When a prime names the programs, you can read the demand directly. Lockheed Martin's 2021 Form 10-K attributes increased volume to hypersonic development, the Next Generation Interceptor (NGI) and the Next Generation Overhead Persistent Infrared (Next Gen OPIR) programs. Each is a next-generation franchise, and naming them as volume drivers is a disclosure about where appropriated dollars are flowing into Lockheed's book of work.
The contract-literate read separates these by type. Hypersonic development is a portfolio of programs in test and evaluation — early-stage, higher-risk, but the entry ticket to a major future franchise. NGI is missile defense's next interceptor, a long-cycle program-of-record candidate. Next Gen OPIR is space-based missile warning, which sits squarely in Lockheed's space segment. Together they span the prime's growth thesis: strike, defend and detect.
What this is not, yet, is recognized revenue at scale. Development volume converts to sustained sales only as programs clear testing milestones and move to production. The filing's own framing — 'following the successful completion of ongoing testing and evaluation activity, multiple programs are expected to' transition — is the conditional that governs the timing.
The forward question entering 2022: which of these development programs clear their test gates and become production franchises. Track milestone disclosures and the shift from development to production volume. Filing on sec.gov; index via EdgarBeast.