canar.ai
Rankings/LMT/Q2 2024 Analysis

Lockheed Martin Corp

LMT
Q2 2024(LMT Q1 FY2024)Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$1.7B
AI Revenue (Q)
$312.3M
Total Revenue (Q)
$12.5B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.gov

Analysis

LMT reported Q1 FY2024 total net sales of $17,195M. Segment data: Aeronautics $6,845M, MFC $2,993M, RMS $4,088M, Space $3,269M. The 2024 10-K (covering this period) is the first to explicitly cite 'Artificial Intelligence (AI)/Machine Learning (ML), Autonomy and Crewed/Uncrewed Teaming' and CJADC2 as strategic growth areas, and mentions the X-62A autonomous fighter and optionally piloted BLACK HAWK. This signals growing AI content. Estimate increased to 2.5%: ~$430M AI-attributable (RMS C4ISR/Aegis/cyber ~$245M, MFC fire control/sensors ~$105M, Aeronautics autonomous programs ~$49M, Space intelligence ~$31M). $430M / $17,195M = 2.5%.
Analyzed by claude-opus-4-6

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix