Lockheed Martin (LMT)

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Time to Buy the Dip on Lockheed Martin Stock?

by Dan Victor

Order backlog reaching a record $176 billion.

The 2024 adjusted earnings per share (EPS) of $27.99 increased by just 1.6% compared to 2023.

For 2025, Lockheed is aiming for revenue growth between 3.9% and 5.4%. However, the guidance for 2025 adjusted EPS of $27 to $27.30 represents a disappointing 3% decline from 2024 at the midpoint.

Forward price-to-earnings (P/E) ratio of 17 times

Source: The Motley Fool

https://finance.yahoo.com/news/time-buy ... 00424.html

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Why Lockheed Martin Stock Is Volatile Today

by Lou Whiteman

Lockheed earned $7.28 per share on revenue of $18 billion in the quarter, surpassing Wall Street's $6.31 per share on $17.8 billion estimate.

The company's relatively poor 0.8 book-to-bill, a measure of new business booked compared to existing work billed in the quarter, reflects the lack of momentum from here.

Source: The Motley Fool

https://finance.yahoo.com/news/why-lock ... 23675.html

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Jim Cramer Says “No Problem Buying” Lockheed Martin (LMT)

by Syeda Seirut Javed

Jim Taiclet runs this company and he’s a terrific, honorable, good guy.

It now yields almost 3% but it only sells for 16 times earnings.

Source: Insider Monkey

https://finance.yahoo.com/news/jim-cram ... 28645.html

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Lockheed Martin Stock Could Explode as Donald Trump Touts F-55 Fighter Jet and a Bigger F-22

by Rich Smith

Key Points

The Pentagon awarded Lockheed archrival Boeing a surprise win in March: a $20 billion F-47 fighter jet contract.

Now, President Trump is suggesting Lockheed Martin could get two contracts of its own, to build F-55 and F-22 Super stealth fighters.

Whether or not the contracts materialize, relative to its peers, Lockheed Martin stock already looks attractive.

The Lockheed Martin (NYSE: LMT) F-22 Raptor stealth fighter is arguably the most expensive fighter jet ever built, costing an estimated $400 billion per unit.

Build a new stealth fighter, based on Lockheed's F-35 stealth fighter but with two engines instead of just one, to be called the F-55.

A second idea floated by the president is to let Lockheed restart production of its long-canceled F-22 program in an upgraded form, to be known as the F-22 Super.

Source: The Motley Fool

https://finance.yahoo.com/news/predicti ... 00108.html

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Lockheed Martin Corporation (NYSE:LMT)
Number of Hedge Fund Holders: 68

Lockheed Martin Corporation (NYSE:LMT) is one of the 14 stocks Jim Cramer recently shared insights on. During the episode, a caller asked whether to reposition their holding in the stock, and in response, Cramer said:

“I like Lockheed Martin too much to tell you to do that. Every time I see Jim Taiclet, I say to myself, why does anyone want to sell that stock with a 3% yield and a great book of business and a terrific CEO? No, you stay long, Lockheed Martin.”

Lockheed Martin (NYSE:LMT) focuses on designing, developing, and producing advanced technology systems, products, and services for the defense and space industries.

On May 14, when Cramer was asked about the company, he remarked:
“Okay, so Jim Taiclet runs this company, and he’s a terrific, honorable, good guy. It now yields almost 3%. You can say, well, that doesn’t compensate, but it only sells for 16 times earnings.

I think Lockheed Martin, you start a position right here. I would have no problem buying a stock that Jim Taiclet is in charge of and that… sells for only 16 times earnings.”

Source: Insider Monkey

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Lockheed Martin's Quarterly Earnings Preview: What You Need to Know

by Aditya Sarawgi

Analysts expect LMT to report a profit of $6.57 per share, down 7.6% from $7.11 per share.

For the full fiscal 2025, LMT’s earnings are expected to come in at $27.27 per share, down 4.2% from $28.47 reported in fiscal 2024.

