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.
AI industry top-down
The aerospace and defense industry overall demonstrated robust performance, with revenue growing 12.96% year-over-year. Notably, profitability significantly improved, with many companies recording high double-digit or higher earnings per share (EPS) growth rates. Particularly strong growth was exhibited in the aerospace components and services and emerging space industry sectors. However, there were variations in company performance, with some large defense companies experiencing revenue declines.
- Most companies continue to show year-over-year revenue growth (median 12.96%)
- Many companies recorded high, double-digit or greater EPS growth rates
- Aerospace parts and services sector demonstrated solid performance
- Emerging space industry companies show high revenue growth
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 |
|---|---|---|---|---|---|---|
| GEGENERAL ELECTRIC CO | FY2026 Q1 | $9.94B | +10.9% | $1.83 | +30.7% | — |
| BABOEING CO | FY2026 Q1 | $19.5B | +17.7% | $-0.16 | — | — |
| LMTLOCKHEED MARTIN CORP | FY2026 Q1 | $17.96B | +4.5% | $7.28 | +13.9% | — |
| HWMHowmet Aerospace Inc. | FY2026 Q1 | $1.94B | +6.5% | $0.84 | +42.4% | — |
| RKLBRocket Lab Corp | FY2026 Q1 | $122.57M | +32.1% | $-0.12 | — | — |
| NOCNORTHROP GRUMMAN CORP /DE/ | FY2026 Q1 | $9.47B | -6.6% | $3.32 | -47.5% | — |
| TDGTransDigm Group INC | FY2026 Q2 | $4.16B | +12.1% | $15.86 | +34.1% | — |
| LHXL3HARRIS TECHNOLOGIES, INC. /DE/ | FY2026 Q1 | $5.13B | -1.5% | $2.04 | +37.8% | — |
| HEIHEICO CORP | FY2026 Q1 | $1.03B | +14.9% | $1.20 | +46.3% | — |
| HEI-AHEICO CORP | FY2026 Q1 | $1.03B | +14.9% | $1.20 | +46.3% | — |
| AXONAXON ENTERPRISE, INC. | FY2026 Q1 | $603.63M | +31.3% | $1.08 | -37.6% | — |
| CWCURTISS WRIGHT CORP | FY2026 Q1 | $805.65M | +13.0% | $2.68 | +34.7% | — |
| FTAIFTAI Aviation Ltd. | FY2026 Q1 | $502.08M | +53.7% | $0.87 | +180.6% | — |
| PLPlanet Labs PBC | FY2026 Q3 | $182.8M | +12.9% | $-0.30 | — | — |
| BWXTBWX Technologies, Inc. | FY2026 Q1 | $682.26M | +13.0% | $0.82 | +9.3% | — |
| DRSLeonardo DRS, Inc. | FY2026 Q1 | $799M | +16.1% | $0.19 | +72.7% | — |
| HIIHUNTINGTON INGALLS INDUSTRIES, INC. | FY2026 Q1 | $2.73B | -2.5% | $3.79 | -2.1% | — |
| KTOSKRATOS DEFENSE & SECURITY SOLUTIONS, INC. | FY2026 Q1 | $302.6M | +9.2% | $0.03 | +200.0% | — |
| MOG-BMOOG INC. | FY2026 Q2 | $1.84B | +3.1% | $3.49 | +4.5% | — |
| MOG-AMOOG INC. | FY2026 Q2 | $1.84B | +3.1% | $3.49 | +4.5% | — |
| AVAVAeroVironment Inc | FY2026 Q3 | $545.58M | — | $0.96 | — | — |
| SAROStandardAero, Inc. | FY2026 Q1 | $1.44B | +16.2% | $0.19 | — | — |
| KRMNKarman Holdings Inc. | FY2026 Q1 | $100.12M | +20.6% | $-0.04 | — | — |
| FLYFirefly Aerospace Inc. | FY2026 Q1 | $55.86M | — | $-5.38 | — | — |
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).