LMT Lockheed Martin Corporation

LMT Lockheed Martin Corporation

Industrials · Aerospace & Defense

Desk view

Watchingmedium conviction · entry $490-$530 — not entered
Basis Logged decision ·Entry target
Updated

Market read

Scan convergence 3 scans as of 2026-10-16 3 neutral converging

POC $527.47 · VWAP $550.94 · +9.7% vs 12m avg buyer

pullback vol: normalchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster President, Director sold $117.6K, Aug 13–17

Coverage

8 related campaigns

Watchlists @defense-contractors@drone-defense@geopolitical

LMT Price Structure

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Peers

Every watchlist LMT belongs to, members best 30-day change first — LMT highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@defense-contractors
View watchlist →
LMT+15.2% +2.4%1d +9.4%7d NOC+7.2% -0.2%1d +6.1%7d LHX+6.2% -0.1%1d +2.2%7d GD+1.8% -0.4%1d +1.5%7d RTX-0.6% -1.9%1d -1.5%7d PPA-3.4% -0.3%1d -1.5%7d ITA-5.5% -1.1%1d -3.3%7d BA-5.8% +0.4%1d -1.0%7d BWXT-10.3% -0.1%1d -7.2%7d GE-10.7% -2.7%1d -9.0%7d LEU-32.3% -1.6%1d -10.9%7d TTMI-36.3% +8.4%1d -14.7%7d
@drone-defense
View watchlist →
LMT+15.2% +2.4%1d +9.4%7d NOC+7.2% -0.2%1d +6.1%7d MSI+4.7% +0.8%1d +4.0%7d TDY+0.7% +0.8%1d +1.1%7d RTX-0.6% -1.9%1d -1.5%7d SHLD-0.7% 0.0%1d +0.7%7d ESLT-1.0% -1.1%1d -2.7%7d ITA-5.5% -1.1%1d -3.3%7d AXON-6.7% +1.4%1d +7.7%7d KRKNF-11.3% -1.0%1d +1.0%7d LASR-11.3% +0.7%1d +7.9%7d AMPX-15.9% +3.4%1d +6.1%7d KTOS-16.2% +1.1%1d -4.3%7d ONDS-16.2% +3.0%1d +2.6%7d PL-18.1% +2.5%1d -1.1%7d DRNZ-20.1% +0.7%1d -2.4%7d JEDI-20.9% +2.0%1d +0.5%7d AVAV-21.0% +4.7%1d +1.2%7d UMAC-25.0% +4.6%1d +4.3%7d RCAT-32.8% +1.4%1d -6.1%7d DPRO-33.2% -0.6%1d -3.2%7d AVEX-34.1% -1.2%1d -29.5%7d HLSQ-52.6% -4.0%1d +16.6%7d
@geopolitical
View watchlist →
COP+17.7% +3.5%1d +2.9%7d LMT+15.2% +2.4%1d +9.4%7d EOG+14.9% +3.2%1d +3.2%7d USO+13.9% +4.3%1d +4.8%7d XOM+13.6% +2.8%1d +2.4%7d CVX+13.5% +2.9%1d +3.6%7d OXY+11.9% +2.7%1d +2.9%7d VLO+11.6% -1.6%1d -5.7%7d XLE+11.2% +2.6%1d +1.6%7d XOP+10.4% +2.5%1d +0.7%7d PSX+10.4% -0.5%1d -3.4%7d NOC+7.2% -0.2%1d +6.1%7d DVN+7.0% +4.5%1d +1.3%7d LHX+6.2% -0.1%1d +2.2%7d HAL+5.8% +5.2%1d +4.2%7d SLBE+2.3% +7.1%1d +7.2%7d GD+1.8% -0.4%1d +1.5%7d TLT+1.1% -0.5%1d +1.6%7d UUP+1.1% +0.2%1d +0.1%7d OIH+0.4% +5.4%1d +4.0%7d RTX-0.6% -1.9%1d -1.5%7d PPA-3.4% -0.3%1d -1.5%7d ITA-5.5% -1.1%1d -3.3%7d BA-5.8% +0.4%1d -1.0%7d GLD-6.7% -0.7%1d -4.0%7d UNG-11.9% -3.1%1d -10.1%7d GDX-14.3% -1.8%1d -8.6%7d SLV-16.2% -1.3%1d -5.4%7d
Last report Oct 22

Reported EPS $7.97 versus analyst consensus of $7.52 (+6.0%).

full note →

Against street estimates

How LMT's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 10 quarters · newest report Oct 22 · projection Oct 23

Result
Oct 22 7.527.97+6.0%Beat
Jul 23 7.197.94+10.4%Beat
Apr 23 6.696.44-3.8%Miss
Jan 29 5.965.80-2.7%Miss
Oct 21 '25 6.366.95+9.3%Beat
Jul 22 '25 6.421.46-77.3%Miss
Apr 22 '25 6.357.28+14.7%Beat
Jan 28 '25 6.602.22-66.4%Miss

