{"id":26,"date":"2026-05-13T22:42:00","date_gmt":"2026-05-13T13:42:00","guid":{"rendered":"https:\/\/www.kodpassion.site\/?p=26"},"modified":"2026-05-13T23:39:08","modified_gmt":"2026-05-13T14:39:08","slug":"%eb%a1%9d%ed%9e%88%eb%93%9c-%eb%a7%88%ed%8b%b4lmt-2026-05-13","status":"publish","type":"post","link":"https:\/\/kodpassion.site\/?p=26","title":{"rendered":"\ub85d\ud788\ub4dc \ub9c8\ud2f4(LMT) \ud22c\uc790 \uad00\uc810\uc758 \uc8fc\uc2dd \ubd84\uc11d \/ 2026-05-13"},"content":{"rendered":"\n<p>\uc9c1\uc811 \ub2f5\ubcc0: \ub85d\ud788\ub4dc\ub9c8\ud2f4(Lockheed Martin, \ud2f0\ucee4 LMT)\uc740 2026\ub144 1\ubd84\uae30 \uc2e4\uc801\uc5d0\uc11c \uac00\uc774\ub358\uc2a4\ub97c \uc720\uc9c0\ud588\uc73c\ub098 EPS\u00b7\ub9e4\ucd9c\uc774 \ucee8\uc13c\uc11c\uc2a4\uc5d0 \uc18c\ud3ed \ubbf8\ub2ec\ud588\uace0, \ubc29\uc704\uc0b0\uc5c5 \uc218\uc694 \uac15\uc138\uc640 \ub300\uaddc\ubaa8 \uc218\uc8fc\u00b7\ubc30\ub2f9 \ud655\ub300\uac00 \ud22c\uc790 \uad00\uc810\uc758 \ud575\uc2ec \ud3ec\uc778\ud2b8\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud380\ub354\uba58\ud138 \uc694\uc57d<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2026\ub144 1\ubd84\uae30 \ub9e4\ucd9c \uc57d 180\uc5b5 \ub2ec\ub7ec, \uc21c\uc774\uc775 \uc57d 15\uc5b5 \ub2ec\ub7ec(\uc8fc\ub2f9 \uc57d $6.44)\ub97c \ubcf4\uace0\ud588\uc73c\uba70 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 EPS\ub294 \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ud68c\uc0ac\ub294 FY2026\uc5d0 \ub300\ud574 \ub9e4\ucd9c 775\uc5b5\u2013800\uc5b5 \ub2ec\ub7ec, \uc870\uc815 EPS \ub300\ub7b5 $29.35\u201330.25 \ub4f1 \uc5f0\uac04 \uac00\uc774\ub358\uc2a4\ub97c \uc7ac\ud655\uc778\ud588\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc8fc\ubb38\uc794\uace0(backlog)\uac00 \ub9e4\uc6b0 \ud06c\uba70(\uacf5\uc2dc\u00b7\ubd84\uc11d \ubcf4\ub3c4 \uae30\uc900 \uc57d 1,940\uc5b5 \ub2ec\ub7ec \uc218\uc900 \uc5b8\uae09), \uc7a5\uae30 \uacc4\uc57d \uae30\ubc18\uc758 \uc548\uc815\uc801 \ud604\uae08\ud750\ub984\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\ubaa8\uba58\ud140\u00b7\uc2dc\uc7a5 \ub3d9\ud5a5<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2026\ub144 \ub4e4\uc5b4 \uc8fc\uac00\uac00 \uac15\uc138\ub97c \ubcf4\uc600\uace0(\uc5f0\ucd08 \uc774\ud6c4 \uc0c1\ub2f9\ud55c \uc0c1\uc2b9), \uc77c\ubd80 \ubd84\uc11d\uac00\ub294 \uc5ec\uc804\ud788 \uc800\ud3c9\uac00\ub77c\ub294 \uad00\uc810\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4(\ub0b4\uc7ac\uac00\uce58 \ucd94\uc815\uce58\uc640 \ud604\uc7ac\uac00 \uac2d \uc5b8\uae09). \ub2e4\ub9cc \ubc38\ub958\uc5d0\uc774\uc158\uc740 \ubc29\uc0b0 \uc139\ud130 \ub0b4\uc5d0\uc11c \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\ub294 \ud3b8\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ucd5c\uadfc \ub274\uc2a4\uc5d0\uc11c\ub294 \ubbf8 \uc6b0\uc8fc\uad70(Space-Based Interceptor) \uad00\ub828 \uc218\uc8fc, \uc2e0\ud615 \ubbf8\uc0ac\uc77c\u00b7HIMARS \uacf5\uae09, AI\u00b75G \uc5f0\uacc4 \uad6d\ubc29 \uc194\ub8e8\uc158 \uac1c\ubc1c \ub4f1 \uae30\uc220\u00b7\uacc4\uc57d \uc601\uc5ed\uc5d0\uc11c \ud65c\ubc1c\ud55c \ud65c\ub3d9\uc774 \ubcf4\uace0\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\uc8fc\uc694 \uc9c0\ud45c (\ud22c\uc790 \uccb4\ud06c\ub9ac\uc2a4\ud2b8)<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc218\uc775\uc131: \ubd84\uae30 EPS \ud558\ub77d(\uc804\ub144 \ub300\ube44)\u00b7\ub9c8\uc9c4 \uc555\ubc15 \uac00\ub2a5\uc131 \ubcf4\uace0.<\/li>\n\n\n\n<li>\ud604\uae08\ud750\ub984\/\ubc30\ub2f9: \uac15\ud55c \uc789\uc5ec\ud604\uae08\ud750\ub984 \uc608\uce21\uacfc \ubd84\uae30 \ubc30\ub2f9\uc561(2Q2026 \ubc30\ub2f9 $3.45) \ubc1c\ud45c\ub85c \uc8fc\uc8fc\ud658\uc6d0 \uc720\uc9c0.<\/li>\n\n\n\n<li>\ubc38\ub958\uc5d0\uc774\uc158: P\/E \ubc0f EV\/EBITDA\ub294 \uc139\ud130 \ub300\ube44 \ud504\ub9ac\ubbf8\uc5c4 \uad6c\uac04, \uc77c\ubd80 \ub9ac\uc11c\uce58\uc758 \ubaa9\ud45c\uac00\ub294 \ud604 \uc8fc\uac00\ubcf4\ub2e4 \ub192\uc74c(\ubd84\uc11d\uac00 \ucee8\uc13c\uc11c\uc2a4\ub294 Moderate Buy~Hold \ud63c\uc7ac).<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\ud22c\uc790 \ubc29\uc2dd\u00b7\uc804\ub7b5 \uc81c\uc548 (\ud604 \uc2dc\uc810)<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubc30\ub2f9\u00b7\uc548\uc815\uc801 \ud604\uae08\ud750\ub984 \ubaa9\uc801(\uc778\ucef4\ud615): \ub300\ud615 \ubc29\uc0b0\uc8fc\ub85c \ubd84\uae30 \ubc30\ub2f9\uc774 \ub192\uace0 \ubc30\ub2f9 \uc131\uc7a5 \uae30\ub300\uac00 \uc788\uc5b4 <strong>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud575\uc2ec \ubc30\ub2f9\uc8fc<\/strong>\ub85c \uc801\ud569\ud569\ub2c8\ub2e4. \ubc30\ub2f9\uc218\uc775\ub960\uacfc \ubc30\ub2f9 \uc77c\uc815(6\uc6d4 \uc9c0\uae09)\uc744 \ud655\uc778 \ud6c4 \ubd84\ud560 \ub9e4\uc218 \uad8c\uc7a5.<\/li>\n\n\n\n<li>\uc131\uc7a5\u00b7\ubaa8\uba58\ud140 \ucd94\uad6c(\ub2e8\uae30~\uc911\uae30 \uce90\ud53c\ud138 \uac8c\uc778): \uc8fc\uc694 \uc218\uc8fc\u00b7\uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c(\uc911\ub3d9\u00b7\uc6b0\ud06c\ub77c\u00b7\ub300\ub9cc \uad00\ub828 \ubd88\ud655\uc2e4\uc131)\uc5d0 \ub530\ub978 \uc7ac\ub8cc \uc18c\ud654 \uc5ec\ubd80\ub97c \uc9c0\ucf1c\ubcf4\uba70, \uc2e4\uc801\u00b7\uc218\uc8fc \ub274\uc2a4\uac00 \uae0d\uc815\uc801\uc77c \ub54c \ud2b8\ub80c\ub4dc \ucd94\uc885\uc73c\ub85c \ubd84\ud560 \uc9c4\uc785\uc744 \ucd94\ucc9c\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ub9ac\uc2a4\ud06c \uad00\ub9ac: \uc815\ubd80 \uacc4\uc57d \uc9c0\uc5f0, \ubc29\uc0b0 \uc608\uc0b0 \ubcc0\ud654, \uc774\uc775\ub960 \ubcc0\ub3d9(\ub9c8\ud06c\ud22c\ub9c8\ucf13 \uc190\uc775 \ub4f1) \uac00\ub2a5\uc131\uc744 \ubc18\uc601\ud574 \ud3ec\uc9c0\uc158 \ud06c\uae30\ub97c \uc81c\ud55c\ud558\uace0 \uc190\uc808 \ub610\ub294 \ud5f7\uc9c0(\ubc29\uc0b0 ETF\u00b7\uc635\uc158) \uace0\ub824\ud558\uc138\uc694.