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Lockheed Martin (LMT) Q2 Earnings Beat Estimates, Sales Up Y/Y

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Lockheed Martin Corp. (LMT - Free Report) reported second-quarter 2021 adjusted earnings of $7.13 per share, which surpassed the Zacks Consensus Estimate of $6.51 by 9.5%.

The bottom line also improved 16.3% from the year-ago quarter’s $6.13. This year-over-year upside can be attributed to higher sales.

Operational Highlights

In the reported quarter, net sales amounted to $17,029 million, which outshined the Zacks Consensus Estimate of $16,941 million by 0.5%. The reported figure also increased 5% from $16,220 million a year ago, driven by sales growth in all its segments.

Backlog

Lockheed Martin ended the second quarter (on Jun 27, 2021) with $141.7 billion in backlog compared with $147.1 billion at the end of 2020. Of this, the Aeronautics segment accounted for $50.3 billion, while Rotary and Mission Systems contributed $35.3 billion. Space Systems contributed $26.8 billion and $29.3 billion, which came from the Missiles and Fire Control segments.

Segmental Performance

Aeronautics: Sales increased 3% year over year to $6.66 billion, primarily driven by higher net sales from the F-35 and F-16 programs.

The segment’s operating profit declined 23% year over year to $572 million. Operating margin contracted 280 basis points (bps) to 8.6%.

Missiles and Fire Control: Quarterly sales improved 5% year over year to $2.94 billion owing to higher sales from tactical and strike missile programs as well as sensors and global sustainment programs.

The segment’s operating profit increased 8% year over year to $401 million, whereas operating margin expanded 40 bps to 13.6%.

Rotary and Mission Systems: Quarterly sales of $4.24 billion improved 5% from the prior-year quarter on account of higher sales for Sikorsky helicopter programs.

The segment’s operating profit improved 7% year over year to $458 million, while operating margin expanded 20 bps to 10.8%.

Space Systems: Sales rose 10% year over year to about $3.18 billion in the second quarter. The uptick was driven by the higher sales for Atomic Weapons Establishment (AWE) program as well as national security space programs.

The segment’s operating profit increased 33% to $335 million. Operating margin expanded 170 bps to 10.5% in the reported quarter.

Financial Condition

Lockheed Martin’s cash and cash equivalents totaled $2.74 billion as of Jun 27, 2021, compared with $3.16 billion at the end of 2020.

Long-term debt was $11.66 billion, lower than the prior-year-end level of $11.67 billion.

Cash from operations at the end of second-quarter 2021 amounted to $3.02 billion compared with $4.50 billion a year ago.

Lockheed Martin paid out dividends worth $1.46 billion to its shareholders in the second quarter compared with the year-ago quarter’s figure of $1.36 billion.

Lockheed Martin Corporation Price, Consensus and EPS Surprise

Guidance

For 2021, Lockheed Martin has updated its earnings guidance.

The company currently expects to generate revenues of $67.30-$68.70 billion. The Zacks Consensus Estimate for full-year revenues, pegged at $68.35 billion, lies above the midpoint of the company’s updated guidance range.

Earnings per share are anticipated to be in the $26.70-$27.00 range for 2021 compared to $26.40-$26.70 projected earlier. The Zacks Consensus Estimate for the company’s full-year earnings, pegged at $26.74 per share, lies below the midpoint of the company’s guidance range.

Zacks Rank

Lockheed Martin currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Upcoming Q2 Defense Releases

Boeing (BA - Free Report) will release its results on Jul 28.

General Dynamics (GD - Free Report) will release its results on Jul 28.

Northrop Grumman (NOC - Free Report) will release its results on Jul 29.


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