| LMT |
Report |
MFC Revenue |
BEAT |
pred ~$4.10B vs. cons $4.022B |
MEDIUM |
| LMT |
Report |
Aeronautics Revenue |
IN-LINE |
pred ~$7.60B vs. cons $7.595B |
MEDIUM |
| LMT |
Report |
Free Cash Flow |
BEAT |
pred ~$1.10B vs. cons $860M |
MEDIUM |
| LMT |
Guide |
FY 2026 Revenue (FY 2026) |
UNCHANGED |
guide ~$77.5-$80.0B reaffirm vs. cons $79.16B |
HIGH |
| LMT |
Guide |
FY 2026 EPS (FY 2026) |
UNCHANGED |
guide ~$29.35-$30.25 reaffirm vs. cons $30.04 |
HIGH |
| LMT |
Guide |
FY 2026 FCF (FY 2026) |
BETTER |
guide mid $6.65B vs. cons $6.30B; mgmt reiterates upper-end confidence |
MEDIUM |
| LMT |
Guide |
Backlog / Bookings (Q2 2026) |
BETTER |
THAAD UCA drives bookings surge; backlog likely rebounds toward $190B+ vs. cons $171B |
HIGH |
| LMT |
Guide |
H2 Margin Trajectory (qualitative) |
BETTER |
Mgmt confirms H2 margin ramp; Aeronautics recovery + MFC volume leverage |
MEDIUM |
| LMT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| LMT |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimate revisions move up on FCF beat + backlog rebuild; H2 consensus rises |
MEDIUM |