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
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 $201 million and
The Globe and Mail
theglobeandmail.com › investing › markets › markets-news › Motley Fool › 33599157 › lockheed-martin-reports-q2-profit-drop
Lockheed Martin Reports Q2 Profit Drop - The Globe and Mail
Lockheed Martin(NYSE:LMT), the major U.S. aerospace and defense contractor behind programs like the F-35 fighter jet, reported Q2 FY2025 earnings on July 22, 2025. The main news: GAAP profits dropped sharply as the company recorded heavy program losses and related charges.
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$LMT Lockheed Martin Q2 2025 Earnings Conference Call - YouTube
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Lockheed Martin's The Quarterly - Q2 2025 Highlights - YouTube
Lockheed Martin LMT Q3 2024 Earnings Presentation
01:02:22
$LMT Lockheed Martin Q3 2024 Earnings Conference Call - YouTube
Lockheed Martin stock sinks on Q3 revenue miss
01:03:48
Lockheed Martin Corporation Q2 2023 Earnings Call - YouTube
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.
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 - July 22 (Reuters) - Lockheed Martin (LMT.N), opens new tab reported on Tuesday that its second-quarter profit plunged by about 80%, after the U.S.
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.
Investing.com
investing.com › analysis › lockheed-martins-q2-stumbles-profits-down-but-geopolitics-up-200664213
Lockheed Martin’s Q2 Stumbles: Profits Down but Geopolitics Up | Investing.com
July 23, 2025 - Against the expected operating profit of $2.15 billion, per Bloomberg survey, Lockheed reported only $748 million. In addition to the 65% drop in operating profit, the company downgraded its full year guidance from $27.00 – $27.30 earnings ...
Investing.com
investing.com › news › company-news › lockheed-martin-q2-2025-slides-program-losses-drive-sharp-profit-decline-despite-stable-sales-93CH-4145839
Lockheed Martin Q2 2025 slides: Program losses drive sharp profit decline despite stable sales By Investing.com
July 22, 2025 - The defense giant’s stock tumbled 7.28% in premarket trading to $426.99 following the earnings release, as investors reacted to substantial program losses and reduced profit guidance.
Simply Wall St
simplywall.st › stocks › us › capital-goods › nyse-lmt › lockheed-martin › news › lockheed-martin-lmt-is-down-110-after-lowered-full-year-earn
Lockheed Martin (LMT) Is Down 11.0% After Lowered Full-Year Earnings Guidance and Q2 Profit Drop - Simply Wall St News
July 24, 2025 - Lockheed Martin recently posted its second quarter results, reporting net income of US$342 million and diluted earnings per share of US$1.46, both down steeply from the previous year, and lowered its full-year earnings guidance while maintaining ...
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.
Airforce Technology
airforce-technology.com › news › lockheed-martin-q2-earnings-dip
Lockheed Martin earnings dip in Q2 2025 amid programme losses
July 23, 2025 - Lockheed Martin has disclosed a significant decrease in net earnings for the second quarter of fiscal 2025 (Q2 FY25), reporting $342m compared to the $1.64bn recorded in the corresponding period of the previous year.
MLQ
mlq.ai › news › lockheed-martin-q2-earnings-plunge-on-surprise-program-losses-shares-dive
Lockheed Martin Q2 Earnings Plunge on Surprise Program ...
Lockheed Martin’s stock dropped more than 7% in premarket trading following the results, as investors digested the scale of the charges and the sharply reduced earnings outlook. The disappointing Q2 results contrast with the company’s strong performance in the first quarter and expose ...
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.
Citybiz
citybiz.co › home › news › lockheed martin shares tumble on surprise program losses, slashing q2 earnings
Lockheed Martin Shares Tumble on Surprise Program Losses, Slashing Q2 Earnings | citybiz
July 22, 2025 - Lockheed Martin Corp. (NYSE: LMT) experienced a sharp decline in its share price Tuesday, with premarket trading seeing a 7.2% drop, following the defense contractor’s announcement of significantly reduced second-quarter earnings.
Livemint
livemint.com › business news › markets › stock markets
Lockheed Martin Q2 Results: Defence equipment maker's net profit tanks 80%, revenue down to $18.16 billion | Stock Market News
July 22, 2025 - Business NewsMarketsStock MarketsLockheed Martin Q2 Results: Defence equipment maker's net profit tanks 80%, revenue down to $18.16 billion
Seeking Alpha
seekingalpha.com › news › 4469862-lockheed-martin-sinks-after-surprise-program-losses-slash-q2-earnings
Lockheed Martin sinks after surprise program losses slash Q2 earnings (LMT:NYSE) | Seeking Alpha
July 22, 2025 - Lockheed Martin sinks after surprise program losses slash Q2 earnings
Ainvest
ainvest.com › news › lockheed-martin-q2-net-profit-drops-80-due-16-billion-dollar-charge-2507
Lockheed Martin's Q2 Net Profit Drops 80% Due to 16 Billion Dollar Charge
July 23, 2025 - Lockheed Martin's Q2 Net Profit Drops 80% Due to 16 Billion Dollar Charge
RTTNews
rttnews.com › 3555970 › lockheed-martin-plunges-9-after-reporting-sharp-q2-profit-decline.aspx
Lockheed Martin Plunges 9% After Reporting Sharp Q2 Profit Decline
Lockheed Martin Corporation (LMT) fell 8.61 percent to $420.89 on Tuesday after the defense contractor reported a steep drop in second-quarter earnings..
The Globe and Mail
theglobeandmail.com › investing › markets › markets-news › Motley Fool › 33589457 › lockheed-martin-reports-weak-fiscal-q2
Lockheed Martin Reports Weak Fiscal Q2 - The Globe and Mail
- Revenue stayed flat at $18.2 billion but came in below expectations, while operating profit dropped by 65 % compared to the prior year. - Management reaffirmed its full-year guidance despite these setbacks, with ongoing investment in innovation and stable demand for key defense products.