[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  LongYield [@LongYield](/creator/twitter/LongYield) on x 4486 followers Created: 2025-07-23 12:53:00 UTC $LMT Lockheed Martin Corporation Earnings Call Key Highlights: (1/2) 📉 Q2 2025 Financial Performance and Charges Lockheed Martin reported Q2 sales of $XXXX billion, flat YoY, with solid growth in MFC and Aeronautics offset by major charges at RMS and Aeronautics. The company recorded $XXX billion in total losses, including $XXX billion in segment operating charges across three legacy programs and a tax-related reserve. GAAP EPS was $1.46, down sharply due to charges; excluding one-time items, EPS was reduced by $XXXX. Free cash flow was negative $XXX million, impacted by the delayed F-35 Lot 18–19 award, $XXX million in tariffs, and elevated receivables, though cash collections recovered in early July. 🚨 Program Charges and Risk Mitigation Actions A $XXX million reach-forward loss was taken on a classified Aeronautics program due to new insights on design, integration, and testing, reflecting multi-year fixed-price contract risks. Sikorsky’s Canadian Maritime Helicopter Program (CMHP) incurred a $XXX million loss to support capability upgrades and logistical enhancements under current support contracts. A $XX million loss was recognized on the Turkish Utility Helicopter Program (TUHP), tied to sanctions-related challenges and a notional program restructure. Management initiated enhanced oversight, with new leadership teams, elevated corporate review processes, and customer negotiations to manage and mitigate future risk. ✈️ F-35 Program Status and Outlook XX F-35s were delivered in Q2, bringing YTD total to 97; Lockheed Martin remains on track for 170–190 deliveries in 2025. TR3 hardware integration is complete, and new software released in July adds Block X capabilities, enhancing interface and electronic warfare features. Strong international demand persists, with new procurements from the U.K. (12 aircraft), Belgium (11), and indications of expanded interest from Denmark. The House Appropriations Committee has proposed restoring the FY26 F-35 buy to XX aircraft (up from 47), with expectations for increased production supported by healthy backlog. 🛡️ Operational Performance in Live Combat Scenarios Lockheed Martin platforms were central to recent U.S. military operations in the Middle East, including the F-35 and F-22 enabling a stealth strike on Iranian nuclear sites. PAC-3 missiles successfully intercepted ballistic threats in retaliation, supported by THAAD and Aegis systems in a multilayer defense architecture. These engagements showcased real-world effectiveness and supported ongoing efforts to develop the “Golden Dome” integrated homeland missile defense system. A successful flight test of the Long-Range Discrimination Radar (LRDR) demonstrated its ability to track live ballistic threats and integrate data into the broader missile defense network. 🚀 Hypersonics and Strategic Program Advancements The FY26 U.S. defense budget request includes $XXX million for the Air-Launched Rapid Response Weapon (ARRW), validating its status as the first U.S. hypersonic air-launched strike system. The Navy’s May test of the Conventional Prompt Strike (CPS) system using cold gas launch demonstrated successful end-to-end hypersonic flight performance. Lockheed Martin is positioning for increased production across hypersonics, munitions, and missile systems, including quadrupled PAC-3 production requests and ARRW transition to full-rate production. The company’s rapid prototyping and deployment success is reinforcing its leadership in the next-generation strategic weapons domain.  XXX engagements  **Related Topics** [lmt](/topic/lmt) [losses](/topic/losses) [quarterly earnings](/topic/quarterly-earnings) [$lmt](/topic/$lmt) [lockheed martin](/topic/lockheed-martin) [coins solana ecosystem](/topic/coins-solana-ecosystem) [coins pump fun](/topic/coins-pump-fun) [stocks industrials](/topic/stocks-industrials) [Post Link](https://x.com/LongYield/status/1948003413377065431)
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LongYield @LongYield on x 4486 followers
Created: 2025-07-23 12:53:00 UTC
$LMT Lockheed Martin Corporation Earnings Call Key Highlights: (1/2)
📉 Q2 2025 Financial Performance and Charges
Lockheed Martin reported Q2 sales of $XXXX billion, flat YoY, with solid growth in MFC and Aeronautics offset by major charges at RMS and Aeronautics.
The company recorded $XXX billion in total losses, including $XXX billion in segment operating charges across three legacy programs and a tax-related reserve.
GAAP EPS was $1.46, down sharply due to charges; excluding one-time items, EPS was reduced by $XXXX.
Free cash flow was negative $XXX million, impacted by the delayed F-35 Lot 18–19 award, $XXX million in tariffs, and elevated receivables, though cash collections recovered in early July.
🚨 Program Charges and Risk Mitigation Actions
A $XXX million reach-forward loss was taken on a classified Aeronautics program due to new insights on design, integration, and testing, reflecting multi-year fixed-price contract risks.
Sikorsky’s Canadian Maritime Helicopter Program (CMHP) incurred a $XXX million loss to support capability upgrades and logistical enhancements under current support contracts.
A $XX million loss was recognized on the Turkish Utility Helicopter Program (TUHP), tied to sanctions-related challenges and a notional program restructure.
Management initiated enhanced oversight, with new leadership teams, elevated corporate review processes, and customer negotiations to manage and mitigate future risk.
✈️ F-35 Program Status and Outlook
XX F-35s were delivered in Q2, bringing YTD total to 97; Lockheed Martin remains on track for 170–190 deliveries in 2025.
TR3 hardware integration is complete, and new software released in July adds Block X capabilities, enhancing interface and electronic warfare features.
Strong international demand persists, with new procurements from the U.K. (12 aircraft), Belgium (11), and indications of expanded interest from Denmark.
The House Appropriations Committee has proposed restoring the FY26 F-35 buy to XX aircraft (up from 47), with expectations for increased production supported by healthy backlog.
🛡️ Operational Performance in Live Combat Scenarios
Lockheed Martin platforms were central to recent U.S. military operations in the Middle East, including the F-35 and F-22 enabling a stealth strike on Iranian nuclear sites.
PAC-3 missiles successfully intercepted ballistic threats in retaliation, supported by THAAD and Aegis systems in a multilayer defense architecture.
These engagements showcased real-world effectiveness and supported ongoing efforts to develop the “Golden Dome” integrated homeland missile defense system.
A successful flight test of the Long-Range Discrimination Radar (LRDR) demonstrated its ability to track live ballistic threats and integrate data into the broader missile defense network.
🚀 Hypersonics and Strategic Program Advancements
The FY26 U.S. defense budget request includes $XXX million for the Air-Launched Rapid Response Weapon (ARRW), validating its status as the first U.S. hypersonic air-launched strike system.
The Navy’s May test of the Conventional Prompt Strike (CPS) system using cold gas launch demonstrated successful end-to-end hypersonic flight performance.
Lockheed Martin is positioning for increased production across hypersonics, munitions, and missile systems, including quadrupled PAC-3 production requests and ARRW transition to full-rate production.
The company’s rapid prototyping and deployment success is reinforcing its leadership in the next-generation strategic weapons domain.
XXX engagements
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