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积压先破纪录:$LMT这季把导弹也交了洛克希德·马丁今早交卷,数字不花哨,但积压堆到新高这件事,比营收涨幅更刺眼。 官方IR(10月22日):三季营收$20.71B(+11%),净利$1.845B,摊薄EPS $7.97(+14%);经营现金流$3.4B,自由现金流$3.0B。积压环比+27%到纪录$292.0B,其中约$52.5B来自PAC-3 MSE拦截弹多年订单。导弹与火控营收+24%,航空+13%(F-35产量与维护拉动)。 全年又抬了一档(第二次上修):营收约$80–82B(7月:$79.75–81.75B);EPS约$30.35–30.75;自由现金流约$7.8–8.0B(此前$7.0–7.2B)。 同一天还甩了个F-35十年框架:美军侧至少850架(Lots 21–30),产能维持约156架/年(含国际),洛克希德自掏至少$7B支持产线与保障。注意:这是框架,不是已定价合同,还得国会授权与拨款;Lot 20及以上生产合同仍在谈,公司已提示若授权/资金跟不上,后续经营与现金流会受压。 筛选结论:这不是「AI叙事股」,是订单簿在说话的军工交卷。积压和导弹产能是硬线索,F-35十年框架先当意向书看,别当成850架已经落袋。 来源:Lockheed Martin IR 2026-10-22财报稿;同日F-35多年框架新闻稿 / 五角大楼发布。不构成投资建议。 #LMT #洛克希德 #财报 #F35 #美股

积压先破纪录:$LMT这季把导弹也交了

洛克希德·马丁今早交卷,数字不花哨,但积压堆到新高这件事,比营收涨幅更刺眼。
官方IR(10月22日):三季营收$20.71B(+11%),净利$1.845B,摊薄EPS $7.97(+14%);经营现金流$3.4B,自由现金流$3.0B。积压环比+27%到纪录$292.0B,其中约$52.5B来自PAC-3 MSE拦截弹多年订单。导弹与火控营收+24%,航空+13%(F-35产量与维护拉动)。
全年又抬了一档(第二次上修):营收约$80–82B(7月:$79.75–81.75B);EPS约$30.35–30.75;自由现金流约$7.8–8.0B(此前$7.0–7.2B)。
同一天还甩了个F-35十年框架:美军侧至少850架(Lots 21–30),产能维持约156架/年(含国际),洛克希德自掏至少$7B支持产线与保障。注意:这是框架,不是已定价合同,还得国会授权与拨款;Lot 20及以上生产合同仍在谈,公司已提示若授权/资金跟不上,后续经营与现金流会受压。
筛选结论:这不是「AI叙事股」,是订单簿在说话的军工交卷。积压和导弹产能是硬线索,F-35十年框架先当意向书看,别当成850架已经落袋。
来源:Lockheed Martin IR 2026-10-22财报稿;同日F-35多年框架新闻稿 / 五角大楼发布。不构成投资建议。
#LMT #洛克希德 #财报 #F35 #美股
🚨 GEOPOLITICAL REALIGNMENT SPARKS VOLATILITY RISK ACROSS $LMT AND DEFENSE SECTORS! 💣 Smart money is actively recalibrating institutional risk models following the unexpected policy shift to scale back joint military drills. 🔍 Assets like $LMT , $NOC , and $RTX are encountering immediate volatility as markets reprice long-standing geopolitical risk premiums. When structural security alliances alter their stance, institutional capital flows adjust quickly across major order flow imbalances. 📊 The resulting diplomatic friction creates strategic valuation efficiency tests for traditional defense sector order blocks. 💬 Is this political pivot a temporary liquidity event or the start of a broader macro regime change? 👇 ⚠️ Not financial advice. Always manage your risk. 🛡️ 🏷️ #LMT #Geopolitics #DefenseStocks #Macro #MarketStructure 🎯 🦈
🚨 GEOPOLITICAL REALIGNMENT SPARKS VOLATILITY RISK ACROSS $LMT AND DEFENSE SECTORS! 💣

Smart money is actively recalibrating institutional risk models following the unexpected policy shift to scale back joint military drills. 🔍 Assets like $LMT , $NOC , and $RTX are encountering immediate volatility as markets reprice long-standing geopolitical risk premiums.

When structural security alliances alter their stance, institutional capital flows adjust quickly across major order flow imbalances. 📊 The resulting diplomatic friction creates strategic valuation efficiency tests for traditional defense sector order blocks.

💬 Is this political pivot a temporary liquidity event or the start of a broader macro regime change? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #LMT #Geopolitics #DefenseStocks #Macro #MarketStructure

🎯 🦈
$LMT #LMT 从布局角度看,重点不是追高,是等回调。 中线仓位不要被一小时线牵着跑。 如果回到 504.865/491.49 附近还能承接,再考虑分批。 短线现在看 518.24 和 491.49 两边。 上不去不追,下不破再看机会。 以上只做盘面记录,不做收益承诺。 仓位自己控制,别追涨杀跌。
$LMT #LMT 从布局角度看,重点不是追高,是等回调。

