| LMT |
Report |
Q2 2026 revenue |
IN-LINE |
pred ~$19.65B vs. cons $19.52B |
MEDIUM |
| LMT |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$7.37 vs. cons $7.28 |
MEDIUM |
| LMT |
Report |
Q2 2026 Missiles and Fire Control operating profit |
BEAT |
pred ~$582M vs. cons $567M |
MEDIUM |
| LMT |
Guide |
Revenue guidance |
UNCHANGED |
guide ~$77.5B–$80.0B vs. cons $79.17B (FY2026) |
HIGH |
| LMT |
Guide |
Adjusted EPS guidance |
UNCHANGED |
guide ~$29.35–$30.25 vs. cons $29.90 (FY2026) |
HIGH |
| LMT |
Guide |
Free cash flow guidance |
BETTER |
guide ~$6.6B–$6.8B vs. cons $6.64B (FY2026) |
MEDIUM |
| LMT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.1% |
— |
MEDIUM |
| LMT |
Return |
5-day cumulative residual |
+4.2% (FOLLOW-THROUGH) |
A clean quarter and FY2026 free-cash-flow range improving to ~$6.6B–$6.8B from the prior $6.5B–$6.8B should lift estimates modestly; unchanged EPS guidance limits the initial rerating, but the absence of implicit out-period cuts supports follow-through from +3.1% day 1 to +4.2% cumulatively by day 5. |
MEDIUM |