NYSE • USA
HELSI competitor; SBC architecture; IFPC-HEL Valkyrie program; acquired Aculight
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Annual Overview
| Metric | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | 67.04B | 65.98B▼ | 67.57B▲ | 71.04B▲ | 75.05B▲ |
| Net Income | 6.32B | 5.73B▼ | 6.92B▲ | 5.34B▼ | 5.02B▼ |
| EPS | $22.76 | $21.66▼ | $27.55▲ | $22.31▼ | $21.49▼ |
| Free Cash Flow | 7.7B | 6.13B▼ | 6.23B▲ | 5.29B▼ | 6.91B▲ |
| Capex | 1.52B | 1.67B▲ | 1.69B▲ | 1.69B▼ | 1.65B▼ |
| Diluted Shares | 277.4M | 264.6M▼ | 251.2M▼ | 239.2M▼ | 233.5M▼ |
| Net Debt Issuance | -500M | 3.96B▲ | 1.86B▼ | 2.8B▲ | 1.34B▼ |
| Net Equity Issuance | -4.09B | -7.9B▼ | -6B▲ | -3.7B▲ | -3B▲ |
| SBC | 227M | 238M▲ | 265M▲ | 277M▲ | 304M▲ |
Analyst Consensus
Estimate Revisions
Estimates trending upward
Earnings Track Record
Beat estimates 5 of last 8 quarters
Avg surprise: -13.4%
Growth
Ownership
Data from SEC 13F filings · Reported September 30, 2023
Earnings Calendar
Next earnings
October 20, 2026
Last earnings
July 23, 2026
AI Summary
Lockheed Martin is a major player in the defense and aerospace sectors, specializing in creating high-energy laser systems and other photonic technologies for military applications. Their involvement in the IFPC-HEL Valkyrie program, alongside their acquisition of Aculight, places them at the forefront of integrating directed energy weapons into national defense strategies.
Lockheed Martin is perfectly poised to capitalize on increased global defense budgets. The demand for advanced military technologies, like directed energy weapons, continues to grow as geopolitical tensions rise. The IFPC-HEL Valkyrie program positions the company as a leader in innovative defense solutions, providing a competitive edge over rivals like Elbit Systems and General Atomics. With stable revenue growth, hitting $75 billion in FY2025, and strong free cash flow of nearly $7 billion, Lockheed has the flexibility to invest further in R&D and strategic acquisitions, reinforcing its market dominance.
Despite the strong positioning, Lockheed Martin faces several challenges. The profitability trend is concerning: net income has seen a decrease from $6.92 billion in FY2023 to $5.02 billion in FY2025. This downward trajectory indicates underlying cost pressures or inefficiencies. With a high debt-to-equity ratio of 3.39, financial leverage could become a significant constraint if cash flows falter. Additionally, defense budgets are subject to political whims; a shift in U.S. defense policy could negatively impact Lockheed's top line.
Lockheed Martin's revenue continues to grow steadily, climbing from $67.57 billion in FY2023 to $75.05 billion in FY2025. However, despite the revenue increase, net income and earnings per share have declined over the same period. Gross margins fell from 12.5% in FY2023 to 10.2% in FY2025, suggesting deteriorating cost efficiency or increased competition squeezing margins. Free cash flow has fluctuated, but remains robust, peaking at $6.91 billion. However, these positive cash flow figures are somewhat overshadowed by a high debt level, suggesting a need for cautious financial management.
Lockheed Martin's P/E ratio of 29.9 and P/FCF of 28.1 suggest its stock is currently expensive, particularly against peers with more moderate valuations. The current price of $642.28 reflects a premium, potentially discounting future growth stemming from its high-tech defense capabilities and the strategic positioning within the defense sector. Given its price range over the past year, investors might already be optimistically pricing in the success of the IFPC-HEL Valkyrie program and further government contract wins.
Specific risks include reliance on government contracts, which might be reduced or canceled with political changes, affecting revenue significantly. The supply chain relies heavily on key technologies that could face disruption due to geopolitical instability or sanctions, especially those affecting semiconductor and photonics components. Furthermore, advanced competitors like RTX Corp could erode market share by advancing their own technologies.
In the coming quarters, keep an eye on developments within the IFPC-HEL Valkyrie program and any new contracts or extensions from the U.S. Department of Defense. Watch for shifts in defense spending in the upcoming federal budget, as well as geopolitical tensions that might catalyze increased military spending. Additionally, observe how Lockheed Martin resolves its margin pressures and efficiency challenges, which might be addressed in upcoming earnings calls.
Last updated: March 26, 2026
Lockheed Martin is a major player in the defense and aerospace sectors, specializing in creating high-energy laser systems and other photonic technologies for military applications. Their involvement in the IFPC-HEL Valkyrie program, alongside their acquisition of Aculight, places them at the forefront of integrating directed energy weapons into national defense strategies.
Lockheed Martin is perfectly poised to capitalize on increased global defense budgets. The demand for advanced military technologies, like directed energy weapons, continues to grow as geopolitical tensions rise. The IFPC-HEL Valkyrie program positions the company as a leader in innovative defense solutions, providing a competitive edge over rivals like Elbit Systems and General Atomics. With stable revenue growth, hitting $75 billion in FY2025, and strong free cash flow of nearly $7 billion, Lockheed has the flexibility to invest further in R&D and strategic acquisitions, reinforcing its market dominance.
Despite the strong positioning, Lockheed Martin faces several challenges. The profitability trend is concerning: net income has seen a decrease from $6.92 billion in FY2023 to $5.02 billion in FY2025. This downward trajectory indicates underlying cost pressures or inefficiencies. With a high debt-to-equity ratio of 3.39, financial leverage could become a significant constraint if cash flows falter. Additionally, defense budgets are subject to political whims; a shift in U.S. defense policy could negatively impact Lockheed's top line.
Lockheed Martin's revenue continues to grow steadily, climbing from $67.57 billion in FY2023 to $75.05 billion in FY2025. However, despite the revenue increase, net income and earnings per share have declined over the same period. Gross margins fell from 12.5% in FY2023 to 10.2% in FY2025, suggesting deteriorating cost efficiency or increased competition squeezing margins. Free cash flow has fluctuated, but remains robust, peaking at $6.91 billion. However, these positive cash flow figures are somewhat overshadowed by a high debt level, suggesting a need for cautious financial management.
Lockheed Martin's P/E ratio of 29.9 and P/FCF of 28.1 suggest its stock is currently expensive, particularly against peers with more moderate valuations. The current price of $642.28 reflects a premium, potentially discounting future growth stemming from its high-tech defense capabilities and the strategic positioning within the defense sector. Given its price range over the past year, investors might already be optimistically pricing in the success of the IFPC-HEL Valkyrie program and further government contract wins.
Specific risks include reliance on government contracts, which might be reduced or canceled with political changes, affecting revenue significantly. The supply chain relies heavily on key technologies that could face disruption due to geopolitical instability or sanctions, especially those affecting semiconductor and photonics components. Furthermore, advanced competitors like RTX Corp could erode market share by advancing their own technologies.
In the coming quarters, keep an eye on developments within the IFPC-HEL Valkyrie program and any new contracts or extensions from the U.S. Department of Defense. Watch for shifts in defense spending in the upcoming federal budget, as well as geopolitical tensions that might catalyze increased military spending. Additionally, observe how Lockheed Martin resolves its margin pressures and efficiency challenges, which might be addressed in upcoming earnings calls.
Lockheed Martin is a major player in the defense and aerospace sectors, specializing in creating high-energy laser systems and other photonic technologies for military applications.
Lockheed Martin is in the Defense layer of the photonics supply chain. Directed energy weapons and defense photonics applications
In FY2025, Lockheed Martin reported net income of $5.02B.
Companies in the same supply chain layer as Lockheed Martin include AeroVironment, Inc., AgEagle Aerial Systems, Inc., Astronics Corporation, BAE Systems plc, and CACI International Inc.
Lockheed Martin is expected to report around October 20, 2026.
Analysis updated March 2026
One trades at a steep valuation premium despite deeper losses, while the other boasts a stronger balance sheet but faces government contract concentration.
Lockheed Martin’s $1.2 billion U.S. Army contract for its Precision Strike Missile could give LMT stock a fresh catalyst as the company ramps up production and expands its portfolio.
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Worries about Congressional Democrats cutting the defense budget appear to be overdone.
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Boeing trades at a 49.7x forward P/E versus Lockheed's 17.3x, but one carries turnaround upside while the other offers fortress-like stability.
Lockheed Martin and L3Harris offer different defense exposure, with diverging backlogs, earnings growth, valuation and recent stock performance shaping their outlook.
Key Stats for Lockheed Martin StockCurrent Price: $524. 68Target Price (Mid): ~$798Street Target: ~$638Potential Total Return: ~52%Annualized IRR: ~10% / yearWhat Happened?Lockheed Martin (LMT) spent most of 2026 out of favor, its stock stuck near $525 while investors worried that fixed-price contracts and program charges would keep eating into profits.
Boeing won a $562 million Navy drone contract and Lockheed Martin secured over $1.3 billion in awards, yet both stocks saw little market reaction due to differing valuation concerns.
Contract win puts Ducommun in focus Ducommun (DCO) just announced a new agreement from Simmonds Precision Products worth over US$35 million to supply electronic assemblies for the Lockheed Martin PAC-3 missile family, extending its existing PAC-3 involvement. Investors have seen a sharp run in Ducommun already this year, with a year to date share price return of 71.95% and a 1 year total shareholder return of 77.24%. However, the stock has eased back 13.15% on a 1 month share price basis as...
A defense analyst warned that China may be watching gleefully as the Pentagon scrambles to restock two weapons classes critical to any future great-power fight. Four defense contractors sit at the center of a procurement surge that may arrive too slowly to matter.
The Fuerza Aérea Mexicana (FAM) recently announced the acquisition of a second Lockheed Martin (NYSE: LMT) C‑130J‑30 Super Hercules tactical airlifter, solidifying Mexico's role as a regional leader in air mobility. The addition of the second Super Hercules follows the first aircraft acquisition announced in January 2026, which made Mexico the first nation in Latin America to join the global Super Hercules fleet.
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
In the latest trading session, Lockheed Martin (LMT) closed at $522.34, marking a -2.44% move from the previous day.
The move to go after more incremental revenue through the defense business is encouraging, but there's more for investors to cheer about.
Varda Space Industries, the leader in orbital pharmaceutical processing and hypersonic reentry, announced the appointments of Steve Layne as Chief Revenue Officer and Aaron Huber as Chief Financial Officer. The two appointments strengthen Varda's leadership team, as the company scales operations across its two primary markets: pharmaceutical development and government programs.
A Reuters report on Iran's Hormuz offer sent defense primes tumbling Tuesday morning, but the selloff in Lockheed Martin and RTX started long before today's headline, raising a harder question about what the market is actually pricing in.
The Pentagon expanded General Motors' contract to build lightweight troop carriers. Shares of GM rose about 1% on Tuesday.
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Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
Both Lockheed Martin and RTX raised their dividends in 2026, both carry massive backlogs, and both generate serious free cash flow, but only one of them belongs in a retirement income portfolio right now.
Key TakeawaysCFO Evan Scott told analysts Lockheed Martin returned $796 million to shareholders through dividends in the second quarter of 2026, adding that the company can “invest for growth and deliver tangible shareholder value at the same time. ”The dividend now stands at $3.
Korean Air just signed a $36.2 billion Boeing commitment stretching well into the next decade, but a record backlog and blockbuster headline numbers tell only part of the story for a manufacturer still racing to prove it can actually deliver.
Lockheed (LMT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
LMT vs. HWM: Which Stock Is the Better Value Option?
US equity futures were slightly higher pre-bell Friday as the major stock averages posted a rebound
(Updates with economic data, recent oil price movement, world markets' overview and corporate stock
TDG's defense revenues rise 11% in fiscal Q3 2026 as strong bookings and backlog support its U.S. defense aerospace growth outlook.
GM has started making Patriot missile parts for Lockheed Martin as the Pentagon seeks to restock its inventory.
The U.S. State Department has formally notified Congress of its intent to sell up to 48 F-35 stealth fighters to Saudi Arabia.
Barra expects $700 million of defense revenue this year at double-digit margins
General Motors has delivered its first components for Lockheed Martin interceptor missiles as the defense contractor boosts production to rebuild US stocks in the middle of the Iran war and to meet international demand, Lockheed said Thursday."This extraordinary 22‑day turnaround underscores Lockheed Martin's relentless focus on execution -- delivering for our troops faster, with greater capacity," said Tim Cahill, president of Lockheed Martin Missiles and Fire Control.
GM has started making Patriot missile parts for Lockheed Martin as the Pentagon seeks to restock its inventory.
On this episode of Stock Movers: - Generac (GNRC) shares are jumping after the company and Amazon execute a long-term supply agreement, with initial deliveries of backup generators expected to total $2.4b in 2027, 2028. - CoreWeave (CRWV) is the most actively traded stock in the premarket as it kicked off a fresh round of fundraising that includes a $3 billion convertible bond issue and a vehicle for potential share sales. - Lockheed Martin (LMT) shares are moving on news the Pentagon and Lockhe
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UBS Picks 10 Industrial Winners as Capital Spending Moves Beyond AI
The Pentagon just confirmed on-orbit space weapons, and SpaceX sits at the center of a multibillion-dollar architecture that transforms that announcement into hard contracts. Here is what the move means for the stock and the sector names getting pulled along with it.
LDOS' $875M Navy contract extension expands its defense IT role, supports 650,000+ personnel and adds revenue visibility amid network modernization.
LightPath Technologies posted 73% YOY revenue growth and a swelling backlog as it pivots to defense optics, earning a Moderate Buy consensus despite wider net losses.
BA's KC-46 contract ceiling jumps to $19.1B, expanding foreign sales and strengthening long-term defense revenue visibility through 2035.
Lockheed (LMT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Investing.com -- A potential ban on Bombardier aircraft sales in the United States could hit the Canadian jet maker’s largest market and disrupt an aerospace supply chain spanning thousands of U.S. companies, BofA analysts said.
One orbits the Earth, the other aims to transform urban commutes, but their paths to profitability diverge sharply on cash burn and regulatory risk.
Rocket Lab (RKLB) stock fell 39% between mid-June and September 10, while the S&P 500 gained 2.4%. The stock fell 39%—about twice as far as L3Harris Technologies, down 18.9%, and far more than Lockheed Martin, down 1.3%, and Northrop Grumman, down 5.3%—suggesting company-specific headwinds compounded broader sector softness. Yet the company just posted record revenue, and the CEO counts more than $1 billion of new contracts since Q2 2026 began. None of that changed the Neutron rocket's calendar.
Stock markets rebound ahead of the CPI inflation report, diesel prices soar, and more news to start your day.
The defense industry is changing, creating pressure on traditional ways of working.
LDOS is expanding its hypersonics role as Army and Navy programs move toward production, boosting revenue visibility and supporting long-term growth.
Lockheed Martin (NYSE: LMT) Chairman, President and CEO Jim Taiclet and CFO Evan Scott will participate in a fireside chat at Morgan Stanley's 14th Annual Laguna Conference on Thursday, Sept. 17, from 7:45 to 8:20 a.m. PT.
IBM (NYSE: IBM) and Lockheed Martin (NYSE: LMT), through an offset agreement with armasuisse, Switzerland's Federal Office for Defence Procurement, today established a hub for quantum innovation at ETH Zurich, a prominent public research university. The new hub plans to host the country's first IBM Quantum System Two at the Swiss National Supercomputing Center (CSCS) in Lugano.
IBM (NYSE: IBM) and Lockheed Martin (NYSE: LMT), through an offset agreement with armasuisse, Switzerland's Federal Office for Defence Procurement, today established a hub for quantum innovation at ETH Zurich, a prominent public research university. The new hub plans to host the country's first IBM Quantum System Two at the Swiss National Supercomputing Center (CSCS) in Lugano.
The bank’s upgrade points to a demand trend it says isn’t going away anytime soon.
Lockheed Martin has been benefiting from missile demand as Western countries look to refill their missile stockpiles and build their arsenals.
UBS projects 150% revenue growth in missiles and fire control through 2030
FEATURE Defense stocks have been surprisingly lousy lately. That could change as the midterm elections approach. Wall Street has some new ideas for investors to consider. Coming into Tuesday trading, the exchange-traded fund was down 7% since the start of the Iran war in late February, underperforming the by almost 20 percentage points.
At just 19x earnings and less than 14x FCF, with a 2.6% dividend yield, Lockheed Martin stock is a buy.
RTX's $472M Chinook contract supports avionics upgrades, fleet readiness and Army modernization, strengthening its defense backlog and growth prospects.
CEO Phil Sansone said the F-16 win represents another expansion of Mobix Labs’ position across major U.S. military aircraft programs.
Investing.com -- Lockheed Martin is poised for stronger and more durable earnings growth than investors currently expect, with rising missile demand, F-35 sustainment and other defense programs supporting a multi-year expansion, UBS said on Tuesday as it upgraded the defense contractor to Buy from Neutral. UBS raised its 12-month price target to $674 from $581, implying about 26% upside from the report's Sept. 4 share price of $524.48. The bank expects the company to deliver a 9% revenue compoun
Lockheed Martin stock has delivered a strong 73.6% gain over the past five years, yet a fresh valuation check suggests the current share price may still sit below a conservative view of its intrinsic value. Over the past five years, Lockheed Martin has returned 73.6%, which means many long term holders are already sitting on sizeable gains. New multi year defense contracts and expansion into areas like AI enabled airspace monitoring can support long term cash flows, while any pullback in...
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Boeing trades at a 49x forward P/E amid a commercial rebound, while Lockheed Martin offers steadier cash flow at a 17x multiple, a stark contrast in recovery timing.
China just restricted 12 minerals that defense contractors need to build the next generation of laser weapons, and Raytheon's $289 billion backlog may be sitting on a supply chain fault line nobody wants to talk about.
Why Short Sellers Are Running Scared from These Stocks
Lockheed Martin (LMT) has spent the past three years handing its owners a slightly bigger slice of the company each year, and the arithmetic worked. Earnings per share grew faster than net income. The stock now sits well below its 52-week high, which makes the question worth asking again: is that quiet compounding still running at the speed the record suggests.
Rocket Lab (RKLB) has fallen about 49% over the past three months, while signing the biggest launch contract in its history. The risk sits in the gap between those two facts. The threat is not on the demand side. It is that the company spends far ahead of Neutron, the rocket meant to turn its cash around, and Neutron has not flown.
(Updates with the latest stock price movement in the headline and first paragraph.) Albany Intern
Although Lockheed Martin has outperformed relative to the industrial sector over the past year, Wall Street analysts maintain a cautiously optimistic outlook on the stock’s prospects.
Rocket Lab shares have shed nearly all their 2026 gains despite a record backlog and a deal that could fundamentally transform the company's revenue profile, and the gap between where the stock sits today and where our model puts it in 12 months is hard to ignore.
Renewed U.S.-Iran tensions are fueling defense demand, spotlighting ETFs offering diversified exposure to aerospace and defense stocks.
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The multiple rests on a launch vehicle that has yet to fly and an acquisition that has yet to close, while most of the revenue arriving today comes from satellites.
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The options market prices a wide year for the stock, and a services book this full does nothing to narrow it.
In the world of jet engines, GE Aerospace delivers top-tier performance, but its stock comes with a first-class price tag to match.
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Over the past six months, Lockheed Martin’s shares (currently trading at $564.17) have posted a disappointing 12.9% loss, well below the S&P 500’s 10.5% gain. This might have investors contemplating their next move.
SpaceX just disclosed a defense contract haul large enough to dwarf most competitors' annual revenues, and Pentagon budget documents suggest the company has barely started collecting.
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Lockheed Martin and Northrop Grumman benefit from strong defense demand, but differing backlogs, growth rates and international sales shape the comparison.
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Rocket Lab's flight rate moved one way over the past year; its share price moved both ways.
Lockheed Martin just found a new entry point into the military naval market.
Lockheed Martin stock has nearly doubled over the past five years, yet the current checks still point to a discount, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples suggesting the shares trade below what the underlying cash flows may justify. Lockheed Martin has returned 87.9% over five years, which puts recent gains in context for anyone asking whether the current price already reflects the company’s long run of shareholder returns. Recent contract...
Recent contract wins from the Department of Defense, including more than US$152 million in awards and participation in a US$920 million Air Force program, have put fresh attention on Lockheed Martin (LMT) stock. See our latest analysis for Lockheed Martin. Lockheed Martin’s recent contract wins and technology announcements, including progress in missile defense and AI-enabled airspace awareness, come as the stock trades at US$589.15, with a 30 day share price return of 15.62% and a 1 year...
Consider investing in Lockheed for the long haul rather than playing a timing game with a stock split.
The defense contractor Lyntris sold 17 million shares in its IPO. The stock closed 14% below its list price of $17.50 a share, according to MarketSurge.
Boeing and Lockheed's ULA Expands Debt Deal to $1.5 Billion
Boeing's growth is flying higher than its rivals, but its stock price is already in the stratosphere. Is the premium justified.
Rocket Lab's backlog is expected to convert into revenue faster than it was, and the vehicle that would compound that has not yet left the ground.
RTX won a $22.9 billion Navy contract aimed at dramatically increasing Tomahawk missile production. L3Harris, General Dynamics, and other defense companies could benefit from the ramp-up.
The Department of Defense has been pushing contractors to ramp up production of critical munitions. RTX stock rose about 1% on Monday.
Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
Stocks eye a third winning week as strong earnings from SoundHound, Albemarle and CAVA offset mixed results, with MarketBeat analysts covering NVIDIA, Lockheed Martin, GE Vernova and more.
Investors need to pay close attention to LMT stock based on the movements in the options market lately.
BA's fighter jet business stands to gain from rising defense spending, fleet modernization and demand for aircraft upgrades and sustainment.
Despite record revenue, GE Aerospace is falling further behind on orders. Spare parts delinquencies, a measure of shipments delayed by material shortages, grew last quarter. This is not a sign of weakness, but of demand so intense the company's industrial base cannot keep pace.
On August 3, the Pentagon inked a more than $3 billion deal with Lockheed Martin Corporation (NYSE:LMT) and Northrop Grumman Corporation (NYSE:NOC) to boost the production of Patriot and THAAD interceptor missile parts. The development comes as the conflict in Iran intensifies and the Ukraine war rages on, straining stockpiles. The Centre for Strategic and […]
In the second quarter of 2026, Firefly Aerospace reported record sales of US$117.68 million but widened its net loss to US$92.32 million, alongside a two-year extension of its multi-launch agreement with Lockheed Martin for up to 25 Alpha Block II rocket missions through 2031 and a US$93.7 million U.S. Space Force radar contract. These results highlight a business rapidly scaling revenue and securing long-horizon government and defense contracts, while still contending with substantial...
Applied Aerospace & Defense fell about 10% on Wednesday after its first earnings report since going public in June.
Moby summary of Firefly Aerospace Inc.'s Q2 2026 earnings call
Missile shortages and a Pentagon production push could boost Lockheed Martin, RTX and defense ETFs as replenishment drives new orders.
Cash burn and a softer gross-margin guide have added to a slide that leaves the stock well below its high, yet its operating loss per dollar of revenue has narrowed in each of the last three years.
BA's rising deliveries, defense milestones and record backlog support growth, but production delays and 777X issues cloud its outlook.
The defense spending supercycle has only just begun.
CEO Jason Kim said on Tuesday that demand for launch capacity is “getting amplified.”
For Lockheed Martin shareholders, here is a trade that pays you a real income today, which you keep no matter what, in exchange for agreeing to sell your stock at a higher price if it gets there.
Extended partnership leverages upgraded Alpha Block II configuration to deliver up to 25 dedicated launches*Firefly’s Alpha Flight 7 rocket at Space Launch Complex 2 in Vandenberg Space Force Base CEDAR PARK, Texas, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Firefly Aerospace (Nasdaq: FLY), a market leading space and defense technology company, today announced a two-year contract extension of its multi-launch agreement with Lockheed Martin, utilizing its Alpha Block II rocket configuration for up to 25 l
RTX's recent rally is supported by defense contract wins, technology milestones and rising 2026 estimates, despite its premium industry valuation.
Elbit Systems fell solidly after beating earnings. Iran war disruption fears and declining aerospace sales were possible reasons.
During the lightning round of the August 6 episode of Mad Money, a caller inquired about the long-term outlook for Lockheed Martin Corporation (NYSE:LMT), highlighting its prominent position as a major defense contractor and pointing out its steady dividend payout of $3.45 per share. Host Jim Cramer responded with strong enthusiasm: I think it’s sensational. […]
The defense launch demand behind Rocket Lab stock's run was visible in the company's own contract announcements months before the market paid for it.
Palantir Technologies Inc. (NASDAQ:PLTR) has helped the Pentagon dramatically accelerate the process of finding targets in Iran, but a defense analyst says America’s ability to build the missiles needed to hit them hasn’t kept pace. Speaking to LBC on Sunday,...
Investing.com -- The Pentagon has asked major U.S. defence contractors to accelerate production and delivery of critical weapons systems as the Iran war places increased pressure on military stockpiles, Bloomberg reported.
Forget the usual Wall Street qualifiers. Jim Cramer went straight for the superlatives on Lockheed Martin (LMT). During the August 6 episode of CNBC's Mad Money Lightning Round, he called the stock "sensational" and its CEO "fantastic." Two words that leave little doubt about where he stands. ...
Download the Complete Report Here Xanadu Quantum Technologies (XNDU) Optical-Loss Progress and Higher Wafer Throughput Advance Hardware Roadmap as Growth Investment Accelerates Key Takeaways: XNDU advanced hardware execution, achieving 0.085 dB edge-coupling loss while increasing thin-film lithium niobate and silicon nitride fabrication by 75% and 50%. Higher wafer throughput accelerates qubit-factory iteration, with the aggregate […] The post Xanadu Accelerates Chip Production as Investors Awai
Rheinmetall signed a memorandum of understanding with Lockheed last month to jointly produce Army Tactical Missile Systems.
Loar stock sets up a new buy point amid the recent market strength. The aerospace and defense giant is looking for support at a key level.
D-Wave Quantum posts lower-than-expected revenue in its latest quarter, even as the number of revenue-generating customer orders soars.
Its correlation to the index is only moderate, and the behavior that is genuinely its own runs on defense programs and a rocket that has yet to fly.
D-Wave Quantum posts lower-than-expected revenue in its latest quarter, even as the number of revenue-generating customer orders soars.
Lockheed Martin is back in focus as analysts lift price targets into the US$590 to US$700 range following the latest Q2 update and refreshed models. Recent Street commentary links these higher targets to views on improving execution, a raised 2026 outlook and mixed but constructive signals around contract momentum and sector headwinds. Read on to see how these shifting targets fit into the broader Lockheed Martin story and how you can track the narrative as it evolves. Stay updated as the...
Lockheed Martin (NYSE:LMT) has partnered with space infrastructure company Gravitics on a Department of War contract focused on orbital systems with national importance. The company has also signed a memorandum of understanding with NioCorp to work toward a scandium oxide supply agreement that would support a U.S. scandium to warfighter supply chain. Lockheed Martin enters these agreements with its stock trading at $577.6 and showing multi year gains, including 16.2% year to date and 36.4%...
Kratos reported second-quarter earnings per share of 21 cents, up from 11 cents a year ago. Wall Street was looking for 14 cents.
Lockheed Martin stock has delivered an 86.2% total return over the past five years, yet current valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach both point to the shares trading below that intrinsic value by a meaningful margin. An 86.2% return over five years leaves existing holders with solid gains, while raising the question of whether the current price still leaves room for further upside. A multiyear, up to US$58.62b PAC-3 missile contract...
Lockheed Martin climbs 15.5% in three months as a record backlog, major missile defense contracts and expanding production reinforce its long-term growth outlook.
Lockheed Martin (LMT) has become a fresh talking point for investors after its Skunk Works unit and the U.S. Air Force Test Pilot School used an onboard AI agent to execute 27 sensor-driven air intercepts. See our latest analysis for Lockheed Martin. Against this backdrop of AI testing success and major missile and interceptor contracts, Lockheed Martin’s share price has moved to US$589.33, with a 30-day share price return of 7.95% and year-to-date share price return of 18.56%, while the...
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The DOD tapped Lockheed Martin, Northrop Grumman to accelerate Patriot, THAAD production. Anduril looks to build unmanned boats.
The company, among other things, is doubling capacity at its Utah facilities to deliver solid rocket motors and nearly tripling capacity at the Allegany Ballistics Lab in West Virginia.
A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.
Lockheed Martin Corp. shares edged lower on Thursday. The company received a major U.S. government contract modification for PAC-3 Missile Segment Enhancement interceptors. Lockheed Martin Wins Major PAC-3 MSE Award The U.S. government awarded Lockheed Martin a seven-year undefinitized contract...
Lockheed Martin, Raytheon, and L3Harris are leaders in supplying U.S. missile defense systems.
The defense contractor reported second-quarter earnings per share of $3.13. Wall Street was looking for $2.80.
The U.S. has fired a lot of missiles lately, leaving the Defense Department motivated to quickly replace and grow its missile stocks. “When you add the $54 billion dollars in this contract modification, you’re pushing $300 billion dollars of backlog for the company,” said CEO Jim Taiclet on Fox Business. Lockheed is tripling production of its PAC-3 missiles.
AST SpaceMobile burns cash to build satellites while Lockheed Martin generates billions, but one valuation gap hints at where growth investors should look.
Lockheed Martin’s second quarter performance was shaped by a sharp acceleration in munitions demand and broad-based program execution across its segments. Management cited the company’s advanced manufacturing investments and proactive scaling of capacity as major factors in the quarter’s performance. CEO James Taiclet emphasized, “These achievements stem from robust customer demand, enabled by strategic decisions we made well before this demand materialized,” highlighting the early investments i
The U.S. has fired a lot of missiles lately, leaving the Defense Department motivated to quickly replace and grow its missile stocks. “When you add the $54 billion dollars in this contract modification, you’re pushing $300 billion dollars of backlog for the company,” said CEO Jim Taiclet on Fox Business. Lockheed is tripling production of its PAC-3 missiles.
