Lockheed Martin Reports Q1 Earnings Beat, But Margin Concerns Remain: Analysts Dive Into Results, Outlook
Lockheed Martin Reports Q1 Earnings Beat, But Margin Concerns Remain: Analysts Dive Into Results, Outlook
Lockheed Martin reported its first-quarter earnings at $6.33 per share, surpassing consensus of $5.82 per share, Poponak said in a note. He added that revenues came in 7% higher than expected.Lockheed Martin Corp (NYSE:LMT) reported its first-quarter revenues and earnings ahead of expectations.
洛克希德·马丁公司（纽约证券交易所代码：LMT）公布的第一季度收入和收益超出预期。
The results came amid an exciting earnings season. Here are some key analyst takeaways from the release.
业绩是在激动人心的财报季中公布的。以下是该新闻稿中分析师的一些主要收获。
Goldman Sachs On Lockheed Martin
高盛谈洛克希德·马丁公司
Analyst Noah Poponak reiterated a Sell rating while raising the price target from $377 to $378.
分析师诺亚·波波纳克重申了卖出评级，同时将目标股价从377美元上调至378美元。
Lockheed Martin reported its first-quarter earnings at $6.33 per share, surpassing consensus of $5.82 per share, Poponak said in a note. He added that revenues came in 7% higher than expected.
波波纳克在一份报告中表示，洛克希德·马丁公司公布的第一季度每股收益为6.33美元，超过了市场预期的每股收益5.82美元。他补充说，收入比预期高出7％。
Although Lockheed Martin topped revenue estimates in the quarter, its margins were short and it recorded a loss on a "large classified missile program," the analyst stated.
该分析师表示，尽管洛克希德·马丁公司在本季度的收入超过了预期，但其利润率很低，而且 “大型机密导弹计划” 出现了亏损。
The company's margins could remain under pressure "for an extended period, while broader industry margins remain a question as the Pentagon has aimed to balance risk sharing with contractors," he added.
他补充说，该公司的利润率可能 “在很长一段时间内继续承受压力，而更广泛的行业利润率仍然是一个问题，因为五角大楼的目标是平衡与承包商的风险分担”。
Check out other analyst stock ratings.
查看其他分析师股票评级。
Truist Securities On Lockheed Martin
洛克希德·马丁公司的信托证券
Analyst Michael Ciarmol said in a note that Lockheed Martin's normalized revenue growth was 5% year-on-year in the first quarter, adjusting for an extra calendar week. He added that the total backlog of $159.4 billion was slightly lower sequentially.
分析师迈克尔·西亚莫尔在一份报告中表示，经额外一个日历周调整后，洛克希德·马丁公司第一季度的正常收入同比增长了5％。他补充说，积压的总额为1594亿美元，环比略低。
"All aspects of 2024 guidance were reaffirmed, budget deal and supplemental may drive upside to the midpoint of rev growth, but likely YOY growth decelerates for the remainder of 2024," the analyst wrote.
该分析师写道：“2024年指导方针的各个方面都得到了重申，预算协议和补充协议可能会推动转速增长的中点上行，但在2024年剩余时间内，同比增长可能会减速。”
He further stated that Lockheed Martin remains on track for 75 to 110 of F-35 deliveries, depending on the receipt of TR-3 hardware.
他进一步表示，洛克希德·马丁公司有望交付75至110架F-35，具体取决于收到的TR-3硬件。
LMT Price Action: Shares of Lockheed Martin had declined by 0.0065% to $460.05 at the time of publication on Wednesday.
LMT价格走势：在周三发布时，洛克希德·马丁公司的股价下跌了0.0065％，至460.05美元。