Lockheed Martin (NYSE: LMT) beats Q2-2026 adjusted Non-GAAP EPS consensus of approx. USD 7.60 per share (July 22, 2026, before market open)
Miss
✦ AI-generated prediction
Published on 20. July 2026
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Predicted for 22. July 2026
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Based on: Historical Cycle
LMT benefits structurally in 2026 from defense budget ramp-ups: NATO members average 2.7% of GDP; the FY2026 Pentagon budget stands at USD 890bn. In Q1 2026, LMT beat consensus by ~8% (USD 7.37 vs. 6.82). The company has beaten EPS consensus in six consecutive quarters. F-35 delivery pace and HIMARS orders are on track. Bookmaker odds imply ~73% beat probability.
Data basis for this prediction
- LMT Q1 2026 EPS: $7,37 actual vs. $6,82 Konsens (Investopedia, April 2026)
- Pentagon-Budget FY2026: $890 Mrd. (US DoD, Oktober 2025)
- NATO-Ausgaben Ø 2,7% BIP (NATO HQ, März 2026)
- LMT Beat-Rate: 6/6 Quartale (Bloomberg Consensus, Juli 2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Miss
[Vorzeitig entschieden] Lockheed Martin veröffentlichte Q2-2026-Ergebnisse am 23. Juli 2026 (vor Marktöffnung), nicht am 22. Juli. Am 22. Juli lagen keine LMT-Ergebnisse vor. Quellen: Alphastreet, Dealroom
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✦ AI
The BLS releases October 2026 CPI on November 10, 2026 at 8:30 AM ET. Nowflation forecasts 3.82 percent YoY; the Cleveland Fed nowcasting model forecasts 3.74 percent — both clearly above the 3.7 percent threshold. The September 2026 prior reading was exactly 3.7 percent. Rising energy prices (Strait of Hormuz effectively closed since mid-October) and stable core inflation support a further uptick. An existing open platform prediction covers CPI >3.5%; this forecast raises the bar by 20 basis points. A miss would primarily require unexpected weakness in the energy component or food prices.
📈 Economy
✦ AI
Gold (XAU/USD) rose to $4,134.83 on 5 November 2026 — driven by the Democratic midterm sweep (higher fiscal spending expected) and persistent inflation pressure. Kalshi's Dec 31 settlement market shows ~32% probability for a close above $4,400 and ~43% for above $4,300. Reaching the $4,400 year-end target would require a further ~6.4% gain. Supporting factors: fiscal expansion, geopolitical risks, structurally high central bank demand; UBS forecasts $4,800, JPMorgan $6,000 at year-end. Headwind: hawkish Fed stance (Polymarket: 72.5% for a December rate hike to 4.00–4.25%). Prediction anchors on Kalshi's ~32% for >$4,400.
📈 Economy
✦ AI
Cisco has beaten Non-GAAP EPS consensus in 7 of its last 8 quarters. For Q1 FY2027 (August–October 2026) the company itself guided $1.32–$1.34 per share — the market consensus of $1.32 sits at the bottom of this self-guided range, which historically signals a beat for Cisco (Q4 FY2026: $1.22 vs. consensus $1.17). AI-networking growth, Splunk integration synergies, and record Q4 FY2026 revenue ($17.25B) confirm the structural growth momentum. Q1 FY2027 revenue consensus: $18.11B (within guidance range $18.0–18.2B).