The U.S. defense sector faces an unusually turbulent third-quarter earnings season, a development rarely seen over the past decade. Caused by uncertainty over U.S. military spending ahead of November midterms, slowing airline traffic growth, and lingering supply-chain constraints, the S&P 1500 Aerospace and Defense Index fell nearly 19% from its early-August high through Oct. 15, 2026. As the sector gears up for the third-quarter 2026 earnings next week, investors must be shifting focus from geopolitical headlines to hard balance sheets, particularly for stocks like Lockheed Martin LMT and RTX Corp. RTX, both scheduled to post results early next week.
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