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Recent Articles
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Lockheed Martin Reaffirms 2025 Outlook
Apr 22, 2025
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Image: Lockheed Martin’s shares have been on a wild ride the past few years.
During the first quarter, Lockheed paid cash dividends of $796 million while it repurchased 1.7 million shares for $750 million. Looking to all of 2025, management expects sales in the range of $73.75-$74.75 billion, business segment operating profit of $8.1-$8.2 billion, and diluted earnings per share of $27.00-$27.30. For 2025, cash flow from operations is targeted at $8.5-$8.7 billion with capital spending expected at $1.9 billion, resulting in free cash flow in the range of $6.6-$6.8 billion for the year. We continue to like Lockheed Martin as a core idea in the simulated Dividend Growth Newsletter portfolio. Shares yield 2.9% at the time of this writing.
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Netflix’s Operating Margin Continues to Delight
Apr 22, 2025
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Image: Netflix has a long runway of growth given market share opportunities.
Looking to the second quarter, Netflix expects revenue growth of 15.4% (17% on a foreign exchange neutral basis) as the company benefits from recent price changes and ongoing strength in membership and advertising sales. The company expects an operating margin of 33.3% in the quarter, roughly 6 percentage points better on a year-over-year basis. Netflix continues to expect 2025 revenue in the range of $43.5-$44.5 billion and an operating margin of 29% based on foreign exchange rate levels at the start of the year. We like Netflx’s market share growth opportunities and view shares as relatively immune to tariff pressures and broader macroeconomic uncertainty. Our fair value estimate stands at $1,060 per share.
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Dividend Increases/Decreases for the Week of April 18
Apr 18, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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Key Comments from the Banks This Earnings Season
Apr 17, 2025
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Image: The big banks have done well recently.
Let's read through key comments from banking executives this earnings season.
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