What Lockheed Martin's Quarter ended Sep 27, 2026 10-Q says: 3 signals
Lockheed Martin filed its latest 10-Q with the SEC on Oct 22, 2026. It discusses customer concentration, major contract win and manufacturing issue.
Public (LMT)Defense and Space Manufacturing10,000+ employeeslockheedmartin.comLinkedIn
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What changed at Lockheed Martin this week? Use Autobound signals for lockheedmartin.com.- Filed
- Oct 22, 2026
- Period
- Quarter ended Sep 27, 2026
- Filings
- 3
- Signals
- 21
Source: Autobound Signal API · 122 signals tracked for Lockheed Martin · updated
10-Q · latest 10
What Lockheed Martin's 10-Q filings say
- SEC EDGAR
10-Q · Quarter ended Sep 27, 2026
Filed · 3 signals
Enters multi-year contracts and framework agreements with U.S. DoW across major missile programs
Lockheed Martin entered into multi-year contracts with the U.S.
Recorded $565 Million in Unfavorable Profit Adjustments Across Aeronautics and RMS Programs in 2026
Lockheed Martin recorded unfavorable profit adjustments of $170 million on F-16 due to production delays, $175 million on C-130 due to manufacturing integration challenges, $125 million on Heavy Lift, and $95 million on Seahawk.
$175M
unfavorable profit adjustments on C-130 program from diminishing manufacturing source integration challenges
U.S. Government accounted for 70% of total sales of $58.8 billion
During the nine months ended September 27, 2026, 70% of Lockheed Martin's $58.8 billion in sales came from the U.S.
$58.8B
total sales during the nine months ended September 27, 2026
70%
share of sales from the U.S. Government
- SEC EDGAR
10-Q
Filed · 9 signals
LMT faces integration and retention risks with pending acquisition of Ultra Maritime.
The announced acquisition of Ultra Maritime presents significant operational challenges, including potential disruption to business, customer, and supplier relationships, and difficulties retaining key personnel.
U.S. Government payment policy changes create cash flow uncertainty and payment delays.
Potential shifts from performance-based payments to progress-based payments, along with routine payment withholdings by the U.S.
Company pursuing digital transformation and new systems to improve affordability and efficiency.
Lockheed Martin is actively implementing a 'digital and business transformation' involving new systems to reduce costs and improve operational efficiency.
digital transformation
Lockheed Martin provides financial guarantees for joint venture United Launch Alliance (ULA).
The company is providing and expects to provide additional financial guarantees for its ULA joint venture, signaling potential financial risk tied to a key partner's viability.
United Launch Alliance
LMT is executing a 'digital and business transformation' involving new systems implementation.
Lockheed Martin is actively implementing a company-wide digital and business transformation, which includes the rollout of new systems.
digital transformation
Company facing profit pressure from inflation, tariffs, and rising supply chain costs.
The company explicitly identifies inflation, tariffs, and other cost pressures as factors that could negatively impact cash flows, particularly if costs cannot be fully recovered.
- SEC EDGAR
10-Q
Filed · 9 signals
Completed first phase of multi-year ERP implementation in Q1 2026
Lockheed Martin completed the first phase of a new, multi-year ERP system rollout in one of its business segments.
ERP
Showing 10 of 21 filing signals. The Signal API returns all of them.
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Lockheed Martin earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Seeking commercial tech partners for new data-centric command & control prototypeThe company is leading the Army's NGC2 prototype development with a focus on a data-centric approach and is explicitly looking to empower and scale capabilities from commercial technology providers. This is a direct invitation for data analytics, cloud, and software companies to partner. | |
| Investing in new facilities and increased production capacity to meet demandThe company is investing in new state-of-the-art facilities and anticipates potentially higher-than-historical capital investment to meet significant demand ramps. This signals spending on manufacturing tech, automation, and supply chain management solutions. | |
| Investing in autonomous systems, including a $5M per-unit Blackhawk autonomy packageThe CEO is pushing a long-term initiative to create pilot-optional Blackhawks using a specific autonomy package, and also mentioned autonomous drone wingmen. This signals a clear budget and strategic focus on AI, machine learning, and unmanned systems technology. | |
| Facing supply chain constraints in ramping up munitions productionDespite strong demand and major contracts for munitions, the CEO acknowledges significant challenges in scaling the supply chain, specifically citing solid rocket motors and seekers. This indicates a critical need for solutions that improve supply chain visibility, resilience, and component production capacity to meet unprecedented demand. | |
| Allocating $900M in Q3 to CapEx and internal R&D for growthThe company deployed significant capital in the quarter towards organic growth, innovation, and infrastructure. This specific allocation demonstrates an active budget for technology and facility improvements to support their record backlog and new initiatives. | |
| Record backlog of $179 billion ensures long-term production and investmentA record-high backlog, driven by multi-year awards for key programs, provides strong visibility into future revenue and production needs. This stability supports long-term planning and investment in the supply chain and production capabilities. |
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Page updated , the date of the newest row on this page.
Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .