Lockheed Martin Corporation (LMT) UBS Global Industrials & Transportation Conference – (Transcript)

Lockheed Martin Corporation (NYSE:LMT) UBS Global Industrials & Transportation Conference Call December 3, 2024 8:00 AM ET

Company Participants

Jesus Malave – Chief Financial Officer

Conference Call Participants

Amit Mehrotra – UBS
Steve Fisher – UBS
Gavin Parsons – UBS

Amit Mehrotra

To be opening our UBS Global Industrials & Transportation Conference here in beautiful West Palm Beach. My name is Amit Mehrotra. I’m the Electrical Equipment and Multi-Industry Analyst here at UBS. I’m joined on the stage by Steve Fisher, Gavin Parsons and obviously, our introductory keynote, Lockheed Martin.

As Steve will kind of note momentarily, we are really proud of the size and scale of the conference, which is really made possible by our valued clients and as well as corporates. We sincerely hope you make this kind of a staple in your post-Thanksgiving, early December, I think next year, December 1st through 4th, right here at the same location. So please save the date.

We’ll be kicking off the conference today with Lockheed Martin led by Gavin Parsons. One programming note before I hand it over to Steve. We will be having our second keynote today at 4:15 P.M. right here, and that will be the Director of MIT’s Artificial Intelligence Lab, which will be followed by a reception on the lawn. So that will be obviously interesting in terms of AI’s impact to industrial trends and energy infrastructure demand.

So I’m going to hand it over to Steve to give you some quick stats on the scale and breadth of this conference and then we’ll hand it over to Gavin to lead our first keynote with Lockheed Martin. Thanks again for coming.

Steve Fisher

Good morning. Thanks, Amit. Appreciate that. So I’m Steve Fisher, UBS Machinery, Engineering, Construction and Building Materials Analyst. So just for some historical context, I’ve been part of this UBS Industrial