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aerospace: Archive

Zacks Equity Research

LHX Q3 Earnings Call Highlights Record Backlog and Revised Outlook

L3Harris raises its 2026 guidance as defense orders drive backlog to a record $53.2B, but lower 2028 cash flow and margin targets raise execution questions.

LHXNegative Net Change

Zacks Equity Research

BWX Technologies to Report Q3 Results: What's in Store for the Stock?

BWXT heads into Q3 earnings with naval nuclear programs and commercial demand supporting growth, while rising expenses could pressure margins.

BWXTNegative Net Change CWNegative Net Change KTOSNegative Net Change LHXNegative Net Change

Zacks Equity Research

HWM Q3 Earnings Beat Estimates on Aerospace, Gas Turbine Growth

Howmet Aerospace's Q3 earnings surge 54% as aerospace and gas turbine demand fueled growth, margins expanded and the company raised 2026 guidance.

HWMNegative Net Change NOCNegative Net Change AERONegative Net Change RTXPositive Net Change

Zacks Equity Research

General Dynamics' Q3 Earnings Surpass Estimates, Revenues Improve Y/Y

GD's third-quarter 2026 earnings and revenues beat estimates, driven by growth across all four segments and a doubling of its backlog.

GDPositive Net Change BANegative Net Change LMTNegative Net Change NOCNegative Net Change

Tanvi Sarawagi

Kratos Defense vs. Lockheed Martin: Which Stock Is a Better Buy Now?

Lockheed Martin and Kratos Defense are targeting rising global military spending, but differences in growth prospects, valuation and debt set them apart.

LMTNegative Net Change KTOSNegative Net Change

Zacks Equity Research

HWM Q3 Earnings Call Highlights a Longer Gas Turbine Runway

Howmet Aerospace's gas turbine revenues jump 45% in Q3 amid share gains and surging demand, while management raises 2026 targets and maps capacity additions.

HWMNegative Net Change

Zacks Equity Research

ATI Q3 Earnings Call Highlights Strong Demand and Higher Outlook

ATI raises its 2026 outlook for the third time as strong jet engine demand, record AA&S profitability and a $4.3B backlog fuel growth and margin expansion.

ATINegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Lam Research, Lockheed Martin, Equinor and Regis

Lam Research, Lockheed Martin, Equinor and Regis draw attention as AI demand, defense spending, energy growth and operational improvements shape their investment outlooks.

LMTNegative Net Change LRCXNegative Net Change RGSNegative Net Change EQNRPositive Net Change

Mark Vickery

Top Analyst Reports for Lam Research, Lockheed Martin & Equinor

Lam Research, Lockheed Martin and Equinor headline today's analyst reports, with AI-driven demand, defense contracts and energy growth shaping their investment outlooks.

LMTNegative Net Change LRCXNegative Net Change RGSNegative Net Change EQNRPositive Net Change CMGPositive Net Change GLWNegative Net Change CNCNegative Net Change

Zacks Equity Research

HONA Q3 Earnings Call Highlights Supply Chain Recovery and 2027 Growth

Honeywell tops Q3 earnings and revenue estimates, raises its 2026 EPS outlook and targets 2027 growth despite supply constraints and margin pressures.

HONANegative Net Change