Lockheed Martin: Q3 Sparked Euphoria, But Factory Physics Matters More Than Paper Billions

Impact · against what's priced in

The record backlog and guidance raise are already fully reflected in the current stock price following the October 22 jump. While the Missiles and Fire Control expansion provides a long-term growth path, the structural output ceilings in other divisions reinforce the market's conservative revenue CAGR expectations.

LMT+0.00

Already priced in

The price assumes

The 5.7% revenue growth and raised full-year guidance