LMT Performance Analysis - Lockheed Martin | 3% 12M Return

12M Return: 3% | -14.3% vs S&P 500 | Volatility: 24.8% | Relative Strength, Momentum & Peer Ranking

RS IBD 29.33
Top 37% in Peers
Idiosyncratic Score 79.83
Top 24% in Peers
Total Return 3m -1.06%
Top 76% in Peers
Total Return 12m 2.95%
Top 38% in Peers
P/E
P/E Trailing18.7
P/E Forward16.2
High / Low 52w
52 Week High683.27 USD
52 Week Low430.70 USD
Sentiment
Buy Signal ±3-0.10
VRO Trend ±10028.89
Drawdowns 3y
Max Drawdown31.79%
Median Drawdown14.55%
Compare vs 65 peers in Aerospace & Defense
Total Return: LMT vs Peers Total Return of Lockheed Martin versus broad market ETF SPY
5y Drawdown (Underwater) Chart 5 Year Drawdown / Underwater Chart for LMT Performance Analysis - Lockheed Martin | 3% 12M Return

Detailed Performance Metrics Updated: 2026-10-10 03:55

Risk-Adjusted Return
CAGR 7.8%
CAGR / Max DD 0.25
CAGR / Mean DD 0.61
CAGR / Median DD 0.54
Market Sensitivity & Volatility
ATR % 2.18%
Beta -0.162
Beta Downside -0.333
Alpha -0.50%
CAPM 5.41%
Trend & Momentum
Current Price 509.59 USD
SMA 20 Distance +1.64%
SMA 50 Distance +7.44%
SMA 200 Distance +9.48%
RSI 14 40.0
EMA8 Dist. Percentile 60.9%
Distance to 52W High -25.42%
Hurst Exponent 0.518
Key Levels
Support / Resistance (price, strength)
502.3 (1.08) 520.2 (1.32) 547.1 (0.8)
Pivot Points (date, price, move %)
2026-03-02: 692 2026-07-21: 487.1 (-29.6%) 2026-08-18: 612.8 (+25.78%) 2026-10-08: 497 (-18.89%)
Structural Changepoints
2026-02-19 2026-04-06 2026-04-27
Peer Rankings higher = better
METRIC LMT PERCENTILE RANK
RS IBD 29.33 63.8
Performance 1M -2.84% 60.8
Performance 3M -1.06% 76.2
Performance 6M -17.27% 36.2
Performance 12M 2.95% 62.3
Sharpe Ratio 0.09 51.5

Top Performer in Aerospace & Defense 5 of 65 peers

Short Term Performance
SYMBOL 1W 1M 3M
BS6 1.59% -0.39% 49.56%
ELMT -4.56% 28.31% 33.50%
BETA -5.37% 4.12% 25.40%
NPK 0.57% 2.15% 21.29%
SPCX 2.27% 10.18% 6.84%
LMT 0.83% -2.84% -1.06%
Long Term Performance
SYMBOL 6M 12M 5Y
ATI 20.18% 133.16% 1065.49%
DCO 21.32% 75.96% 242.90%
ATRO 9.05% 74.82% 487.78%
BS6 32.36% 55.45% 736.61%
MILDEF 59.79% 9.69% 399.34%
LMT -17.27% 2.95% 62.69%

Overall Best Picks of Peer Group GARP Metrics

SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS cagr
BS6 SG
YANGZIJIANG SHIPBLDG HLDGS		 15.4B -0.39% 55.45% 736.61% 10.5 9.51 1.51 -%
ATRO NASDAQ
Astronics		 2.93B -15.05% 74.82% 487.78% 37.3 27.2 1.46 -%
MILDEF ST
MilDef		 1.05B -2.30% 9.69% 399.34% 39.0 22.8 - 64.77%
KOG OL
Kongsberg Gruppen ASA		 26.8B -1.27% 17.07% 1085.51% 42.8 32.8 1.68 -3.89%
HWM NYSE
Howmet Aerospace		 92.2B -3.16% 19.54% 627.59% 49.7 36.0 0.80 43.01%
ESLT NASDAQ
Elbit Systems		 32.6B -8.21% 30.56% 372.42% 52.4 9.66 8.79 39.91%

Compare LMT vs S&P 500

Total Return vs S&P 500
PERIOD LMT S&P 500
1 Week 0.83% 1.16%
1 Month -2.84% 2.37%
3 Months -1.06% 3.83%
6 Months -17.27% 15.09%
12 Months 2.95% 17.26%
5 Years 62.69% 91.98%

FAQ

Does LMT outperform the market?

No, LMT underperforms the market. Over the past 12 months, LMT returned 2.95% compared to 17.26% for the S&P 500.

What is the LMT return over the last 12 months?

LMT has returned 2.95% over the past 12 months, including dividends. Over 3 months the return was -1.06%, and over 5 years 62.69%.

How risky is LMT?

LMT has relatively low risk with a maximum drawdown of 31.79% over the past 3 years. The average drawdown is 12.95%.

LMT vs Sectors 12m

Relative Performance vs S&P Sectors Sorted by outperformance, Positive = LMT beats sector.
SECTOR ETF DIFFERENCE 12M
Utilities XLU 8.9%
Consumer Discretionary XLY 6.2%
Communication Services XLC 5.7%
Financials XLF -1.3%
Real Estate XLRE -1.8%
Consumer Staples XLP -6.9%
Industrials XLI -8.7%
Materials XLB -10.6%
Health Care XLV -17.5%
Technology XLK -34.8%
Energy XLE -49.6%

LMT vs Asset Classes 12m

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY -14.3%
Emerging Market EEM -23.3%
Gold GLD -2.3%
Long-Term Bonds TLT 11.5%
Risk-Free Cash SHY 1.3%