LMT Performance Analysis - Lockheed Martin | 29.3% 12M Return
12M Return: 29.3% | +8.8% vs S&P 500 | Volatility: 35% | Relative Strength, Momentum & Peer Ranking
RS IBD
51.81
Top 51% in Peers
Idiosyncratic Score
79.01
Top 28% in Peers
Total Return 3m
6.45%
Top 56% in Peers
Total Return 12m
29.28%
Top 36% in Peers
P/E
P/E Trailing20.8
P/E Forward18.8
High / Low 52w
52 Week High687.50 USD
52 Week Low433.36 USD
Sentiment
Buy Signal ±30.21
VRO Trend ±10053.49
Drawdowns 3y
Max Drawdown31.79%
Median Drawdown11.12%
Compare vs 66 peers in
Aerospace & Defense
Total Return: LMT vs Peers
5y Drawdown (Underwater) Chart
Detailed Performance Metrics Updated: 2026-08-22 03:55
Risk-Adjusted Return
| CAGR | 10.7% |
| CAGR / Max DD | 0.34 |
| CAGR / Mean DD | 0.88 |
| CAGR / Median DD | 0.97 |
Market Sensitivity & Volatility
| ATR % | 2.83% |
| Beta | -0.156 |
| Beta Downside | -0.365 |
| Alpha | 28.18% |
| CAPM | 5.44% |
Trend & Momentum
| Current Price | 563.57 USD |
| SMA 20 Distance | +2.93% |
| SMA 50 Distance | -2.67% |
| SMA 200 Distance | -2.67% |
| RSI 14 | 46.0 |
| EMA8 Dist. Percentile | 6.2% |
| Distance to 52W High | -18.03% |
| Hurst Exponent | 0.506 |
Key Levels
Support / Resistance (price, strength)
494.8 (1.01)
519.5 (0.91)
546.7 (0.99)
601.3 (1.3)
Pivot Points (date, price, move %)
2025-12-02: 437.2
2026-03-02: 692 (+58.26%)
2026-07-21: 487.1 (-29.6%)
2026-08-18: 612.8 (+25.78%)
Structural Changepoints
2025-12-31
2026-02-19
2026-04-06
2026-04-27
2026-07-02
2026-07-21
2026-08-14
Peer Rankings
higher = better
| METRIC | LMT | PERCENTILE RANK |
|---|---|---|
| RS IBD | 51.81 | 49.2 |
| Performance 1M | -0.88% | 31.1 |
| Performance 3M | 6.45% | 56.8 |
| Performance 6M | -13.68% | 23.5 |
| Performance 12M | 29.28% | 64.4 |
| Sharpe Ratio | 0.91 | 75.0 |
Top Performer in Aerospace & Defense 5 of 66 peers
Short Term Performance
| SYMBOL | 1W | 1M | 3M |
|---|---|---|---|
| AXON | 2.43% | 27.62% | 62.92% |
| BETA | -0.48% | 34.68% | 46.91% |
| ARXS | -7.02% | 24.88% | 34.73% |
| ELMT | 5.66% | 33.37% | 27.06% |
| LMT | -7.41% | -0.88% | 6.45% |
| VOYG | -10.66% | 45.56% | -17.31% |
Long Term Performance
| SYMBOL | 6M | 12M | 5Y |
|---|---|---|---|
| SIF | 59.85% | 200.72% | 162.75% |
| ATI | 29.97% | 182.92% | 1042.44% |
| ATRO | 28.09% | 168.28% | 628.82% |
| DCO | 53.65% | 104.10% | 270.98% |
| PKE | 32.59% | 82.83% | 180.61% |
| LMT | -13.68% | 29.28% | 79.67% |
Overall Best Picks of Peer Group GARP Metrics
| SYMBOL | MCAP | 1M | 12M | 5Y | P/E | P/E fwd | PEG | EPS cagr |
|---|---|---|---|---|---|---|---|---|
| HWM NYSE Howmet Aerospace |
109B | -5.32% | 58.98% | 747.57% | 60.9 | 54.6 | 0.80 | 43.01% |
| ATRO NASDAQ Astronics |
3.51B | 9.86% | 168.28% | 628.82% | 47.2 | 27.2 | 1.46 | -% |
| ISSC NASDAQ Innovative Solutions Support |
444M | 9.27% | 61.96% | 216.09% | 21.7 | 9.50 | 0.83 | 65.70% |
| BS6 SG YANGZIJIANG SHIPBLDG HLDGS |
14.6B | 18.11% | 71.51% | 583.22% | 10.0 | 9.30 | 2.27 | -% |
| MILDEF ST MilDef |
1.12B | -10.50% | 36.95% | 322.77% | 39.6 | 34.0 | - | 64.77% |
| GE NYSE GE Aerospace |
358B | -0.18% | 31.33% | 454.57% | 42.0 | 45.5 | 5.23 | 42.25% |
| HEI NYSE Heico |
52.4B | 4.26% | 16.36% | 174.35% | 67.2 | 54.1 | 2.90 | 29.05% |
| LDO MI Leonardo S.p.A. |
37.9B | 8.42% | 17.50% | 760.29% | 28.3 | 22.5 | 1.31 | 20.15% |
| ESLT NASDAQ Elbit Systems |
35.2B | -8.32% | 62.46% | 432.18% | 59.9 | 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 | -7.41% | -1.37% |
| 1 Month | -0.88% | 3.73% |
| 3 Months | 6.45% | 2.28% |
| 6 Months | -13.68% | 12.81% |
| 12 Months | 29.28% | 20.50% |
| 5 Years | 79.67% | 82.89% |
FAQ
Does LMT outperform the market?
Yes, LMT significantly outperforms the market. Over the past 12 months, LMT returned 29.28% compared to 20.50% for the S&P 500.
What is the LMT return over the last 12 months?
LMT has returned 29.28% over the past 12 months, including dividends. Over 3 months the return was 6.45%, and over 5 years 79.67%.
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 12.26%.
LMT vs Sectors 12m
Relative Performance vs S&P Sectors
Sorted by outperformance, Positive = LMT beats sector.
| SECTOR | ETF | DIFFERENCE 12M |
|---|---|---|
| Communication Services | XLC | 28.1% |
| Consumer Discretionary | XLY | 27% |
| Consumer Discretionary | XLY | 27% |
| Consumer Staples | XLP | 20.3% |
| Financials | XLF | 19.7% |
| Real Estate | XLRE | 18.6% |
| Materials | XLB | 10.3% |
| Industrials | XLI | 8.9% |
| Health Care | XLV | -1.2% |
| Technology | XLK | -11.5% |
| Energy | XLE | -19.2% |
LMT vs Asset Classes 12m
Relative Performance vs Major Asset Classes
| ASSET CLASS | ETF | DIFFERENCE 12M |
|---|---|---|
| S&P 500 | SPY | 8.8% |
| Emerging Market | EEM | -6.7% |
| Gold | GLD | -7.4% |
| Long-Term Bonds | TLT | 30.4% |
| Risk-Free Cash | SHY | 26.6% |