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Industry top-down

Aerospace & Defense

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

24 companiesMedian revenue YoY: +16.5%EPS beat rate: —

AI industry top-down

The aerospace and defense industry generally showed robust growth. The median revenue growth rate for the covered stocks was 12.95%, with numerous companies achieving double-digit revenue growth. Notably, FTAI Aviation, Rocket Lab, and AXON Enterprise, among others, demonstrated high revenue growth rates. Concurrently, many companies recorded high earnings per share (EPS) growth rates, demonstrating improved profitability. However, some companies exhibited mixed results, including declines in revenue and EPS.

  • Solid revenue growth for most companies (median 12.95%)
  • Many companies recorded high EPS growth rates
  • Significant revenue and EPS growth for some companies
Where companies diverge: Some companies (NOC, LHX, HII) experienced negative revenue growth. · NOC, AXON, HII experienced negative EPS growth.

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
SPCXSPACE EXPLORATION TECHNOLOGIES CORPFY2026 Q2$7.81B—$-0.09——
GEGENERAL ELECTRIC COFY2026 Q1$9.94B+10.9%$1.83+30.7%—
RTXRTX CorpFY2026 Q2$24.71B+14.5%$1.57+28.7%—
BABOEING COFY2026 Q2$24.56B+8.0%$-0.67——
LMTLOCKHEED MARTIN CORPFY2026 Q2$20.06B+10.5%$7.94——
HWMHowmet Aerospace Inc.FY2026 Q2$2.55B+24.1%$1.33+33.0%—
NOCNORTHROP GRUMMAN CORP /DE/FY2026 Q2$10.88B+5.1%$7.68-5.8%—
TDGTransDigm Group INCFY2026 Q3$2.74B+22.5%$9.39+10.9%—
RKLBRocket Lab CorpFY2026 Q2$234.07M+62.0%$-0.08——
LHXL3HARRIS TECHNOLOGIES, INC. /DE/FY2027 Q2$5.88B+8.4%$3.13+28.3%—
HEIHEICO CORPFY2026 Q3$1.41B+23.1%$1.67+32.5%—
012450HANWHA AEROSPACE CO., LTD.FY2026 Q2₩9.29T—₩12203.00——
AXONAXON ENTERPRISE, INC.FY2026 Q2$904.39M+35.3%$0.36-18.2%—
HEI-AHEICO CORPFY2026 Q3$1.41B+23.1%$1.67+32.5%—
ARXSArxis, Inc.FY2026 Q2$500.73M—$-0.01——
CWCURTISS WRIGHT CORPFY2026 Q2$924.01M+5.4%$4.07+27.6%—
WWDWoodward, Inc.FY2026 Q3$1.11B+21.2%$2.40+36.4%—
042660Hanwha Ocean Co., Ltd.FY2026 Q2₩5.44T+65.2%₩1894.00——
FTAIFTAI Aviation Ltd.FY2026 Q2$953.09M+40.9%$1.13-28.0%—
TXTTEXTRON INCFY2027 Q2$3.83B—$1.42——
BWXTBWX Technologies, Inc.FY2026 Q2$901.63M+18.0%$0.97+14.1%—
MOG-BMOOG INC.FY2026 Q3$1.12B+14.9%$4.74+153.5%—
MOG-AMOOG INC.FY2026 Q3$1.12B+14.9%$4.74+153.5%—
HIIHUNTINGTON INGALLS INDUSTRIES, INC.FY2026 Q2$3.42B+10.9%$5.27+36.5%—

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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