Lockheed Martin (LMT) reported $20.32 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 9.1%. EPS of $5.80 for the same period compares to $7.67 a year ago.
The reported revenue represents a surprise of +2.48% over the Zacks Consensus Estimate of $19.83 billion. With the consensus EPS estimate being $6.24, the EPS surprise was -7.1%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Lockheed performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Sales- Aeronautics: $8.52 billion versus the five-analyst average estimate of $7.95 billion. The reported number represents a year-over-year change of +6.4%.
- Sales- Rotary and Mission Systems: $4.62 billion compared to the $4.66 billion average estimate based on five analysts. The reported number represents a change of +8.3% year over year.
- Sales- Missiles and Fire Control: $4.02 billion versus $3.93 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +17.8% change.
- Sales- Space: $3.16 billion compared to the $3.19 billion average estimate based on five analysts. The reported number represents a change of +7.5% year over year.
- Operating profit (loss)- Aeronautics: $782 million versus the five-analyst average estimate of $742.21 million.
- Operating profit (loss)- Space: $273 million versus $268.52 million estimated by five analysts on average.
- Operating profit (loss)- Rotary and Mission Systems: $468 million versus $477.47 million estimated by five analysts on average.
- Operating profit (loss)- Missiles and Fire Control: $535 million compared to the $543.46 million average estimate based on five analysts.
View all Key Company Metrics for Lockheed here>>>
Shares of Lockheed have returned +23.5% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Lockheed Martin Corporation (LMT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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