Lockheed Martin looks like a really great opportunity in defense, with orders outpacing deliveries at a reasonable valuation. Its backlog is a record $230B, almost 3x expected 2026 revenue, after $65B of new Q2 orders. Q2 sales grew 11% to $20.1B, and management raised free cash flow guidance to over $7B for 2026. It trades at about 18-19x 2026 earnings, reasonable for a sector leader; the next few weeks are about finding an entry point. x.com 

Lockheed Martin looks pretty cheap at about 16.5x 2027 earnings for a business with effectively infinite duration. x.com  x.com 

Drone stocks fell in 2026 even as backlogs hit records: Ukraine turned aircraft into ammunition, and the Pentagon's 2027 request holds nearly $75B for drones and counter-drone. AeroVironment's reordered loitering munitions and Kratos's jet drones are highest conviction. Counter-drone names Ondas, Axon, Motorola Solutions, Safe Pro, DroneShield and Rheinmetall gain as threats grow, Unusual Machines from Chinese-parts bans. Primes bury drone exposure; pure plays may not convert backlog. x.com  … Show more

Lockheed Martin's strong earnings, raised guidance and a potential historic F-35 deal support its stock as the price presses toward a wedge breakout. Q3 EPS and sales exceeded estimates; the F-35 deal remains potential. x.com 

Lockheed Martin is the straightforward defense buy, with a 3.2x book-to-bill. The stock fell last quarter because capex rose to meet very high demand, a dumb reaction. @kaizen_cap adds that money from awarded contracts flows over multiple years, so peak awards and revenue recognition may come in 2027-2028 even with a flat budget. x.com  x.com 

Lockheed Martin is a strong geopolitical diversifier alongside the energy complex for investors heavily long semiconductors. It landed a Pentagon deal for 850 F-35 jets and raised its annual forecast; the multi-model signal has been long since October 16. x.com 

Lockheed Martin's earnings beat and raised guidance point to a defense-stock shortage quietly approaching. Per TrendSpider, third-quarter EPS was $7.97 against $7.42 expected and sales were $20.711 billion against $20.495 billion expected; FY2026 GAAP EPS and sales guidance were raised. x.com 

Lockheed Martin's $4.7 billion Patriot interceptor contract shows a defense supercycle whose backlog Wall Street has not fully priced. Patriot is the backbone of US and allied air defense, countries are asking how fast they can get one, and more contracts are behind this one. Defense budgets are accelerating globally with bipartisan political will, and governments rarely cut them once they start; the money also flows down to suppliers. x.com  x.com 

Lockheed Martin, now down for the year, is a buy for the long-term portfolio because defense is always needed. x.com 

Lockheed Martin is a defensive core holding with near-monopoly defense franchises and steady cash flow. The F-35, over 25% of revenue, is the only fifth-generation fighter deployed at scale in the West, and FY2026-27 budgets raise F-35 funding 62% and more than double PAC-3 and THAAD procurement. Backlog is $186.4B, 2.4x annual revenue, new Army and Navy contracts landed May 28, and over 60% of free cash flow goes to dividends and buybacks. x.com