Lockheed Martin 향후 성장
Future 기준 점검 2/6
Lockheed Martin (는) 각각 연간 12.1% 및 4.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 63.9% 로 예상됩니다.
핵심 정보
12.1%
이익 성장률
12.84%
EPS 성장률
| Aerospace & Defense 이익 성장 | 18.3% |
| 매출 성장률 | 4.5% |
| 향후 자기자본이익률 | 63.86% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 05 May 2026 |
최근 향후 성장 업데이트
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
내러티브 업데이트 • 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.
새 내러티브 • 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).
새 내러티브 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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 AlphaSeeking 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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 87,725 | 7,881 | 6,755 | 9,602 | 15 |
| 12/31/2027 | 83,321 | 7,377 | 6,530 | 9,226 | 22 |
| 12/31/2026 | 79,159 | 6,901 | 6,638 | 9,296 | 22 |
| 3/29/2026 | 75,106 | 4,793 | 5,662 | 7,368 | N/A |
| 12/31/2025 | 75,048 | 5,017 | 6,908 | 8,557 | N/A |
| 9/28/2025 | 73,349 | 4,200 | 4,593 | 6,361 | N/A |
| 6/29/2025 | 71,844 | 4,204 | 3,329 | 5,071 | N/A |
| 3/30/2025 | 71,811 | 5,503 | 4,985 | 6,746 | N/A |
| 12/31/2024 | 71,043 | 5,336 | 5,287 | 6,972 | N/A |
| 9/29/2024 | 71,295 | 6,675 | 6,507 | 8,314 | N/A |
| 6/30/2024 | 71,069 | 6,736 | 6,951 | 8,767 | N/A |
| 3/31/2024 | 69,640 | 6,776 | 6,216 | 7,991 | N/A |
| 12/31/2023 | 67,571 | 6,920 | 6,229 | 7,920 | N/A |
| 9/24/2023 | 67,688 | 6,966 | 5,803 | 7,483 | N/A |
| 6/25/2023 | 67,393 | 7,060 | 6,004 | 7,725 | N/A |
| 3/26/2023 | 66,146 | 5,688 | 6,260 | 7,956 | N/A |
| 12/31/2022 | 65,984 | 5,732 | 6,132 | 7,802 | N/A |
| 9/25/2022 | 64,722 | 5,869 | 8,558 | 10,142 | N/A |
| 6/26/2022 | 64,167 | 4,705 | 7,451 | 8,946 | N/A |
| 3/27/2022 | 65,750 | 6,211 | 7,374 | 8,883 | N/A |
| 12/31/2021 | 67,044 | 6,315 | 7,699 | 9,221 | N/A |
| 9/26/2021 | 66,347 | 6,058 | 5,123 | 6,760 | N/A |
| 6/27/2021 | 66,814 | 7,197 | 4,974 | 6,703 | N/A |
| 3/28/2021 | 66,005 | 7,008 | 5,863 | 7,617 | N/A |
| 12/31/2020 | 65,398 | 6,888 | 6,417 | 8,183 | N/A |
| 9/27/2020 | 64,244 | 6,594 | 6,179 | 7,866 | N/A |
| 6/28/2020 | 62,920 | 6,449 | 6,889 | 8,476 | N/A |
| 3/29/2020 | 61,127 | 6,243 | 6,469 | 7,962 | N/A |
| 12/31/2019 | 59,812 | 6,230 | N/A | 7,311 | N/A |
| 9/29/2019 | 58,345 | 5,985 | N/A | 8,038 | N/A |
| 6/30/2019 | 57,492 | 5,850 | N/A | 5,909 | N/A |
| 3/31/2019 | 56,463 | 5,593 | N/A | 4,169 | N/A |
| 12/31/2018 | 53,762 | 5,046 | N/A | 3,138 | N/A |
| 9/30/2018 | 53,195 | 2,976 | N/A | 2,433 | N/A |
| 6/24/2018 | 51,218 | 2,466 | N/A | 3,826 | N/A |
| 3/25/2018 | 50,383 | 2,258 | N/A | 5,442 | N/A |
| 12/31/2017 | 49,960 | 1,890 | N/A | 6,476 | N/A |
| 9/24/2017 | 49,868 | 3,666 | N/A | 5,693 | N/A |
| 6/25/2017 | 49,078 | 3,792 | N/A | 5,259 | N/A |
| 3/26/2017 | 48,092 | 3,736 | N/A | 5,188 | N/A |
| 12/31/2016 | 47,290 | 3,661 | N/A | 5,189 | N/A |
| 9/25/2016 | 45,016 | 3,611 | N/A | 5,824 | N/A |
| 6/26/2016 | 43,525 | 3,278 | N/A | 6,021 | N/A |
| 3/27/2016 | 40,793 | 3,054 | N/A | 5,811 | N/A |
| 12/31/2015 | 40,536 | 3,126 | N/A | 5,101 | N/A |
| 9/27/2015 | 41,546 | 3,213 | N/A | 3,536 | N/A |
| 6/28/2015 | 42,600 | 3,345 | N/A | 3,009 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: LMT 의 연간 예상 수익 증가율(12.1%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: LMT 의 연간 수익(12.1%)이 US 시장(16.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: LMT 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: LMT 의 수익(연간 4.5%)이 US 시장(연간 11.5%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: LMT 의 수익(연간 4.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: LMT의 자본 수익률은 3년 후 63.9%로 매우 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 23:31 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/03/29 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Lockheed Martin Corporation는 41명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| John Eade | Argus Research Company |
| Peter Arment | Baird |
| David Strauss | Barclays |