Lockheed Martin Vs. Boeing: Which Stocks Is A Better Buy In July

1 month ago 29

Alex Sirois

Tue, July 7, 2026 astatine 10:23 AM CDT 3 min read

Quick Read

LMT reaffirmed escaped currency travel guidance of $6.5B to $7B, portion BA burned $1.5B successful Q1 and trades astatine 833 times guardant earnings.
Jim Taiclet signed model agreements to triple oregon quadruple Patriot, THAAD, and PrSM production, targeting a combined ~$25B Pentagon FY27 request.
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Lockheed Martin (NYSE: LMT) and Boeing (NYSE: BA) some posted Q1 2026 results that work similar 2 antithetic industries. Lockheed runs a axenic defence execution motor with messy programme charges but reaffirmed guidance. Boeing claws backmost from manufacturing, certification, and ineligible scars portion its commercialized portion loses wealth connected each level it ships.

An expansive, high-angle interior presumption of a immense craft manufacturing facility. Multiple ample commercialized craft are disposable successful assorted stages of assembly, immoderate with unfinished fuselages successful teal and airy gray. Overhead, a analyzable web of yellowish and greenish structural beams and gantries with concern cranes spans the ceiling. In the center, a tall, multi-story bluish and grey concern operation stands prominently. Below, the mill level is filled with workers, equipment, parts, and workstations. An American emblem is disposable connected a acold wall.

Program Charges Bruise Lockheed. Boeing's Commercial Wing Still Bleeds.

Lockheed booked $125 cardinal successful unfavorable F-16 adjustments, with unit from C-130, CH-53K, and Seahawk. EPS of $6.44 missed expectations of $6.6957, and conception borderline compressed from 11.6% to 10.1%. Missiles and Fire Control grew 8% connected PAC-3, and Space roseate 7% down Orion and Next Generation Interceptor.

Boeing's Commercial Airplanes gross jumped 13% connected 143 deliveries, yet posted a $563 cardinal operating nonaccomplishment astatine a antagonistic 6.1% margin. Free currency travel ran antagonistic $1.454 billion. Defense, Space & Security grew 21% with operating net up 50% connected PAC-3 Seeker and the MQ-28 Ghost Bat woody with Rheinmetall.

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One Cashes Replenishment Demand. The Other Pays Down Debt.

CEO Jim Taiclet framed the 4th astir scale, saying Lockheed signed model agreements for "advanced Patriot Missile, THAAD, and PrSM" intended to assistance output by 3 to 4 times existent rates. That aligns with the FY27 Pentagon request, which seeks $13,960 cardinal for PAC-3 MSE and $11,435 cardinal for THAAD. Kelly Ortberg's code astatine Boeing focused connected stabilization, saying the squad is moving to "get backmost to the iconic planetary aerospace institution that leads our industry." The institution chopped consolidated indebtedness to $47.2 cardinal from $54.1 billion, a triumph for a equilibrium expanse carrying pension and convertible-preferred overhang.

Lens	Lockheed Martin	Boeing
Core Bet	Munitions replenishment, F-35 sustainment	Commercial ramp, defence betterment
Backlog	$186B+	$695B
2026 FCF Outlook	$6.5B to $6.8B	Still antagonistic
Forward P/E	17	833