中线仓位不要被一小时线牵着跑。
如果回到 504.865/491.49 附近还能承接,再考虑分批。

短线现在看 518.24 和 491.49 两边。
上不去不追,下不破再看机会。

以上只做盘面记录,不做收益承诺。
仓位自己控制,别追涨杀跌。
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Рост
$LMT (Lockheed Ondo) is trading around 528.96 showing a mild +2.1% upward move, but price is still inside a defined intraday range between 522.19 and 543.24, indicating consolidation after a short bullish push. Market structure suggests sellers are active near 540+ resistance while buyers are holding support above 524. Buy Zone: 524 – 529 Stop Loss: 517 🎯 Target 1: 538 🎯 Target 2: 543 🎯 Target 3: 555 #LMT #Lockheed #Stock
$LMT (Lockheed Ondo) is trading around 528.96 showing a mild +2.1% upward move, but price is still inside a defined intraday range between 522.19 and 543.24, indicating consolidation after a short bullish push. Market structure suggests sellers are active near 540+ resistance while buyers are holding support above 524.

Buy Zone: 524 – 529
Stop Loss: 517

🎯 Target 1: 538
🎯 Target 2: 543
🎯 Target 3: 555

#LMT #Lockheed #Stock
🚨 MAJOR GEOPOLITICAL SHIFT UNSETTLES DEFENSE SECTOR AS $LMT BRACES FOR VOLATILITY! 💥 📌 A sudden pivot in U.S. Indo-Pacific policy is sending ripples across global defense order books. Scaling back decades-long military drills signals an immediate repricing of regional stability, putting high-conviction setups in $NOC and $RTX straight into high-volatility territory. 📊 💡 Smart money thrives on geopolitical friction, but when alliance foundations shift unexpectedly, institutional capital recalibrates risk exposure instantly. 🔍 As traditional safe-havens calculate the fallout, order flow across aerospace giants could get turbulent. 💬 How are you positioning your capital as global macro alliance narratives fracture? 👇 ⚠️ Not financial advice. Always manage your risk. 🛡️ 🏷️ #LMT #Defense #Macro #Volatility #MarketNews ⚡ 👁️
🚨 MAJOR GEOPOLITICAL SHIFT UNSETTLES DEFENSE SECTOR AS $LMT BRACES FOR VOLATILITY! 💥

📌 A sudden pivot in U.S. Indo-Pacific policy is sending ripples across global defense order books. Scaling back decades-long military drills signals an immediate repricing of regional stability, putting high-conviction setups in $NOC and $RTX straight into high-volatility territory. 📊

💡 Smart money thrives on geopolitical friction, but when alliance foundations shift unexpectedly, institutional capital recalibrates risk exposure instantly. 🔍 As traditional safe-havens calculate the fallout, order flow across aerospace giants could get turbulent. 💬 How are you positioning your capital as global macro alliance narratives fracture? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #LMT #Defense #Macro #Volatility #MarketNews

⚡ 👁️
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Рост
🔥 $LMT continues to display strong institutional demand. A breakout above resistance could trigger another powerful upside rally. Stay focused and let the market confirm the move. 📍 Entry (EP): 516.00 – 520.00 🎯 TP1: 528.00 🎯 TP2: 540.00 🎯 TP3: 555.00 🛑 SL: 506.00 🚀 Risk management creates long-term success. #LMT #Stocks #InvestingRevolution $LMT {alpha}(560xd09f7b75b9659b864c6f82bb00ff096f9d277998)
🔥 $LMT continues to display strong institutional demand. A breakout above resistance could trigger another powerful upside rally. Stay focused and let the market confirm the move.

📍 Entry (EP): 516.00 – 520.00
🎯 TP1: 528.00
🎯 TP2: 540.00
🎯 TP3: 555.00
🛑 SL: 506.00
🚀 Risk management creates long-term success.

#LMT #Stocks #InvestingRevolution

$LMT
Market Giants, Different Stories. 📊 Today's snapshot highlights how even the world's biggest companies move differently: 🟢 $LMT (Lockheed Martin): +1.11% — Defense demand continues to support steady investor confidence. 🟢 MO (Altria): +0.60% — A classic dividend stock showing resilience despite changing consumer trends. 🔴 PH (Parker-Hannifin): -0.81% — A modest pullback, reminding investors that even quality industrial leaders experience short-term volatility. The takeaway? Market leadership isn't about moving in the same direction every day. Diversification across sectors—defense, consumer staples, and industrials—helps balance risk while creating long-term opportunities. Successful investing isn't about chasing today's biggest gainer. It's about owning strong businesses and staying focused on the bigger picture. #StockMarke #Investing #LMT #LockheedMartin #Altria
Market Giants, Different Stories. 📊

Today's snapshot highlights how even the world's biggest companies move differently:

🟢 $LMT (Lockheed Martin): +1.11% — Defense demand continues to support steady investor confidence.

🟢 MO (Altria): +0.60% — A classic dividend stock showing resilience despite changing consumer trends.

🔴 PH (Parker-Hannifin): -0.81% — A modest pullback, reminding investors that even quality industrial leaders experience short-term volatility.

The takeaway? Market leadership isn't about moving in the same direction every day. Diversification across sectors—defense, consumer staples, and industrials—helps balance risk while creating long-term opportunities.

Successful investing isn't about chasing today's biggest gainer. It's about owning strong businesses and staying focused on the bigger picture.

#StockMarke #Investing #LMT #LockheedMartin #Altria
LMTonAlpha
LMTUS+2,61%
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