Is Lockheed Martin Corporation a Buy?


The world's largest defense contractor delivered an impressive quarter. Are the results sustainable?

Investors had high hopes for Lockheed Martin (NYSE:LMT) heading into the company's third-quarter earnings report, and the aerospace giant delivered results that lived up to those expectations. The company reported earnings per share of $5.14, beating estimates by $0.87, on revenue that, at $14.32 billion, beat expectations by $1.23 billion.

There was a lot to like about the quarter, with all four Lockheed Martin segments delivering top-line growth of between 11% and 20%. The company generated $361 million in cash from operations in the quarter, even after making a $1.5 billion pension contribution, and ended the quarter with a backlog of more than $109 billion.


The company also updated its full-year guidance, saying it expects $5.8 billion in operating profits on sales of $53 billion. Both numbers are at the upper end of previous guidance. Lockheed Martin also expects to generate about $3.4 billion in cash in all of 2018.


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