Current guidance
24 items
Each item compared with the same item in the previous release (May 7, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Revenue | for Q3 FY2026 | — | “$2,565” | Filing ↗ |
| Raised | Revenue | for FY2026 | “$9,575” – “$9,725” | “$10,000” | Filing ↗ |
| New | Adj. Earnings per Share | for Q3 FY2026 | — | “$1.34” | Filing ↗ |
| Raised | Adj. Earnings per Share | for FY2026 | “$4.88” – “$5.00” | “$5.23” | Filing ↗ |
| New | Adj. EBITDA | for Q3 FY2026 | — | “$825” | Filing ↗ |
| Raised | Adj. EBITDA | for FY2026 | “$3,025” – “$3,095” | “$3,210” | Filing ↗ |
| New | Adj. EBITDA Margin | for Q3 FY2026 | — | “32.2%” | Filing ↗ |
| Raised | Adj. EBITDA Margin | for FY2026 | “31.6%” – “31.8%” | “32.1%” | Filing ↗ |
| Raised | Free Cash Flow | for FY2026 | “$1,700” – “$1,800” | “$1,850” | Filing ↗ |
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | EPS accretion from portfolio adjustments (CAM, Brunner acquisitions and Savannah divestiture) | for FY2027 | “accretion expected” | — | Filing ↗ |
| Not restated | Net revenue effect of portfolio adjustments | for FY2026 | “approximately $275 million” | — | Filing ↗ |
| Not restated | Revenue - Baseline | for FY2026 | “$9,650” | — | Filing ↗ |
| Not restated | Revenue - Baseline Change | for FY2026 | “+$550” | — | Filing ↗ |
| Not restated | Revenue effect of portfolio adjustments (CAM, Brunner acquisitions and Savannah divestiture) on the year's | for FY2026 | “adds approximately $275 million” | — | Filing ↗ |
| Not restated | Adj. Earnings per Share - Baseline | for FY2026 | “$4.94” | — | Filing ↗ |
| Not restated | Adj. Earnings per Share - Baseline Change | for FY2026 | “+$0.49” | — | Filing ↗ |
| Not restated | Adj. EBITDA - Baseline | for FY2026 | “$3,060” | — | Filing ↗ |
| Not restated | Adj. EBITDA Margin - Baseline | for FY2026 | “31.7%” | — | Filing ↗ |
| Not restated | Adj. EBITDA Margin - Baseline Change | for FY2026 | “+ 140 bps” | — | Filing ↗ |
| Not restated | EPS effect of portfolio adjustments (CAM, Brunner acquisitions and Savannah divestiture) on the year's | for FY2026 | “insignificant” | — | Filing ↗ |
| Not restated | Profit and Cash Generation | for FY2026 | “Expect improved profit and cash generation” | — | Filing ↗ |
| Not restated | Free Cash Flow - Baseline | for FY2026 | “$1,750” | — | 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 |
|---|---|---|---|---|---|---|
| Net revenue effect of portfolio adjustments | “approximately $275 million” | for FY2026 | GAAP-tied | May 7, 2026 | 1 | Filing ↗ |
| Revenue | “$2,565” | for Q3 FY2026 | GAAP-tied | Aug 6, 2026 | 1 | Filing ↗ |
| Revenue | “$10,000” | for FY2026 | GAAP-tied | Oct 30, 2025 | 4 | Filing ↗ |
| Revenue - Baseline | “$9,650” | for FY2026 | GAAP-tied | Feb 12, 2026 | 2 | Filing ↗ |
| Revenue - Baseline Change | “+$550” | for FY2026 | GAAP-tied | May 7, 2026 | 1 | Filing ↗ |
| Revenue effect of portfolio adjustments (CAM, Brunner acquisitions and Savannah divestiture) on the year's | “adds approximately $275 million” | for FY2026 | GAAP-tied | May 7, 2026 | 1 | Filing ↗ |
| Adj. Earnings per Share | “$1.34” | for Q3 FY2026 | GAAP-tied | Aug 6, 2026 | 1 | Filing ↗ |
| Adj. Earnings per Share | “$5.23” | for FY2026 | GAAP-tied | Feb 12, 2026 | 3 | Filing ↗ |
| Adj. Earnings per Share - Baseline | “$4.94” | for FY2026 | GAAP-tied | Feb 12, 2026 | 2 | Filing ↗ |
| Adj. Earnings per Share - Baseline Change | “+$0.49” | for FY2026 | GAAP-tied | May 7, 2026 | 1 | Filing ↗ |
