Greenskeeper Asset Management Cites Lockheed Martin Delivery Delays

Greenskeeper Asset Management identified Lockheed Martin Corporation as its second-largest detractor during the second quarter of 2026, reporting a 15.7% decline in the company's stock. The investment firm attributed the sell-off to execution challenges within the aerospace company's Aeronautics division, specifically citing delayed aircraft deliveries and the need for rework on certain fixed-price contracts.

These operational issues impacted near-term profitability and raised concerns about production targets. However, the investment firm maintains a positive long-term outlook for the company. It cited strong global demand for defense capabilities as governments continue to replenish inventories.

Greenskeeper Asset Management views these current headwinds as temporary and believes Lockheed Martin remains well-positioned for cash generation as existing order backlogs are converted into deliveries.