How does LMT's earnings outlook compare to peers?

Lockheed Martin's (LMT) earnings outlook is generally in line with, if slightly better than, its peers in the Aerospace & Defense industry. Here's a comparison using the latest estimates for EPS and revenue: 1. **Estimate EPS Comparison**: - LMT's estimate EPS is $6.61, which is higher than TransDigm Group's ($7.64) but lower than Northrop Grumman's ($6.35). - General Dynamics' estimate EPS is $4.30, indicating that LMT's earnings are relatively stronger than GD's within this group. 2. **Estimate Revenue Comparison**: - LMT's estimate revenue of $18.79 billion is significantly higher than TransDigm Group's ($2.02 billion) and Triumph Group's ($291.17 million). - Even compared to Northrop Grumman and Huntington Ingalls, LMT's revenue estimate is substantial, with Northrop Grumman at $10.97 billion and Huntington Ingalls at $3.05 billion. 3. **Peer Comparison Context**: - It's important to note that each company has a unique business focus and market position, which affects their earnings profile. - For instance, TransDigm Group is known for its high-margin business, while Lockheed Martin and Northrop Grumman are larger and more diversified, which can impact their earnings metrics. In summary, Lockheed Martin's earnings outlook is robust and exceeds those of many of its peers, particularly in terms of revenue. This is consistent with LMT's position as one of the largest and most diversified players in the Aerospace & Defense industry.