2026-11-04 Regulation Bear
LMT to Pay $29.5M to Settle Diversity Discrimination Claims Settlement follows federal probe over alleged race-based compensation practices
D1 -6.9% · since +1.4%
2026-11-01 Capital
LMT Closes Acquisition of Sonar-Maker Ultra Maritime $3.45B deal expands naval sonar business footprint
D1 +1.0% · +5d -7.2%
2026-10-29 → 10-30 Company Bull
LMT Backlog Hits Record $292B Multiple sources confirm record backlog; high-margin Missiles & Fire Control drives profit potential
D1 +2.2% · +5d -10.5%
› 2 waves of this story2026-10-29 Management disclosed record backlog post-earnings, signaling high revenue visibility2026-10-30 Multiple sources confirm record backlog; high-margin Missiles & Fire Control drives profit potential2026-10-22 → 10-28 Company Bull
LMT Wins $694M USAF Hypersonic Missile Contract New award adds to record backlog amid F-35 procurement plan
D1 +7.0% · +5d +9.1%
› 2 waves of this story2026-10-22 Potential largest contract in program history; boosts long-term visibility2026-10-28 New award adds to record backlog amid F-35 procurement plan2026-10-17 → 10-27 Earnings Bull
Morgan Stanley Raises LMT PT to $835 Driven by DoD request for 850 additional F-35s
D1 -0.7% · +5d +15.9%
› 8 waves of this story2026-10-17 Multiple sources confirm earnings next week; missile defense demand supports revenue, but debt and execution risks remain2026-10-19 Earnings approaching; market focuses on revenue, profit and key business metrics2026-10-20 Ahead of results, stock down from March peak; focus on estimates and valuation2026-10-22 Multiple outlets confirm earnings timing; shares down >20% from March highs, focus on record backlog impact2026-10-22 Rev $20.71B & EPS $7.97 beat; record $292B backlog2026-10-23 Q3 revenue $20.71B beat; record $291.98B backlog; FY26 sales guided to $80-82B2026-10-26 Q3 beat with record backlog; shares jump 9.6%; multiple analyst upgrades2026-10-27 Driven by DoD request for 850 additional F-35s2026-10-26 Analyst
Morgan Stanley upgrades to Overweight D1 +5.1% · +5d +1.3%
2026-10-22 8-K filing
8-K: Item 2.02, Item 9.01 D1 +7.0% · +5d +9.1%
2026-10-22 Earnings
Earnings report Q3 2026 sales rose 11% year-over-year to $20.7 billion, with segment operating profit of $2.2 billion and EPS of $7.97.
D1 +7.0% · +5d +9.1%
2026-10-19 Company Bull
LMT Secures $117.1M Apache Helicopter Radar Support Contract Strengthens role in sustaining U.S. Army electronic warfare systems, expanding defense revenue base
D1 -0.7% · +5d +15.9%
2026-10-16 Company
LMT Delivers C-130J-30 to Navy for E-130J TACAMO Conversion Company announcement confirms delivery, marking new era for Navy strategic command and control
D1 +3.7% · +5d +9.4%
2026-10-15 Company
LMT Expands Strategic Collaboration with Royal Netherlands Aerospace Centre Skunk Works and NLR broaden partnership at NL-US Defense Industry Days, strengthening international defense ties
D1 +2.0% · +5d +10.8%
2026-10-14 → 10-15 Company
LMT and Avio Form Strategic Solid Rocket Motor Production Partnership Zacks reports LMT's upcoming earnings release, with market focus on growth expectations, aligning with recent partnership developments
D1 +3.6% · +5d +5.6%
› 2 waves of this story2026-10-14 Accelerates and expands SRM industrial base, strengthening LMT's key supply chain2026-10-15 Zacks reports LMT's upcoming earnings release, with market focus on growth expectations, aligning with recent partnership developments2026-10-09 → 10-11 Company Bull
LMT Raises Quarterly Dividend 4.3% to $3.60 Dividend increase continues shareholder return policy, consistent with prior Q4 dividend announcement
D1 +0.3% · +5d +8.3%
› 2 waves of this story2026-10-09 Board authorizes $0.15 increase, reflecting cash flow confidence2026-10-11 Dividend increase continues shareholder return policy, consistent with prior Q4 dividend announcement2026-10-10 Product Bull
