Lockheed Martin(LMT)

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美股涨跌互现,道指新高涨逾200点,奈飞放榜盘后下跌超6%
Di Yi Cai Jing Zi Xun· 2025-10-21 23:09
*蓝筹财报提振市场情绪 *奈飞盈利低于预期,盘后重挫 第三季度财报季进入高峰期,多家蓝筹企业业绩超出预期。 通用汽车股价飙升14.9%,公司上调全年财测并缓解关税冲击担忧。可口可乐上涨4.1%,得益于稳健的 消费需求与利润率改善;3M上涨7.7%,受高利润产品结构与成本控制支撑。 航空航天与防务板块表现强劲。洛克希德·马丁(Lockheed Martin)、诺斯洛普·格拉曼(Northrop Grumman)及RTX均上调业绩预期,带动标普1500航空航天与国防指数上涨1.9%。 "企业盈利普遍超出预期,利润率略有提升,这表明部分关税成本已被转嫁。"资产管理公司Simplify Asset Management首席策略师迈克尔·格林(Michael Green)表示,"不过市场整体仍偏谨慎,投资者对 财报惊喜的反应不如以往强烈。" *国际金银价格大幅回落 美国股市周二收盘涨跌不一,道琼斯工业平均指数创历史新高,受蓝筹股财报提振。标普500指数收盘 基本持平,而科技与半导体板块走软,令纳斯达克指数小幅下滑。 截至收盘,道指上涨218.16点,涨幅0.47%,报46924.74点;标普500指数微升0.22点,报 ...
Lockheed Martin's Dip On Great Results Doesn't Mean To Buy
Seeking Alpha· 2025-10-21 22:02
Core Insights - Crude Value Insights provides an investment service and community focused on the oil and natural gas sector, emphasizing cash flow and the companies that generate it, which leads to value and growth prospects with real potential [1] - Subscribers have access to a model account with over 50 stocks, in-depth cash flow analyses of exploration and production (E&P) firms, and live chat discussions about the sector [1] Subscription Offer - A two-week free trial is available for new subscribers, allowing them to explore the oil and gas investment opportunities [2]
3 Defense Stocks Seeing Unusual Post-Earnings Options Activity
Schaeffers Investment Research· 2025-10-21 18:35
Lockheed Martin Corp (NYSE:LMT), Northrop Grumman Corp (NYSE:NOC), and RTX Corp (NYSE:RTX) are all fresh off the earnings confessional. Below, let's take a closer look at these defense giants' results.LMT was last seen 2.7% lower to trade $491.89, brushing off an upbeat full-year profit forecast amid strong demand, as well as better-than-expected third-quarter earnings and revenue. The equity carries a 19.9% year-over-year deficit, but support from the $480 level looks ready to contain today's pullback.NOC ...
Lockheed's Q3 Earnings Surpass Estimates, Sales Increase Year Over Year
ZACKS· 2025-10-21 17:35
Key Takeaways Lockheed Martin's Q3 adjusted EPS rose 2.2% year over year to $6.95, beating expectations.Higher segment sales drove revenues up 8.8% to $18.61 billion, led by the F-35 program.The company raised 2025 EPS guidance to $22.15-$22.35 and reaffirmed strong cash flow targets.Lockheed Martin Corporation (LMT) reported third-quarter 2025 adjusted earnings of $6.95 per share, which beat the Zacks Consensus Estimate of $6.33 by 9.8%. The bottom line increased 2.2% from the year-ago quarter's reported f ...
美军火商称俄乌冲突及巴以冲突推动利润增长
Yang Shi Xin Wen· 2025-10-21 16:38
据悉,洛克希德·马丁公司已从五角大楼获得一份共计296架F-35战斗机的合同,价值125亿美元。 (文章来源:央视新闻) 当地时间10月21日,美国武器制造商洛克希德·马丁公司和雷神技术公司预测,今年剩余时间利润将实 现强劲增长,这得益于巴以冲突及俄乌冲突带来的武器需求激增。 ...
