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Rankings/LMT/Q3 2025 Analysis

Lockheed Martin Corp

LMT
Q3 2025(LMT Q2 FY2025)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$2.3B
AI Revenue (Q)
$374.7M
Total Revenue (Q)
$12.5B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.gov

Analysis

LMT reported Q2 FY2025 total sales of $18,155M. Segments: Aeronautics $7,304M, MFC $3,420M, RMS $4,130M, Space $3,301M (derived from H1 minus Q1). The filing also notes the $360M acquisition of Amentum's Rapid Solutions business for radar and payload technology supporting 'domain awareness and real-time missions' -- an AI-adjacent capability. Program losses of $1,615M in H1 (primarily F-35) did not reduce AI-relevant revenue streams. AI-attributable: ~$545M (RMS C6ISR/Aegis/cyber ~$289M, MFC fire control/sensors ~$133M, Aeronautics autonomous ~$77M, Space intelligence incl. Rapid Solutions ~$46M). $545M / $18,155M = 3.0%.
Analyzed by claude-opus-4-6

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix