Current guidance
66 items
Each item compared with the same item in the previous release (May 5, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | FY26 Mission Technologies revenue | for FY2026 | — | “between $3.0 and $3.2 billion” | Filing ↗ |
| New | Shipbuilding revenue | for FY2026 | — | “between $10.2 and $10.4 billion” | Filing ↗ |
| Raised | Shipbuilding Revenue | for FY2026 | “between $9.7 and $9.9 billion” | “$10.2B - $10.4B” | Filing ↗ |
| Narrowed | Shipbuilding operating margin | for FY2026 | “between 5.5% and 6.5%” | “between 6.0% and 6.5%” | Filing ↗ |
| New | FY26 free cash flow | for FY2026 | — | “between $500 and $600 million” | Filing ↗ |
| New | Shipbuilding throughput improvement goal | for FY2026 | — | “15%” | Filing ↗ |
| Reiterated | Mission Technologies Revenue | for FY2026 | “between $3.0 and $3.2 billion” | “$3.0B - $3.2B” | Filing ↗ |
| Reiterated | Mission Technologies EBITDA Margin | for FY2026 | “between 8.4% and 8.6%” | “between 8.4% and 8.6%” | Filing ↗ |
| Reiterated | Mission Technologies Segment Operating Margin | for FY2026 | “approximately 5%” | “approximately 5%” | Filing ↗ |
| Reiterated | Capital Expenditures | for FY2026 | “4% - 5% of Sales” | “4% - 5% of Sales” | Filing ↗ |
| Reiterated | Depreciation & Amortization | for FY2026 | “~$330M” | “~$330M” | Filing ↗ |
| Reiterated | Effective Tax Rate | for FY2026 | “~17%” | “~17%” | Filing ↗ |
| Reiterated | Free Cash Flow | for FY2026 | “between $500 and $600 million” | “$500M - $600M” | Filing ↗ |
| Reiterated | Interest Expense | for FY2026 | “($105M)” | “($105M)” | Filing ↗ |
| Reiterated | Non-current State Income Tax Expense | for FY2026 | “~($20M)” | “~($20M)” | Filing ↗ |
| Reiterated | Non-operating Retirement Benefit | for FY2026 | “$213M” | “$213M” | Filing ↗ |
| Reiterated | Operating FAS/CAS Adjustment | for FY2026 | “($44M)” | “($44M)” | Filing ↗ |
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | CAS Expense | for FY2030 | “$39” | — | Filing ↗ |
| Not restated | CAS Recoveries Over/(Under) Cash Contributions | for FY2030 | “($4)” | — | Filing ↗ |
| Not restated | FAS Benefit | for FY2030 | “$148” | — | Filing ↗ |
| Not restated | FAS/CAS Adjustment | for FY2030 | “$187” | — | Filing ↗ |
| Not restated | Non-Operating Retirement (Expense)/Income | for FY2030 | “$228” | — | Filing ↗ |
| Not restated | Pension Discount Rate | for FY2030 | “5.72%” | — | Filing ↗ |
| Not restated | Mission Technologies medium term revenue growth | No period stated | “~5%” | — | Filing ↗ |
| Not restated | Mission Technologies revenue growth | No period stated | “approximately 5%” | — | Filing ↗ |
| Not restated | Mission Technologies revenue growth | for the long term | “approximately 5%” | — | Filing ↗ |
| Not restated | Shipbuilding medium term revenue growth | No period stated | “~6%” | — | Filing ↗ |
| Not restated | Shipbuilding revenue growth | No period stated | “approximately 6%” | — | Filing ↗ |
| Not restated | Shipbuilding revenue growth | for the long term | “approximately 4%” | — | Filing ↗ |
| Not restated | CAS Expense | for FY2029 | “$40” | — | Filing ↗ |
| Not restated | CAS Recoveries Over/(Under) Cash Contributions | for FY2029 | “($4)” | — | Filing ↗ |
| Not restated | FAS Benefit | for FY2029 | “$138” | — | Filing ↗ |
| Not restated | FAS/CAS Adjustment | for FY2029 | “$179” | — | Filing ↗ |
| Not restated | Pension Discount Rate | for FY2029 | “5.72%” | — | Filing ↗ |
| Not restated | CAS Recoveries Over/(Under) Cash Contributions | for FY2028 | “($3)” | — | Filing ↗ |
| Not restated | FAS Benefit | for FY2028 | “$134” | — | Filing ↗ |
| Not restated | FAS/CAS Adjustment | for FY2028 | “$178” | — | Filing ↗ |
| Not restated | Pension Discount Rate | for FY2028 | “5.72%” | — | Filing ↗ |
| Not restated | CAS Expense | for FY2027 | “$48” | — | Filing ↗ |
| Not restated | CAS Recoveries Over/(Under) Cash Contributions | for FY2027 | “($1)” | — | Filing ↗ |
| Not restated | FAS Benefit | for FY2027 | “$127” | — | Filing ↗ |
| Not restated | FAS/CAS Adjustment | for FY2027 | “$175” | — | Filing ↗ |
| Not restated | Non-Operating Retirement (Expense)/Income | for FY2027 | “$214” | — | Filing ↗ |
| Not restated | Operating FAS/CAS Adjustment | for FY2027 | “($39)” | — | Filing ↗ |
| Not restated | Pension Discount Rate | for FY2027 | “5.72%” | — | Filing ↗ |
