Current guidance
10 items
Each item compared with the same item in the previous release (Apr 23, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Raised | Business segment operating profit | for FY2026 | “$8,425 - $8,675” | “~$8,500 - $8,700” | Filing ↗ |
| Raised | Diluted earnings per share | for FY2026 | “$29.35 - $30.25” | “~$29.95 - $30.65” | Filing ↗ |
| New | Segment operating profit growth | for FY2026 | — | “28% higher” | Filing ↗ |
| Lowered | Capital expenditures | for FY2026 | “$2,500 - $2,800” | “~$2,000 - $2,400” | Filing ↗ |
| Narrowed | Cash from operations | for FY2026 | “$9,150 - $9,450” | “~$9,200 - $9,400” | Filing ↗ |
| New | Federal income tax payments | for FY2026 | — | “reduced federal income tax payments” | Filing ↗ |
| Raised | Free cash flow | for FY2026 | “between $6.5 and $6.8 billion” | “~$7,000 - $7,200” | Filing ↗ |
| Raised | Sales | for FY2026 | “$77,500 - $80,000” | “~$79,750 - $81,750” | Filing ↗ |
| Reiterated | Total FAS/CAS pension adjustment | for FY2026 | “~$1,365” | “~$1,365” | Filing ↗ |
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Operating profit growth | for FY2026 | “25%” | — | Filing ↗ |
| Not restated | Net sales | No period stated | “~$71,250” | — | Filing ↗ |
| Not restated | Business segment operating profit | No period stated | “~$7,475” | — | Filing ↗ |
| Not restated | Cash from operations | No period stated | “~$7,950” | — | Filing ↗ |
| Not restated | Free cash flow | No period stated | “~$6,200” | — | 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 |
|---|---|---|---|---|---|---|
| Business segment operating profit | “~$8,500 - $8,700” | for FY2026 | GAAP-tied | Jan 29, 2026 | 3 | Filing ↗ |
| Diluted earnings per share | “~$29.95 - $30.65” | for FY2026 | GAAP-tied | Jan 29, 2026 | 3 | Filing ↗ |
| Operating profit growth | “25%” | for FY2026 | GAAP-tied | Apr 23, 2026 | 1 | Filing ↗ |
| Segment operating profit growth | “28% higher” | for FY2026 | GAAP-tied | Jul 23, 2026 | 1 | Filing ↗ |
| Capital expenditures | “~$2,000 - $2,400” | for FY2026 | Company-defined | Jan 29, 2026 | 3 | Filing ↗ |
| Cash from operations | “~$9,200 - $9,400” | for FY2026 | GAAP-tied | Jan 29, 2026 | 3 | Filing ↗ |
| Federal income tax payments | “reduced federal income tax payments” | for FY2026 | GAAP-tied | Jul 23, 2026 | 1 | Filing ↗ |
| Free cash flow | “~$7,000 - $7,200” | for FY2026 | Company-defined | Jan 29, 2026 | 3 | Filing ↗ |
| Sales | “~$79,750 - $81,750” | for FY2026 | Company-defined | Jan 29, 2026 | 3 | Filing ↗ |
| Total FAS/CAS pension adjustment | “~$1,365” | for FY2026 | Company-defined | Jan 29, 2026 | 3 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Share repurchase authorization | “up to an additional $2.0 billion” | — | Declared action | Oct 22, 2024 | 2 | Filing ↗ |
| Total authorization for potential future common stock repurchases | “$9.1 billion” | — | Declared action | Oct 22, 2024 | 2 | Filing ↗ |
| Total share repurchase authorization | “$10.3 billion” | — | Declared action | Oct 22, 2024 | 1 | Filing ↗ |
Business segment operating profit, 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 | FY2026 | FY2025 | FY2024 | No period |
|---|---|---|---|---|
| Net sales | — | 1 statement | 1 statement | 1 statement |
| Business segment operating profit | 3 statements | 3 statements | 1 statement | 1 statement |
| Business segment operating profit (non-GAAP) | — | 1 statement | — | — |
| Consolidated operating profit (GAAP) | — | 1 statement | — | — |
| Diluted earnings per share | 3 statements | 4 statements | 1 statement | — |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Jul 23, 2026 | FY2026 Q2 | 0001628280-26-049277 | 11 | Open filing ↗ |
| Apr 23, 2026 | FY2026 Q1 | 0001628280-26-026683 | 8 | Open filing ↗ |
| Jan 29, 2026 | FY2025 Q4 | 0001628280-26-003970 | 8 | Open filing ↗ |
| Oct 21, 2025 | FY2025 Q3 | 0001628280-25-045582 | 10 | Open filing ↗ |
| Jul 22, 2025 | FY2025 Q2 | 0001628280-25-035502 | 7 | Open filing ↗ |
| Apr 22, 2025 | FY2025 Q1 | 0000936468-25-000031 | 7 | Open filing ↗ |
| Jan 28, 2025 | FY2024 Q4 | 0000936468-25-000006 | 15 | Open filing ↗ |
| Oct 22, 2024 | FY2024 Q3 | 0000936468-24-000107 | 16 | Open filing ↗ |
2 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.
| Span | Why | Filed |
|---|---|---|
| Operating profit growth = approximately 25% | span gate: value not verbatim in filing | Apr 23, 2026 |
| Reported segment operating profit growth = approximately 25% | span gate: value not verbatim in filing | Jan 29, 2026 |