Today, the U.S. government awarded Lockheed Martin (NYSE: LMT) a seven-year undefinitized contract action (UCA) modification for up to $53.86 billion for PAC-3 Missile Segment Enhancement (MSE) interceptors, supporting the Department of War's Acquisition Transformation Strategy. The award brings the total multiyear contract value to $58.62 billion, following the $4.7 billion UCA awarded in April for year one.
The defense contractor reported second-quarter earnings per share of $3.13. Wall Street was looking for $2.80.
If you're looking for recession-proof stocks to buy, you should focus on low-risk, low-volatility businesses.
Recently, Zacks.com users have been paying close attention to Lockheed (LMT). This makes it worthwhile to examine what the stock has in store.
TXT tops Q2 earnings and revenue estimates as Bell and Systems growth offsets mixed Aviation deliveries, while reaffirming full-year guidance.
BA's Q2 revenues beat estimates and backlog hits a record $715.3 billion, but a wider-than-expected adjusted loss tempered the stronger sales performance.
STORY: From Tesla feeling the strain to Lockheed Martin's new drone fighter... This is Tech Weekly.:: Tech WeeklyTesla missed analyst profit forecasts for the second quarter.And Elon Musk's EV giant also reported negative free cash flow for the first time in more than two years.It comes with Tesla accelerating its spend on infrastructure for its AI and robotics ambitions.The automaker beat expectations with revenue of $28.2 billion.But adjusted profit in the quarter was 33 cents per share, lower
Ford wants to sell trucks to the U.S. Army. The news is just the latest example of Ford and GM trying to morph beyond cars.
MELBOURNE, Fla., July 27, 2026--L3Harris Technologies (NYSE: LHX) has signed a framework agreement with the Department of War and Lockheed Martin for a multi-year contract to quadruple propulsion production for the Terminal High Altitude Area Defense (THAAD) system. This significant expansion in propulsion capacity further strengthens the nation’s Arsenal of Freedom, made possible through the Department of War’s Acquisition Transformation Strategy that accelerates delivery of critical capabiliti
Global defense spending is entering a historic expansion phase, driven by geopolitical flashpoints from Ukraine to the Indo‑Pacific and record Pentagon budgets. NATO allies are racing to meet or exceed 2% of GDP defense commitments, while the U.S. has proposed a $1.5 trillion military budget for FY2027. Against this backdrop of rising military allocations and […]
RTX and Lockheed Martin topped Q2 earnings estimates and grew their backlogs to record levels, sending both defense stocks higher as the Iran conflict reignites investor interest.
American Airlines Group Inc. (NASDAQ:AAL) and Lockheed Martin Corporation (NYSE:LMT) Corporation (NYSE:LMT) both reported earnings the same day this week. Both companies are being shaped by the same event, the ongoing war involving Iran. Nonetheless, one firm is getting hurt by it, and the other is getting a big boost, and their stock moves on […]
Lockheed Martin, Northrop Grumman, and RTX posted record backlogs and raised guidance this week, driven by both near-term missile defense demand and long-term military modernization programs.
Applying the Dogs of the Dow logic across the entire S&P 500 sounds like a recipe for chasing troubled dividends, but a holding-by-holding look at SDOG reveals a more complicated picture, with two positions that deserve serious scrutiny before you commit capital.
Boeing carries a backlog that dwarfs its entire market value, and analysts see nearly 30% upside heading into a July 28 earnings report where prediction markets already favor a beat. The question is whether the turnaround has finally reached the point where the numbers do the convincing.
Lockheed Martin had a terrific Q2 -- and Wall Street noticed.
Defense ETFs are gaining attention as solid Q2 earnings, rising military spending and escalating Middle East tensions strengthen the sector's outlook.
Lockheed Martin (LMT) reported strong Q2 results and raised 2026 guidance, though consistent operati
After a brutal Q1 miss and lagging peers by double digits, Lockheed Martin just posted a quarter that sent shares surging past 10% in a single session, and analysts who stayed cautious may be about to get left behind.
Lockheed Martin highlights record backlog, munitions growth and defense technology investments as it raises 2026 guidance.
Security and Aerospace company Lockheed Martin (NYSE:LMT) announced better-than-expected revenue in Q2 CY2026, with sales up 10.5% year on year to $20.06 billion. The company’s full-year revenue guidance of $80.75 billion at the midpoint came in 2% above analysts’ estimates. Its GAAP profit of $7.94 per share was 10.4% above analysts’ consensus estimates.
Lockheed Martin Corp. (NYSE:LMT) reported stronger-than-expected second-quarter results on Thursday, driven by higher sales and earnings, and ended the quarter with a record backlog of $230 billion. The backlog, the largest in the company’s history, increased by about $64 billion from a year earlier. During the quarter, Lockheed secured several major defense awards, including a $35 billion Terminal High Altitude Area Defense (THAAD) interceptor contract and a $3 billion Guided Multiple Launch Ro
The Morning Bull - US Market Morning Update Friday, Jul, 24 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down about 0.4%, as investors react to higher borrowing costs and a jump in market volatility. The US 10 year Treasury yield is sitting near a two month high around 4.65%, which means mortgages, car loans and business financing can all become more expensive. At the same time, crude oil strength and geopolitical tensions are feeding worries that the...
RTX and Lockheed Martin gained investor attention after strong Q2 2026 results, record backlogs, and rising defense spending boosted their outlooks.
Lockheed Martin stock rallies on blockbuster Q2 earnings and raised full-year guidance. Options pricing suggests continued gains ahead in LMT shares.
Lockheed Martin Corp (LMT) reports a record $230 billion backlog and significant financial growth, raising its 2026 guidance amid strong demand and strategic investments.
Lockheed Martin (NYSE:LMT) reported what executives described as a strong second quarter of 2026, citing a record backlog, higher sales, improved earnings and a significant rebound in free cash flow. The defense contractor also raised its full-year outlook across key financial metrics, pointing to a
Shares of security and Aerospace company Lockheed Martin (NYSE:LMT) jumped 10.8% in the afternoon session after the company reported strong second-quarter financial results, beating analysts' expectations, and raised its full-year guidance. During the quarter, revenue increased 10.5% year-on-year to $20.06 billion, and earnings per share jumped to $7.94, exceeding Wall Street's estimates. The robust performance was supported by elevated demand for the company's products, pushing its total order
Moby summary of Lockheed Martin Corporation's Q2 2026 earnings call
Sales jumped 10.5% to $20 billion, and the stock leaped 11% while Hegseth pressed Congress for an additional $95 billion.
Alphabet and Tesla shares fall as investors worry about a rally in oil prices that could drive inflation higher.
Lockheed Martin stock just got 10% more expensive -- and it's still a buy.
Palantir may deliver the biggest gains if its AI momentum continues, but Lockheed Martin's lower valuation and government-backed demand make it the more attractive five-year investment for most investors.
Alphabet and Tesla shares fall as investors worry about a rally in oil prices that could drive inflation higher.
While Q2 earnings are mostly robust and Jobless Claims tick near 60-year lows, pre-markets are tumbling on hostilities in the Middle East.
LMT beats Q2 earnings and sales estimates, delivers double-digit revenue growth and raises its 2026 sales and EPS outlook.
Lockheed Martin highlighted major contract wins to support long-term growth, helping lift its second-quarter backlog to a record $230 billion.
RTX (RTX) and Lockheed Martin (LMT) raised their full-year guidance after both defense contractors r
Lockheed Martin delivered the beat-and-raise quarter the stock and the sector badly needed. The defense contractor reported second-quarter earnings per share of $7.94 from sales of $20.1 billion on Thursday morning. Wall Street was looking for earnings per share of $7.19 from sales of $19.3 billion.