However, in fiscal 2026, its earnings are expected to rebound 9.1% year-over-year to $29.75 per share.

Its mean price target of $525.50 suggests a 13.5% upside potential from current price levels.

Source: BarChart

https://finance.yahoo.com/news/lockheed ... 11608.html

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Lockheed Martin (NYSE:LMT) Reports Sales Below Analyst Estimates In Q2 Earnings, Stock Drops

by Anthony Lee

Lockheed Martin (LMT) Q2 CY2025 Highlights:

Revenue: $18.16 billion vs analyst estimates of $18.59 billion (flat year on year, 2.3% miss)

EPS (GAAP): $1.46 vs analyst expectations of $6.42 (77.3% miss)

Adjusted EBITDA: $1.09 billion vs analyst estimates of $2.53 billion (6% margin, 57% miss)

The company reconfirmed its revenue guidance for the full year of $74.25 billion at the midpoint

EPS (GAAP) guidance for the full year is $21.85 at the midpoint, missing analyst estimates by 19.7%

Operating Margin: 4.1%, down from 11.9% in the same quarter last year

Free Cash Flow was -$150 million, down from $1.51 billion in the same quarter last year

Backlog: $166.5 billion at quarter end, up 5.2% year on year

Market Capitalization: $107.9 billion

Source: Stock Story

https://finance.yahoo.com/news/lockheed ... 33770.html

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Lockheed Martin's Q2 profit plummets on US$1.6 billion charge

Net income fell to US$342 million, or US$1.46 per share, compared with US$1.64 billion, or US$6.85 per share, a year earlier

[WASHINGTON] Lockheed Martin reported on Tuesday (Jul 22) that its second-quarter profit plunged by about 80 per cent, after the US defence giant recorded pre-tax losses of US$1.6 billion, mainly linked to a classified programme within its Aeronautics segment.

Net income fell to US$342 million, or US$1.46 per share, compared with US$1.64 billion, or US$6.85 per share, a year earlier.

Lockheed said the charge stemmed from difficulties with a classified programme in its Aeronautics business and certain international helicopter programmes in its Sikorsky unit.

Defence contractors are grappling with mounting cost pressures as inflation and supply chain disruptions drive up expenses on long-term programmes priced years ago.

Many of these contracts – often fixed-price – were negotiated before the post-pandemic surge in labour, material, and component costs, forcing contractors such as Lockheed to absorb overruns.

Apart from the US$950 million charge on the classified programme, Lockheed took a US$570 million hit on its work for the Canadian government relating to the procurement of its CH-148 Cyclone maritime helicopters.

Excluding these charges, however, the defence giant posted an adjusted profit of US$7.29 per share, beating estimates of US$6.44 per share, per data compiled by LSEG.

Lockheed also missed Wall Street estimates for second-quarter revenue, which came in at US$18.16 billion, compared with expectations of US$18.57 billion.

Source: REUTERS

https://www.businesstimes.com.sg/compan ... ion-charge

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Lockheed Martin lifts 2025 forecasts on robust defence demand

The company’s total revenue rose 8.8% to US$18.61 billion in the third quarter, above analysts’ average estimate of US$18.56 billion

Aeronautics segment sales jumped 11.9 per cent to US$7.26 billion in the third quarter.

The programme secured a long-awaited US$12.5 billion contract from the Pentagon last month, for a total of 296 F-35 jets.

Vying for a slice of the Trump administration’s US$175 billion marquee Golden Dome missile shield.

Profit per share came in at US$6.95, also beating analysts’ expectation of US$6.36.

Source: Reuters

https://www.businesstimes.com.sg/intern ... nce-demand

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Why Phillip Morris International Stock Fell Today

by Keith Noonan

Philip Morris stock fell today even though the company reported strong Q3 results.

The tobacco giant also raised its earnings outlook for the year.

Some investors were expecting even stronger momentum for the company's smoke-free products.

Source: The Motley Fool

https://finance.yahoo.com/news/why-phil ... 18387.html