LMT
LMT
NYSE · Aerospace & Defense

Lockheed Martin Corp

$533.38
-4.71 (-0.88%)
LMT News30 articles
Lockheed Martin Slips Despite Saudi F-35 Approval
Lockheed Martin shares fell 0.9% despite U.S. approval for a possible $24.3B F-35 sale to Saudi Arabia. The approval is not an order, so no revenue or backlog impact yet.
Markets
US Redirects $52M Military Aid to Latin America, Signaling Policy Shift
Washington redirects $52M in military aid to Latin America, a policy signal with limited near-term earnings impact for defense contractors like Lockheed Martin and RTX.
Analysis
CBO: Iran Conflict Costs $38B, Inflation and Rates Rise
CBO estimates $38B in Iran combat costs, with $2-3B monthly tail. Inflation and Treasury rates rise. Defense stocks LMT, RTX see modest gains.
Markets
Lockheed's GPS Ground Upgrade: Small Deal, Big Strategic Value
Lockheed Martin secured two Space Force task orders totaling $113.5M to upgrade GPS ground systems, a small deal with strategic significance for its franchise.
Markets
IBM's Swiss Quantum Hub: A Strategic Pipeline Play, Not Yet an Earnings Catalyst
IBM's first Swiss quantum system is a strategic research hub, but without disclosed financial terms, it signals pipeline growth, not immediate revenue. Shares rose 3.96% on Friday.
Technology
Boeing's $5.6B Slide Reflects Persistent Trust Deficit
Boeing's stock dropped 3.2%, erasing $5.6B in market cap, as a Netflix documentary reignited safety concerns and sector-wide declines pressured shares.
Markets
Rheinmetall Rallies on NATO Drone Interception, Air Defense Backlog Swells
Rheinmetall (RHM) rose 1.7% after a NATO jet shot down a drone over Romania, underscoring demand for air-defense systems. The company's backlog stands at €3.1B.
Markets
Firefly Aerospace's Record Revenue Clouded by $106M Cash Burn
Firefly Aerospace's Q2 revenue soared 659% to $117.7M, but free cash flow was -$106.3M, nearly matching revenue. Shares slipped 0.6% after hours as investors weigh growth against cash burn.
Earnings
RTX Nears Record High as Defense Orders Surge, Cash Flow Concerns Loom
RTX stock closes near 52-week high as defense backlog grows, yet its free cash flow yield trails Lockheed and Northrop, raising questions about execution.
Analysis
Lockheed Martin Lags Market as Missile Orders Await Production
Lockheed Martin's stock rose just 0.9% last week, lagging the S&P 500's 3.6% gain, even as the company secured a $58.6B missile contract and posted record backlog. Analysts are cautiously optimistic.
Markets
Lockheed Martin Lags as Missile Demand Outpaces Production Capacity
Lockheed Martin (LMT) shares gained just 0.9% last week, lagging the S&P 500's 3.6% rise, as missile demand surges but production capacity remains constrained.
Markets
L3Harris Shares Plunge $4.8B as Missile Unit IPO Delayed
L3Harris shares dropped 7.7% this week after a delayed missile IPO wiped out $4.8B in market value, despite strong Q2 earnings and record backlog.
IPO
SpaceX Lands $1.6B Space Force Deal, Yet Stock Slips
SpaceX won a $1.6B Space Force contract for 18 Falcon 9 launches, but the stock slipped 0.3% as investors weigh Starlink and AI prospects ahead of Q2 earnings.
Analysis
SpaceX NROL-95 Launch Highlights $8.05 Billion Pentagon Contracts
SpaceX's Falcon 9 launched the secretive NROL-95 mission, underscoring $8.05 billion in Pentagon contracts for 2026, with shares up 0.5% premarket.
Markets
Lockheed Martin Surges 10.5% on Raised Free Cash Flow Outlook and Record Backlog
Lockheed Martin (LMT) shares surged 10.5% after raising its 2026 free cash flow midpoint by $450 million, driven by a $450 million reduction in capital spending. Backlog hit a record $230.4 billion.