Lockheed Martin(LMT) - 2025 Q3 - Earnings Call Transcript
2025-10-21 16:00
Lockheed Martin (NYSE:LMT) Q3 2025 Earnings Call October 21, 2025 11:00 AM ET Speaker0Good day, and welcome everyone to the Lockheed Martin Third Quarter twenty twenty five Earnings Results Conference Call. Today's call is being recorded. At this time, for opening remarks and introductions, I would like to turn the call over to Maria Richard On, Vice President, Treasurer and Investor Relations. Please go ahead.Speaker1Thank you, Sarah, and good morning. I'd like to welcome everyone to our third quarter twen ...
Cornucopia of Q3 Earnings: GE, GM & More
ZACKS· 2025-10-21 15:46
Key Takeaways Busiest Morning of Q3 Earnings Season So FarMostly Beats from GE, GM, KO & MoreNetflix Reports Q3 Earnings After the CloseTuesday, October 21, 2025Pre-markets are flat a half-hour prior to the opening bell today. Major market indexes rebounded into the green over the past month in what has so far been a fairly turbulent October, and are back to all-time highs. The Dow and the S&P 500 are both up +2 points at this hour, the Nasdaq is at 0.0. The small-cap Russell 2000, which has outperformed th ...
Lockheed Martin(LMT) - 2025 Q3 - Earnings Call Presentation
2025-10-21 15:00
October 21, 2025 at: www.lockheedmartin.com/investor October 21, 2025 through midnight October 22, 2025 3 rd Quarter 2025 Conference Call October 21, 2025 Webcast login at: James D. Taiclet Chairman, President and CEO Evan Scott Chief Financial Officer Maria Ricciardone Vice President, Treasurer & Investor Relations www.lockheedmartin.com/investor Webcast replay & podcast available by 2:00 p.m. ET Audio replay available from 2:00 p.m. ET 1 Forward-Looking Statements This presentation contains statements tha ...
Fragile Gaza Ceasefire Puts Defense ETFs in the Spotlight
ZACKS· 2025-10-21 14:56
Core Insights - The fragile ceasefire in Gaza has reignited violence, drawing investor attention to defense stocks and ETFs [1][2] - Geopolitical instability enhances the business prospects of defense contractors as governments increase military spending [2][9] Defense Sector Dynamics - U.S.-based defense companies supplying military hardware to Israel are likely to see increased orders and stock prices due to ongoing conflict [3] - Major defense contractors like Lockheed Martin, Boeing, and RTX Corp. are significantly involved in supplying arms to Israel, making them sensitive to the conflict's duration [4] - Recent share price increases for RTX (1.8%), Lockheed Martin (2.2%), and Boeing (1.8%) were driven by the latest ceasefire violations [4] Long-term Growth Factors - Defense spending is considered non-cyclical, providing predictable revenue streams for contractors, which is attractive during market volatility [5] - The defense sector is undergoing transformation through AI, autonomous drones, and cyber warfare, creating growth opportunities for innovative companies [6] - Global military spending is increasing, with the U.S. injecting an additional $150 billion for national security through the "One Big Beautiful Bill Act" [7] - NATO members have agreed to increase defense spending to 5% of GDP by 2035, significantly benefiting U.S.-based defense manufacturers [8] Investment Opportunities - The combination of geopolitical tensions, expanding budgets, and innovation positions the defense sector for sustained growth, making defense ETFs a strategic investment [9] - Prominent defense ETFs include: - Global X Defense Tech ETF (SHLD) with net assets of $5.10 billion and a year-to-date gain of 79.8% [10][11] - iShares U.S. Aerospace & Defense ETF (ITA) with net assets of $12.09 billion and a year-to-date gain of 42.7% [12] - Invesco Aerospace & Defense ETF (PPA) with a net asset value of $155.03 and a year-to-date gain of 35.7% [13]
Defense companies raise 2025 outlooks on higher demand
CNBC· 2025-10-21 14:49
Visitor passes the Raytheon Technologies Corporation logo at the 54th International Paris Air Show at Le Bourget Airport near Paris, France, on June 22, 2023.Defense and aerospace giants raised their outlooks for the year on Tuesday, citing stronger demand despite economic uncertainty and tariffs.GE Aerospace, Northrop Grumman, RTX and Lockheed Martin each beat third-quarter Wall Street profit estimates, with only Northrop missing revenue estimates, based on a survey of analysts by LSEG.GE, which is both a ...