Lockheed Martin Corporation vs Seagate Technology Holdings PLC — how do they compare? Lockheed Martin Corporation trades at $505.07 (market cap $117.48B), while Seagate Technology Holdings PLC trades at $861.23 (market cap $181.56B). The key difference: Seagate Technology Holdings PLC is the larger of the two by market cap, and Lockheed Martin Corporation pays the higher dividend (2.71%). Which is the better fit depends on your goals.
| LMT | STX | |
|---|---|---|
Market Cap | $117.48B | $181.56B |
Sector | Industrials | Technology |
52-Week High | $676.70 | $1.09K |
52-Week Low | $410.74 | $146.59 |
Enterprise Value | $136.28B | $184.59B |
Dividend Yield | 2.71% | 0.37% |
Signals from Pluang's Aura AI — not financial advice
Lockheed Martin (LMT) trades at $509.44, showing modest daily gains of 0.13%. The stock faces bearish technical signals with recent earnings misses in Q4 2025 and Q1 2026, though Q3 2025 exceeded expectations. Revenue growth remains steady, reaching $75.05B in 2025, while net margins have compressed to 6.38%. Analyst sentiment is strongly positive with 57% buy ratings and a $614 consensus target, supported by recent contract wins and new product launches like the PAC-3 ACE interceptor.
LMT offers defensive exposure to elevated defense spending with a $194B backlog, but faces execution risks from margin pressure and debt levels. The stock trades at a premium 24.6x P/E with technical weakness near support at $504. Upside depends on Q2 earnings beat and defense budget sustainability amid geopolitical tensions.
Seagate Technology (STX) trades at $801.81, up 1.89% with strong recent earnings beats and AI-driven storage demand. The stock shows bearish technical signals but benefits from robust fundamentals including 21.6% net margin and 96.27% ROE. Recent analyst upgrades highlight confidence in AI infrastructure growth, though high valuations (P/E 74.73) and negative shareholder equity pose challenges.
Outlook remains positive with AI storage tailwinds and $987.86 consensus price target suggesting 23% upside. Key risks include elevated debt levels (73.31% debt-to-asset ratio) and competitive pressures. The Q2 2026 earnings report on July 28, 2026 will be critical for validating current growth trajectory amid volatile memory markets.
Trailing returns across standard periods
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 →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →