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Rankings/LMT/Q1 2024 Analysis

Lockheed Martin Corp

LMT
Q1 2024(LMT Q4 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$1.5B
AI Revenue (Q)
$249.8M
Total Revenue (Q)
$12.5B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.gov

Analysis

LMT FY2023 total net sales were $67,571M. The 2023 10-K still uses 21st Century Security framing without specific AI/ML language. Segments: Aeronautics $27,474M, MFC $11,253M, RMS $16,239M, Space $12,605M. Q4 derived: FY $67,571M minus 9-month $48,697M = Q4 $18,874M. AI-attributable: ~$377M (RMS sensor/C4ISR ~$228M, MFC fire control ~$98M, Aeronautics autonomous ~$32M, Space ~$19M). $377M / $18,874M = 2.0%.
Analyzed by claude-opus-4-6

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix