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Follow the quarter. From the first numbers to the questions that follow.
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Ducommun · Q3 2026 · Earnings analysis
Commercial aerospace drives quarterly revenue growth, while military and space dominate net bookings. Customer advances support cash generation as Ducommun reduces debt.
Kratos Defense & Security Solutions · Q3 2026 · Earnings analysis
Orders are surging, but rising amortization and stock compensation widen the earnings gap while receivables absorb cash.
V2X · Q3 2026 · Earnings analysis
Removing the increase V2X attributes to discrete national security mission activities leaves a revenue decline in our calculation. Kuwait task-order revenue falls alongside Middle East revenue.
Leidos · Q3 2026 · Earnings analysis
Lower tax expense explains most of the quarterly non-GAAP net income increase. Organic growth slows, and a smaller Corporate loss supplies nearly all the non-GAAP operating gain.
Leonardo DRS · Q3 2026 · Earnings analysis
Contract-estimate changes explain less of the quarterly profit gain than the nine-month increase. A tax benefit lifts EPS, while cash conversion depends on Q4.
CACI International · Q1 2027 · Earnings analysis
Margins improved in the September quarter, but organic growth slowed. CACI's higher revenue outlook requires faster growth while interest absorbs much of the operating gain.
BWX Technologies · Q3 2026 · Earnings analysis
Commercial Operations leads revenue growth, but its margins lag last year. Guidance implies fourth-quarter revenue and adjusted EBITDA above a year earlier, with lower free cash flow.
Palantir Technologies · Q3 2026 · Earnings analysis
Revenue nearly doubled as U.S. commercial revenue passed U.S. government revenue. Closed contract value grew 6% year over year against a company-reported record base.
Boeing · Q3 2026 · Earnings analysis
The target requires about $2.4 billion in fourth-quarter free cash flow. Slower production increases and rising inventory complicate the recovery.
RTX · Q3 2026 · Earnings analysis
Two undefinitized awards dominate Raytheon’s quarterly bookings, while tariff refunds account for nearly half of RTX’s adjusted earnings-per-share increase.
Lockheed Martin · Q3 2026 · Earnings analysis
Missile production supplies most of Lockheed’s quarterly segment-profit increase. F-35 funding remains unresolved as higher operating-cash expectations lift the full-year free-cash-flow outlook.
Huntington Ingalls Industries · Q3 2026 · Earnings analysis
HII's submarine awards extend its revenue horizon, while catch-up adjustments explain most of its third-quarter segment profit increase and cash guidance requires a stronger fourth quarter.
General Dynamics · Q3 2026 · Earnings analysis
Submarine orders expand future work, largely through unfunded backlog. Higher investment and lower operating cash reduce quarterly free cash flow despite stronger earnings.
Booz Allen Hamilton · Q2 2027 · Earnings analysis
National Security supplies three-quarters of revenue as Civil and Commercial revenue falls. The full-year outlook requires a second-half rebound whose acquisition contribution remains undisclosed.
Northrop Grumman · Q3 2026 · Earnings analysis
Aircraft and missiles drive sales higher, while contract estimates, taxes and a B-21 asset payment complicate the read-through to profit and cash.
No analysis matches this selection.
Initial reporting on company results.
Kratos Defense & Security Solutions · Q3 2026 · First take
Kratos targets up to 3,000 engines produced in 2027. It forecasts about 1,500 sold, with cash flow estimates including working capital for the ramp.
Karman Space & Defense · Q3 2026 · First take
Backlog reaches $1.7 billion, up 108% from year-end 2025.
Curtiss-Wright · Q3 2026 · First take
Orders rose 15% in the third quarter, while Defense Electronics sales grew 2% and its operating margin fell.
Leidos · Q3 2026 · First take
Leidos' revenue rose 4%, with 0.6% organic growth, while Homeland expanded and higher-margin Health contracted. A new joint venture figures in revised full-year guidance.
V2X · Q3 2026 · First take
Revenue rose 9% in the third quarter, while nine-month operating cash flow was negative. V2X's higher cash forecast uses an adjusted measure.
Palantir Technologies · Q3 2026 · First take
U.S. commercial revenue pulls ahead even as U.S. government revenue grows 96% year over year.
BWX Technologies · Q3 2026 · First take
BWXT attributed Government Operations’ third-quarter revenue growth to special materials and advanced nuclear, partly offset by lower naval propulsion volume. Segment bookings fell from a year earlier.
General Dynamics · Q3 2026 · First take
Large submarine orders drove defense bookings, while most of the Marine Systems backlog increase was unfunded.
