June 25th, 2025 | 07:15 CEST
New trends in aerospace are driving growth: Volatus Aerospace, Lockheed Martin, Boeing
The new global security situation shows that military potential can secure peace. Even if staunch pacifists proclaim the opposite, the latest measures taken by Israel and the US against Iran have demonstrated that decisive action pays off – the mullah state's nuclear program appears to have been significantly delayed, at the very least. Military innovations have been particularly significant in the aerospace sector in recent years. However, many formerly purely military approaches are also proving their worth in civilian applications. We take a look at Lockheed Martin, Boeing, and Volatus Aerospace, highlight their innovations, and venture a look at how their shares are likely to perform.
time to read: 3 minutes
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Author:
Nico Popp
ISIN:
VOLATUS AEROSPACE INC | CA92865M1023 , LOCKHEED MARTIN DL 1 | US5398301094 , BOEING CO. DL 5 | US0970231058
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"[...] In Canada, there is $1.75 of debt for every dollar of disposable income - and that was true even before the pandemic. [...]" Karim Nanji, CEO, Marble Financial
Author
Nico Popp
At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.
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Lockheed Martin: High tech for the military
Lockheed Martin is a pioneer in aerospace and is best known as a supplier to the US military. The high-tech company's best-known product is probably the F35 stealth fighter jet, which is also flown by the German Armed Forces and many other NATO partners. Lockheed Martin's revenue model is based primarily on extensive contracts with government agencies. These contracts are structured to ensure a balanced and steady flow of revenue. In addition, there is income from long-term service agreements and maintenance programs for the sometimes complex military technology. In addition to aircraft, Lockheed Martin's product range includes missiles and missile systems, helicopters, and spacecraft such as satellites and space probes.
Boeing wants to make flying climate-neutral
Despite Lockheed's strong market position, the stock is not a high flyer – it has risen by just 1.95% over the past three years. This performance looks somewhat better for US competitor Boeing. The group, which is particularly strong in private aviation, has gained 36.7% on the stock market over the past three years. In addition to civil aviation, which accounts for around 44% of Boeing's total revenue, the Seattle-based company is also strong in military aircraft and drones, where Boeing generates 32% of its revenue. The service division accounts for the rest of the business. While Boeing intends to focus on low-emission fuels and have its aircraft certified for this purpose by 2030 in civil aviation, the Company is also benefiting from increased demand for military goods.
Volatus Aerospace: Drones are conquering more and more fields of application
The Canadian company Volatus Aerospace is also feeling this demand. While Lockheed Martin and Boeing are huge corporations, Volatus pursues a more specialized business model. Starting out as a specialist in infrastructure inspection using manned and unmanned aircraft, Volatus now also offers pure drone solutions for border protection, military reconnaissance, and the delivery of urgent goods in the military and civilian sectors.
The market for commercial drones is experiencing robust growth, driven by modern regulations, increased investment, and the proven benefits of cost savings and increased efficiency. Forecasts such as those from Research and Markets show annual growth of 15% from USD 41.894 billion in 2025 to USD 84.26 billion by 2030. To benefit from this growth, Volatus Aerospace has established several partnerships. Together with US delivery service DroneUp, the aim is to secure market share in North America and push for standard regulations for drone flights. It was also recently announced that spring planting in New Brunswick will be supported with heavy-duty drones that can transport seedlings and accessories to remote locations.
Groundwork laid – Is Volatus now ready to take off operationally?
Volatus Aerospace repeatedly emphasizes that it has a large pipeline of potential orders. The Company aims to generate further revenue in the coming months. "In the first quarter of 2025, Volatus focused on overcoming ongoing geopolitical challenges by diversifying our business and obtaining key regulatory approvals – strategic steps that position us to convert a growing sales pipeline into realized revenue," said Glen Lynch, CEO of Volatus Aerospace, summarizing the plans.
The aerospace industry is full of innovation. While Boeing has declared war on CO2 emissions in commercial aviation and aims to present results by 2030, Lockheed Martin is benefiting from increased security needs among its customers, most of whom are government agencies. Drone specialist Volatus Aerospace is pursuing an interesting hybrid business model. Like the big players, Volatus is also focusing on recurring revenues and services. However, the Company aims to generate these revenues in both the civil and military sectors. The regulatory requirements for this have been established in recent months. Now, it is essential to convert the extensive order pipeline into concrete sales. The conditions for this appear to be good – both in civilian use, for example, in infrastructure maintenance, and in military applications, where drones score points with their low costs. The share price is already anticipating these expectations and has been highly dynamic for several weeks.
Conflict of interest
Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.
In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.
For this reason, there is a concrete conflict of interest.
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