Recent news

Headlines about LMT from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

LMT research tape

123 dated scans, research, and events, newest first — the full record.

brief The Prints — 2026-10-22 earnings LMT earnings — 2026-10-22 earnings LMT earnings — 2026-10-20 scan Geopolitical Risk — October 16, 2026 scan Drone & Defense Scan — October 16, 2026
Types
Oct 23 The Prints The Prints
6146.TBEWDCPGLMTBXTTMIVLO
Oct 22 Catalyst LMT earnings
LMT
Oct 20 Catalyst LMT earnings
LMT
Oct 16 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBEHAL +4 more
Oct 16 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Oct 16 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Oct 9 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBEHAL +4 more
Oct 9 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Oct 9 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Oct 2 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Oct 2 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBEHAL +4 more
Oct 2 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Oct 1 tweet Gaurab — Patriot missile replenishment runs through a handful of US ball-screw grinders
LMTRTX#drone-defense
Sep 30 Article Drone Stocks Fell Through a Summer of Bullish Policy, and No Drone ETF Is Above Its 200-Day Yet
DRNZJEDISHLDITAAVAVKTOSRCATONDS#drone-defense +4 more
Sep 25 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Sep 25 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBEHAL +4 more
Sep 25 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Sep 23 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBEHAL +4 more
Sep 23 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Sep 23 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Sep 18 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBEHAL +4 more
Sep 18 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Sep 18 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Sep 11 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBEHAL +4 more
Sep 11 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Sep 11 Scan Drone & Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Sep 10 Market Signal Two Watches Retired on A Macro Day
DHRVRTMETALMTVICRVKTX
Sep 9 Market Signal High Beta Giveback Targets Retired VIX to Normal
GOOGLMLMCEGSNDKITALMTGEV
Sep 4 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBEHAL +4 more
Sep 4 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Sep 4 Scan Drone & Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 28 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBEHAL +4 more
Aug 28 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Aug 28 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 22 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBEHAL +4 more
Aug 22 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Aug 22 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 15 Article The End of Armor, Again
AVAVRCATUMACONDSAXONKTOSLASRGD#drone-defense +4 more
Aug 15 Article The Defense Trade Is at Its Highs. The Drone Trade Is Half Off.
AVAVAVEXKTOSRCATESLTTDYPLUMAC#drone-defense +4 more
Aug 14 Scan Geopolitical Risk — August 14, 2026 (Friday EOD)
XOMCVXOXYCOPDVNEOGSLBEHAL +4 more
Aug 14 Scan Defense Contractors — August 14, 2026 (Friday EOD)
LMTRTXNOCGDLHXBAITAPPA +4 more
Aug 14 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 8 Scan Geopolitical Risk — August 7, 2026 (Friday EOD)
XOMCVXOXYCOPDVNEOGSLBEHAL +4 more
Aug 8 Scan Defense Contractors — August 7, 2026 (Friday EOD)
LMTRTXNOCGDLHXBAITAPPA +4 more
Aug 8 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 31 Scan Geopolitical Risk — July 31, 2026 (Friday EOD)
XOMCVXOXYCOPDVNEOGSLBEHAL +4 more
Jul 31 Scan Defense Contractors — July 31, 2026 (Friday EOD)
LMTRTXNOCGDLHXBAITAPPA +4 more
Jul 31 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 28 Scan Geopolitical Risk — July 28, 2026 (Tuesday EOD)
XOMCVXOXYCOPDVNEOGSLBEHAL +4 more
Jul 28 Scan Defense Contractors — July 28, 2026 (Tuesday EOD)
LMTRTXNOCGDLHXBAITAPPA +4 more
Jul 28 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 26 Article Oil and defense confirmed in the same week — and the havens still didn't come
USOXOMCVXCOPEOGOXYDVNSLBE#us-energy-dominance#gulf-infrastructure-strike +4 more
Jul 25 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBEHAL +4 more
Jul 25 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Jul 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 23 Catalyst LMT earnings
LMT
Jul 21 Catalyst LMT earnings