Huntington Ingalls Industries · Q3 2026 · First take
Newport News' profitability improved as Ingalls' declined. HII raised its full-year shipbuilding sales outlook while holding its shipbuilding margin forecast steady.
Leonardo DRS · Q3 2026 · First take
Leonardo DRS raised its 2026 outlook with record funded backlog, while quarterly free cash flow fell from a year earlier.
L3Harris Technologies · Q3 2026 · First take
Missile Solutions posted an 11.8x book-to-bill ratio, and L3Harris listed seven-year contracts to scale missile-defense propulsion production.
KBR · Q3 2026 · First take
Mission Technology Solutions posts higher operating income despite lower sales, while its Antarctic support contract is not yet in reported backlog ahead of the planned Trinzic separation.
Parsons · Q3 2026 · First take
Federal Solutions' contract awards rose while organic revenue declined. Excluding what Parsons calls its confidential contract, the segment posted organic growth.
Boeing · Q3 2026 · First take
Boeing's defense margin reaches 6.2% in the third quarter. Excluding only the HRL sale gain leaves a 3.0% margin, above the year-earlier reported result.
Booz Allen Hamilton · Q2 2027 · First take
National Security's reported revenue barely grew in the fiscal second quarter, while Booz Allen kept its full-year revenue guidance midpoint unchanged.
RTX · Q3 2026 · First take
Defense reached about 48% of RTX's backlog in the third quarter, up from about 41% in the second. RTX also raised its 2026 adjusted sales outlook.
Lockheed Martin · Q3 2026 · First take
Missiles and Fire Control accounts for most of Lockheed's backlog increase from year-end through the third-quarter close.
CACI International · Q1 2027 · First take
First-quarter revenue rose 8.2%, including 2.1% organic growth. Two awards accounted for about half of the quarter's recognized award value.
Northrop Grumman · Q3 2026 · First take
Through September, Defense Systems accounts for about 62% of Northrop Grumman's backlog increase since the end of 2025.
No first takes match this selection.
Times shown in Eastern time. Fiscal quarters follow each company’s calendar.
Platforms & components · MRCY
Q1 2027 · Tuesday, November 10 · 5:00 PM EST
Date and time from the company's announcement of October 13. Check the company's investor page for any change.
No upcoming calls match this selection.
Services & integrators · BAH
Next earnings call not yet announced.
Services & integrators · KBR
Next earnings call not yet announced.
Platforms & components · KTOS
Next earnings call not yet announced.
Platforms & components · DRS
Next earnings call not yet announced.
Platforms & components · NOC
Next earnings call not yet announced.
Software · PLTR
Next earnings call not yet announced.
Services & integrators · SAIC
Next earnings call not yet announced.
No companies match this selection.
Browse the reporting and original company materials for each fiscal quarter.
Platforms & components · KTOS
Q3 2026 · Thursday, November 5 · 5:00 PM EST
Platforms & components · HII
Q3 2026 · Thursday, October 29 · Time not announced
Platforms & components · KTOS
Q2 2026 · Tuesday, August 4 · 5:00 PM EDT
Services & integrators · SAIC
Q1 2027 · Date and time not confirmed
Platforms & components · KTOS
Q4 2025 · Monday, February 23 · 5:00 PM EST
Services & integrators · SAIC
Q3 2026 · Date and time not confirmed
Platforms & components · KTOS
Q3 2025 · Tuesday, November 4 · 5:00 PM EST
Platforms & components · KTOS
Q2 2025 · Thursday, August 7 · 5:00 PM EDT
Platforms & components · KTOS
Q1 2025 · Wednesday, May 7 · 5:00 PM EDT
Platforms & components · KTOS
Q4 2024 · Wednesday, February 26 · 5:00 PM EST
Platforms & components · KTOS
Q3 2024 · Thursday, November 7 · 5:00 PM EST
Platforms & components · KTOS
Q2 2024 · Wednesday, August 7 · 5:00 PM EDT
Services & integrators · SAIC
Q3 2023 · Monday, December 5 · 10:00 AM EST
Services & integrators · SAIC
Q1 2023 · Monday, June 6 · 10:00 AM EDT
Services & integrators · SAIC
Q4 2022 · Monday, March 28 · 10:00 AM EDT
No quarters match this selection.
We begin with the companies on our growth leaderboard, including services and integrators, manufacturers and software firms. Read the selection rule.
Compare company-stated organic growth with reported revenue growth, then follow the evidence into our Assessments.
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