Key Takeaways Astronics shares rose 17.1% in three months, beating industry and sector gains.Q2 earnings jumped 90% with sales up 3.3%, prompting a raise in 2025 sales guidance.Defense and commercial aerospace demand drove record aerospace sales and growth.Shares of Astronics Corporation (ATRO) have surged 17.1% in the past three months, outperforming both the Zacks Aerospace-Defense Equipment industry’s growth of 3.1% and the broader Zacks Aerospace sector’s gain of 5.3%. It also came above the S&P 500’s r ...

It has been about a month since the last earnings report for Axon Enterprise (AXON) . Shares have lost about 14.3% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Axon due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts.Axon Tops Q2 Earnings & Revenue Estimates, Raises 20 ...

Investors interested in Aerospace stocks should always be looking to find the best-performing companies in the group. Is Ducommun (DCO) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Aerospace peers, we might be able to answer that question.Ducommun is one of 58 individual stocks in the Aerospace sector. Collectively, these companies sit at #5 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zac ...

Core Insights - Heico Corporation (HEI) reported quarterly earnings of $1.26 per share, exceeding the Zacks Consensus Estimate of $1.12 per share, and showing an increase from $0.97 per share a year ago, resulting in an earnings surprise of +12.50% [1] - The company achieved revenues of $1.15 billion for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 3.06%, and up from $992.25 million year-over-year [2] - Heico has consistently outperformed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Outlook - The future performance of Heico's stock will largely depend on management's commentary during the earnings call and the sustainability of the stock's immediate price movement based on the recently released numbers [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.16 on revenues of $1.14 billion, while for the current fiscal year, the estimate is $4.57 on revenues of $4.37 billion [7] Industry Context - Heico operates within the Zacks Aerospace - Defense Equipment industry, which is currently ranked in the top 40% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The performance of Heico's stock may also be influenced by the overall industry outlook, as empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions [5][8]

The Aerospace group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has GE Aerospace (GE) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Aerospace peers, we might be able to answer that question. GE Aerospace is one of 58 companies in the Aerospace group. The Aerospace group currently sits at #8 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different grou ...

Core Insights - Kratos Defense & Security Solutions, Inc. (KTOS) shares have increased by 27.5% in the past month, significantly outperforming the Zacks Aerospace-Defense Equipment industry, which declined by 0.4% [1] - The company's strong quarterly results, improved guidance, and notable collaborations have contributed to this robust performance [4][5] Financial Performance - In Q2 2025, Kratos Defense reported revenues of $351.5 million, exceeding estimates by 14.6% [4] - The company raised its full-year 2025 revenue outlook, indicating stronger-than-expected business momentum [5] - The Zacks Consensus Estimate for KTOS' 2025 revenues shows a solid improvement of 15.2% from the prior year [14] Partnerships and Innovations - Recent collaborations include a partnership with hiSky to integrate its OpenSpace platform with hiSky's satellite IoT solutions, expanding KTOS' reach in next-gen satcom [6] - The company also partnered with Champion Tire to debut driverless truck platooning at NASCAR, showcasing its autonomous technology for logistics [7] Product Development and Future Prospects - Kratos Defense is positioned for long-term growth with a diverse range of products in unmanned systems, hypersonics, and propulsion [8] - The company expects to secure a sole-source contract for the Air Wolf tactical jet drone by the end of 2025, with production anticipated to start in late 2026 [11] - Kratos is developing hypersonic systems and has opened a $50 million facility to increase production capacity for important programs [11][12] Valuation and Market Position - KTOS shares are trading at a premium, with a forward 12-month Price/Sales (P/S F12M) ratio of 7.53X compared to the peer group's average of 3.40X [17] - Industry peers AAR Corporation (AIR) and Curtiss-Wright Corporation (CW) are trading at lower P/S ratios of 0.96X and 5.36X, respectively [18]

Core Viewpoint - Loar Holdings Inc. reported quarterly earnings of $0.23 per share, exceeding the Zacks Consensus Estimate of $0.19 per share, and showing an increase from $0.13 per share a year ago, indicating a positive earnings surprise of +21.05% [1] Financial Performance - The company achieved revenues of $123.12 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.37% and up from $97.01 million year-over-year [2] - Over the last four quarters, Loar Holdings has consistently exceeded consensus EPS and revenue estimates [2] Stock Performance - Loar Holdings shares have declined approximately 5.6% since the beginning of the year, contrasting with the S&P 500's gain of 9.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.19 on revenues of $124.17 million, and for the current fiscal year, it is $0.73 on revenues of $487 million [7] - The trend of estimate revisions for Loar Holdings was mixed prior to the earnings release, which may influence future stock movements [5][6] Industry Context - Loar Holdings operates within the Aerospace - Defense Equipment industry, which is currently ranked in the bottom 36% of over 250 Zacks industries, indicating potential challenges ahead [8] - The performance of the stock may be significantly affected by the overall outlook for the industry [8]

Sky Harbour Group Corporation (SKYH) came out with a quarterly loss of $0.1 per share versus the Zacks Consensus Estimate of a loss of $0.12. This compares to earnings of $0.06 per share a year ago. These figures are adjusted for non-recurring items. While Sky Harbour Group has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is t ...

Group 1: Earnings Performance - CAE reported quarterly earnings of $0.15 per share, matching the Zacks Consensus Estimate, and consistent with earnings from the previous year [1] - The company posted revenues of $793.98 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.99%, but showing an increase from $783.87 million year-over-year [2] - Over the last four quarters, CAE has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2][3] Group 2: Stock Performance and Outlook - CAE shares have increased approximately 13.3% since the beginning of the year, outperforming the S&P 500's gain of 8.4% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.18 on revenues of $852.69 million, and for the current fiscal year, it is $0.97 on revenues of $3.56 billion [7] Group 3: Industry Context - The Aerospace - Defense Equipment industry, to which CAE belongs, is currently ranked in the bottom 38% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact CAE's stock performance [5][6]

Mercury Systems (MRCY) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.23 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +123.81%. A quarter ago, it was expected that this maker of processing systems and software would post earnings of $0.06 per share when it actually produced earnings of $0.06, delivering no surprise. Over the last ...