Just wrote a report about it for my job, and it honestly seemed like an overreaction. This quarter was pretty awful, missing just about every KPI, but if you’re a long term holder I don’t really see any concern. F-35 demand will remain high regardless of how bad Trump runs the US reputation into the ground due to it being the sole fifth generation fighter on the market. The major point of concern I saw going through the call was the lack of contracts or plans about revenue sources from the “golden dome”. This was a huge catalyst imo that could’ve boosted the stock a lot. If this idea doesn’t play out (which could very well happen) I think you lose a lot of potential upside. Regardless, I don’t see it staying down for long with the current geopolitical state and unrest. NOC posted a good quarter showing demand was still there, and RTX, while not as good, also demonstrated that customers still actively seek these defense products. TLDR: long term holders shouldn’t worry. Defense will always sell Answer from SuperRedHulk1 on reddit.com
Reuters
reuters.com › business › aerospace-defense › lockheed-profit-dives-80-16-billion-charge-shares-tumble-2025-07-22
Lockheed profit dives 80% on $1.6 billion charge, shares tumble | Reuters
July 22, 2025 - Lockheed Martin reported on Tuesday that its second-quarter profit plunged by about 80%, after the U.S. defense group recorded a pretax loss of $1.6 billion, mainly linked to a classified program within its Aeronautics segment, sending its shares ...
Lockheed Martin
investors.lockheedmartin.com › news-releases › news-release-details › lockheed-martin-reports-second-quarter-2025-financial-results
Lockheed Martin Reports Second Quarter 2025 Financial Results | Lockheed Martin Corp
Sales of $18.2 billion Recorded pre-tax losses on programs of $1.6 billion and other charges of $169 million , which impacted earnings per share by $5.83 Net earnings of $342 million , or $1.46 per share, including impacts of program losses and other charges Cash from operations of $201 million and
LMT dropped 10% after Q2 – overreaction or real concern?
Just wrote a report about it for my job, and it honestly seemed like an overreaction. This quarter was pretty awful, missing just about every KPI, but if you’re a long term holder I don’t really see any concern. F-35 demand will remain high regardless of how bad Trump runs the US reputation into the ground due to it being the sole fifth generation fighter on the market. The major point of concern I saw going through the call was the lack of contracts or plans about revenue sources from the “golden dome”. This was a huge catalyst imo that could’ve boosted the stock a lot. If this idea doesn’t play out (which could very well happen) I think you lose a lot of potential upside. Regardless, I don’t see it staying down for long with the current geopolitical state and unrest. NOC posted a good quarter showing demand was still there, and RTX, while not as good, also demonstrated that customers still actively seek these defense products. TLDR: long term holders shouldn’t worry. Defense will always sell More on reddit.com
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July 22, 2025Lockheed Martin cautions on 2025 profit view, hindered by F-35 tech upgrade
The billionaire has also criticized ... like Lockheed Martin's F-35 fighter jet while calling for mass production of cheaper AI-powered drones, missiles and uncrewed submarines. The F-35 program, which has been navigating delays in rolling out a technology upgrade to give the jet better displays and processing power under the Technology Refresh 3 program, contributes about 30% of the company's revenue. Its aeronautics business, which makes the jet, reported a 40% drop in operating profit in the fourth ... More on reddit.com
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July 14, 2024Videos
Lockheed Martin stock trends higher on earnings beat, strong demand
02:11
Lockheed Martin stock trends higher on earnings beat, strong demand ...
Lockheed Martin stock sinks on Q3 revenue miss
01:49
Lockheed Martin reports EPS beat, revenue miss - YouTube
00:20
Lockheed Martin reports 3rd quarter earnings - YouTube
Yahoo! Finance
finance.yahoo.com › news › lockheed-martin-shares-plunge-1-204503405.html
Lockheed Martin Shares Plunge After $1.6B Classified Charge Crushes Profit
July 22, 2025 - July 22 - Lockheed Martin (NYSE:LMT) shares fell more than 6% Tuesday after the defense contractor reported an 80% plunge in second-quarter profit. This profit decline was due to the $1.6 billion pretax charge tied to a classified Aeronautics ...
Yahoo! Finance
finance.yahoo.com › news › lockheed-martin-lmt-net-margin-020941327.html
Lockheed Martin (LMT): Net Margin Declines to 5.7% as Profitability Narrative Faces Pressure
October 22, 2025 - Lockheed Martin (LMT) saw its earnings decline by 4.6% per year on average over the last five years, culminating in a negative earnings growth rate in the most recent year. Net profit margin also pulled back to 5.7%, down from 9.4% a year ago.
Lockheed Martin
investors.lockheedmartin.com › static-files › e4ab9618-638e-49e2-8dcb-b00964322273 pdf
Exhibit 99.1 News Release
July 22, 2025 - inflection we expect as the result of heightened interest and demand for Lockheed Martin’s products and
Investopedia
investopedia.com › lockheed-martin-stock-stumbles-as-defense-contractor-cuts-forecast-11776793
Lockheed Martin Stock Stumbles as Defense Contractor Cuts Forecast
July 22, 2025 - Lockheed Martin stock tumbled Tuesday as the defense contractor announced $1.6 billion in program losses and slashed its full-year profit forecast.
Financial Times
ft.com › content › b43d3ad8-8794-4a39-b63b-13b5f86112b9
Lockheed Martin profits plunge almost 80% as it takes $1.6bn in charges
July 22, 2025 - US defence group’s shares fall nearly 11% as it slashes earnings outlook
Reddit
reddit.com › r/stocks › lmt dropped 10% after q2 – overreaction or real concern?
r/stocks on Reddit: LMT dropped 10% after Q2 – overreaction or real concern?