| Not restated | CAS Recoveries Over/(Under) Cash Contributions | for FY2026 | “($4)” | — | Filing ↗ |
| Not restated | FAS Benefit | for FY2026 | “$123” | — | Filing ↗ |
| Not restated | FAS/CAS Adjustment | for FY2026 | “$169” | — | Filing ↗ |
| Not restated | Pension Discount Rate | for FY2026 | “5.72%” | — | Filing ↗ |
| Not restated | Top line CAGR | for FY2026 | “~6%” | — | Filing ↗ |
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| FY26 Mission Technologies revenue | “between $3.0 and $3.2 billion” | for FY2026 | GAAP-tied | Jul 30, 2026 | 1 | Filing ↗ |
| Mission Technologies Revenue | “$3.0B - $3.2B” | for FY2026 | GAAP-tied | Feb 5, 2026 | 3 | Filing ↗ |
| Shipbuilding revenue | “between $10.2 and $10.4 billion” | for FY2026 | GAAP-tied | Jul 30, 2026 | 1 | Filing ↗ |
| Shipbuilding Revenue | “$10.2B - $10.4B” | for FY2026 | GAAP-tied | Feb 5, 2026 | 3 | Filing ↗ |
| Mission Technologies EBITDA Margin | “between 8.4% and 8.6%” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Mission Technologies Segment Operating Margin | “approximately 5%” | for FY2026 | GAAP-tied | Feb 5, 2026 | 3 | Filing ↗ |
| Shipbuilding operating margin | “between 6.0% and 6.5%” | for FY2026 | GAAP-tied | Feb 5, 2026 | 3 | Filing ↗ |
| Capital Expenditures | “4% - 5% of Sales” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Capital Investment ($M) | “$500-$600” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| CAS Expense | “$46” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| CAS Recoveries Over/(Under) Cash Contributions | “($4)” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Depreciation & Amortization | “~$330M” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Effective Tax Rate | “~17%” | for FY2026 | GAAP-tied | Feb 5, 2026 | 3 | Filing ↗ |
| FAS Benefit | “$123” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| FAS/CAS Adjustment | “$169” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Free Cash Flow | “$500M - $600M” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| FY26 free cash flow | “between $500 and $600 million” | for FY2026 | Company-defined | Jul 30, 2026 | 1 | Filing ↗ |
| Interest Expense | “($105M)” | for FY2026 | GAAP-tied | Feb 5, 2026 | 3 | Filing ↗ |
| Non-current State Income Tax Expense | “~($20M)” | for FY2026 | GAAP-tied | Feb 5, 2026 | 3 | Filing ↗ |
| Non-Operating Retirement (Expense)/Income | “$213” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Non-operating Retirement Benefit | “$213M” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Operating FAS/CAS Adjustment | “($44M)” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Outsourcing YoY (Earned hours) | “+30%” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Pension and Postretirement Benefits Cash Contributions | “$50” | for FY2026 | GAAP-tied | Feb 5, 2026 | 1 | Filing ↗ |
| Pension Discount Rate | “5.72%” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Postretirement benefits contributions | “$35 million” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Projected cash contributions | “$50 million” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Shipbuilding throughput improvement goal | “15%” | for FY2026 | Company-defined | Jul 30, 2026 | 1 | Filing ↗ |
| Throughput improvement target | “15% YoY” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Throughput YoY (Earned hours) | “+15%” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Top line CAGR | “~6%” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Enterprise revenue | “$16B+” | for FY2030 | GAAP-tied | Feb 5, 2026 | 1 | Filing ↗ |
| CAS Expense | “$39” | for FY2030 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| CAS Recoveries Over/(Under) Cash Contributions | “($4)” | for FY2030 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| FAS Benefit | “$148” | for FY2030 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| FAS/CAS Adjustment | “$187” | for FY2030 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Non-Operating Retirement (Expense)/Income | “$228” | for FY2030 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Operating FAS/CAS Adjustment | “($41)” | for FY2030 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Pension and Postretirement Benefits Cash Contributions | “$43” | for FY2030 | GAAP-tied | Feb 5, 2026 | 1 | Filing ↗ |
