Lockheed Martin Gestione
Criteri Gestione verificati 3/4
Lockheed Martin Il CEO è Jim Taiclet, nominato in Jun2020, e ha un mandato di 5.92 anni. la retribuzione annua totale è $ 23.45M, composta da 7.5% di stipendio e 92.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.033% delle azioni della società, per un valore di $ 40.00M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.7 anni e 6.5 anni.
Informazioni chiave
Jim Taiclet
Amministratore delegato
US$23.5m
Compenso totale
| Percentuale dello stipendio del CEO | 7.47% |
| Mandato del CEO | 5.9yrs |
| Proprietà del CEO | 0.03% |
| Durata media del management | 2.7yrs |
| Durata media del Consiglio di amministrazione | 6.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • May 10
LMT: Space And Defense Program Execution Will Shape Future Risk Reward Balance
Analysts have nudged their average price target for Lockheed Martin lower by $14.93 to $637.60, reflecting updated assumptions around fair value, discount rates, revenue growth, profit margins and future P/E after a mix of recent target cuts and raises across the Street. Analyst Commentary Recent research on Lockheed Martin reflects a mix of optimism and caution, with several firms adjusting price targets both higher and lower and at least one new neutral initiation.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
Aggiornamento della narrazione • 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.
Nuova narrazione • 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).
Nuova narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 29 2026 | n/a | n/a | US$5b |
| Dec 31 2025 | US$23m | US$2m | US$5b |
| Sep 28 2025 | n/a | n/a | US$4b |
| Jun 29 2025 | n/a | n/a | US$4b |
| Mar 30 2025 | n/a | n/a | US$6b |
| Dec 31 2024 | US$24m | US$2m | US$5b |
| Sep 29 2024 | n/a | n/a | US$7b |
| Jun 30 2024 | n/a | n/a | US$7b |
| Mar 31 2024 | n/a | n/a | US$7b |
| Dec 31 2023 | US$23m | US$2m | US$7b |
| Sep 24 2023 | n/a | n/a | US$7b |
| Jun 25 2023 | n/a | n/a | US$7b |
| Mar 26 2023 | n/a | n/a | US$6b |
| Dec 31 2022 | US$25m | US$2m | US$6b |
| Sep 25 2022 | n/a | n/a | US$6b |
| Jun 26 2022 | n/a | n/a | US$5b |
| Mar 27 2022 | n/a | n/a | US$6b |
| Dec 31 2021 | US$18m | US$2m | US$6b |
| Sep 26 2021 | n/a | n/a | US$6b |
| Jun 27 2021 | n/a | n/a | US$7b |
| Mar 28 2021 | n/a | n/a | US$7b |
| Dec 31 2020 | US$24m | US$915k | US$7b |
| Sep 27 2020 | n/a | n/a | US$7b |
| Jun 28 2020 | n/a | n/a | US$6b |
| Mar 29 2020 | n/a | n/a | US$6b |
| Dec 31 2019 | US$310k | n/a | US$6b |
Compensazione vs Mercato: La retribuzione totale di Jim ($USD 23.45M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.78M ).
Compensazione vs guadagni: La retribuzione di Jim è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Jim Taiclet (64 yo)
5.9yrs
Mandato
US$23,453,308
Compensazione
Mr. James D. Taiclet, Jr., also known as Jim, serves as President & Chief Executive Officer at Lockheed Martin Corporation since June 15, 2020 and also serves as its Chairman since March 01, 2021. He had b...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman | 5.9yrs | US$23.45m | 0.033% $ 40.0m | |
| Senior VP & CFO | 1.1yrs | US$3.10m | 0.00064% $ 767.9k | |
| Chief Operating Officer | 5.9yrs | US$9.86m | 0.0017% $ 2.0m | |
| Senior Vice President | 1.3yrs | US$12.70m | 0.0012% $ 1.4m | |
| President of Missiles & Fire Control | 6.6yrs | US$6.84m | 0.0042% $ 5.0m | |
| Chief Technology Officer | less than a year | Nessun dato | Nessun dato | |
| Senior VP of Enterprise Business & Digital Transformation and Chief information Officer | 1.3yrs | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Senior VP & Chief Communications Officer | less than a year | Nessun dato | Nessun dato | |
| Senior VP & Chief Human Resource Officer | 2.7yrs | Nessun dato | Nessun dato | |
| President of Rotary & Mission Systems | 8.7yrs | US$6.61m | 0.0059% $ 7.0m | |
| Senior Vice President of Ethics & Enterprise Assurance | 7.5yrs | Nessun dato | Nessun dato |
2.7yrs
Durata media
58.5yo
Età media
Gestione esperta: Il team dirigenziale di LMT è considerato esperto (durata media dell'incarico 2.7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman | 8.3yrs | US$23.45m | 0.033% $ 40.0m | |
| Independent Director | 4.9yrs | US$375.00k | 0% $ 0 | |
| Lead Independent Director | 15.9yrs | US$420.00k | 0.0023% $ 2.7m | |
| Independent Director | 6.5yrs | US$343.04k | 0.000070% $ 84.0k | |
| Independent Director | 18.1yrs | US$340.36k | 0.0026% $ 3.1m | |
| Independent Director | 4.6yrs | US$370.63k | 0.0015% $ 1.8m | |
| Independent Director | 2yrs | US$341.05k | 0% $ 0 | |
| Independent Director | 7.8yrs | US$341.00k | 0.00018% $ 216.0k | |
| Independent Director | 1.4yrs | US$340.00k | 0% $ 0 |
6.5yrs
Durata media
65yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di LMT sono considerati esperti (durata media dell'incarico 6.5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/15 22:06 |
| Prezzo dell'azione a fine giornata | 2026/05/15 00:00 |
| Utili | 2026/03/29 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Lockheed Martin Corporation è coperta da 41 analisti. 22 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John Eade | Argus Research Company |
| Peter Arment | Baird |
| David Strauss | Barclays |