LMT dividend analysis

LMT dividend deep dive

On the income line, LMT prints a 4.20% TTM yield with 72% of earnings going to the dividend. The 5-year distribution CAGR is 14.2%, and the consecutive-growth streak runs 23 years.

Dividend safety on LMT reads 68/100, derived from the VMCI Quality pillar (77/100) adjusted for payout-ratio strain. The score sits in the fair-safety band, which is the right anchor for income-portfolio sizing.

Compound-income view on LMT: at 4.20% TTM yield growing at 14.2% per year, a held-and-reinvested position returns 26.4% / 59.8% / 155.2% cumulatively over 5/10/20 years on income alone.

Comparison set on LMT: KO (5.00%), PG (1.50%), PEP (2.90%). With a peer-mean yield of 3.13%, LMT prints 4.20% — a 1.07-pp premium on the income line.

Calendar inputs on LMT: ex 2026-03-01 → pay 2026-03-15. The quarterly cadence and $2.645/share run rate are the operative numbers for income planning.

LMT bottom-line read: mid-yield on yield, fast on growth, fair-safety on safety. The income thesis is durable only if the Quality and Risk pillar trajectories stay in their current bands.