RP - As far as I know, yes. BAE/RR have a higher status than subs and most of their work is too complex to be realistically reallocated at this point.
In cases such as Israel, LockMart has, so far, sold off its own share of the work (or it may be planning to transfer work from Italy).
In the past, Japan has been willing to pay the costs of doing work in Japan, even where it is duplicative, and in any case has been prohibited under its constitution from building parts for export. However, they are in the process of amending this law, presumably so they can compete for F-35 work.
It's pretty much impossible to tell in Japan whether the government subsidizes this sort of thing, and how much. However, it is likely that Japan and other FMS nations will be extracting direct offsets from LMT, which will eventually reduce the workshare available to Tier 2/3 partner nation industries. The latter will continue to fight one another on a best-value basis for a shrinking piece of the pie. What was it that PT Barnum said?