Earnings
Megacap Cash Burn and Surging Oil Pressure Markets
U.S. stocks fell sharply on Thursday, led by a 2.3% drop in the Nasdaq, after Alphabet and Tesla reported heavy capital spending and negative free cash flow. Brent crude surged above $101, adding to inflation fears ahead of the Fed meeting.
Markets
AI Sector Under Pressure as $7B Cash Outflow Hits Markets, Oil Tops $100
U.S. equities declined sharply as a $7 billion cash outflow from Alphabet and Tesla weighed on AI stocks, while Brent crude surged past $100.
Markets
Ukraine F-16 Kill Boosts Lockheed Martin's Missile Sales Surge
Lockheed Martin shares jumped 5.3% premarket after a Ukrainian F-16 shot down a Russian fighter, highlighting the company's expanding missile business.
Markets
RTX Stock Jumps as 2026 Profit Forecast Outpaces Revenue Growth
RTX shares surged 5.6% in premarket trading after the company raised its 2026 earnings guidance by 5.5%, outpacing a 2.7% increase in its sales outlook.
Earnings
Lockheed Martin Surges on Robust Demand Beyond THAAD
Lockheed Martin shares jumped 6.6% premarket after Q2 earnings beat, with orders surging to $65 billion and guidance raised. Demand remains robust even excluding the massive THAAD contract.
Earnings
Trump Defense Orders Highlight MP Materials' Rare-Earth Readiness Gap
New U.S. defense directives from Donald Trump highlight MP Materials' lag in rare-earth preparedness versus competitors. MP gained 1.0% while USA Rare Earth and Critical Metals declined.
Markets
Park Aerospace Shares Jump on Strong Q1 Earnings, Upbeat Outlook
Park Aerospace (PKE) shares surged 8.45% after-hours after reporting fiscal Q1 results that beat estimates, driven by higher-margin product sales. The company also issued a Q2 sales forecast and announced a term sheet with ArianeGroup for a new US facility.
Earnings
Ondas Shares Dip as DZYNE Block Adds Supply Pressure
Ondas Inc. shares slipped 1.2% premarket as a 40 million-share DZYNE resale block raises supply concerns, despite management's bullish revenue forecast.
Markets
Space Stocks Slide as New Horizons Reactivation Highlights Network Strain
Pure-play space stocks tumbled 10.3% on average as New Horizons' successful wake-up underscored NASA's Deep Space Network limitations, while heritage affiliates slipped only 0.5%.
Markets
Chip Sector Slide Masks Broad Earnings Strength in S&P 500
S&P 500 fell 0.51% to 7,533.77 as chip stocks dropped 4.3%, offsetting earnings beats from 75% of components. UnitedHealth and Morgan Stanley reported strong results.
Markets
RTX Wins £2B UK Army Training Contract; Revenue Lift Seen as Modest
RTX (NYSE:RTX) shares ticked up 0.37% to $195.93 after Raytheon UK won a £2 billion contract to train the British Army. The 15-year deal, shared among five firms, may add roughly $178.7 million per year, a modest 0.19% of 2026 adjusted sales.
Markets
Lockheed Martin Slips 4% Despite $847M Laser Contract
Lockheed Martin shares closed at $523.22, down 4.2% for the week, despite securing an $847 million laser contract. The company also announced a $3.45 billion deal to acquire Ultra Maritime.
Markets
nLIGHT Soars on $627M Laser Weapon Contract Ceiling
nLIGHT shares surged 28% on a defense contract worth up to $627 million, signaling a strategic pivot from industrial lasers to directed energy systems.
Technology
Lockheed Martin Acquires Ultra Maritime in $3.45B Bet on Undersea Growth
Lockheed Martin (LMT) acquires Ultra Maritime for $3.45 billion, boosting its undersea warfare portfolio. The bolt-on deal, about 2.8% of LMT's market value, targets growth as RMS unit sales stagnate.
Markets
Ondas Stock Faces Heavy Trading as Short Interest Nears One-Third of Float
Ondas (ONDS) shares dropped 6.44% to $7.41 as trading volume hit 315 million shares, about 60% of outstanding, with short interest at 32.7% of float.
Markets