Lockheed Martin Corporation

Informe acción NYSE:LMT

Capitalización de mercado: US$118.6b

Lockheed Martin Crecimiento futuro

Future controles de criterios 2/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Lockheed Martin de 12.1% y 4.5% por año respectivamente. Se prevé que el BPA crezca en un 12.8% al año. Se espera que la rentabilidad financiera sea de 63.9% en 3 años.

Información clave

12.1%

Tasa de crecimiento de los beneficios

12.84%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Aerospace & Defense18.3%
Tasa de crecimiento de los ingresos4.5%
Rentabilidad financiera futura63.86%
Cobertura de analistas

Good

Última actualización05 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Seeking Alpha • May 05

Lockheed Martin Q1 2026: Noise Vs. Signal In The Defense Sector

Summary Lockheed Martin faced a weak Q1 with EPS down 11.54% and net income down 13.08%, driven by supply chain disruptions and program delays. LMT's $186.4 billion backlog and strong Missile and Fire Control and Space segment growth underpin long-term revenue visibility and strategic positioning. Short-term cash flow issues stem from unbilled contract assets, not lost profits; capital expenditures and retained earnings remain robust. I maintain a Strong Buy rating on LMT, viewing current weakness as a long-term accumulation opportunity given relative valuation and backlog strength. Read the full article on Seeking Alpha
Actualización del análisis • Apr 22

LMT: Space And Defense Contract Wins Will Sustain Long-Term Cash Generation

Analysts have raised the Lockheed Martin fair value estimate from $740 to $770, citing higher assumed revenue growth, a slightly lower discount rate, and a modestly richer future P/E multiple, even as projected profit margins are fractionally softer. Analyst Commentary Street research in recent weeks reflects an active debate around Lockheed Martin, with a cluster of higher price targets from bullish analysts alongside a small number of more cautious or bearish revisions.
Nuevo análisis • Apr 16

Orbit + Aero + Defense

Key Takeaways Two simple engines: Orbit (Space): building space-based “defence infrastructure” (sensing, tracking, comms). Aero + Defence: the big money makers today (F-35, missiles/missile defense, radars/mission systems).
Nuevo análisis • Apr 09

Lockheed Martin Corp (LMT): The "21st Century Security" Architect Scaling for a Global Rearmament Cycle

Lockheed Martin Corp (LMT) , the world’s largest defense contractor, closed the April 8, 2026, trading session at $626.01 USD on the NYSE. The stock has been a standout "safe-haven" performer in 2026, climbing more than 26% year-to-date as global geopolitical tensions drive a durable rearmament cycle.
Actualización del análisis • Apr 08

LMT: Policy Constraints On Capital Returns Will Pressure Future Earnings Expectations

Lockheed Martin's fair value estimate edges up to $566.77 as analysts adjust price targets higher by between $10 and $132, pointing to updated assumptions around revenue growth, profit margins and sector funding scenarios. Analyst Commentary Recent Street research on Lockheed Martin has leaned constructive overall, but there is a clear pocket of caution that investors should factor into expectations around valuation, execution and growth.
Actualización del análisis • Mar 25

LMT: Policy Shifts And Capital Returns Will Shape Future Earnings Expectations

Analysts have nudged the price target for Lockheed Martin lower to reflect a slightly higher discount rate and a modestly adjusted long term fair value at $561.76. They still point to incremental gains in revenue growth, profit margins and future P/E assumptions, supported by a wave of recent target increases across the Street.
Actualización del análisis • Mar 10

LMT: Sector Funding Momentum And Policy Support Will Sustain Long-Term Cash Generation

Analysts have lifted their fair value estimate for Lockheed Martin to $740 from $605, reflecting updated assumptions for slightly lower discount rates, higher revenue growth, firmer profit margins, and a higher future P/E multiple that are broadly in line with the recent wave of price target increases across the Street. Analyst Commentary The recent round of Street research on Lockheed Martin has leaned firmly constructive, with a series of upward price target revisions that align with the higher internal fair value estimate.
Actualización del análisis • Feb 24

