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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Lockheed Martin (LMT) is 4/10.
Sales of $18 billion were in line with the prior year as F-16 and C-130 program losses pressured Aeronautics margins, while EPS of $6.44 declined 12% against tough prior-year comparisons. Munitions production ramp accelerated with $7 billion in PAC-3 contract awards, and F-35 combat performance in active theaters validated the platform's franchise value. Full-year 2026 guidance was reiterated unchanged at mid-single-digit sales growth.
Scored from Lockheed Martin’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $18.62B | -1.3% | $2.22 | -70.7% | 3.7% | 3.7% | 2.8% | $441M |
| FY2025 Q1 | $17.96B | +4.5% | $7.28 | +13.9% | 12.9% | 13.2% | 9.5% | $955M |
| FY2025 Q2 | $18.16B | +0.2% | $1.46 | -78.7% | 4.0% | 4.1% | 1.9% | $-150M |
| FY2025 Q3 | $18.61B | +8.8% | $6.95 | +2.2% | 12.0% | 12.3% | 8.7% | $3.35B |
| FY2025 Q4 | $20.33B | +9.2% | $5.80 | +161.3% | 11.4% | 11.5% | 6.6% | $2.76B |
| FY2026 Q1 | $18.02B | +0.3% | $6.44 | -11.5% | 11.5% | 11.4% | 8.3% | $-291M |
| FY2026 Q2 | $20.06B | +10.5% | $7.94 | +443.8% | 12.2% | 12.4% | 9.2% | $3.44B |