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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Industrials sector.
Showing calendar 2026 Q1Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q1
As of 2026 Q1, the Tellvest aggregate earnings-call sentiment for the Aircraft, Space & Defense industry is 7.1/10 across 15 companies.
2024 Q4–2026 Q1. Each earlier point averages the available scores of this quarter’s 15-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q1
What management and analysts said on calls mapped to this calendar quarter.
| Signal | Companies | Direction breakdown |
|---|---|---|
| CAPEX | 10 | 10 |
| Supply Chain | 9 | 612 |
| Enterprise Spending | 7 | 61 |
| AI & Tech | 5 | 5 |
| Regulation Policy | 5 | 5 |
| Trade & Tariffs | 3 | 3 |
| Oil Energy | 3 | 12 |
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q1.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Company | Sentiment |
|---|---|
| TDG TransDigm Group | 10/10 |
| AXON Axon Enterprise Inc. | 10/10 |
| HWM Howmet Aerospace | 9/10 |
| RTX RTX Corporation | 9/10 |
| GD General Dynamics | 8/10 |
| LHX L3Harris | 8/10 |
| RKLB Rocket Lab USA, Inc. | 8/10 |
| GE GE Aerospace | 7/10 |
| TXT Textron | 7/10 |
| BA The Boeing Company | 7/10 |
| HII Huntington Ingalls Industries | 6/10 |
| NOC Northrop Grumman | 6/10 |
| ACHR Archer Aviation Inc. | 5/10 |
| LMT Lockheed Martin | 4/10 |
| LUNR Intuitive Machines, Inc. | 3/10 |
Awaiting this quarter
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.