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tradingview.comOCT 222 min read$LMT

Lockheed Martin 3Q 2026: Revenue $20.71B, Net income $1.85B, EPS $7.97— 10-Q Summary

Lockheed Martin reported 3Q 2026 revenue of $20.71B, net income of $1.85B, and EPS of $7.97, up 11.3%, 14%, and 14.7% YoY. Nine-month sales rose 7% to $58.8B, driven by missile-defense and F-35 production. Missiles and Fire Control sales increased 17% YoY. The company delivered 43 F-35 aircraft in the quarter, with a backlog of 274. Supply-chain and inflation pressures persist, but the company is securing materials. Proposed 2027 budget priorities include increased weapons procurement.

Original reporting
tradingview.com
Published Oct 22, 2026, 9:21 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 22, 2026, 9:29 PM UTC. Informational, not investment advice.
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Lockheed Martin 3Q 2026: Revenue $20.71B, Net income $1.85B, EPS $7.97— 10-Q Summary — source image
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Decision brief

The 30-second read

$LMTBullishHigh
01

Why it matters

The earnings beat reinforces confidence in defense spending and may lift related equities.

02

Market read

Strong earnings from a leading defense firm can drive sector momentum and influence related stocks.

03

What to watch

Potential supply‑chain and inflation pressures could erode margins in upcoming quarters.

Relevance 9/10Novelty 9/10Timing: post‑market release

Background

Lockheed Martin's Q3 2026 filing provides the first public disclosure of its quarterly performance.

Company-level read

Ticker impact

$LMTBullishHigh confidence
Context

Lockheed Martin disclosed Q3 2026 revenue of $20.71B, net income $1.85B and EPS $7.97, marking double‑digit YoY growth.

Expected impact

likely modest upside as the market prices in better‑than‑expected results

Evidence & confidence

Revenue and earnings both rose >10% YoY; no guidance downgrade and defense demand remains robust.

Market effects

Sector

Defense sector may see broader rally on strong earnings from a major contractor.

Regional

U.S. industrial and aerospace stocks could benefit from the positive data.

Global

International defense suppliers may experience spillover demand as U.S. spending appears solid.

Counterpoint

What could challenge this read

If guidance for 2027 remains uncertain, investors might stay cautious despite the beat.

Key entities

  • Company
    Lockheed Martin

    U.S. defense contractor reporting Q3 2026 results.

Read at source← All news

StoryLockheed Martin posts Q3 2026 earnings beat and lifts FY2026 sales and EPS outlook

Also covered by

6 outlets

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