earnings
confidence high
sentiment positive
materiality 0.80
Lockheed reports Q4 EPS $5.80, full-year sales $75B (+6%); guides 2026 FCF $6.5-6.8B
LOCKHEED MARTIN CORP
2025-FY EPS
reported $21.49
vs consensus $5.76
▲ beat
(+273.1%)
- Q4 2025 sales $20.3B (+9% YoY); net earnings $1.3B ($5.80 EPS) vs $527M ($2.22 EPS) in Q4 2024.
- Full-year 2025 sales $75.0B (+6% YoY); net earnings $5.0B ($21.49 EPS) includes $1.63/share pension settlement charge.
- Free cash flow $6.9B in 2025; 2026 FCF guidance raised to $6.5-6.8B, with sales growth ~5% and segment profit growth ~25%.
- Record backlog of $194B; company invested $3.5B in capacity and technology in 2025.
- CEO cited new seven-year framework agreement for PAC-3 missiles under DoW Acquisition Transformation Strategy.