LMT: Higher Future P E Assumptions Will Likely Face Policy Headwinds

Analysts have lifted their implied fair value estimate for Lockheed Martin by about $170 per share to $568.61, reflecting a higher assumed future P/E multiple and modest tweaks to growth, margins, and discount rate after a series of recent price target increases across the Street, even as one firm turned more cautious. Analyst Commentary Street research has been active on Lockheed Martin, with several firms revisiting their models, price targets, and assumptions around margins, growth, and capital deployment.
Actualización del análisis • Feb 09

LMT: Sector Momentum And Policy Shifts Will Shape Future Risk Reward Balance

Analysts have lifted their price expectations for Lockheed Martin, with our fair value estimate moving from $569.68 to $652.53 as they factor in higher modeled revenue growth, slightly stronger profit margins, a marginally lower discount rate, and a modestly higher future P/E, in line with a series of recent price target increases across the Street. Analyst Commentary Street research on Lockheed Martin has been active, with most recent notes centered on refreshed models, updated P/E assumptions, and shifting views on how policy moves and sector trends could feed into valuation.
Artículo de análisis • Jan 30

Investors Appear Satisfied With Lockheed Martin Corporation's (NYSE:LMT) Prospects As Shares Rocket 28%

The Lockheed Martin Corporation ( NYSE:LMT ) share price has done very well over the last month, posting an excellent...
Actualización del análisis • Jan 25

LMT: Sector Momentum And Policy Shifts Will Shape Balanced Future Returns

Our updated narrative reflects a higher analyst price target for Lockheed Martin, with fair value moving from $528.17 to $569.68 as analysts fold in revised sector assumptions, modestly higher revenue growth and P/E expectations, and recent rounds of target increases across the Street. Analyst Commentary Recent research on Lockheed Martin clusters around higher price targets, but the reasons behind those moves are mixed.
Actualización del análisis • Jan 10

LMT: Strong Order Pipeline And Policy Tailwinds Should Support Long-Term Cash Generation

Narrative Update Analysts have lifted their implied fair value estimate for Lockheed Martin from about $589.61 to $605.00. This reflects updated views on fixed price program execution risk, slightly adjusted profit and revenue assumptions, and a higher future P/E multiple following recent price target increases tied to strong order activity across key defense programs.
Actualización del análisis • Dec 18

LMT: Backlog-Fueled Defense Programs Should Drive Stronger Long-Term Cash Generation

Analysts have modestly raised their price target on Lockheed Martin to approximately $590 from about $544, citing improving top line growth supported by strong F-35, CH-53K, PAC-3 and other program orders, as well as expectations for better program execution despite lingering operational challenges and a nuanced Defense spending outlook. Analyst Commentary Bullish analysts are highlighting a more constructive outlook on Lockheed Martin ahead of upcoming quarterly results, pointing to both program momentum and a gradually improving execution picture.
Actualización del análisis • Dec 04

LMT: Rising Defense Export Demand Will Drive Returns Despite Execution Risks

Analysts have modestly raised their price targets on Lockheed Martin, with recent increases to $500 and $545 per share reflecting stronger order momentum in key programs and resilient aerospace demand, even as operational challenges and a higher discount rate temper the potential upside. Analyst Commentary Street research heading into the Q3 print reflects a balanced mix of optimism around Lockheed Martin's growth prospects and caution around execution risks and the broader defense spending backdrop.
Actualización del análisis • Nov 20

LMT: Future Demand Shifts Will Drive Results Despite Operational Challenges

Lockheed Martin's analyst price target has increased by $18 to $528, as analysts cite stronger revenue forecasts and ongoing program demand. They also note continued operational challenges and a cautious outlook for government spending.
Actualización del análisis • Nov 05

LMT: Future Results Will Reflect Order Momentum Amid Ongoing Execution Risks

Lockheed Martin's analyst price target has risen from $516.56 to $526.88. This change reflects analysts' optimism following robust order activity, an improved revenue growth outlook, and ongoing monitoring of operational performance.
Artículo de análisis • Oct 29