LMT
Jul 17 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBEHAL +4 more
Jul 17 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Jul 17 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 11 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBEHAL +4 more
Jul 11 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Jul 11 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 7 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBEHAL +4 more
Jul 7 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Jul 7 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 26 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBEHAL +4 more
Jun 26 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 26 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +3 more
Jun 25 Scan Geopolitical Risk Scan
LMTRTXNOCGDLHXBAXOMCVX +4 more
Jun 25 Scan Defense Contractors Scan
LMTRTXNOCGDLHXBAITAPPA +3 more
Jun 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 20 Scan Geopolitical Risk Scan
LMTRTXNOCGDLHXBAXOMCVX +4 more
Jun 20 Scan Drone / Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 20 Scan Defense Contractors Scan
LMTRTXNOCGDLHXBAITAPPA +3 more
Jun 16 Scan Geopolitical Risk Scan
XOMCVXOXYCOPSLBEHALDVNEOG +4 more
Jun 16 Scan Defense Contractors Scan
LMTRTXNOCGDLHXBAITAPPA +3 more
Jun 16 Scan Drone & Defense Scan
AMPXAVAVAVEXAXONDFENDRSHFEOPSFESLT +4 more
May 29 Scan Geopolitical Risk Scan
BACOPCVXDFENDVNEOGFXYGD +4 more
May 29 Scan Drone & Defense Scan
AMPXAVAVAVEXAXONDFENDRSHFEOPSFESLT +4 more
May 29 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCPPA +1 more
May 26 Investigation SpaceX IPO Deep Dive: Separate Trades + the Oxygen Question
SPCXECHOSTMLINAPDNOCRKLBASTS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
Apr 28 Scan Geopolitical Risk Scan
BACOPCVXDFENDVNEOGGDGDX +4 more
Apr 28 Scan Drone Defense Scan
AVAVAVEXDFENEOPSFESLTITAKRKNFKTOS +4 more
Apr 28 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCPPA +1 more
Apr 27 Reference YOLO Playbook
ABBVAMDARKKARMASASANAVGOBE +4 more
Apr 26 Target LMT entry-zone — $490-$530
LMT
Apr 26 Scan Geopolitical Risk Scan
COPCVXDFENDVNEOGGDGDXGLD +4 more
Apr 26 Scan Drone & Defense Scan
AVAVAVEXDFENEOPSFESLTITAKRKNFKTOS +4 more
Apr 26 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCPPA +1 more
Apr 26 Article Daily Actions
ABBVABTALABALERTAMDAMZNARMAS +4 more
Apr 13 Scan Geopolitical Risk Scan
BACOPCVXDFENDVNEOGGDGDX +4 more
Apr 13 Scan Drone Defense
AVAVDFENEOPSFESLTITAKTOSLASRLMT +2 more
Apr 13 Scan 4 — DEFENSE CONTRACTORS
BADFENGDITALHXLMTNOCPPA +1 more
Apr 10 Scan Geopolitical Risk Scan
BACOPCVXDFENDVNEOGGDGDX +4 more
Apr 10 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCPPA +1 more
Apr 3 Scan Geopolitical Risk Scan
BACOPCVXDFENDVNEOGGDGDX +4 more
Apr 3 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCPPA +1 more
Mar 31 Scan Geopolitical Risk Scan
COPCVXDVNEOGEWZFXIFXYGLD +4 more
Mar 31 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCPPA +1 more
Mar 26 Scan Geopolitical Risk Monitor
COPCVXDFENDVNEOGGDGDXGLD +4 more
Mar 26 Scan Defense Contractors
BADFENGDITALHXLMTNOCPPA +1 more
Mar 24 Scan Geopolitical Risk Scan
BACOPCVXDFENDVNEOGGDXGLD +4 more
Mar 24 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCPPA +1 more
Mar 20 Scan Geopolitical Risk
COPCVXDFENDVNEOGEWGGDXGLD +4 more
Mar 20 Scan Defense Contractors
BADFENGDITALHXLMTNOCPPA +1 more
Mar 13 Archive The War Perspective
AMDASMLBACOPCVXDVNEOGGD#war-ends-playbook +4 more
Mar 13 Scan Monster Scan
AAAAOIAAUCACLXAEMAGAGIANET +4 more
Mar 13 Scan Geopolitical Risk
BACOPCVXDFENDVNEOGGDGDX +4 more
Mar 13 Scan Defense Contractors
BADFENGDITALHXLMTNOCPPA +1 more
Mar 12 Scan Monster Scan
AAAAOIAAUCACLXADEAAEISAEMAG +4 more
Mar 12 Scan Geopolitical Risk Scan
COPCVXDFENDVNEEMEOGEWGGLD +4 more
Mar 12 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCPPA +1 more
Mar 11 Scan Monster Scan
ASMLBECATDFENDOCNEXASFCXFIX +4 more
Mar 11 Scan Geopolitical Risk Scan — Iran Crisis
BACOPCVXDFENDVNEOGEWGEWJ +4 more
Mar 11 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCPPA +1 more
Mar 10 Scan Geopolitical Risk Scan — Iran Crisis
COPCVXDVNEOGGDGDXGLDHAL +4 more
Mar 10 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCPPA +1 more
Feb 26 Scan Defense Contractors Scan
BAGDLHXLMTNOCRTX
Feb 16 Article Daily Actions
ADBEALNYAMDAMZNASANBECEGCL +4 more
Feb 11 Update Space
BALMTNOCRKLB
Feb 9 Scan Defensive Scan
BABIIBCLCLXCMGDPZECLGD +4 more
Feb 5 Scan Defensive Sector Scan (v2 Full Coverage)
AMGNBABIIBCLCLXCOSTECLGD +4 more