July 22, 2025 -
Lockheed Martin dropped ~10% after Q2 earnings, mainly due to several large charges tied to classified and international programs. This hit GAAP earnings hard, forced a cut to full-year EPS guidance, and even led to negative free cash flow for the quarter.
That said, adjusted EPS actually beat expectations, revenue guidance was reaffirmed, and the company still has a $166B+ backlog. Demand for defense remains strong, and their core programs like the F-35 and missile systems are still solid.
Is the selloff just a reaction to one rough quarter, or does it point to deeper execution issues? Does the long-term story still hold up here?
Curious to hear what your opinion is. Buying opportunity or stay away?
Top answer 1 of 12
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Just wrote a report about it for my job, and it honestly seemed like an overreaction. This quarter was pretty awful, missing just about every KPI, but if you’re a long term holder I don’t really see any concern. F-35 demand will remain high regardless of how bad Trump runs the US reputation into the ground due to it being the sole fifth generation fighter on the market. The major point of concern I saw going through the call was the lack of contracts or plans about revenue sources from the “golden dome”. This was a huge catalyst imo that could’ve boosted the stock a lot. If this idea doesn’t play out (which could very well happen) I think you lose a lot of potential upside. Regardless, I don’t see it staying down for long with the current geopolitical state and unrest. NOC posted a good quarter showing demand was still there, and RTX, while not as good, also demonstrated that customers still actively seek these defense products. TLDR: long term holders shouldn’t worry. Defense will always sell
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I am now a bagholder of LMT so very biased and don’t know about their secret programs so cannot take those risks into account. Think they together with RTX are well positioned for the golden dome 150 bilion package (THAAD, Patriot) plus they have a big upgrade cycle still to go on F35. Might be wrong but think a pe of 19 is to low for all this upside potential.
Yahoo! Finance
finance.yahoo.com › news › why-lockheed-martin-lmt-shares-155540967.html
Why Lockheed Martin (LMT) Shares Are Getting Obliterated Today
July 22, 2025 - Shares of security and Aerospace company Lockheed Martin (NYSE:LMT) fell 6.6% in the morning session after the company reported disappointing second-quarter results and sharply lowered its full-year profit forecast.
MacroTrends
macrotrends.net › stocks › charts › LMT › lockheed-martin › gross-profit
Lockheed Martin Gross Profit 2011-2025 | LMT | MacroTrends
Lockheed Martin gross profit for the twelve months ending September 30, 2025 was $5.987B, a 29.85% decline year-over-year.
Lockheed Martin
investors.lockheedmartin.com › news-releases › news-release-details › lockheed-martin-reports-first-quarter-2025-financial-results
Lockheed Martin Reports First Quarter 2025 Financial Results | Lockheed Martin Corp
Sales increased 4% to $18.0 billion Net earnings of $1.7 billion , or $7.28 per share Cash from operations of $1.4 billion and free cash flow of $955 million Returned $1.5 billion of cash to shareholders through dividends and share repurchases Reaffirms 2025 financial outlook BETHESDA, Md.
MLQ
mlq.ai › news › lockheed-martin-q2-earnings-plunge-on-surprise-program-losses-shares-dive
Lockheed Martin Q2 Earnings Plunge on Surprise Program ...
July 22, 2025 - Shares of Lockheed Martin fell ... million related to the Turkish Utility Helicopter Program ... Lockheed Martin reported a steep drop in second-quarter 2025 earnings, driven by more than $1.6 billion in unexpected losses across multiple programs....
Seeking Alpha
seekingalpha.com › home › stock ideas › long ideas › industrial
Lockheed Martin: Boring Earnings Hide A Perfect Entry Point (NYSE:LMT) | Seeking Alpha
October 22, 2025 - Lockheed Martin Corporation (LMT), the world's largest defense contractor, experienced a decline in its stock price following the company’s Q3 2025 earnings release.
Nasdaq
nasdaq.com › articles › lockheed-martin-stock-falls-6-six-months-what-should-you-do
Lockheed Martin Stock Falls 6% in Six Months: What Should You Do? | Nasdaq
3 weeks ago - Lockheed Martin’s LMT shares have lost 6% over the past six months, underperforming the Zacks Aerospace-Defense industry’s growth of 3.3%. The company is under pressure from shortage of skilled labor while also absorbing major losses across ...
Ainvest
ainvest.com › news › industrials › lmt › articles details
Lockheed Martin Stock Plummets 10.81% in Fourth Consecutive Day of Decline Trading Volume Ranks 19th
July 22, 2025 - Lockheed Martin reported a substantial decline in its second-quarter profit, which plummeted by approximately 80%. This significant drop was attributed to a pretax loss of $1.6 billion, primarily due to program losses.
Lockheed Martin
investors.lockheedmartin.com › news-releases › news-release-details › lockheed-martin-reports-fourth-quarter-and-full-year-2024
Lockheed Martin Reports Fourth Quarter and Full Year 2024 Financial Results | Lockheed Martin Corp
2024 net sales increased 5% to $71.0 billion Recorded pre-tax losses of $1.7 billion and $2.0 billion associated with classified programs in the fourth quarter and full year, which impacted earnings per share by $5.45 and $6.16 Earnings per share of $2.22 in the fourth quarter and $22.31 in 2024,