Lockheed Martin (LMT) Jumps 5.9% on Strong Q4 Results and Raised 2026 Outlook

Lockheed Martin (NYSE: LMT) shares surged 5.9% on January 29, 2026, after reporting Q4 2025 revenue of $20.32B (+9.1% YoY) and EPS of $5.80, both beating estimates, while issuing an above-consensus 2026 forecast. The defense giant cited a record $193.6B backlog (+10% YoY), signaling sustained demand. This marks only its third move exceeding 5% in the past year, underscoring market conviction. The stock hit a 52-week high of $630.19, up 26.8% YTD. A $1,000 investment five years ago is now worth $1,958. The rally follows a 4.2% gain on January 8, 2026, triggered by Trump’s proposed $1.5T FY2027 defense budget — a potential 50% increase over prior plans — which revived sector sentiment after earlier sell-offs.