Lockheed Martin (LMT) News Today

Investors with an interest in Aerospace - Defense stocks have likely encountered both Lockheed Martin (LMT) and Howmet (HWM). But which of these two companies is the best option for those looking for undervalued stocks?

GE, HWM, RTX and LMT stand to benefit from rising defense spending, robust order backlogs and improved earnings outlooks.

Successful ground test of new General Dynamics solid rocket motor marks another step in accelerating production. CAMDEN, Ark.

With Democrats holding Congress and a Republican in the White House, gridlock looms for Washington. Four dividend payers span oil, defense, real estate, and telecom, and each one's cash flow looks built to shrug off the stalemate.

Recent post-election volatility could create opportunities as several fundamentally strong stocks were beaten down in the selloff. As S&P 500 earnings continue to surge, the index is trading at a forward P/E of 17.7x, a discount to historical averages and its lowest point in three years. Companies with wide economic moats have strong competitive advantages that have enabled them to sustain high return on capital over a long period of time.

Lockheed delivered a beat-and-raise Q3. Management also announced long-term procurement agreements with the Department of Defense.

Both companies crushed earnings, then the midterms hit and both stocks tumbled. One defense giant built contracts to survive a budget fight, while the other bet on corporate AI.

Lockheed Martin shares have gained 12% in six months, backed by record backlog, rising global defense demand, major contracts and strategic acquisitions.

Lockheed (LMT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Recent earnings from global defense companies show conventional weapons continue to drive growth, alongside surging demand for drones and advanced defense technologies. Hensoldt CFO Christian Ladurner told CNBC the firm saw growing demand for air defense systems as militaries confront a range of threats, from small drones to ballistic missiles.

While the broader market rallied, defense contractors got hammered after the midterms flipped Congress. A massive spending request now hangs in limbo, and one number on Lockheed's chart may reveal whether Wall Street sees a ceiling or a floor.

Defense contractor Lockheed Martin has agreed to pay $29.5 million to settle claims by President Donald Trump's administration that it discriminated against white workers.

A whistleblower lawsuit, a federal contractor certification, and a compensation program that allegedly used race to clear statistical flags pushed Lockheed Martin into a settlement that stretches far beyond a simple discrimination case.

Several stocks have quietly shown a high level of relative strength over the past month, including Lockheed Martin (LMT), Accenture (ACN), and Nucor (NUE) thanks to strong quarterly results.

US defense shares fell on Wednesday as the Democrats' resounding midterm election victory stoked concerns ​about increased pressure on the Pentagon's spending plans.

Midterm election results last night put Democrats in control of both the U.S. Senate and House of Representatives. The Pentagon prepares to see a record $1.5 trillion defense budget request reduced to $1.1 trillion.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

The Trump administration has been investigating big U.S. companies under a novel use of a law meant to police U.S. government contractors.

TSM, TXN, UNH and LMT use strong moats to fend off rivals and deliver consistent returns amid market shifts.

President Donald Trump wants Congress to add $350 billion in military funding for fiscal 2027, but lawmakers appear ready to deliver only a fraction of it.

Traditional defense contractors' next big competitor could be Alphabet.

The midterm election could reshape the outlook for companies heavily exposed to Washington, especially in defense, healthcare, crypto and artificial intelligence. Democratic control of either chamber could bring more investigations and oversight, while giving the party leverage over federal spending and must-pass legislation.

Fixed-price development contracts have challenged the defense sector in recent years, leading to significant losses for defense contractors. An improving working relationship between the government and the defense sector is likely to derisk the sector, leading to share price appreciation.

A continuation of defense spending, paired with the U.S.-Iran conflict, is something Meghan Welch of BGL sees accelerating momentum for defense-tied companies. She explains how the evolving military and aerospace landscape will set a bullish case for companies like Lockheed Martin (LMT), Northrop Grumman (NOC), and RTX Corp. (RTX) for years to come.

Tom Yeung here with your Sunday Digest . In 2024, the second-best-performing stock in the S&P 500 wasn't a chipmaker or an artificial intelligence firm.

Lockheed Martin announced it was buying sonar-maker Ultra Maritime for $3.45 billion back in July. This week, Lockheed closed the deal.

