XNYS · Industrials · Aerospace & Defense
Lockheed Martin is the world's largest defense contractor and has dominated the Western market for high-end fighter aircraft since it won the F-35 Joint Strike Fighter program in 2001. Aeronautics is Lockheed's largest segment, which derives upward of two-thirds of its revenue from the F-35. Lockheed's remaining segments are rotary and mission systems, mainly encompassing the Sikorsky helicopter business; missiles and fire control, which creates missiles and missile defense systems; and space systems, which produces satellites and receives equity income from the United Launch Alliance joint venture.
Lockheed delivered a solid quarter, beating on both earnings and revenue with **$7.94 EPS** on **$20.1B** sales, while margins expanded 670 bps. Guidance for **$29.35-$30.25 EPS** and **$77.5B-$80.0B** revenue looks conservative, reinforcing its prime defense position.
AI-generated summary — powered by BigEarnings.
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-07-23 | Q2 2026 | 7.23 | 7.94 | +9.82% | $20.06B | ✅ Beat | +0.22% | — | — |
| 2026-04-23 | Q1 2026 | 6.69 | 6.44 | -3.74% | $18.02B | ❌ Miss | +0.28% | -2.23% | +0.65% |
| 2026-01-29 |
| Q4 2025 |
| 5.94 |
| 5.80 |
| -2.36% |
| $20.32B |
| ❌ Miss |
| +0.01% |
| -2.14% |
| +5.71% |
| 2025-10-21 | Q3 2025 | 6.34 | 6.95 | +9.62% | $18.61B | ✅ Beat | — | — | — |
| 2025-07-22 | Q2 2025 | 6.54 | 7.29 | +11.47% | $18.16B | ✅ Beat | — | — | — |
| 2025-04-22 | Q1 2025 | 6.34 | 7.28 | — | $17.96B | ✅ Beat | — | — | — |
| 2025-01-28 | Q4 2024 | 6.61 | 7.67 | +16.04% | $18.62B | ✅ Beat | — | — | — |
| 2024-10-22 | Q3 2024 | 6.50 | 6.84 | +5.23% | $17.10B | ✅ Beat | — | — | — |
Showing last 8 quarters.