LMT

LOCKHEED MARTIN CORP

IndustrialsCIK 0000936468

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Market Cap
$142.61B
P/E (TTM)
29.8x
Rev Growth (TTM)
+4.6%
Net Margin (TTM)
6.4%
FCF Yield (TTM)
4.0%
FCF Margin (TTM)
7.5%

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Factsheet

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LATEST EARNINGS

Q1 2026
2 months ago
View source
Revenue
$18.02B
+0.3%
Net Income
$1.49B
-12.5%
EPS
$6.44
-11.5%
Gross
11.5% -1.4%
Operating
11.4% -1.7%
Net
8.3% -1.3%
  • Reaffirmed 2026 financial outlook with anticipated sales and operating profit growth of approximately 5% and 25% year-over-year, respectively.
  • Signed several framework agreements to accelerate and scale munitions production, including advanced Patriot Missile, THAAD, and PrSM, with anticipated production rate increases of 3-4 times current rates.
  • Sales at Missiles and Fire Control increased 8% YoY, driven by production ramp-up at integrated air and missile defense programs and tactical and strike missile programs.
  • Sales at Space increased 7% YoY, primarily attributable to higher sales volume for strategic and missile defense programs.

Cash Flow Health

Free Cash Flow6/8 positive
TTM$5.7B
Q1 '26
$-291M-111%
Q4 '25
$2.8B-18%
FCF Margin
TTM7.5%
Q1 '26-1.6%-112%
Sector: 4.8%Above Avg
OCF Margin9.8%
OCF/NI1.54x
CapEx Coverage4.3x
FCF Yield4.0%
FCF Growth (2Y)-3%
Cash Conversion Cycle
15 days
DSO: 16+DIO: 20DPO: 21

Capital Allocation & Returns

Balanced
Total Shareholder YieldTTM
TTM3.8%
Div Yield2.2%
+
Buyback (TTM)1.6%

Balancing returns with reinvestment

Dividend & Payout Metrics
Dividend Yield (TTM)2.2%
FCF Payout Ratio55.2%
Free Cash Flow (TTM)$5.7B
Stock Repurchases (TTM)$2.3B
Capital Return / FCF95.4%
Est. Dividends Paid (TTM)$3.1B
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
22.3%
Moderate
-0.0% YoY+0.9%
P25MedianP75
75th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
8.4%
8Q: 10.0%
Asset Turnover
1.27x
8Q: 1.27x
Leverage (1+D/E)
3.76x
D/E: 2.76x
DuPont: 39.9%22.3% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
8.28x
8Q:8.46x
-43.1%
Invested Cap Turn
3.10x
8Q:2.91x
+35.2%
CapEx Intensity
7.0%
8Q:7.0%
Asset-based ROIC formula

Valuation Analysis

Fair Value
Price-to-EarningsTTM
29.8x
Volatile
8Q: 84.2x-90%
Valuation Lenses
Earnings
29.8x
vs sector
Cash Flow
28.6x
EV/FCF vs
Growth-Adj
PEG
N/A
Quality-Adj
1.3P/E per %ROIC
ROIC: 22.3%
Shareholder Returns
Dividend
2.2%
Buyback
1.6%
Total Yield
3.8%
Market Cap$142.61B
EV$161.79B
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
87/100
Exceptional

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Top 10%
75.7%
8Q:
Return on Invested Capital (ROIC)Top 25%
22.3%
8Q:
Flat
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: 8.4%
Asset Turnover: 1.27x

Earnings Quality

Cash Conversion

1.54x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin9.8%

Capital Efficiency

Invested Capital Turnover3.10x

Working Capital

Cash Conversion Cycle15 days

Growth Quality & Momentum

Moderate Growth
Growth Quality Score
53/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
4.6%
OpInc Growth YoY
-13.0%
EPS Growth YoY
-11.0%
FCF 3Y CAGR
-3.3%

Margin Quality & Sustainability

Moderate
Profitability Cascade
Gross
9.8%
Operating
9.9%
Above Avg in sector
Net
6.4%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
+1.2 pts
FCF: 7.5% | Net: 6.4%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Leveraged
Net Debt / EBITDA
Net Debt: $18.80B
Interest Coverage
Leverage Metrics
Debt-to-Equity
2.76x
Balance sheet risk & solvency analysis