Lockheed Martin (LMT): FY26 Q2 earnings call, Jul 23, 2026
On its Jul 23, 2026 earnings call (FY26 Q2), Lockheed Martin said 5 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
13 words · 5 settled yes · our count agreed on 13 of 13- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Europe / European | Yes | 3 | 3 | ✓ | 51%transcripts from the transcript model | Hear it 11:50, Europe / European | – |
| Sikorsky | Yes | 2 | 2 | ✓ | 88%transcripts from the transcript model | Hear it 24:17, Sikorsky | – |
| Golden Dome | Yes | 2 | 2 | ✓ | 81%transcripts from the transcript model | Hear it 4:43, Golden Dome | – |
| Morfius | Yes | 2 | 3 | ✓ | 16%transcripts from the transcript model | Hear it 50:46, Morfius | – |
| NASA | Yes | 1 | 1 | ✓ | 48%transcripts from the transcript model | Hear it 1:00:13, NASA | – |
| Satellite | No | 0 | 0 | ✓ | 73%transcripts from the transcript model | – | |
| Orion | No | 0 | 0 | ✓ | 70%transcripts from the transcript model | – | |
| Iran | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – | |
| Boeing | No | 0 | 0 | ✓ | 47%transcripts from the transcript model | – | |
| Peru / Peruvian | No | 0 | 0 | ✓ | 43%transcripts from the transcript model | – | |
| Venture Fund | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – | |
| DARPA | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – | |
| Venus Aerospace | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
9 matches for “F-35”; 5 quoted, at least 25 words apart.
…deployment. Lastly, just a few days ago, we secured a $1.6 billion F-35 spare parts award, the largest such contract in F-35 history, reinforcing the…
…MFC and further supported by all other segments, including strong performance in F-35 production and Aeronautics, the COSMIC-2 portfolio in RMS, and the strategic and…
…prior 5% guidance. This uplift is driven primarily by higher volume on F-35 production in Aeronautics, radars in Rotary and Mission Systems. Correspondingly, we are…
…to deliver full-year 2026 sales of $31.7 billion-$32.7 billion, driven by strong F-35 production and sustainment volumes. The higher sales volume pushes the profit outlook…
…that is dependent on timing of award for the next lot of F-35 production. Moving to Missiles and Fire Control on slide six. MFC had…
Where the listed words were said
…summit, we signed a memorandum of understanding with Rheinmetall toward the first European Center of Excellence for ATACMS production. We welcome the commitment of the…
…growth rate in the second half, driven by the higher radar volumes and continued production ramps at Sikorsky. Wrapping up with Space on slide eight.
…us as one of the awardees to develop space-based interceptor prototypes under Golden Dome, with capability demonstration expected by 2028. We also signed a $2.3…
…opportunity set here. Grizzly and also another system that we have called MORFIUS, those were developed by kind of Skunk Works-type groups in our MFC…
…their mission and come back safely, as well as our partners at NASA, who continue to push the boundaries of space exploration as well. That's…
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