

「RTN recently won a contract from the U.S. Army to provide support services for the AN/TPN-31 Air Traffic Navigation, Integration and Coordination system (ATNAVICS) and AN/FPN-67 Fixed Base Precision Approach Radar (FBPAR). The contract is valued at $31.4 million. Work is scheduled to be completed by Mar 31, 2020.」

https://finance.yahoo.com/news/raytheon-rtn-wins-31m-army-135101336.html

 

再掲ですが、政治的なリスクはあります。

Based on the tremendous cost and cost overruns of the Lockheed Martin F-35, I have asked Boeing to price-out a comparable F-18 Super Hornet!

— Donald J. Trump (@realDonaldTrump) December 22, 2016