| LHX |
Report |
Q2 2026 Diluted EPS |
BEAT |
pred ~$2.92 vs. cons $2.79 |
HIGH |
| LHX |
Report |
Q2 2026 Revenue |
BEAT |
pred ~$5.95B vs. cons $5.79B |
HIGH |
| LHX |
Report |
Q2 2026 Free Cash Flow |
MISS |
pred ~$150M vs. cons ~$300M |
MEDIUM |
| LHX |
Guide |
FY2026 Revenue Guidance |
BETTER |
guide ~$23.7B-$24.0B vs. cons $23.5B (FY2026) |
MEDIUM |
| LHX |
Guide |
FY2026 EPS Guidance |
BETTER |
guide ~$11.70-$11.90 vs. cons $11.50 (FY2026) |
MEDIUM |
| LHX |
Guide |
FY2026 Free Cash Flow Guidance |
UNCHANGED |
guide ~$3.0B vs. cons $3.0B (FY2026) |
MEDIUM |
| LHX |
Guide |
Missile Solutions/Axyv Segment Growth Outlook |
BETTER |
guide ~high-teens % growth vs. cons ~15% (FY2026) |
LOW |
| LHX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| LHX |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
A beat-and-raise consistent with LMT/RTX peers should trigger a wave of estimate revisions upward for FY26/FY27 as analysts reprice the record backlog ($40B+), Golden Dome/space wins, and Axyv/Missile Solutions momentum into out-year models; with LHX still trading at a valuation discount to peers after underperforming YTD, incremental buy-side upgrades and price-target hikes over the following days should extend the initial pop rather than fade it, unless FCF weakness (still working-capital constrained after Q1's outflow) or continued guidance conservatism on the FY cash target caps the follow-through. |
MEDIUM |