US Industry Earnings Intelligence

Aerospace & Defense earnings map

Forward reporting exposure, estimate delivery, earnings growth and company-level event concentration.

Forward window12 Aug to 10 Nov 202637 matched companies

Group read

Delivery and earnings growth are broadly constructive

69% of companies with measured latest results beat estimates, while 77% show positive year-on-year EPS growth. Industrials carries the largest forward market-cap exposure.

Forward events37next 90 days
Market-cap exposure$1.1Tmatched companies
Latest beat breadth69%latest measured quarter
Positive EPS growth77%year on year

Forward exposure

Aerospace & Defense reporting load by date

Count and matched market cap

Delivery

Latest result breadth

69%beat breadth

Timing

Session certainty

70%estimate coverage

Growth breadth

Positive versus contracting

Company size

Capital at risk by tier

Company attention queue

Most consequential upcoming reports

Ordered by market capitalisation so the largest potential peer and index read-through appears first.

18 shown
GEGE AerospaceAerospace & Defense
20 Oct69 days
Event risk22/100Contained
Market cap$331.4BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth15.7%year on year
Open earnings dossier
RTXRTX CorporationAerospace & Defense
20 Oct69 days
Event risk19/100Contained
Market cap$241.9BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth25.9%year on year
Open earnings dossier
BAThe Boeing CompanyAerospace & Defense
28 Oct77 days
Event risk38/100Moderate
Market cap$176.8BTime unconfirmed
Beat rate50%up to 8 quarters
EPS growth-year on year
Open earnings dossier
LMTLockheed Martin CorporationAerospace & Defense
20 Oct69 days
Event risk38/100Moderate
Market cap$122.3BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth49.5%year on year
Open earnings dossier
NOCNorthrop Grumman CorporationAerospace & Defense
20 Oct69 days
Event risk38/100Moderate
Market cap$78.3BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth14.0%year on year
Open earnings dossier
HEIHeico CorporationAerospace & Defense
24 Aug12 days
Event risk37/100Moderate
Market cap$43.2BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth31.4%year on year
Open earnings dossier
HEI.AHEICO CorporationAerospace & Defense
24 Aug12 days
Event risk42/100Moderate
Market cap$32.1BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth31.4%year on year
Open earnings dossier
PLPlanet Labs PBCAerospace & Defense
3 Sep22 days
Event risk39/100Moderate
Market cap$18.3BAfter the close
Beat rate50%up to 8 quarters
EPS growth-year on year
Open earnings dossier
AVAVAeroVironment IncAerospace & Defense
8 Sep27 days
Event risk44/100Moderate
Market cap$10.5BTime unconfirmed
Beat rate38%up to 8 quarters
EPS growth-year on year
Open earnings dossier
CAECAE Inc.Aerospace & Defense
12 Aug0 days
Event risk44/100Moderate
Market cap$8.3BAfter the close
Beat rate63%up to 8 quarters
EPS growth-22.7%year on year
Open earnings dossier
LUNRIntuitive Machines Inc.Aerospace & Defense
13 Aug1 days
Event risk55/100Elevated
Market cap$7.0BBefore the open
Beat rate57%up to 8 quarters
EPS growth-year on year
Open earnings dossier
MRCYMercury Systems IncAerospace & Defense
18 Aug6 days
Event risk51/100Elevated
Market cap$6.7BAfter the close
Beat rate86%up to 8 quarters
EPS growth-year on year
Open earnings dossier
AIRAAR CorpAerospace & Defense
22 Sep41 days
Event risk23/100Contained
Market cap$4.5BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth-year on year
Open earnings dossier
BETABeta Technologies, Inc.Aerospace & Defense
12 Aug0 days
Event risk55/100Elevated
Market cap$4.4BBefore the open
Beat rate33%up to 8 quarters
EPS growth-year on year
Open earnings dossier
YSSYork Space Systems Inc.Aerospace & Defense
13 Aug1 days
Event risk53/100Elevated
Market cap$4.1BAfter the close
Beat rate0%up to 8 quarters
EPS growth-year on year
Open earnings dossier
HAWKHawkEye 360, Inc.Aerospace & Defense
13 Aug1 days
Event risk30/100Moderate
Market cap$2.9BAfter the close
Beat rate0%up to 8 quarters
EPS growth-year on year
Open earnings dossier
RCATRed Cat Holdings IncAerospace & Defense
13 Aug1 days
Event risk60/100Elevated
Market cap$2.2BTime unconfirmed
Beat rate0%up to 8 quarters
EPS growth-year on year
Open earnings dossier
AVEXAEVEX Corp.Aerospace & Defense
12 Aug0 days
Event risk30/100Moderate
Market cap$2.0BAfter the close
Beat rate100%up to 8 quarters
EPS growth-year on year
Open earnings dossier

Forward company tape

Aerospace & Defense upcoming earnings reports

37 shown

Interpretation

How to read group earnings intelligence

Calendar concentration

Counts show operational density. Market-cap exposure identifies dates with greater potential for peer and index read-through.

Delivery breadth

Only the latest measured result per matched company enters the breadth split, preventing long-history companies from dominating.

Growth breadth

Positive year-on-year EPS growth is kept separate from estimate surprise because growth and expectations answer different questions.

Decision use

The page helps prioritise research and event risk. It does not determine whether to buy, sell or expect a directional reaction.

Evidence context