LMT
Lockheed Martin Corporation

Lockheed Martin CorporationLMT

Industrials · Aerospace & Defense
524.68USD
-2.00%
Sep 24, 2026
LMT overview ready
Prime Contractor Driving Air- and Missile-Defense Production Capacity Expansion
Lockheed Martin is a direct prime-contractor beneficiary of air- and missile-defense, tactical-missile, precision-strike, and associated production-capacity procurement.
Strong narrative exposure
Exposed to the Defense Rearmament and Industrial Base narrative through Munitions and Missile Defense Replenishment — pure play.
Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
Attractive valuation
Current market expectations look undemanding relative to how much growth and cash flow it delivers per turn of revenue multiple.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Dependence on government defense budgets.
Market Sep 23Filing Jun 28Price action Sep 23Research Sep 3

Conviction Level

NarrativeHeat8.3ThemeHeat8.4PriceAction5.4Valuation8.2CompanyPosition9.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryConstructive

Structure is constructive on both timeframes without excessive extension — a reasonable entry location.

Key Financials

Market Cap
$121.1B
Avg Volume (60D)
1.1M
60 sessions
Revenue Growth YoY
+5.6%
FY2025 vs FY2024
Gross Margin
+11.8%
Trailing twelve months
Operating Margin
+11.9%
Trailing twelve months
Free Cash Flow Yield
+7.2%
Distance from 200DMA
-5.4%
Next Earnings
2026-10-20
P/E
19.3x
EV / EBITDA
12.7x
EV / Sales
1.8x
Market metrics as of Sep 23, 2026
Financial results for the period ended Jun 28, 2026
Filed balance-sheet data as of Jun 28, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is cheap.
Lockheed Martin Corporation has a Cheap valuation stance because current market expectations look undemanding relative to how much growth and cash flow it delivers per turn of revenue multiple.

Company Research

Thesis
Lockheed Martin is a direct prime-contractor beneficiary of air- and missile-defense, tactical-missile, precision-strike, and associated production-capacity procurement. Its exposure is substantial but diversified by major aircraft, rotary/mission systems, and space businesses.
Opportunity
Moderate opportunity
US and allied procurement to replenish missile, air-defense and precision-munition inventories while funding sustained production-capacity expansion across the defense industrial base.
Key risk
Dependence on government defense budgets.

Narrative & Theme

Defense Rearmament and Industrial Base
Part of Munitions and Missile Defense Replenishment, with strong fit.
It is a highly credible adjacent participant in the same demand system: replenishment of interceptor and precision-strike inventories, expansion of missile-defense capacity, and allied air-defense modernization.
Narrative HeatHeating up8.3 / 10
Theme HeatHeating up8.4 / 10

Business & Markets

Industrials · Aerospace & Defense
What they do

Lockheed Martin designs, develops, manufactures, integrates, and sustains aerospace and defense technology systems and products globally through four main business segments.

How it earns

The company generates revenue primarily through project-based contracts with government and defense customers.

Products & services
Combat and air mobility aircraft
Unmanned air vehicles
Air and missile defense systems
Tactical missiles
Space systems
Customers & end markets
Government defense agencies
International military customers
Market position

Market leader in aerospace and defense technology and systems.

Demand drivers
Medium cyclicality

Defense spending can fluctuate with government budgets and geopolitical factors but generally maintains steady demand.

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