LM

Lockheed Martin Corporation stock research

Mar 30, 2025

FY2025 Q1

Lockheed Martin (LMT) Gross Margin — Quarter Ended Mar 30, 2025

Revenue decreased compared to the prior quarter, while gross profit increased substantially, leading to a significant improvement in gross margin. Compared to the same quarter last year, revenue and gross profit were both higher, and gross margin improved.

Gross margin takeaway

Quarter ended Mar 30, 2025 · FY2025 Q1

Revenue decreased compared to the prior quarter, while gross profit increased substantially, leading to a significant improvement in gross margin. Compared to the same quarter last year, revenue and gross profit were both higher, and gross margin improved.

  • The most observable driver of gross margin improvement is the reduction in cost of revenue relative to revenue, as gross profit rose while revenue declined from the prior quarter.
  • Compared to the immediately preceding quarter, gross margin strengthened markedly, driven by a lower cost of revenue and higher gross profit despite lower revenue. Versus the same quarter one year earlier, gross margin also improved, with revenue and gross profit both higher.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

12.9%

Gross profit

$2.3B

Revenue

$18.0B

Cost of revenue

$15.6B

Quarter-over-quarter change

+9.2 pts

Year-over-year change

+1.3 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Jun 30, 2024$18.1B$2.1B$16.0B11.8%
Sep 29, 2024$17.1B$2.1B$15.0B12.4%
Dec 31, 2024$18.6B$690.0M$17.9B3.7%
Mar 30, 2025$18.0B$2.3B$15.6B12.9%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Dec 31, 2024

+9.2 pts

Year-over-year change

Mar 31, 2024

+1.3 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The most observable driver of gross margin improvement is the reduction in cost of revenue relative to revenue, as gross profit rose while revenue declined from the prior quarter.

Compared to the immediately preceding quarter, gross margin strengthened markedly, driven by a lower cost of revenue and higher gross profit despite lower revenue. Versus the same quarter one year earlier, gross margin also improved, with revenue and gross profit both higher.

Monitor the trajectory of cost of revenue relative to revenue, as its decline was the primary factor in the gross margin improvement.