Lockheed Martin Corporation

NYSE:LMT 株式レポート

時価総額:US$121.7b

Lockheed Martin マネジメント

マネジメント 基準チェック /34

Lockheed Martinの CEO はJim Taicletで、 Jun2020年に任命され、 の在任期間は 6.08年です。 の年間総報酬は$ 23.45Mで、 7.5%給与と92.5%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.033%を直接所有しており、その価値は$ 40.58M 。経営陣と取締役会の平均在任期間はそれぞれ2.8年と6.7年です。

主要情報

Jim Taiclet

最高経営責任者

US$23.5m

報酬総額

CEO給与比率7.47%
CEO在任期間6.1yrs
CEOの所有権0.03%
経営陣の平均在職期間2.8yrs
取締役会の平均在任期間6.7yrs

経営陣の近況

Recent updates

Seeking Alpha 15h

Lockheed Martin: The Proposed 2027 Defense Budget Makes The Bull Case Hard To Ignore

Summary Lockheed Martin (LMT) is trading 24% below its 52-week high despite robust demand signals and $186.4 billion in backlog. The proposed $1.5 trillion 2027 U.S. defense budget, with a 28% base increase, strongly favors LMT’s core programs and munitions ramp. LMT’s 7-year, inflation-indexed munitions contracts de-risk growth, while the company advances toward Dividend Aristocrat status with a 2.57% yield and 23 years of increases. LMT trades at 17.6x 2026 and 15.4x 2028 earnings, below peers, with upside if defense budgets materialize, but faces execution and budget-approval risks. Read the full article on Seeking Alpha
ナラティブの更新 Jul 07

LMT: Contract Wins And Margin Pressure Will Shape Future Earnings Expectations

Lockheed Martin's analyst price target has been revised to $511 from $566.77 as analysts factor in a higher discount rate, slightly stronger revenue growth and margins, and a lower assumed future P/E multiple. This revision aligns with recent research that highlights both improved fundamentals and ongoing pressure on certain segment margins.
ナラティブの更新 Jun 23

LMT: Defense Backlog And Missile Capacity Expansion Will Drive Future Upside Potential

Lockheed Martin's updated analyst price target is now $571. This reflects analysts' recent model revisions for the aerospace and defense sector and a more cautious stance regarding the timing of any broad sector recovery.
分析記事 Jun 21

Lockheed Martin (LMT) Stock Could Be 24.2% Undervalued After US Iran Peace Deal

The interim peace agreement between the U.S. and Iran has reduced conflict risk, and Lockheed Martin (LMT) is feeling the impact, with defense stocks facing a broad reset in expectations for new weapons demand. See our latest analysis for Lockheed Martin. Lockheed Martin’s share price has come under pressure, with a 1-day share price return showing a 4.01% decline and a 90-day share price return showing a 17.09% decline. However, the 1-year total shareholder return of 11.51% and 5-year total...
ナラティブの更新 Jun 08

LMT: Defense Backlog And Missile Capacity Expansion Will Shape Future Risk Reward Balance

Lockheed Martin's updated analyst price target edges lower to about $625 from roughly $638, reflecting analysts' recent target cuts across the sector and modest adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research on Lockheed Martin reflects a mix of optimism about long term demand drivers and caution around sector timing, discount rates and valuation reset, which has translated into several target price revisions in both directions.
ナラティブの更新 May 25

LMT: Space And Defense Backlog Will Support Future Cash Generation

Analysts have trimmed their implied fair value estimate for Lockheed Martin to about $741 from roughly $770, reflecting updated sector models that incorporate a higher discount rate, slightly adjusted long term revenue growth and profit margin assumptions, as well as more cautious price target revisions across recent research. Analyst Commentary Recent Street research around Lockheed Martin has centered on recalibrated price targets and updated sector views, with analysts balancing geopolitical risk, sector rotation and company specific execution.
ナラティブの更新 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.
ナラティブの更新 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.
新しいナラティブ 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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

CEO報酬分析

Lockheed Martin の収益と比較して、Jim Taiclet の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 29 2026n/an/a

