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Lockheed Martin Corporation (LMT) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
AI-fueled semiconductor surge and record defense backlogs position sectors like technology and defense for potential outperformance in 2026.
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.
Lockheed Martin outperformed the S&P 500, but the stock now fully reflects forward earnings and is downgraded from buy to hold. Q4 results showed strong sales growth but underwhelming margins, with higher revenues not translating to meaningful profit expansion across key segments. 2026 guidance points to improved EBITDA margins and mid-single-digit sales growth, but free cash flow is expected to remain flat due to elevated CapEx.
Lockheed Martin jumps 17.8% in a month as defense spending tailwinds, new contracts, and the F-35 backlog lift prospects???but risks remain.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Recently, Zacks.com users have been paying close attention to Lockheed (LMT). This makes it worthwhile to examine what the stock has in store.
Lockheed Martin's stock is headed for its best month since 1980, after the defense contractor provided an upbeat earnings outlook amid strong demand from Trump's Defense Department for its missiles and fighter jets.
LMT reports solid Q4 sales growth and a higher backlog, supported by improved performance across its major business segments.
Lockheed Martin Corporation (LMT) Q4 2025 Earnings Call Transcript