Veytics Intelligence
2026-10-16 · Seekingalpha

Defense Earnings Preview: Strong backlogs meet supply chain and margin risks

Major U.S. aerospace and defense companies, including GE Aerospace (GE [https://seekingalpha.com/symbol/GE]), RTX (RTX [https://seekingalpha.com/symbol/RTX]), Northrop Grumman (NOC [https://seekingalpha.com/symbol/NOC]), and Lockheed Martin (LMT [https://seekingalpha.com/symbol/LMT]), are scheduled to report third-quarter earnings next week, with investors watching revenue growth, profitability, and updated full-year outlooks. DEFENSE CONTRACTOR EARNINGS PREVIEW: Q3 ESTIMATES COMPANY REPORT DATE EPS ESTIMATE (YOY) REVENUE ESTIMATE (YOY) EPS BEATS (LAST 2 YEARS) REVENUE BEATS (LAST 2 YEARS) GE Aerospace (GE [https://seekingalpha.com/symbol/GE]) Oct. 20, premarket $2.01 (+21.1%) $12.88B (+14.0%) 100% 75% RTX (RTX [https://seekingalpha.

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