| Pension Discount Rate | “5.72%” | for FY2030 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| CAS Expense | “$40” | for FY2029 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| CAS Recoveries Over/(Under) Cash Contributions | “($4)” | for FY2029 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| FAS Benefit | “$138” | for FY2029 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| FAS/CAS Adjustment | “$179” | for FY2029 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Non-Operating Retirement (Expense)/Income | “$220” | for FY2029 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Operating FAS/CAS Adjustment | “($42)” | for FY2029 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Pension and Postretirement Benefits Cash Contributions | “$44” | for FY2029 | GAAP-tied | Feb 5, 2026 | 1 | Filing ↗ |
| Pension Discount Rate | “5.72%” | for FY2029 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| CAS Expense | “$44” | for FY2028 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| CAS Recoveries Over/(Under) Cash Contributions | “($3)” | for FY2028 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| FAS Benefit | “$134” | for FY2028 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| FAS/CAS Adjustment | “$178” | for FY2028 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Non-Operating Retirement (Expense)/Income | “$219” | for FY2028 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Operating FAS/CAS Adjustment | “($41)” | for FY2028 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Pension and Postretirement Benefits Cash Contributions | “$47” | for FY2028 | GAAP-tied | Feb 5, 2026 | 1 | Filing ↗ |
| Pension Discount Rate | “5.72%” | for FY2028 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| CAS Expense | “$48” | for FY2027 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| CAS Recoveries Over/(Under) Cash Contributions | “($1)” | for FY2027 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| FAS Benefit | “$127” | for FY2027 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| FAS/CAS Adjustment | “$175” | for FY2027 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Non-Operating Retirement (Expense)/Income | “$214” | for FY2027 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Operating FAS/CAS Adjustment | “($39)” | for FY2027 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Pension and Postretirement Benefits Cash Contributions | “$49” | for FY2027 | GAAP-tied | Feb 5, 2026 | 1 | Filing ↗ |
| Pension Discount Rate | “5.72%” | for FY2027 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
Free cash flow, for FY2025 — every statement across the year, each linked to its filing.
12 companies in Aerospace & defense. What they guide on, and who reported this season.
| Northrop Grumman | Oct 20, 2026 | 2 changes |
| RTX | Oct 20, 2026 | 4 changes |
| Heico | Aug 25, 2026 | 1 change |
| Howmet Aerospace | Aug 6, 2026 | 9 changes |
| Axon Enterprise | Aug 5, 2026 | 7 changes |
| Curtiss-Wright | Aug 5, 2026 | 38 changes |
| Leidos | Aug 4, 2026 | 3 changes |
| TransDigm Group | Aug 4, 2026 | 15 changes |
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2030 | FY2029 | FY2028 | FY2027 | FY2026 | FY2025 | FY2024 | Long-term | No period |
|---|---|---|---|---|---|---|---|---|---|
| Enterprise revenue | 1 statement | — | — | — | — | — | — | — | — |
| FY24 Mission Technologies expected revenue range | — | — | — | — | — | — | 1 statement | — | — |
| FY26 Mission Technologies revenue | — | — | — | — | 5 statements | 4 statements | 1 statement | 1 statement | 1 statement |
| Mission Technologies medium term revenue growth | — | — | — | — | — | — | — | — | 1 statement |
| Shipbuilding medium term revenue growth | — | — | — | — | — | — | — | — | 1 statement |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Jul 30, 2026 | FY2026 Q2 | 0001501585-26-000045 | 17 | Open filing ↗ |
| May 5, 2026 | FY2026 Q1 | 0001501585-26-000027 | 15 | Open filing ↗ |
| Feb 5, 2026 | FY2025 Q4 | 0001501585-26-000004 | 67 | Open filing ↗ |
| Oct 30, 2025 | FY2025 Q3 | 0001501585-25-000109 | 14 | Open filing ↗ |
| Jul 31, 2025 | FY2025 Q2 | 0001501585-25-000097 | 13 | Open filing ↗ |
| May 1, 2025 | FY2025 Q1 | 0001501585-25-000035 | 13 | Open filing ↗ |
| Feb 6, 2025 | FY2024 Q4 | 0001501585-25-000004 | 15 | Open filing ↗ |
| Oct 31, 2024 | FY2024 Q3 | 0001501585-24-000040 | 19 | Open filing ↗ |