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Rankings/LMT/Q1 2023 Analysis

Lockheed Martin Corp

LMT
Q1 2023(LMT Q4 FY2022)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$1.3B
AI Revenue (Q)
$249.8M
Total Revenue (Q)
$12.5B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.gov

Analysis

LMT FY2022 total net sales were $65,984M. The 10-K describes the 21st Century Security vision focused on advanced networking and leading-edge technologies but does NOT mention AI/ML specifically (that language appears starting in the 2024 10-K). Segments: Aeronautics $26,987M, MFC $11,317M, RMS $16,148M, Space $11,532M. Q4 derived: total FY $65,984M minus 9-month $46,993M = Q4 $18,991M. AI components across segments estimated at ~$380M (RMS sensor/C4ISR ~$230M, MFC fire control ~$100M, Aeronautics autonomous ~$50M). $380M / $18,991M = 2.0%.
Analyzed by claude-opus-4-6

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix