The financials support the setup. In Q3 2025, Lockheed Martin posted $18.6 billion in sales, $1.6 billion in net earnings, $6.95 in EPS, and $3.3 billion in free cash flow, while backlog climbed to a record $179 billion and full-year revenue guidance moved into the mid $74 billion range.Even after that run, its forward P/E of 19.68x is still below the broader aerospace and defense sector’s roughly 22.5x, which suggests investors are not paying an outsized premium for its growth and backlog visibility. Add i ...

The recent Operation Absolute Resolve included F-35 and F-22 fighter jets, RQ-170 Sentinel stealth drones, and Sikorsky Black Hawk helicopters, which helped ensure mission success while bringing the men and women of our armed forces home safely. In addition, we worked closely with the Department of War Leadership to reach the landmark seven-year framework agreement for PAC-3 MSE interceptors that we together announced earlier in January. This groundbreaking agreement was just the first step in bringing comm ...

洛克希德马丁(LMT.US)一度涨超8%，最高触及645.67美元，创下历史新高。 消息面上，洛克希德马丁公司去年第四季度净销售额同比增长9%至203亿美元，每股收益5.80美元。截 至2025年底，积压订单达到创纪录的1940亿美元。公司公布乐观的2026年业绩指引，预计净销售额将介 于775亿至800亿美元，每股收益将介于29.35至30.25美元，均超预期。 此外，公司发布声明称，已与美国国防部签署框架协议，将"萨德"导弹拦截弹的年产量从96枚提高到 400枚，翻两番。声明并未披露协议的具体条款，但该公司计划在未来三年内投资数十亿美元，用于扩 大生产规模，并新建和改造20多个生产设施。(格隆汇) ...

每经AI快讯，1月29日，洛克希德马丁股价涨7.6%创历史新高，此前公司预测2026年利润和收入将高于 预期。 ...

Core Viewpoint - Lockheed Martin reported quarterly earnings of $5.8 per share, missing the Zacks Consensus Estimate of $6.24 per share, and showing a decline from $7.67 per share a year ago, indicating an earnings surprise of -7.10% [1] Financial Performance - The company posted revenues of $20.32 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.48%, and showing an increase from $18.62 billion year-over-year [2] - Over the last four quarters, Lockheed has exceeded consensus EPS estimates three times and topped consensus revenue estimates three times as well [2] Stock Performance - Lockheed shares have increased approximately 23.5% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.9% [3] Future Outlook - The company's earnings outlook will be crucial for determining the stock's immediate price movement, with current consensus EPS estimates at $7.13 for the coming quarter and $29.55 for the current fiscal year [4][7] - The Zacks Rank for Lockheed is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Aerospace - Defense industry is currently ranked in the top 35% of over 250 Zacks industries, suggesting a favorable outlook as the top 50% of Zacks-ranked industries tend to outperform the bottom 50% by more than 2 to 1 [8]

Lockheed Martin (NYSE:LMT) Q4 2025 Earnings call January 29, 2026 08:30 AM ET Company ParticipantsEvan Scott - CFOJim Taiclet - Chairman, President and CEOMaria Ricciardone - VP of Investor RelationsConference Call ParticipantsDouglas Harned - AnalystGautam Khanna - AnalystGavin Parsons - AnalystKristine Liwag - AnalystMichael Ciarmoli - AnalystMyles Walton - AnalystRichard Safran - AnalystRob Stallard - AnalystScott Mikus - AnalystSheila Kahyaoglu - AnalystOperatorGood day, and welcome everyone to the Lock ...

Lockheed Martin (NYSE:LMT) Q4 2025 Earnings call January 29, 2026 08:30 AM ET Company ParticipantsEvan Scott - CFOJim Taiclet - Chairman, President and CEOMaria Ricciardone - VP of Investor RelationsConference Call ParticipantsDouglas Harned - AnalystGautam Khanna - AnalystGavin Parsons - AnalystKristine Liwag - AnalystMichael Ciarmoli - AnalystMyles Walton - AnalystRich Safran - AnalystRob Stallard - AnalystScott Mikus - AnalystSheila Kahyaoglu - AnalystOperatorGood day, and welcome everyone to the Lockhee ...

Lockheed Martin (NYSE:LMT) Q4 2025 Earnings call January 29, 2026 08:30 AM ET Speaker9Good day, and welcome everyone to the Lockheed Martin fourth quarter and full year 2025 earnings results conference call. Today's call is being recorded. If you would like to ask a question, please press Star, then one now. At this time, for opening remarks and introductions, I would like to turn the call over to Maria Ricciardone, Vice President, Treasurer, and Investor Relations. Please go ahead.Speaker6Thanks, Sarah. Go ...

Lockheed Martin said it will quadruple its Thaad missile-defense system output, to roughly 400 interceptors a year, in response to demand from Pentagon officials gearing up for conflicts on multiple f... ...

Core Insights - Geopolitical tensions are positively impacting Lockheed Martin's financial performance, although earnings per share of $5.80 in Q4 fell slightly short of the $5.85 expected by analysts [1] - The company's 2026 outlook projects net sales between $77.5 billion and $80 billion, slightly above consensus estimates of $77.9 billion [2] - Lockheed Martin has secured a deal with the Department of Defense to increase production of THAAD interceptors from 96 to 400 per year, with plans to invest billions in production expansion and facility modernization [2] - Record deliveries of F-35 fighter jets contributed to a 9.1% increase in sales in Q4, and positive sentiment was bolstered by potential increases in the defense budget for fiscal 2027 [3] Financial Performance - Lockheed Martin reported Q4 earnings of $5.80 per share, which was below analyst expectations [1] - The company anticipates net sales of $77.5 billion to $80 billion for 2026, aligning closely with market expectations [2] Production and Contracts - A significant agreement with the Department of Defense will quadruple THAAD interceptor production, indicating strong future demand [2] - Lockheed Martin plans to invest billions over the next three years to enhance production capabilities and modernize over 20 facilities [2] Market Context - The positive performance of Lockheed Martin follows a substantial 57% sales increase reported by Boeing, which generated $23.9 billion in Q4 [4] - Boeing delivered 600 airplanes in the last year, a significant increase from 348 the previous year, highlighting a robust aerospace market [4]