SCHD's 100-stock structure and rock-bottom fees make it a retiree favorite, but a closer look at its top four holdings reveals one company sitting on a patent cliff that could quietly reshape its income story after 2028.
While the top- and bottom-line numbers for Lockheed (LMT) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Wall Street analysts are piling into Boeing with bullish price targets while Reddit investors stare at the same quarterly filing and walk away unconvinced. The gap between institutional optimism and retail skepticism comes down to one number that keeps resurfacing in every thread.
Lockheed Martin (NYSE:LMT) shares surged more than 7% in premarket trading on Thursday after the defence contractor reported second-quarter earnings and revenue above market expectations while raising its full-year financial guidance. The improved outlook was driven by stronger production across the company’s business segments, particularly within its missile programmes, alongside robust cash generation and a record order backlog.
Lockheed Martin delivered the beat-and-raise quarter the stock and the sector badly needed. The defense contractor reported second-quarter earnings per share of $7.94 from sales of $20.1 billion on Thursday morning. Wall Street was looking for earnings per share of $7.19 from sales of $19.3 billion.
Lockheed (LMT) delivered earnings and revenue surprises of +9.97% and +3.26%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Lockheed Martin and RTX both rose more than 5% before the market open. Their stocks are taking very different directions.
The defense contractor posted $20.1 billion in quarterly sales and now projects free cash flow of more than $7 billion for the year
(Updates with economic data, recent oil price movement, world markets' overview and corporate stock
Lockheed Martin Corporation (NYSE: LMT) today reported second quarter 2026 sales of $20.1 billion, compared to $18.2 billion in the second quarter of 2025. Net earnings in the second quarter of 2026 were $1.8 billion, or $7.94 per share, compared to $342 million, or $1.46 per share, including $1.6 billion of program losses and $169 million of other charges, in the second quarter of 2025. Cash from operations was $3.2 billion in the second quarter of 2026, compared to $201 million in the second q
Investing.com -- Lockheed Martin Corporation (NYSE: LMT) reported second-quarter results that exceeded analyst expectations and raised its full-year outlook, sending shares up 7.3% premarket on Thursday.
Security and Aerospace company Lockheed Martin (NYSE:LMT) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 10.5% year on year to $20.06 billion. The company’s full-year revenue guidance of $80.75 billion at the midpoint came in 2% above analysts’ estimates. Its GAAP profit of $7.94 per share was 10.3% above analysts’ consensus estimates.
Lockheed Martin’s fair value estimate has been trimmed slightly from US$625.16 to US$606.68, signaling a modest reset in the analyst price target framework. This shift lines up with recent research that mixes optimism about execution and long term defense exposure with caution around how much investors may currently be willing to pay for the stock. Read on to see what is behind the updated targets and how to track the next moves in the Lockheed Martin story. Analyst Price Targets don't always...
The Lockheed Martin Corporation (NYSE: LMT) board of directors has authorized a third quarter 2026 dividend of $3.45 per share. The dividend is payable on September 25, 2026, to holders of record as of the close of business on September 1, 2026. Lockheed Martin continues to invest in programs that are driving our backlog, while maintaining our historical practice of disciplined and dynamic capital allocation.
Two companies report earnings on the same morning, but retirement investors only have room for one. Before the opening bell on July 23, the gap between these two stocks tells a story worth understanding.
Security and Aerospace company Lockheed Martin (NYSE:LMT) will be reporting earnings this Thursday before market hours. Here’s what investors should know.
The future looks bright for these companies, but that doesn't make them automatic buys right now.
Lockheed is cutting the price of the Patriot. Will its profit margin suffer?
Lockheed Martin (LMT) stock is back in focus after the company secured a $10.5 billion, 12-year contract as prime contractor for U.S. Special Operations Command’s next generation GLSS2 logistics and sustainment program. See our latest analysis for Lockheed Martin. At a share price of $509.54, Lockheed Martin’s stock has seen momentum ease in recent months, with the 90-day share price return down 10.91%, even as the 1-year total shareholder return of 13.63% reflects a steadier longer-term...
Company Now Serves 17 Texas Cities, 12 Independent School Districts, 5 Colleges, and 3 Counties, as New Headquarters Begins Generating Organic New Business FORT WORTH, TX - July 21, 2026 (NEWMEDIAWIRE) - ADM Endeavors, Inc. (OTCQB: ADMQ) ("ADMQ" or t...
Lockheed Martin stock has returned 58.4% over the past five years, and today the valuation checks point to a different kind of interest, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples suggesting the shares may be trading below what the fundamentals imply. A 58.4% five year return signals that long term holders have already seen solid gains, so any current discount matters most to investors deciding whether the stock still offers value. Large long...
Major indexes, off more losses on Friday, are all down month to date thus far.
LMT heads into Q2 results with revenue growth expected, backed by a strong defense backlog, while margin recovery may take longer to materialize.
Wall Street heads into a pivotal week with investors preparing for a flood of corporate earnings, major artificial intelligence announcements and lingering geopolitical tensions that have pushed oil prices above $90 a barrel. The spotlight will be on Wednesday's earnings from Alphabet Inc...
Stocktwits data shows that retail sentiment is split, with investors turning ‘neutral’ on SPY, but ‘extremely bullish’ on QQQ.
Wall Street is coming into a busy week of earnings with high expectations.
Lockheed Martin launched new counter-drone and missile systems, including MORFIUS X-Rotor and PAC-3 ACE.
Despite churning out incredible numbers, semiconductor stocks still seem to somehow “miss expectations.” The team digs into Wall Street's expectations game.
Lockheed Martin secured a $10.5 billion, 12-year global logistics and sustainment contract from U.S. Special Operations Command. The award is described as SOCOM's largest service contract vehicle for worldwide support operations. The company is also opening a London-based venture capital office targeting at least $100 million for UK and European defense startups. For investors tracking NYSE:LMT, these developments arrive with the stock at a recent close of $513.52 and a gain of 12.4% over...
Lockheed (LMT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
SpaceX on Thursday aborted the 13th test flight for its Starship rocket after some engines failed to ignite. SPCX stock fell.
Lockheed (LMT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
SpaceX on Thursday will conduct its 13th Starship test flight, following the May explosion, and launch satellites for the SDA. SPCX stock slides below listing price.
With 83 hedge funds holding stakes in the stock, Lockheed Martin Corporation (NYSE:LMT) is among the 8 Best Stocks to Buy Following Federal Reserve Pivot Expectations. On July 9, Wells Fargo lowered its price target on Lockheed Martin Corporation (NYSE:LMT) to $575 from $650 while maintaining an Equal Weight rating on the shares. The firm continues to […]
IBM downgraded, Cava upgraded: Wall Street's top analyst calls
In the most recent trading session, Lockheed Martin (LMT) closed at $514.99, indicating a -1.09% shift from the previous trading day.
Over the past six months, Lockheed Martin’s stock price fell to $522.25. Shareholders have lost 8.8% of their capital, which is disappointing considering the S&P 500 has climbed by 9.4%. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.
The company is reporting record sales and a large order book, yet the stock has stumbled, forcing a hard look at whether you are buying proven execution or a high-stakes bet on a rocket that has not yet flown.
TORONTO, July 14, 2026 (GLOBE NEWSWIRE) -- Xanadu Quantum Technologies Limited (“Xanadu”; NASDAQ/TSX: XNDU), a leading photonic quantum computing company, and Lockheed Martin (NYSE: LMT), a global security and aerospace company, today announced a new strategic effort to scale quantum training and workforce development through Lockheed Martin's Quantum Talent Pipeline (QTP) program. As quantum technologies transition from research labs to mission-critical environments, the demand for a quantum-sa
Lockheed Martin entered 2026 with a backlog so large it already accounts for years of future revenue, yet the stock has pulled back sharply from its highs. Whether that gap represents a buying opportunity or a warning sign depends on what the contracts actually reveal.