Lockheed Martin (NYSE:LMT) Has Announced That It Will Be Increasing Its Dividend To $3.45

Lockheed Martin Corporation ( NYSE:LMT ) has announced that it will be increasing its periodic dividend on the 30th of...
Actualización del análisis • Oct 22

Analysts Raise Lockheed Martin Target Amid Strong Orders and Sector Challenges

Lockheed Martin's analyst fair value estimate has been raised from $493.71 to $516.56 per share as analysts note stronger order growth and improved profitability. This is partially offset by operating challenges and a mixed defense outlook.
Artículo de análisis • Oct 13

Lockheed Martin (NYSE:LMT) Is Increasing Its Dividend To $3.45

Lockheed Martin Corporation's ( NYSE:LMT ) periodic dividend will be increasing on the 30th of December to $3.45, with...
Actualización del análisis • Oct 08

Next-Generation Air And Missile Systems Will Open Global Markets

Lockheed Martin's analyst price target increased modestly from $476.67 to $493.71. This reflects a mix of optimism toward global defense budgets and ongoing caution around program charges and execution risks, according to analysts.
Actualización del análisis • Sep 05

Next-Generation Air And Missile Systems Will Open Global Markets

Analysts have modestly reduced Lockheed Martin’s price target to $476.67, citing concerns over unexpected program charges, CFO transition risks, and execution challenges—offset by improving global defense budgets and attractive valuation. Analyst Commentary Bullish analysts highlight that Lockheed Martin’s current valuation is attractive given accelerating global defense budgets, seeing shares as “too cheap to ignore” despite recent charges and low sentiment.
Seeking Alpha • Apr 25

Lockheed Martin's Stock Price Reflects Undue Pessimism Offering Margin Of Safety

Summary Lockheed Martin's stock price reflects undue pessimism; the current market price undervalues growth prospects, offering a margin of safety for investors. Recent stock declines are linked to tariff regimes, improbable defense spending cuts, and losing the NGAD contract to Boeing, but these do not fully capture Lockheed's potential. Lockheed's stable revenue from U.S. defense contracts and limited exposure to tariffs suggest resilience and potential for future growth. Valuation analysis shows Lockheed's stock is priced close to a "no-growth" scenario, making any future growth a bonus and supporting a buy recommendation. Read the full article on Seeking Alpha
Seeking Alpha • Mar 24

Lockheed Martin: Buy The Drop On This Mispriced Bargain

Summary Lockheed Martin Corporation's recent share price decline due to losing the F-47 contract to Boeing presents a buy-the-drop opportunity for long-term investors. Despite the setback, LMT's robust F-35 program, strong backlog, and growing international demand position it for sustained growth and profitability. LMT's attractive forward P/E of 16.2, 3% dividend yield, and share buybacks suggest potential for market-beating total returns. Read the full article on Seeking Alpha
Seeking Alpha • Mar 13

Lockheed Martin: Favorable Valuation

Summary Lockheed Martin Corporation had a solid 2024 with a significant increase in product sales, but the profit suffered from higher costs. Lockheed Martin has several features that can protect their economic moat. Technological superiority and existing relationships with customers are their main advantages. LMT stock's valuation metric is favorable at this point, presenting a great buying opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Feb 24

Lockheed Martin Stock Decline Offers Opportunity To Buy

Summary Lockheed Martin faces significant risks, including cost overruns, software issues with the F-35, and potential defense budget cuts impacting stock price. The current administration's criticism and the push for drones over the F-35 add to the uncertainty surrounding Lockheed Martin's future. Despite the sell-off, analyst revenue estimates remain stable, though the industry EV/EBITDA multiple has declined, reflecting increased risk. Our price target for Lockheed Martin has been adjusted to $530, indicating a 20% upside, suggesting the stock is undervalued despite current pressures. Read the full article on Seeking Alpha
Seeking Alpha • Jan 29

Lockheed Martin 2024 Earnings Weakness A Sign Of Deeper Troubles?