LMT Debuts PAC-3 Edge, Wins Philippine Black Hawk Training Deal New interceptor program and training contract expand defense business, boosting backlog
D1 +0.4% · +5d +7.1%
2026-10-06 → 10-08 Analyst Bull
LMT Initiated with Buy Ratings, $650 PT Rothschild Redburn initiates with Buy, citing strong growth prospects
D1 +0.7% · +5d -1.2%
› 2 waves of this story2026-10-06 Analysts bullish on defense sector, LMT receives multiple buy initiations2026-10-08 Rothschild Redburn initiates with Buy, citing strong growth prospects2026-10-08 Analyst Bull
LMT Initiated with Buy Ratings, $650 PT Rothschild Redburn initiates with Buy, citing strong growth prospects
D1 +1.7% · +5d +4.9%
2026-10-06 Company Bull
LMT Wins $209M Navy EW Award, Options Up to $1.71B Fleet modernization drives EW demand, boosting backlog visibility
D1 +0.7% · +5d -1.2%
2026-10-02 Company
LMT CEO Pushes Company-Wide Skunk Works Speed CEO Jim Taiclet aims to apply Skunk Works' nimble innovation across the firm, including AI and F-35 challenges
D1 +0.0% · +5d +0.8%
2026-10-01 Company Bull
LMT Wins $94.2M Navy Award for AEGIS Integration, Bolstering Global Naval Defense Role U.S. Navy award advances AEGIS integration for Canada, reinforcing LMT's role in global naval defense modernization
D1 -0.7% · +5d +0.5%
2026-09-29 Company Bull
LMT Wins $18.9M Radar Contract, Program Value Reaches ~$1.01B Contract extends work through June 2029, supporting long-term growth
D1 -1.1% · +5d -0.4%
2026-09-22 Company
LMT Praised by Trump for White House Heliport Contribution Trump thanks LMT CEO on Truth Social, plans maiden flight from new heliport, highlighting close ties.
D1 -2.4% · +5d -1.9%
2026-09-21 Company Bull
LMT Secures $1.2B Army PrSM Increment 2 Contract IDIQ contract for PrSM Inc 2 production; maritime test validates moving target engagement
D1 +0.4% · +5d -3.2%
2026-09-17 → 09-19 Company Bull
LMT Secures JATM Production Framework Agreement with DoD DoD framework deal with multi-year procurement commitments accelerates AIM-260 output, boosting LMT's munitions growth outlook.
D1 +0.2% · +5d -2.7%
› 2 waves of this story2026-09-17 Multiple sources confirm new missile details and production acceleration, marking substantial project progress2026-09-19 DoD framework deal with multi-year procurement commitments accelerates AIM-260 output, boosting LMT's munitions growth outlook.2026-09-18 Capital Bull
US Approves $24.3B Sale of 48 F-35s to Saudi Arabia State Dept notification pending Congress review; deal covers jets and parts, reflecting Mideast defense demand.
D1 -0.9% · +5d -2.6%
› 2 waves of this story2026-09-18 State Dept approves potential sale, involving LMT F-35, large value may impact future orders2026-09-18 State Dept notification pending Congress review; deal covers jets and parts, reflecting Mideast defense demand.2026-09-14 Company Bull
Germany to Buy €3.4B Tomahawk Missiles and LMT Typhon Systems German procurement of LMT missile systems boosts European defense demand, directly benefiting LMT order outlook
D1 +1.0% · +5d +1.1%
2026-09-02 → 09-09 Company Bull
UBS Upgrades LMT to Buy on F-35 and Missile Growth UBS cites F-35 and missile sales, forecasting 9% annual sales growth and double-digit earnings
D1 -2.4% · +5d -0.3%
› 5 waves of this story2026-09-02 Zacks notes LMT outperformance on defense demand and record backlog, with program risks and debt as concerns2026-09-05 $230B backlog underpins multi-segment growth outlook2026-09-06 Multiple sources reiterate Buy on $230B backlog and PAC-3/THAAD demand, citing execution risk2026-09-09 UBS cites missile growth, sees 2028 EPS 12% above consensus2026-09-09 UBS cites F-35 and missile sales, forecasting 9% annual sales growth and double-digit earnings2026-09-08 Analyst
UBS upgrades to Buy D1 +2.1% · +5d -0.5%
2026-09-07 Company Bull
Sweden to buy LMT's Himars in $729M deal Swedish defense minister confirms purchase, adding to LMT's international backlog
D1 +2.1% · +5d -0.5%
