Lockheed Martin Corporation vs Rockwell Automation — how do they compare? Lockheed Martin Corporation trades at $509.59 (market cap $117.22B), while Rockwell Automation trades at $432.59 (market cap $48.21B). The key difference: Lockheed Martin Corporation is far larger — about 2.4× Rockwell Automation's market cap, and Lockheed Martin Corporation pays the higher dividend (2.72%). Which is the better fit depends on your goals — on Pluang, investors hold Lockheed Martin Corporation for 86 Days and Rockwell Automation for 74 Days on average.
| LMT | ROK | |
|---|---|---|
Market Cap | $117.22B | $48.21B |
Volume | 1,101,121 | 953,342 |
Sector | Industrials | Industrials |
52-Week High | $676.70 | $495.08 |
52-Week Low | $439.19 | $333.75 |
Typical Hold Time | 86 Days | 74 Days |
Enterprise Value | $133.96B | $51.34B |
Dividend Yield | 2.72% | 1.27% |
Signals from Pluang's Aura AI — not financial advice
Lockheed Martin (LMT) trades at $507.89, up 1.74% with mixed technical signals showing bearish moving averages but neutral oscillators. The company reported Q2 2026 EPS beat but missed Q1 and Q4 2025 expectations, with revenue growth from $75.05B in 2025 to projected $77.0B in 2026. Recent news highlights AI integration and F-35 program developments, while analyst consensus remains strongly bullish with a $635.33 price target.
LMT offers stable defense sector exposure with 23 consecutive dividend increases and strong cash flow, but faces execution risks on fixed-price contracts and competitive pressures. The stock trades at reasonable valuations (P/E 18.73, P/S 1.53) with high institutional support, though technical weakness near support at $503 requires monitoring for sustained upward momentum.
Rockwell Automation (ROK) trades at $434.14, down 1.76% on the day, with a bearish technical signal. The stock has beaten earnings estimates for the last three quarters, with Q3 2026 results pending. Key financials show strong profitability with a 49.09% gross margin and 34.47% ROE, though the P/E ratio of 40.65 suggests a premium valuation. Recent news highlights the company's focus on industrial automation growth, cybersecurity, and AI integration.
The outlook is mixed: analyst consensus is a Buy with a $489.89 price target, but technicals indicate near-term pressure. Investment opportunities lie in continued earnings beats and automation demand, while risks include high valuation sensitivity and macroeconomic headwinds affecting industrial spending.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Lockheed Martin is the largest defense contractor globally and has dominated the Western market for high-end fighter aircraft since the F-35 program was awarded in 2001. Lockheed's largest segment is aeronautics, which is dominated by the massive F-35 program. Lockheed's remaining segments are rotary and mission systems, which is mainly the Sikorsky helicopter business.
Read more on LMT →Rockwell Automation is a pure-play automation competitor that is the successor entity to Rockwell International, which spun off its former Rockwell Collins avionics segment in 2001. As of fiscal 2021, the firm operates through three segments--intelligent devices, software and control, and lifecycle services. Intelligent devices contains its drives, sensors, and industrial components, software and control contains its information and network and security software, while lifecycle services contains its consulting and maintenance services as well as its Sensia JV with Schlumberger.
Read more on ROK →