| Adj. EBITDA | “$825” | for Q3 FY2026 | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
| Adj. EBITDA | “$3,210” | for FY2026 | Company-defined | Feb 12, 2026 | 3 | Filing ↗ |
| Adj. EBITDA - Baseline | “$3,060” | for FY2026 | Company-defined | Feb 12, 2026 | 2 | Filing ↗ |
| Adj. EBITDA - Baseline Change | “+$300” | for FY2026 | Company-defined | May 7, 2026 | 1 | Filing ↗ |
| Adj. EBITDA Margin | “32.2%” | for Q3 FY2026 | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
| Adj. EBITDA Margin | “32.1%” | for FY2026 | Company-defined | Feb 12, 2026 | 3 | Filing ↗ |
| Adj. EBITDA Margin - Baseline | “31.7%” | for FY2026 | Company-defined | Feb 12, 2026 | 2 | Filing ↗ |
| Adj. EBITDA Margin - Baseline Change | “+ 140 bps” | for FY2026 | Company-defined | May 7, 2026 | 1 | Filing ↗ |
| EPS effect of portfolio adjustments (CAM, Brunner acquisitions and Savannah divestiture) on the year's | “insignificant” | for FY2026 | GAAP-tied | May 7, 2026 | 1 | Filing ↗ |
| Profit and Cash Generation | “Expect improved profit and cash generation” | for FY2026 | Company-defined | Feb 12, 2026 | 1 | Filing ↗ |
| Free Cash Flow | “$1,850” | for FY2026 | Company-defined | Feb 12, 2026 | 3 | Filing ↗ |
| Free Cash Flow - Baseline | “$1,750” | for FY2026 | Company-defined | Feb 12, 2026 | 2 | Filing ↗ |
| Free Cash Flow - Baseline Change | “+$150” | for FY2026 | Company-defined | May 7, 2026 | 1 | Filing ↗ |
| Quarterly Common Stock Dividend | “$0.14 per share” | for Q3 FY2026 | Declared action | Aug 6, 2026 | 1 | Filing ↗ |
| Quarterly common stock dividend declared | “$0.12 per share” | for FY2026 | Declared action | May 7, 2026 | 1 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| EPS accretion from portfolio adjustments (CAM, Brunner acquisitions and Savannah divestiture) | “accretion expected” | for FY2027 | Company-defined | May 7, 2026 | 1 | Filing ↗ |
Revenue, for FY2026 — 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 | FY2027 | FY2026 | FY2025 | FY2024 | No period |
|---|---|---|---|---|---|
| Net revenue effect of portfolio adjustments | — | 1 statement | — | — | — |
| Revenue | — | 5 statements | 1 statement | — | — |
| Revenue | — | 2 statements | 8 statements | 2 statements | — |
| Revenue - Baseline | — | 5 statements | 8 statements | 2 statements | — |
| Revenue effect of portfolio adjustments (CAM, Brunner acquisitions and Savannah divestiture) on the year's | — | 1 statement | — | — | — |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 6, 2026 | FY2026 Q2 | 0001104659-26-091610 | 10 | Open filing ↗ |
| May 7, 2026 | FY2026 Q1 | 0001104659-26-056645 | 29 | Open filing ↗ |
| Feb 12, 2026 | FY2025 Q4 | 0001104659-26-013832 | 21 | Open filing ↗ |
| Oct 30, 2025 | FY2025 Q3 | 0001104659-25-104005 | 22 | Open filing ↗ |
| Jul 31, 2025 | FY2025 Q2 | 0001104659-25-072451 | 19 | Open filing ↗ |
| May 1, 2025 | FY2025 Q1 | 0001104659-25-043005 | 20 | Open filing ↗ |
| Feb 13, 2025 | FY2024 Q4 | 0001104659-25-012529 | 19 | Open filing ↗ |
| Nov 6, 2024 | FY2024 Q3 | 0001104659-24-114539 | 22 | Open filing ↗ |
1 value was detected in these releases but could not be matched to an exact sentence in the filing body, so it is not shown as guidance. We surface the count rather than drop it silently.
| Span | Why | Filed |
|---|---|---|
| Free Cash Flow = Low $ 1,850 / Baseline $ 1,900 / High $ 1,950 | span gate: value not verbatim in filing | Aug 6, 2026 |