Lockheed Martin (LMT) reported third-quarter 2026 sales of $20.7 billion, up 11% from $18.6 billion a year earlier. Net earnings rose 14% to $1.8 billion, while diluted earnings per share increased to $7.97 from $6.95.
The defense contractor reported record backlog of $292.0 billion and updated its 2026 financial outlook, including sales guidance of about $80.0 billion to $82.0 billion and diluted EPS guidance of about $30.35 to $30.75.
- Third-quarter sales were $20.711 billion, compared with $18.609 billion in the prior-year quarter.
- Net earnings were $1.845 billion, compared with $1.619 billion.
- Cash from operations totaled $3.438 billion, while free cash flow was $2.999 billion.
- All four business segments posted year-over-year sales growth, led by Missiles and Fire Control at 24%.
- Total backlog was $291.984 billion as of Sept. 27, 2026.
$LMT Insider Trading Activity
$LMT insiders have traded $LMT stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $LMT stock by insiders over the last 6 months:
- ROBERT M JR LIGHTFOOT (President Space) has made 0 purchases and 3 sales selling 2,606 shares for an estimated $117,622.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$LMT Hedge Fund Activity
We have seen 1,292 institutional investors add shares of $LMT stock to their portfolio, and 1,288 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 7,806,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,976,844,760
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 1,335,726 shares (+3886.5%) to their portfolio in Q2 2026, for an estimated $680,498,967
- BLACKROCK, INC. added 1,045,265 shares (+5.9%) to their portfolio in Q2 2026, for an estimated $532,520,706
- D. E. SHAW & CO., INC. removed 970,059 shares (-72.4%) from their portfolio in Q2 2026, for an estimated $494,206,258
- SANDERS CAPITAL, LLC added 952,510 shares (+83.5%) to their portfolio in Q2 2026, for an estimated $485,265,744
- JPMORGAN CHASE & CO added 900,840 shares (+inf%) to their portfolio in Q2 2026, for an estimated $458,941,946
- DIAMANT ASSET MANAGEMENT, INC. removed 877,788 shares (-99.8%) from their portfolio in Q2 2026, for an estimated $447,197,874
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$LMT Congressional Stock Trading
Members of Congress have traded $LMT stock 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $LMT stock by members of Congress over the last 6 months:
- REPRESENTATIVE KEVIN HERN has traded it 6 times. They made 0 purchases and 6 sales worth up to $300,000 on 09/23, 09/17, 09/02.
- SENATOR TOMMY TUBERVILLE sold up to $50,000 on 06/08.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
