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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Gautam Khanna | TD Cowen | 6 | 0% |
| Myles Walton | Wolfe Research | 6 | 0% |
| Scott Deuschle | Deutsche Bank | 6 | 17% |
| Seth Seifman | JPMorgan | 6 | 0% |
| Doug Harned | Bernstein | 6 | 17% |
| Sheila Kahyaoglu | Jefferies | 6 | 33% |
| Ron Epstein | Bank of America | 5 | 0% |
| Dave Strauss | Wells Fargo | 4 | 0% |
| Scott Mikus | Melius Research | 4 | 0% |
| Ken Herbert | RBC Capital Markets | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 6 | 0% |
| Bernstein | 1 | 6 | 17% |
| TD Cowen | 1 | 6 | 0% |
| Deutsche Bank | 1 |
| 6 |
| 17% |
| Wolfe Research | 1 | 6 | 0% |
| Jefferies | 1 | 6 | 33% |
| Melius Research | 2 | 5 | 0% |
| Citigroup | 2 | 5 | 20% |
Revenue surged 29% with EPS of $1.86 up 25% as CES grew 34% on exceptional commercial services demand and spare parts revenue. Backlog exceeded $210 billion on major customer wins, and defense output rose 83% for the second consecutive quarter. Management maintained full-year guidance while noting results were trending toward the high end, though Middle East conflict reduced the departures outlook and compressed the margin picture through OE mix.
Revenue Growth | Demand | Margin | Supply Chain | Guidance Reliability | Innovation & R&D | Competitive Dynamics | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 3 | 3 | 1 | 3 | |||
| 2025Q1 | 3 | 4 | 3 | 2 | 3 | |||
| 2025Q2 | 4 | 5 | 6 | 2 | 3 | 2 | 1 | 1 |
| 2025Q3 | 5 | 2 | 1 | 3 | 2 | 2 | 1 | |
| 2025Q4 | 3 | 4 | 5 | 2 | 2 | 1 | 1 | |
| 2026Q1 | 2 | 7 | 3 | 3 | 1 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 5 | 3 | 4 | 5 | 3 | 2 |
| Demand | 4 | 5 | 2 | 4 | 7 | |
| Margin | 3 | 3 | 6 | 1 | 5 | 3 |
| Supply Chain | 3 | 2 | 2 | 3 | 2 | 3 |
| Guidance Reliability | 1 | 3 | 2 | 2 | 1 | |
| Innovation & R&D | 2 | 2 | 1 | 2 | ||
| Competitive Dynamics | 3 | 1 | 1 | 1 | ||
| Pricing | 3 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GE GE Aerospace | 7 | +24.7% | |
| AXON Axon Enterprise Inc. | 10 | +33.8% | |
| BA The Boeing Company | 7 | +14.0% | |
| GD General Dynamics | 8 | +10.3% | |
| HII Huntington Ingalls Industries | 6 | +13.3% | |
| LHX L3Harris | 8 | +11.9% | |
| LMT Lockheed Martin | 4 | +0.3% | |
| NOC Northrop Grumman | 6 | +4.4% | |
| RTX RTX Corporation | 9 | +8.7% | |
| TDG TransDigm Group | 10 | +18.3% | |
| TXT Textron | 7 | +11.8% |