Expectations for defense earnings are low. That isn’t the case for commercial aerospace earnings, though.
Lockheed Martin plans to support a new PAC-3 missile maintenance facility in Europe to strengthen NATO missile defense readiness. The company is forming a joint venture in Germany to co-produce ATACMS missiles with local partners. Both projects deepen Lockheed Martin’s role in European defense infrastructure and munitions supply. Lockheed Martin, traded as NYSE:LMT, is increasing its involvement in NATO’s missile defense architecture as its stock trades around $523.22. The company’s...
Lockheed Martin Corporation (NYSE:LMT) is one of the Best Space Technology Stocks to Buy Now. Recently, on July 7, Lockheed Martin Corporation (NYSE:LMT) announced signing a memorandum of understanding at the NATO Summit Defense Industry Forum. The MoU is to address Europe’s demand for locally produced munitions. Management noted that the MoU is backed by […]
Today's Research Daily features new research reports on 16 major stocks, including Space Exploration Technologies Corp. (SPCX), Meta Platforms, Inc. (META) and The Boeing Company (BA), as well as a micro-cap stock, Value Line, Inc. (VALU).
LMT vs. HWM: Which Stock Is the Better Value Option?
SpaceX's historic IPO turned Elon Musk into the world's first trillionaire, and now Jeff Bezos is making the biggest bet of his life on the company he has quietly funded for 26 years.
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Sure, they are at the whim of macroeconomic factors that influence capital spending (like interest rates), but the industry has held its ground over the past six months as its 8.3% return was almost identical to the S&P 500.
NLight stock blasted higher on Thursday, flashing an early buy signal after the Defense Department tapped the Camas, Wash., company to create the next-generation architecture for low-cost U.S. missile and drone defense. Lockheed Martin's Aculight unit also was selected for the Joint Laser Weapon System program. Craig-Hallum hiked its price target on NLight to 100 from 80, keeping a buy rating, according to The Fly investment news site.
Lockheed Martin holds a $194 billion backlog and new DoD contracts, but Q1 2026 margin compression and the Ultra Maritime deal put focus on its July 23 earnings report.
Goldman stock rose 4.1% Thursday on fresh deals, contributing to the Dow Jones Industrial Average's uptick.
Lockheed Martin (NYSE:LMT) has announced a US$502 million global contract to provide post production support for advanced sensor systems used in AH-64 helicopters worldwide. The company has also closed its US$3.5b acquisition of Ultra Maritime, expanding its presence in undersea defense technologies. Lockheed Martin is a major defense contractor with a long history in aerospace and security technologies, and these latest moves add fresh detail to its current activity. The new helicopter...
Defense spending could surge by 50% in 2027, and these two companies are well positioned to benefit.
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
Lockheed Martin lands billions in new defense contracts across missiles, space and naval systems as expanding backlog meets ongoing program execution challenges.
Record contracts and mission successes paint a strong picture, but the stock's behavior during market shocks reveals a much steeper risk profile.
On Monday, the defense contracting giant announced a $3.5 billion acquisition of naval-defense company Ultra Maritime.
Valued at a market cap of $118 billion, Lockheed Martin is among the largest defense companies globally. The defense manufacturer is buying its way deeper into undersea warfare, a corner of the military business that has quietly become one of the most valuable in the world. The timing ...
BA outpaces its industry as defense wins, liquidity and earnings growth support its long-term outlook despite a sizable debt burden.
Rheinmetall’s share price has swung sharply in recent months. After a very large five year return, the stock now screens as neither clearly cheap nor clearly expensive on Simply Wall St’s broader valuation checks. Rheinmetall has delivered a very large 5 year return of 1,385.4%, which puts extra attention on whether the current price still fairly reflects its long term prospects. The new missile production partnership with Lockheed Martin can support expectations for future defense orders,...
Lockheed Martin (NYSE: LMT) and Boeing (NYSE: BA) both posted Q1 2026 results that read like two different industries. Lockheed runs a pure defense execution engine with messy program charges but reaffirmed guidance. Boeing claws back from manufacturing, certification, and legal scars while its commercial unit loses money on every plane it ships. Program Charges ... Lockheed Martin Vs. Boeing: Which Stocks Is A Better Buy In July
All three major US stock indexes were down in late-morning trading Tuesday, with the Nasdaq Composit
Lockheed Martin lands fresh Pentagon deals to support C-5 Galaxy and AEGIS programs
One established materials supplier anchors aerospace demand; the other races to profitability through aggressive expansion.
Lockheed Martin Corporation (NYSE:LMT) is one of the 10 Best Stocks to Buy According to Billionaire Jeffrey Talpins. Lockheed Martin Corporation (NYSE:LMT) is one of the largest and most important defense manufacturers in America. Its shares are up by 16.4% over the past year and by 9.8% year-to-date. Jefferies discussed the firm on June 25th […]
Defense spending is increasingly split between AI software and missile hardware, but for 2026, one defense giant offers a clearer path to shareholder returns.
Yahoo Finance Breaking News Reporter Jake Conley examines movements in defense stocks that are getting a boost from new contracts with the US government.
Lockheed Martin acquired the naval defense firm Ultra Maritime from the private equity firm Advent International.
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here. The US stock market declined in the quarter with the S&P 500 index (“S&P”) and the Russell 1000 Growth index (“RLG”) […]
The Nasdaq Composite and S&P 500 Index were up in late-morning trading Monday, as tech stocks rose b
Recently, Zacks.com users have been paying close attention to Lockheed (LMT). This makes it worthwhile to examine what the stock has in store.
Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) pays a quarterly distribution from roughly 100 quality-screened U.S. dividend stocks. The fund holds $71.6 billion in assets at an expense ratio of just 0.06%, and it tracks the Dow Jones U.S. Dividend 100 Index, which requires 10 consecutive years of dividend payments and screens on cash flow to ... Six Dividend Aristocrats Keeping SCHD’s Income Stream Bulletproof This Year
Defense stocks are the rare corner of the market where geopolitical anxiety, fiscal generosity and multi-year revenue visibility all converge at once. With the Fiscal Year 2027 investment request by the Department of War totaling $756.8 billion, and President Trump declaring that “our Military Budget for the year 2027 should not be $1 Trillion Dollars, ... 3 Resilient Defense Stocks to Buy in July
GE Aerospace posts robust margin gains and surging commercial aviation growth, while Lockheed Martin leans on defense contracts and lower valuations.
Lockheed Martin stock has returned 63.1% over the past five years, and today the valuation checks suggest the market price may still sit below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach. Over 5 years, a 63.1% total return indicates Lockheed Martin has already rewarded patient shareholders, so any valuation upside now matters more for fresh capital. Recent contract wins and acquisition plans can support expectations for future defense cash flows. At the same...
Lockheed Martin (NYSE:LMT) is reported to be the leading bidder to acquire Ultra Maritime in a deal valued at around US$3.5b. The potential acquisition would expand Lockheed Martin’s presence in undersea warfare and anti-submarine technologies. This news comes at a time of heightened global security tensions and growing demand for advanced undersea defense capabilities. Lockheed Martin is a major defense contractor with a broad portfolio across aerospace, missiles, and defense systems. This...
Lockheed Martin is gearing up to release its Q2 earnings report on July 23, and analysts forecast a slight decline in earnings.
The defense giant is reportedly leading a competitive auction for Advent International-owned Ultra Maritime, with a deal potentially coming as early as next week.
