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 Corp (NYSE:LMT) reported its first-quarter revenues and earnings ahead of expectations.
洛克希德·馬丁公司（紐約證券交易所代碼：LMT）公佈的第一季度收入和收益超出預期。
The results came amid an exciting earnings season. Here are some key analyst takeaways from the release.
業績是在激動人心的業績季中公佈的。以下是該新聞稿中分析師的一些主要收穫。
Goldman Sachs On Lockheed Martin
高盛談洛克希德·馬丁公司
Analyst Noah Poponak reiterated a Sell rating while raising the price target from $377 to $378.
分析師諾亞·波波納克重申了賣出評級，同時將目標股價從377美元上調至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.
波波納克在一份報告中表示，洛克希德·馬丁公司公佈的第一季度每股收益爲6.33美元，超過了市場預期的每股收益5.82美元。他補充說，收入比預期高出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.
該分析師表示，儘管洛克希德·馬丁公司在本季度的收入超過了預期，但其利潤率很低，而且 “大型機密導彈計劃” 出現了虧損。
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.
他補充說，該公司的利潤率可能 “在很長一段時間內繼續承受壓力，而更廣泛的行業利潤率仍然是一個問題，因爲五角大樓的目標是平衡與承包商的風險分擔”。
Check out other analyst stock ratings.
查看其他分析師股票評級。
Truist Securities On Lockheed Martin
洛克希德·馬丁公司的信託證券
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.
分析師邁克爾·西亞莫爾在一份報告中表示，經額外一個日曆周調整後，洛克希德·馬丁公司第一季度的正常收入同比增長了5％。他補充說，積壓的總額爲1594億美元，環比略低。
"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.
該分析師寫道：“2024年指導方針的各個方面都得到了重申，預算協議和補充協議可能會推動轉速增長的中點上行，但在2024年剩餘時間內，同比增長可能會減速。”
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.
他進一步表示，洛克希德·馬丁公司有望交付75至110架F-35，具體取決於收到的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價格走勢：在週三發佈時，洛克希德·馬丁公司的股價下跌了0.0065％，至460.05美元。