Jim Cramer reiterated his bullish stance on Lockheed Martin (LMT), calling the aerospace and defense giant a 'winner' despite recent market volatility. The commentary comes as LMT continues to outperform peers in the defense sector, with strong contract wins and steady earnings growth.
- Lockheed Martin (LMT) reported Q4 2025 revenue of $20.4 billion, up 7% YoY
- Adjusted EPS of $8.91 exceeded estimates by 5%
- LMT’s backlog exceeds $175 billion, with 60% in long-term government contracts
- Free cash flow reached $4.6 billion in 2025, a 12% increase from 2024
- Cramer praised LMT over Boeing (BA) and Raytheon (RTX) due to better production stability
- LMT shares rose 1.3% post-commentary, with peers seeing minor trading volume gains
Jim Cramer expressed renewed confidence in Lockheed Martin (LMT), stating that the company remains a top-tier investment even amid broader market fluctuations. Speaking on his financial commentary program, Cramer highlighted LMT’s consistent execution across key programs, including the F-35 fighter jet and missile defense systems, which continue to drive revenue growth. The company reported fourth-quarter 2025 revenue of $20.4 billion, a 7% year-over-year increase, with adjusted earnings per share reaching $8.91, exceeding analyst expectations by 5%. LMT’s backlog now exceeds $175 billion, with over 60% of that tied to long-term U.S. government contracts, underscoring its resilience to short-term economic shifts. Cramer also compared LMT favorably to Boeing (BA) and Raytheon Technologies (RTX), noting that while both companies face operational challenges—particularly in production delays and supply chain issues—Lockheed has maintained stable output and profit margins. LMT’s free cash flow reached $4.6 billion in 2025, a 12% rise from the prior year, bolstering its capacity for dividends and strategic acquisitions. Market reaction was muted but positive, with LMT shares up 1.3% in early trading following the remarks. Analysts at major investment firms maintained 'outperform' ratings on LMT, while RTX and BA saw slight upticks in trading volume, suggesting renewed interest in defense-sector exposure.