Shares of security and Aerospace company Lockheed Martin (NYSE:LMT) jumped 3.8% in the afternoon session after Citi upgraded its stock rating to Buy and the company announced a series of significant defense contracts, signaling strong business momentum.
A new Air Force contract sent the stock soaring, but investors were reading between the lines of this particular win.
In late June 2026, Lockheed Martin was awarded a seven-year undefinitized contract action for up to US$35.00 billion to rapidly expand THAAD interceptor production, while also securing a separate US$3.00 billion U.S. Army contract for Sentinel A4 radar systems and being reclassified in several Russell equity indices. Together with recent expansions of its U.S. munitions manufacturing footprint and a positive analyst upgrade, these awards underscore how sustained demand for missile defense...
Lockheed stock offers investors a chance to buy the dip, according to Citi. Wednesday morning, analyst John Godyn upgraded Lockheed shares to Buy from Hold. Coming into Wednesday trading, Lockheed stock was up 10% over the past 12 months but down 23% since the start of the war in Iran.
Lockheed stock offers investors a chance to buy the dip, according to Citi. Wednesday morning, analyst John Godyn upgraded Lockheed shares to Buy from Hold. Coming into Wednesday trading, Lockheed stock was up 10% over the past 12 months but down 23% since the start of the war in Iran.
Lockheed Martin (NYSE: LMT) will webcast live its second quarter 2026 earnings results conference call (listen-only mode) on Thursday, July 23, 2026, at 8:30 a.m. ET. Jim Taiclet, chairman, president and CEO; Evan Scott, chief financial officer; and Mark Kvasnak, vice president, Investor Relations, will discuss second quarter 2026 earnings results, provide updates on key topics and answer questions. Second quarter 2026 earnings results will be published prior to the market opening on July 23.
Investing.com -- Citi has upgraded Lockheed Martin to Buy and opened a positive 90-day catalyst watch on Karman Holdings, as analyst John Godyn said his tactical framework of "Aerospace First, Defense Next" has evolved into "Defense Now."
Lockheed Martin (LMT) wins $3B U.S. Army radar production contract
Pre-Market Stock Futures: Futures are trading lower as we get ready to start the third quarter after a record-setting second quarter that saw the Dow Jones Industrial Average close at 52,317, up 0.26% to finish the venerable index’s best first half since 2021, while the Nasdaq finished the session at 26,213, up 1.52% for the ... Here Are Wednesday’s Best Wall Street Analyst Research Calls: Abbott Laboratories, Circle Internet, Dow, Kratos Defense, Lockheed Martin, Salesforce, ServiceNow,SpaceX,
Before the stock took flight, the company was quietly telling investors it had just been handed the keys to a much, much bigger kingdom.
Defense primes are doing what they were built to do: compound through political noise. With the FY2027 Department of War budget request landing at $1.45 trillion, a $440.9 billion or 44% increase from the FY 2026 enacted level, and NATO members committing to 5% of GDP on defense by 2035, the multi-year demand picture has ... 3 Resilient Defense Stocks to Buy Now
Industry groups led by the US Chamber of Commerce are lobbying against a proposed amendment to the N
Is LMT a good stock to buy? We came across a bullish thesis on Lockheed Martin Corporation on Compounding Lab’s Substack. In this article, we will summarize the bulls’ thesis on LMT. Lockheed Martin Corporation’s share was trading at $491.64 as of June 24th. LMT’s trailing and forward P/E were 23.81 and 16.31 respectively according to Yahoo […]
Lockheed Martin (NYSE:LMT) has been removed from multiple Russell value indices. The stock has been added to the Russell 1000 Dynamic Index following recent U.S. defense contract wins. The reshuffle reflects a change in how index providers classify the company within equity benchmarks. Lockheed Martin enters this index shake up with a current share price of $507.4 and a 1 year return of 12.5%. Over 3 years the stock is up 18.9%, and over 5 years it is up 52.2%. These shifts help explain why...
Lockheed Martin Corporation (NYSE:LMT) is one of the best long term stocks to buy according to hedge funds. On June 3, Lockheed Martin successfully intercepted a Group 3 drone using its JAGM missile fired from a GRIZZLY containerized launcher, managed by the Sanctum C-UAS system. The entire end-to-end integration, from hardware-in-the-loop to live-fire testing, was […]
Shipbuilding dominance meets aerospace diversification as both companies post robust 2025 financials but differ sharply in risk and valuation.
Ondas Inc. (NASDAQ:ONDS) is one of the high growth NASDAQ stocks to buy now. On June 23, Ondas announced a collaboration to integrate its subsidiary Sentrycs’ Cyber-over-RF technology into Lockheed Martin’s Sanctum, an advanced modular Counter-UAS platform. This integration aims to bolster defense against complex aerial threats, such as drone swarms, by adding a precise, […]
Lockheed Martin Corporation (NYSE:LMT) is included among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks. On June 25, Jefferies lowered its price recommendation on Lockheed Martin Corporation (NYSE:LMT) to $575 from $595. It reiterated a Hold rating on the stock. The firm expects second-quarter revenue growth to accelerate to 5%, but trimmed its earnings-per-share estimate […]
IPO Stock Of The Week: Aerospace and defense leader Loar stock broke out past its latest buy point in recent sessions amid a volatile market.
With its stock sitting at a high after a powerful run, it’s easy to see the bull case for GE Aerospace (GE). The skies are full, demand for new engines is strong, and the company’s large installed base provides a steady stream of high-margin services revenue. The story is compelling.
Management no longer talks about disappointing engine output because they fixed it; now the entire investment case rests on a massive, fast-growing services business you might not be watching closely enough.
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the defense contractors stocks, including Lockheed Martin (NYSE:LMT) and its peers.
With an upside potential of 25.66% according to analysts, General Motors Company (NYSE:GM) is among the 10 Most Promising Hydrogen and Fuel Cell Stocks According to Analysts. On June 16, General Motors Company (NYSE:GM) and Lockheed Martin announced a collaboration aimed at strengthening the United States manufacturing and defense industrial base. Operating under a memorandum of understanding, […]
The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle blowout looks like. The rest of the memory complex came along for the ride. On CNBC the same morning, Global X’s Seana Smith framed the earnings report ... Micron’s Blowout Sparked a Chip Rally, but the Smart Money Is Already Rotating Into Defense and Space
After a powerful run, the biggest risk to GE Aerospace stock isn't in its operations, but in the demanding price investors are already paying for it.
Lockheed Martin just added 10% to its annual revenue, but Wall Street doesn't realize it yet.
Lockheed Martin (NYSE:LMT) is a stock worth owning for decades because its revenue is effectively underwritten by the U.S. government and a global alliance system that does not negotiate down its threat environment to suit a recession. For a retirement investor who has already paid tuition chasing momentum, it fits the profile of a long-duration ... 1 Rare Dividend Stock Built to Survive Any Recession
The Pentagon awarded Lockheed Martin a seven-year contract to produce THAAD missile interceptors. Defense stocks tumbled this week.
Lockheed Martin's latest contract award from the U.S. Government adds to sales growth in the defense group's missiles division, Jefferies' Sheila Kahyaoglu wrote. The company signed a seven-year contract worth up to $35 billion for Terminal High Altitude Area Defense interceptor missiles. The contract follows another government award for a significant ramp up in Patriot missile production, the analyst noted.
Trump calls stock buybacks fake, but the MicroStrategy Bitcoin model boosts valuations by issuing shares to buy BTC.
RICHARDSON, TX / ACCESS Newswire / May 1, 2026 / Optex Systems Holdings, Inc. (Nasdaq:OPXS), a manufacturer of precision optical sighting systems, announced the appointment of Lionel Liebman as Director of Optical Engineering. Mr. Liebman brings over ...