Emerson is set to extend its dividend growth streak to 70 years, with a predicted 6.3–8.1% increase driven by a business transformation. EMR's shift to higher-margin Intelligent Devices and Software & Control segments supports a rebound in adjusted EPS, forecasted to grow 19% this year. Dividend growth across the broader group of long-term payers remains mostly mid-single digits, but several—including ADP, Assurant, and Atmos—are expected to announce 10%+ increases.

Both defense giants beat earnings estimates and trade at nearly identical valuations, so picking the better retirement dividend stock comes down to three tiebreakers where the two companies split the vote in a surprising way.

Golden Dome is projected to start at $185 billion, with long-term sustainment potentially reaching $1.2 trillion over 20 years. The missile-defense network aims to protect more than 3 million square miles in the continental U.S. using satellites, sensors, and interceptor rockets.

Lockheed Martin and Kratos Defense are targeting rising global military spending, but differences in growth prospects, valuation and debt set them apart.

Higher-margin segments like Missiles and Fire Control are driving profit potential. Contract structures are reducing execution and development risks.

Lockheed Martin expanded its order backlog to $292 billion. The company solidifies production at 156 F-35 aircraft per year.

A record order book has made Lockheed Martin (NYSE:LMT | LMT Price Prediction) the clear leader among large U.S. defense contractors this month. Lockheed Martin stock is up 27% in October to $648.19 in the afternoon.

The general anxiety levels seen today in the stock market and financial media may sound as though doomsday is approaching. Management announced a record-breaking backlog of $292 billion.

Defense stocks recently suffered their worst losing streak on record. In September, the SPDR S&P Aerospace & Defense ETF ( XAR ) fell for more weeks in a row than at any point since its 2011 launch, giving back its entire 2026 gain.

The biggest election-driven stock moves may not come from the industries dominating campaign headlines. With control of Congress at stake in the Nov. 3 midterm elections, investors in energy and defense stocks have another variable to watch: how the next Congress could reshape tax incentives, project approvals and federal spending priorities.

Lockheed Martin has raised its dividend for 24 straight years, carries a record $292 billion backlog, and returns billions to shareholders annually, but a troubled F-35 contract, a looming billion-dollar pension hit, and one quarter of negative free cash flow

TROY, Ala., Oct. 27, 2026 /PRNewswire/ -- Lockheed Martin (NYSE: LMT) has been awarded a $694M contract from the U.S. Air Force for production of the Air-Launched Rapid Response Weapon (ARRW). The new capability brings sustained and maneuverable hypersonic capabilities to America's Arsenal of Freedom and is the culmination of years of developmental and test partnership between Lockheed Martin and the U.S. Air Force.

Lockheed (LMT) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Investors interested in Aerospace - Defense stocks are likely familiar with Lockheed Martin (LMT) and GE Aerospace (GE). But which of these two stocks is more attractive to value investors?

A massive Pentagon framework agreement sent Lockheed Martin shares surging and triggered a rare Morgan Stanley upgrade, but whether that momentum holds depends entirely on a congressional decision that has not yet been made.

Canadian-built iMAPLE technology will help preserve critical expertise and prepare personnel for complex maintenance demands

Lockheed Martin delivered exceptional operational and financial outperformance in the first nine months of 2026, driving a STRONG BUY rating. LMT's $292 billion backlog, fueled by major contracts and defense budget support, ensures long-term cash flow visibility and strategic indispensability. Key segments—Aeronautics and Missiles & Fire Control—achieved significant profit growth, exceeding modeled expectations and overcoming prior program losses.

The S&P 500 recently sat just 2.5% below its all-time high. Look past the index, though, and the picture gets uglier.

Morgan Stanley analyst Kristine Liwag is most optimistic about Lockheed Martin, upgrading the stock to overweight. F-35 sales are soaring, and missile sales, too.

U.S. Fund A Shares (without sales charge) posted a return of 4.36% in third-quarter 2026. The US Fund outperformed the S&P 500 Index in the period. Shares of Meta performed well following the strong reception of Muse, its personalized AI assistance app.

Lockheed Martin jumped above a buy point Monday after Morgan Stanley upgraded the defense giant and elevated the price target by more than 20%.

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Lockheed (LMT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

LMT shares jump 9.6% after a Q3 earnings beat and record backlog, putting defense ETFs with significant LMT exposure in focus.