US$5b

Dec 31 2025US$23mUS$2m

US$5b

Sep 28 2025n/an/a

US$4b

Jun 29 2025n/an/a

US$4b

Mar 30 2025n/an/a

US$6b

Dec 31 2024US$24mUS$2m

US$5b

Sep 29 2024n/an/a

US$7b

Jun 30 2024n/an/a

US$7b

Mar 31 2024n/an/a

US$7b

Dec 31 2023US$23mUS$2m

US$7b

Sep 24 2023n/an/a

US$7b

Jun 25 2023n/an/a

US$7b

Mar 26 2023n/an/a

US$6b

Dec 31 2022US$25mUS$2m

US$6b

Sep 25 2022n/an/a

US$6b

Jun 26 2022n/an/a

US$5b

Mar 27 2022n/an/a

US$6b

Dec 31 2021US$18mUS$2m

US$6b

Sep 26 2021n/an/a

US$6b

Jun 27 2021n/an/a

US$7b

Mar 28 2021n/an/a

US$7b

Dec 31 2020US$24mUS$915k

US$7b

Sep 27 2020n/an/a

US$7b

Jun 28 2020n/an/a

US$6b

Mar 29 2020n/an/a

US$6b

Dec 31 2019US$310kn/a

US$6b

報酬と市場: Jimの 総報酬 ($USD 23.45M ) は、 US市場 ($USD 14.71M ) の同規模の企業の平均を上回っています。

報酬と収益: Jimの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Jim Taiclet (65 yo)

6.1yrs
在職期間
US$23,453,308
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
James Taiclet
Chairman6.1yrsUS$23.45m0.033%
$ 40.6m
Evan Scott
Chief Financial Officer1.3yrsUS$3.10m0.00064%
$ 779.1k
Frank St. John
Chief Operating Officer6.1yrsUS$9.86m0.0017%
$ 2.0m
Kevin O'Connor
Senior Vice President1.5yrsUS$12.70m0.0012%
$ 1.5m
Timothy Cahill
President of Missiles & Fire Control6.8yrsUS$6.84m0.0042%
$ 5.1m
Craig Martell
Chief Technology Officer1.1yrsデータなしデータなし
Maria Demaree
Senior VP of Enterprise Business & Digital Transformation and Chief information Officer1.5yrsデータなしデータなし
Mark Kvasnak
Vice President of Investor Relationsno dataデータなしデータなし
Jenna McMullin
Senior VP & Chief Communications Officerless than a yearデータなしデータなし
Christopher Wronsky
Senior VP & Chief Human Resource Officer2.8yrsデータなしデータなし
Stephanie Hill
President of Rotary & Mission Systems8.8yrsUS$6.61m0.0057%
$ 7.0m
Leo Mackay
Senior Vice President of Ethics & Enterprise Assurance7.7yrsデータなしデータなし
2.8yrs
平均在職期間
59.5yo
平均年齢

経験豊富な経営陣: LMTの経営陣は 経験豊富 であると考えられます ( 2.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
James Taiclet
Chairman8.5yrsUS$23.45m0.033%
$ 40.6m
Patricia Yarrington
Independent Director5.1yrsUS$375.00k0%
$ 0
Thomas Falk
Lead Independent Director16.1yrsUS$420.00k0.0023%
$ 2.8m
Debra Reed-Klages
Independent Director6.7yrsUS$343.04k0.000070%
$ 85.2k
David Burritt
Independent Director18.3yrsUS$340.36k0.0026%
$ 3.2m
John Donovan
Independent Director4.8yrsUS$370.63k0.0015%
$ 1.8m
Heather Wilson
Independent Director2.2yrsUS$341.05k0%
$ 0
Vicki Hollub
Independent Director8yrsUS$341.00k0.00018%
$ 219.1k
John C. Aquilino
Independent Director1.6yrsUS$340.00k0%
$ 0
6.7yrs
平均在職期間
66yo
平均年齢

経験豊富なボード: LMTの 取締役会経験豊富 であると考えられます ( 6.7年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/09 03:57
終値2026/07/09 00:00
収益2026/03/29
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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業界およびセクターの指標

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アナリスト筋

Lockheed Martin Corporation 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39

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