What Lockheed Martin's latest 10-K says: 12 signals
Lockheed Martin filed its latest 10-K with the SEC on Jan 29, 2026. It discusses customer concentration, AI investment and capacity constraint.
Public (LMT)Business Consulting and Services10,000+ employeeslockheedmartin.comLinkedIn
- Filed
- Jan 29, 2026
- Filings
- 1
- Signals
- 12
10-K · latest 10
What Lockheed Martin's 10-K filings say
- SEC EDGAR
10-K
Filed · 12 signals
F-35 program, 27% of total sales, faces pressure on cost, schedule, and modernization.
As Lockheed's largest program, the F-35 is under intense scrutiny for life-cycle cost, delivery schedules, and technology modernization.
27%
of total consolidated sales from the F-35 program in 2025
software development
The F-35 program, accounting for 27% of total revenue, is under pressure to modernize its technology and contain life-cycle costs.
27%
percentage of total consolidated sales from the F-35 program in 2025
Derived 72% of total 2025 sales from the U.S. Government, with 63% from the Department of War.
Extreme reliance on U.S. government contracts makes the company highly sensitive to changes in defense spending, budget priorities, and political shifts, creating a significant revenue risk that requires careful management and forecasting.
72%
of total consolidated sales from the U.S. Government in 2025
The F-35 program accounted for 27% of total consolidated sales in 2025.
The company's financial performance is heavily dependent on the F-35 program, making it vulnerable to any funding cuts, delays, or performance issues related to this single, large-scale program.
27%
of total consolidated sales from the F-35 program in 2025
Investing in AI, autonomy, and advanced networking to modernize defense platforms.
The company is actively harnessing leading-edge technologies like AI, autonomy, and open-architecture systems as a core part of its business transformation.
artificial intelligenceautonomyopen-architecture systemsadvanced networking
Identifies supplier performance failures as a critical business risk affecting program delivery.
Lockheed is heavily dependent on its supply chain, and explicitly states that supplier failures could adversely affect its performance and ability to win future business.
Facing increased competitive pressure from startups and non-traditional defense contractors.
Lockheed Martin explicitly identifies a growing threat from new, agile competitors outside the traditional defense industrial base.
startupsnon-traditional defense contractors
Expanding production capacity to meet increased demand from recent regional conflicts.
Lockheed Martin is facing demand that outstrips its current production capabilities, prompting a rapid business transformation and investment in expanding capacity.
Facing supplier performance and affordability challenges on the critical F-35 program.
The complex F-35 program is hampered by issues with supplier performance and overall affordability, creating risks for the company's largest revenue stream.
The U.S. government's shift towards fixed-price contracts means Lockheed Martin bears the financial burden of any cost overruns, creating a critical need for enhanced cost control, project management, and efficiency solutions to protect profitability.
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Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .