LMT Performance Analysis - Lockheed Martin | 15.7% 12M Return

12M Return: 15.7% | -6.2% vs S&P 500 | Volatility: 29.5% | Relative Strength, Momentum & Peer Ranking

RS IBD 22.43
Top 59% in Peers
Idiosyncratic Score 80.58
Top 28% in Peers
Total Return 3m -14.2%
Top 24% in Peers
Total Return 12m 15.73%
Top 42% in Peers
P/E
P/E Trailing25.5
P/E Forward17.9
High / Low 52w
52 Week High687.50 USD
52 Week Low399.32 USD
Sentiment
Buy Signal ±3-0.15
VRO Trend ±10046.75
Drawdowns 3y
Max Drawdown31.79%
Median Drawdown9.65%
Compare vs 59 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 | 15.7% 12M Return

Detailed Performance Metrics Updated: 2026-07-11 03:55

Risk-Adjusted Return
CAGR 7.0%
CAGR / Max DD 0.22
CAGR / Mean DD 0.57
CAGR / Median DD 0.72
Market Sensitivity & Volatility
ATR % 2.70%
Beta -0.145
Beta Downside -0.341
Alpha 14.42%
CAPM 5.47%
Trend & Momentum
Current Price 523.22 USD
SMA 20 Distance -0.22%
SMA 50 Distance -0.76%
SMA 200 Distance +2.53%
RSI 14 50.2
EMA8 Dist. Percentile 51.5%
Distance to 52W High -23.90%
Hurst Exponent 0.546
Key Levels
Support / Resistance (price, strength)
482.5 (1.22) 497.5 (1.34) 544.2 (1.28) 601.9 (0.93)
Pivot Points (date, price, move %)
2025-12-02: 437.2 2026-03-02: 692 (+58.26%) 2026-06-22: 490.1 (-29.18%) 2026-07-07: 547.5 (+11.72%)
Structural Changepoints
2025-12-01 2026-02-19 2026-04-06 2026-04-27 2026-06-11 2026-06-24 2026-07-02
Peer Rankings higher = better
METRIC LMT PERCENTILE RANK
RS IBD 22.43 41.5
Performance 1M -0.34% 39.8
Performance 3M -14.19% 24.6
Performance 6M -3.96% 56.8
Performance 12M 15.73% 58.5
Sharpe Ratio 0.52 58.5

Top Performer in Aerospace & Defense 5 of 59 peers

Short Term Performance
SYMBOL 1W 1M 3M
AXON -5.23% 26.41% 63.55%
ATRO 2.36% 10.33% 25.32%
AIR -4.31% 12.75% 18.53%
AIR -3.17% 15.60% 12.28%
MTX -4.36% 20.58% 11.77%
LMT -4.16% -0.34% -14.19%
Long Term Performance
SYMBOL 6M 12M 5Y
ATRO 29.83% 192.19% 383.46%
PKE 41.65% 123.88% 169.26%
MRCY 11.30% 113.31% 62.18%
DCO 51.08% 96.65% 210.59%
AIR 38.11% 81.99% 268.27%
LMT -3.96% 15.73% 58.49%

Overall Best Picks of Peer Group GARP Metrics

SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS cagr
ATRO NASDAQ
Astronics		 3.50B 10.33% 192.19% 383.46% 70.1 27.2 1.45 -%
HWM NYSE
Howmet Aerospace		 108B 8.56% 52.05% 735.62% 62.9 52.1 0.80 42.98%
PKE NYSE
Park Aerospace		 758M 0.51% 123.88% 169.26% 66.0 17.1 1.49 0.12%
CW NYSE
Curtiss-Wright		 28.1B 5.01% 59.32% 550.46% 55.6 28.4 2.00 18.44%
GE NYSE
GE Aerospace		 394B 12.87% 42.97% 472.75% 47.0 50.5 9.02 44.89%
ACLN SW
Accelleron Industries		 9.74B 1.05% 38.61% 383.97% 41.8 20.8 - -%
HEI NYSE
Heico		 50.6B 9.40% 12.70% 157.56% 64.5 51.8 2.78 29.05%
BS6 SG
YANGZIJIANG SHIPBLDG HLDGS		 10.8B 7.12% 66.02% 500.77% 8.48 7.50 1.83 -%

Compare LMT vs S&P 500

Total Return vs S&P 500
PERIOD LMT S&P 500
1 Week -4.16% 1.37%
1 Month -0.34% 4.34%
3 Months -14.19% 11.40%
6 Months -3.96% 9.18%
12 Months 15.73% 21.97%
5 Years 58.49% 85.44%

FAQ

Does LMT outperform the market?

No, LMT underperforms the market. Over the past 12 months, LMT returned 15.73% compared to 21.97% for the S&P 500.

What is the LMT return over the last 12 months?

LMT has returned 15.73% over the past 12 months, including dividends. Over 3 months the return was -14.19%, and over 5 years 58.49%.

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 12.13%.

LMT vs Sectors 12m

Relative Performance vs S&P Sectors Sorted by outperformance, Positive = LMT beats sector.
SECTOR ETF DIFFERENCE 12M
Communication Services XLC 9.8%
Consumer Staples XLP 9.1%
Consumer Discretionary XLY 9%
Financials XLF 8.4%
Real Estate XLRE 5.2%
Materials XLB 3.4%
Materials XLB 3.4%
Health Care XLV -4.3%
Industrials XLI -6.5%
Energy XLE -12.3%
Technology XLK -29.6%

LMT vs Asset Classes 12m

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY -6.2%
Emerging Market EEM -25.1%
Gold GLD -7.4%
Long-Term Bonds TLT 14.2%
Risk-Free Cash SHY 12.8%