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
Videos
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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.
Lockheed Martin
investors.lockheedmartin.com › static-files › e4ab9618-638e-49e2-8dcb-b00964322273 pdf
Exhibit 99.1 News Release
inflection we expect as the result of heightened interest and demand for Lockheed Martin’s products and
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
Facebook
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Lockheed Martin reported on Tuesday that its second
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Lockheed Martin
news.lockheedmartin.com › 2025-10-21-Lockheed-Martin-Reports-Third-Quarter-2025-Financial-Results
Lockheed Martin Reports Third Quarter 2025 Financial Results - Oct 21, 2025
Sales of $18.6 billion Net earnings of $1.6 billion, or $6.95 per share Cash from operations of $3.7 billion and free cash flow of $3.3 billion Returned $1.8 billion of cash to shareholders...
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,
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.
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.
Alpha Spread
alphaspread.com › market news › earnings › lockheed martin shares drop after $1.6 billion charge hits profits
Lockheed Martin Shares Drop After $1.6 Billion Charge Hits Profits - Alpha Spread
July 22, 2025 - Lockheed Martin reported a sharp drop in its second-quarter profit, falling nearly 80% compared to last year. The company took a $1.6 billion pre-tax charge, mainly related to a classified program in its Aeronautics segment.
Yahoo! Finance
finance.yahoo.com › news › lockheed-martin-flags-1-6-113904677.html
Lockheed profit dives 80% on $1.6 billion charge, shares tumble
July 22, 2025 - (Reuters) -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 ...
Nasdaq
nasdaq.com › articles › lockheed-martin-reports-q2-profit-drop
Lockheed Martin Reports Q2 Profit Drop | Nasdaq
Key Points- GAAP EPS of $1.46 in Q2 2025 missed analyst estimates by $5.06, impacted by $1.6 billion in program losses and other charges.
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.
MLQ
mlq.ai › news › lockheed-martin-q2-earnings-plunge-on-surprise-program-losses-shares-dive
Lockheed Martin Q2 Earnings Plunge on Surprise Program ...
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....
The Motley Fool
fool.com › investing › 2025 › 07 › 22 › why-lockheed-martin-stock-is-falling-today
Why Lockheed Martin Stock Is Falling Today | The Motley Fool
July 22, 2025 - One-time charges led to a significant profit miss. Lockheed Martin still has a solid business, but there are few immediate catalysts.
CTVNews
ctvnews.ca › business › article › lockheed-martin-second-quarter-profit-plummets-on-us16-billion-charge
Lockheed Martin second-quarter profit plummets on US$1.6 billion charge
July 22, 2025 - Lockheed Martin reported on Tuesday that its second-quarter profit plunged by about 80 per cent, after the U.S. defense group recorded a pretax loss of US$1.6 billion, mainly linked to a classified program within its Aeronautics segment.
The Globe and Mail
theglobeandmail.com › report on business › lockheed martin second-quarter profit plummets on $1.6-billion charge
Lockheed Martin second-quarter profit plummets on $1.6-billion charge - The Globe and Mail
July 22, 2025 - Lockheed Martin Corp (LMT-N) reported on Tuesday that its second-quarter profit plunged by about 80 per cent, after the U.S. defence giant recorded pretax losses of US$1.6-billion, mainly linked to a classified program within its Aeronautics segment.
Reuters
reuters.com › business › aerospace-defense › lockheed-martin-cautions-2025-profit-view-hindered-by-f-35-tech-upgrade-2025-01-28
Lockheed Martin cautious on 2025 profit view, shares sink 8% | Reuters
January 28, 2025 - Lockheed Martin on Tuesday forecast it will make less profit than expected in 2025, as the top U.S. defense company grapples with the delayed rollout of upgrades to the F-35 fighter jet that are vital to its bottom line.