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LMT
NYSENext earningsJan 26AnalystsBuy21+15%Industrials · Aerospace & Defense
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Structural read: $LMT is the F-35 monopoly prime (~40% of group revenue, multi-decade sustainment tail) layered on PAC-3/THAAD/HIMARS missile demand and a Space segment leveraged to Golden Dome / NGI / Orion. Backlog $176B (~2.5x revenue) caps downside; FCF conversion >100% funds buybacks + 2.8% yield.
Q1 2026 Aeronautics margin compression on F-35 Lot 18-19 fixed-price overruns is the active overhang.
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Long-form analysis touching LMT
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.