Summary Lockheed Martin shares plummeted in response to a 20% year-over-year decline in full-year earnings per share due to a $2 billion charge related to classified projects. LMT shares are now trading 25% below their recent all-time high of nearly $620, suggesting a compelling proposition for value investors. In this update, I will provide my views on Lockheed's earnings, backlog, free cash flow, and leverage. I will share an updated discounted cash flow sensitivity analysis and explain why I am not an immediate buyer of LMT stock – despite a rather compelling valuation. Read the full article on Seeking Alpha
Seeking Alpha • Jan 09

Lockheed Martin: Recession Proof Your Portfolio And Dividends With LMT

Summary Lockheed Martin offers reliable, growing dividends with a 22-year streak and a current yield of 2.83%, making it ideal for dividend growth investors. The company has a robust capital allocation strategy, including significant share buybacks, resulting in a shareholder yield of 5.25%. Lockheed Martin's strong balance sheet and recession-proof cash flows from government contracts ensure financial stability and consistent shareholder rewards. Trading at a slight discount, Lockheed Martin is an attractive buy, especially with potential defense budget increases under a Republican administration. Read the full article on Seeking Alpha

Previsiones de crecimiento de beneficios e ingresos

NYSE:LMT - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202887,7257,8816,7559,60215
12/31/202783,3217,3776,5309,22622
12/31/202679,1596,9016,6389,29622
3/29/202675,1064,7935,6627,368N/A
12/31/202575,0485,0176,9088,557N/A
9/28/202573,3494,2004,5936,361N/A
6/29/202571,8444,2043,3295,071N/A
3/30/202571,8115,5034,9856,746N/A
12/31/202471,0435,3365,2876,972N/A
9/29/202471,2956,6756,5078,314N/A
6/30/202471,0696,7366,9518,767N/A
3/31/202469,6406,7766,2167,991N/A
12/31/202367,5716,9206,2297,920N/A
9/24/202367,6886,9665,8037,483N/A
6/25/202367,3937,0606,0047,725N/A
3/26/202366,1465,6886,2607,956N/A
12/31/202265,9845,7326,1327,802N/A
9/25/202264,7225,8698,55810,142N/A
6/26/202264,1674,7057,4518,946N/A
3/27/202265,7506,2117,3748,883N/A
12/31/202167,0446,3157,6999,221N/A
9/26/202166,3476,0585,1236,760N/A
6/27/202166,8147,1974,9746,703N/A
3/28/202166,0057,0085,8637,617N/A
12/31/202065,3986,8886,4178,183N/A
9/27/202064,2446,5946,1797,866N/A
6/28/202062,9206,4496,8898,476N/A
3/29/202061,1276,2436,4697,962N/A
12/31/201959,8126,230N/A7,311N/A
9/29/201958,3455,985N/A8,038N/A
6/30/201957,4925,850N/A5,909N/A
3/31/201956,4635,593N/A4,169N/A
12/31/201853,7625,046N/A3,138N/A
9/30/201853,1952,976N/A2,433N/A
6/24/201851,2182,466N/A3,826N/A
3/25/201850,3832,258N/A5,442N/A
12/31/201749,9601,890N/A6,476N/A
9/24/201749,8683,666N/A5,693N/A
6/25/201749,0783,792N/A5,259N/A
3/26/201748,0923,736N/A5,188N/A
12/31/201647,2903,661N/A5,189N/A
9/25/201645,0163,611N/A5,824N/A
6/26/201643,5253,278N/A6,021N/A
3/27/201640,7933,054N/A5,811N/A
12/31/201540,5363,126N/A5,101N/A
9/27/201541,5463,213N/A3,536N/A
6/28/201542,6003,345N/A3,009N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (12.1% al año) de LMT es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (12.1% al año) de LMT crezcan menos que el mercado US (16.6% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de LMT crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (4.5% al año) de LMT crezcan más despacio que el mercado de US (11.5% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 4.5% al año) de LMT crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de LMT sea muy elevada dentro de 3 años (63.9%).

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 21:35
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/03/29
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Lockheed Martin Corporation está cubierta por 41 analistas. 22 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John EadeArgus Research Company
Peter ArmentBaird
David StraussBarclays