Here's What Key Metrics Tell Us About Lockheed (LMT) Q4 Earnings

Core Insights - Lockheed Martin reported revenue of $20.32 billion for Q4 2025, a 9.1% year-over-year increase, exceeding the Zacks Consensus Estimate by 2.48% [1] - The company's EPS for the quarter was $5.80, down from $7.67 a year ago, representing a -7.1% surprise compared to the consensus estimate of $6.24 [1] Revenue Performance - Aeronautics sales reached $8.52 billion, surpassing the average estimate of $7.95 billion, with a year-over-year increase of 6.4% [4] - Rotary and Mission Systems generated $4.62 billion, slightly below the $4.66 billion estimate, reflecting an 8.3% year-over-year increase [4] - Missiles and Fire Control sales were $4.02 billion, exceeding the $3.93 billion estimate, marking a significant 17.8% year-over-year growth [4] - Space segment sales totaled $3.16 billion, just under the $3.19 billion estimate, with a year-over-year increase of 7.5% [4] Operating Profit Analysis - Aeronautics operating profit was $782 million, above the average estimate of $742.21 million [4] - Space operating profit reached $273 million, slightly higher than the estimated $268.52 million [4] - Rotary and Mission Systems reported an operating profit of $468 million, below the average estimate of $477.47 million [4] - Missiles and Fire Control's operating profit was $535 million, compared to the estimated $543.46 million [4] Stock Performance - Lockheed Martin's shares have returned +23.5% over the past month, significantly outperforming the Zacks S&P 500 composite's +0.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]