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Upturn AI Summary - About
Lockheed Martin Corporation(LMT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for LMT
10/27/2026: LMT (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Lockheed Martin is a major player in the global defense and aerospace industry, known for its leading position in critical programs like the F-35 fighter jet and Patriot missile components. The company benefits from stable, long-term government contracts that provide reliable revenue visibility, and it is widely viewed as a reliable dividend-paying stock for income-focused portfolios. Its primary growth opportunity lies in international defense demand and advancements in hypersonic technologies, though it faces risks related to U.S. defense budget volatility and complex project execution. Investors should monitor defense appropriations and supply chain consistency. The stock is best suited for those seeking exposure to the defense sector with long-term stability.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is steady and reliable rather than exponential due to the long-term nature of defense contracting. |
| Momentum investor | Mixed fit | Momentum is often conditional on defense budget announcements and geopolitical developments rather than retail trends. |
| Value investor | Strong fit | The company is often viewed as a value play due to its stable cash flows, consistent dividends, and established market position. |
| Dividend investor | Strong fit | It is an established income generator with a track record of consistent dividend growth and payout stability. |
| Low-risk investor | Strong fit | The company operates with the backing of sovereign defense requirements, offering lower volatility than growth-oriented tech stocks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | The stock's dependence on government contracts generally buffers it from broad market speculation. |
| Valuation risk | Medium | Valuation is sensitive to interest rates and shifts in government budget allocations. |
| Competition risk (Defense Contracting) | Medium | Defense is a highly competitive oligopoly where contract wins are critical for long-term revenue. |
| Business quality | Strong | The company provides essential national security services, ensuring a stable demand profile. |
| Dividend income | Strong | The company is a reliable source of income for investors seeking stable cash flows. |
| Execution risk | Medium / high | Managing large, complex, and long-term projects involves significant technical and financial oversight risks. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 49.78% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/27/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 143.91B USD | Price to earnings Ratio 22.12 | 1Y Target Price 645.48 |
Price to earnings Ratio 22.12 | 1Y Target Price 645.48 | ||
Volume (30-day avg) 1.4M shares | Beta 0.1 | 52 Weeks Range 429.47 - 683.27 | Updated Date 10/27/2026 |
52 Weeks Range 429.47 - 683.27 | Updated Date 10/27/2026 | ||
Dividends yield (FY) 2.17% | Basic EPS (TTM) 28.16 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Aeronautics | F-35, F-16, and other advanced tactical aircraft. | The largest segment, generating revenue from the production and sustainment of military aircraft. |
| Space | Satellites, space launch vehicles, and missile defense. | A growing area tied to government satellite and strategic defense initiatives. |
| Missiles and Fire Control | Tactical missiles, PAC-3, and fire control systems. | Highly profitable segment benefiting from global replenishment needs. |
| Rotary and Mission Systems | Black Hawk helicopters, radar, and training systems. | Consistent revenue from helicopter production and support services. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-22 | When Before Market | Estimate 7.49 | Actual 7.97 |
Profitability
Profit Margin 8.23% | Operating Margin (TTM) 11.41% |
Management Effectiveness
Return on Assets (TTM) 8.58% | Return on Equity (TTM) 80.19% |
Valuation
Trailing PE 22.12 | Forward PE 19.23 | Enterprise Value 161.27B | Price to Sales(TTM) 1.82 |
Enterprise Value 161.27B | Price to Sales(TTM) 1.82 | ||
Enterprise Value to Revenue 2.04 | Enterprise Value to EBITDA 15.46 | Shares Outstanding 231.00M | Shares Floating 197.58M |
Shares Outstanding 231.00M | Shares Floating 197.58M | ||
Percent Insiders 0.11 | Percent Institutions 76.66 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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