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\uad00\ub828 \ub274\uc2a4 \uc911 \uc694\uc57d(\ucd5c\uadfc)<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2026-05: 2\ubd84\uae30 \ubc30\ub2f9 $3.45 \uacf5\uc2dc(\uc9c0\uae09\uc77c 2026-06-26).<\/li>\n\n\n\n<li>2026-05: \ubbf8 \uc6b0\uc8fc\uad70 Space-Based Interceptor \uad00\ub828 \uacc4\uc57d \uc218\uc8fc \ubc0f QuadStar \ubbf8\uc0ac\uc77c\u00b7NGSRI \uc2dc\ud5d8 \uc131\uacfc \ubcf4\uace0.<\/li>\n\n\n\n<li>2026-05: Aeronautics \uc0ac\uc5c5\ubd80 \uc0ac\uc7a5 \ud1f4\uc784\u00b7\ud6c4\uc784\uc790 \uc784\uba85(\uc870\uc9c1 \ub9ac\ub354\uc2ed \ubcc0\ud654) \ubc0f AI\/5G \uad6d\ubc29 \ud611\uc5c5 \ud589\uc0ac \uac1c\ucd5c.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc9c1\uc811 \ub2f5\ubcc0: \ub85d\ud788\ub4dc\ub9c8\ud2f4(Lockheed Martin, \ud2f0\ucee4 LMT)\uc740 2026\ub144 1\ubd84\uae30 \uc2e4\uc801\uc5d0\uc11c \uac00\uc774\ub358\uc2a4\ub97c \uc720\uc9c0\ud588\uc73c\ub098 EPS\u00b7\ub9e4\ucd9c\uc774 \ucee8\uc13c\uc11c\uc2a4\uc5d0 \uc18c\ud3ed \ubbf8\ub2ec\ud588\uace0, \ubc29\uc704\uc0b0\uc5c5 \uc218\uc694 \uac15\uc138\uc640 \ub300\uaddc\ubaa8 \uc218\uc8fc\u00b7\ubc30\ub2f9 \ud655\ub300\uac00 \ud22c\uc790 \uad00\uc810\uc758 \ud575\uc2ec \ud3ec\uc778\ud2b8\uc785\ub2c8\ub2e4. \ud380\ub354\uba58\ud138 \uc694\uc57d \ubaa8\uba58\ud140\u00b7\uc2dc\uc7a5 \ub3d9\ud5a5 \uc8fc\uc694 \uc9c0\ud45c (\ud22c\uc790 \uccb4\ud06c\ub9ac\uc2a4\ud2b8) \ud22c\uc790 \ubc29\uc2dd\u00b7\uc804\ub7b5 \uc81c\uc548 (\ud604 \uc2dc\uc810) \uad00\ub828 \ub274\uc2a4 \uc911 \uc694\uc57d(\ucd5c\uadfc)<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[],"class_list":["post-26","post","type-post","status-publish","format-standard","hentry","category-16"],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/kodpassion.site\/index.php?rest_route=\/wp\/v2\/posts\/26","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kodpassion.site\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kodpassion.site\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kodpassion.site\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/kodpassion.site\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=26"}],"version-history":[{"count":3,"href":"https:\/\/kodpassion.site\/index.php?rest_route=\/wp\/v2\/posts\/26\/revisions"}],"predecessor-version":[{"id":32,"href":"https:\/\/kodpassion.site\/index.php?rest_route=\/wp\/v2\/posts\/26\/revisions\/32"}],"wp:attachment":[{"href":"https:\/\/kodpassion.site\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=26"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kodpassion.site\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=26"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kodpassion.site\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=26"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}