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.
25 companiesMedian revenue YoY: +14.9%EPS beat rate: —
AI industry top-down
본 산업의 중위 매출 증가율은 21.88%로 전반적인 외형 확장이 확인됩니다. GE, 하우멧 등 주요 부품 기업들은 20~30%대 EPS 성장을 기록했으나, 액손과 FTAI 등 일부 기업은 매출 신장에도 EPS가 감소했습니다. 전반적인 외형 성장 속에서 기업별 수익성 지표는 차별화된 흐름을 나타내고 있습니다.
- 산업 전반의 견조한 외형 성장 지속(중위 매출 YoY 21.88%)
- 주요 항공·엔진 부품사의 두 자릿수 EPS 증가(GE 30.7%, HWM 33.0%)
- 우주 및 조선·방산 부문의 높은 매출 신장률(한화오션 65.2%, RKLB 62.0%)
Where companies diverge: 매출 급증에도 이익이 역성장한 기업 발생(AXON 매출 +35.3%/EPS -18.2%, FTAI 매출 +40.9%/EPS -28.0%) · 견조한 이익을 낸 전통 기업과 분기 적자를 기록한 우주 기업(SPCX EPS -0.09달러) 간 실적 편차
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| SPCXSPACE EXPLORATION TECHNOLOGIES CORP | FY2026 Q3 | $14.58B | — | $0.35 | — | — |
| GEGENERAL ELECTRIC CO | FY2026 Q1 | $9.94B | +10.9% | $1.83 | +30.7% | — |
| RTXRTX Corp | FY2026 Q3 | $24.97B | +11.1% | $1.89 | +34.0% | — |
| LMTLOCKHEED MARTIN CORP | FY2026 Q3 | $20.71B | +11.3% | $7.97 | +14.7% | — |
| BABOEING CO | FY2026 Q3 | $24.19B | +3.9% | $-0.26 | — | — |
| HWMHowmet Aerospace Inc. | FY2026 Q3 | $2.7B | +29.4% | $1.42 | +49.5% | — |
| NOCNORTHROP GRUMMAN CORP /DE/ | FY2026 Q3 | $11.12B | +6.7% | $7.89 | +2.9% | — |
| TDGTransDigm Group INC | FY2026 Q3 | $2.74B | +22.5% | $9.39 | +10.9% | — |
| HONAHoneywell Aerospace Inc. | FY2026 Q3 | $4.64B | — | $2.29 | — | — |
| LHXL3HARRIS TECHNOLOGIES, INC. /DE/ | FY2027 Q3 | $6.06B | +7.1% | $3.28 | +33.3% | — |
| HEIHEICO CORP | FY2026 Q3 | $1.41B | +23.1% | $1.67 | +32.5% | — |
| RKLBRocket Lab Corp | FY2026 Q3 | $267.83M | +72.7% | $-0.12 | — | — |
| HEI-AHEICO CORP | FY2026 Q3 | $1.41B | +23.1% | $1.67 | +32.5% | — |
| 012450HANWHA AEROSPACE CO., LTD. | FY2026 Q2 | ₩9.29T | — | ₩12203.00 | — | — |
| AXONAXON ENTERPRISE, INC. | FY2026 Q3 | $908.55M | +27.8% | $0.68 | — | — |
| ARXSArxis, Inc. | FY2026 Q3 | $563.98M | — | $0.20 | — | — |
| WWDWoodward, Inc. | FY2026 Q3 | $1.11B | +21.2% | $2.40 | +36.4% | — |
| FTAIFTAI Aviation Ltd. | FY2026 Q3 | $977.66M | +46.6% | $1.43 | +30.0% | — |
| CWCURTISS WRIGHT CORP | FY2026 Q3 | $952.59M | +9.6% | $3.77 | +13.9% | — |
| TXTTEXTRON INC | FY2027 Q3 | $3.75B | — | $1.56 | — | — |
| HIIHUNTINGTON INGALLS INDUSTRIES, INC. | FY2026 Q3 | $3.54B | +10.8% | $5.48 | +48.9% | — |
| BWXTBWX Technologies, Inc. | FY2026 Q3 | $952.97M | +10.0% | $1.11 | +24.7% | — |
| 042660Hanwha Ocean Co., Ltd. | FY2026 Q2 | ₩5.44T | +65.2% | ₩1894.00 | — | — |
| MOG-AMOOG INC. | FY2026 Q3 | $1.12B | +14.9% | $4.74 | +153.5% | — |
| MOG-BMOOG INC. | FY2026 Q3 | $1.12B | +14.9% | $4.74 | +153.5% | — |
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).