Current guidance
18 items
Each item compared with the same item in the previous release (Apr 30, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Adjusted EPS impact absent additional MV-75 Cheyenne funding | for FY2026 | — | “negatively impacted by $0.20 to $0.30” | Filing ↗ |
| New | Diluted EPS - GAAP | for FY2026 | — | “$5.39 to $5.59” | Filing ↗ |
| New | Cash flow impact absent additional MV-75 Cheyenne funding | for FY2026 | — | “negatively impacted by $150 million to $250 million” | Filing ↗ |
| Lowered | Net cash from operating activities - GAAP | for FY2026 | “$1,298 — $1,398” | “$1,294 — $1,394” | Filing ↗ |
| Raised | Proceeds from sale of property, plant and equipment | for FY2026 | “$2” | “$6” | Filing ↗ |
| New | Total pension contributions | for FY2026 | — | “$50” | Filing ↗ |
| Reiterated | Adjusted diluted earnings per share - Non-GAAP | for FY2026 | “$ 6.40 — $ 6.60” | “$6.40 to $6.60” | Filing ↗ |
| Reiterated | Adjusted net income - Non-GAAP (Diluted EPS) | for FY2026 | “$6.40 — $6.60” | “$6.40 — $6.60” | Filing ↗ |
| Reiterated | Adjusted net income - Non-GAAP (Net Income) | for FY2026 | “$1,115 — $1,150” | “$1,115 — $1,150” | Filing ↗ |
| Reiterated | GAAP earnings per share from continuing operations | for FY2026 | “$5.39 to $5.59” | “$5.39 to $5.59” | Filing ↗ |
| Reiterated | Manufacturing cash flow before pension contributions - Non-GAAP | for FY2026 | “$700 — $800” | “$700 — $800” | 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 |
|---|---|---|---|---|---|---|
| Revenues | “approximately $15.5 billion” | for FY2026 | GAAP-tied | Jan 28, 2026 | 1 | Filing ↗ |
| Adjusted diluted earnings per share - Non-GAAP | “$6.40 to $6.60” | for FY2026 | Company-defined | Apr 30, 2026 | 2 | Filing ↗ |
| Adjusted earnings per share | “$6.40 to $6.60” | for FY2026 | Company-defined | Jan 28, 2026 | 1 | Filing ↗ |
| Adjusted EPS impact absent additional MV-75 Cheyenne funding | “negatively impacted by $0.20 to $0.30” | for FY2026 | Company-defined | Jul 28, 2026 | 1 | Filing ↗ |
| Adjusted income from continuing operations - Non-GAAP (Diluted EPS) | “$6.40 — $6.60” | for FY2026 | Company-defined | Jan 28, 2026 | 1 | Filing ↗ |
| Adjusted income from continuing operations - Non-GAAP (Net Income) | “$1,115 — $1,150” | for FY2026 | Company-defined | Jan 28, 2026 | 1 | Filing ↗ |
| Adjusted net income - Non-GAAP (Diluted EPS) | “$6.40 — $6.60” | for FY2026 | Company-defined | Apr 30, 2026 | 2 | Filing ↗ |
| Adjusted net income - Non-GAAP (Net Income) | “$1,115 — $1,150” | for FY2026 | Company-defined | Apr 30, 2026 | 2 | Filing ↗ |
| Diluted EPS - GAAP | “$5.39 to $5.59” | for FY2026 | GAAP-tied | Jul 28, 2026 | 1 | Filing ↗ |
| GAAP earnings per share from continuing operations | “$5.39 to $5.59” | for FY2026 | GAAP-tied | Jan 28, 2026 | 2 | Filing ↗ |
| Capital expenditures | “(650)” | for FY2026 | Company-defined | Jan 28, 2026 | 1 | Filing ↗ |
| Cash flow impact absent additional MV-75 Cheyenne funding | “negatively impacted by $150 million to $250 million” | for FY2026 | Company-defined | Jul 28, 2026 | 1 | Filing ↗ |
| Manufacturing cash flow before pension contributions - Non-GAAP | “$700 — $800” | for FY2026 | Company-defined | Jan 28, 2026 | 3 | Filing ↗ |
| Net cash from operating activities - GAAP | “$1,294 — $1,394” | for FY2026 | Company-defined | Jan 28, 2026 | 3 | Filing ↗ |
| Net cash provided by operating activities of the manufacturing group | “between $1.3 billion and $1.4 billion” | for FY2026 | GAAP-tied | Jan 28, 2026 | 1 | Filing ↗ |
| Planned pension contributions | “about $50 million” | for FY2026 | Company-defined | Jan 28, 2026 | 1 | Filing ↗ |
| Proceeds from sale of property, plant and equipment | “$6” | for FY2026 | GAAP-tied | Apr 30, 2026 | 2 | Filing ↗ |
| Total pension contributions | “$50” | for FY2026 | Company-defined | Jul 28, 2026 | 1 | Filing ↗ |
Net cash from operating activities - GAAP, 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 |
|---|---|---|---|
| Revenues | 1 statement | 1 statement | — |
| Adjusted diluted earnings per share - Non-GAAP | 2 statements | — | — |
| Adjusted diluted earnings per share (adjusted basis) | — | 1 statement | — |
| Adjusted earnings per share | 1 statement | 3 statements | — |
| Adjusted earnings per share from continuing operations | — | — | 1 statement |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Jul 28, 2026 | FY2027 Q2 | 0000217346-26-000034 | 11 | Open filing ↗ |
| Apr 30, 2026 | FY2027 Q1 | 0000217346-26-000009 | 6 | Open filing ↗ |
| Jan 28, 2026 | FY2026 Q4 | 0000217346-26-000002 | 10 | Open filing ↗ |
| Oct 23, 2025 | FY2026 Q3 | 0000217346-25-000074 | 7 | Open filing ↗ |
| Jul 24, 2025 | FY2026 Q2 | 0000217346-25-000066 | 9 | Open filing ↗ |
| Apr 24, 2025 | FY2026 Q1 | 0000217346-25-000044 | 11 | Open filing ↗ |
| Jan 22, 2025 | FY2025 Q4 | 0000217346-25-000014 | 11 | Open filing ↗ |
| Oct 24, 2024 | FY2025 Q3 | 0000217346-24-000091 | 8 | Open filing ↗ |
11 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 |
|---|---|---|
| Capital expenditures = $(650) | span gate: value not verbatim in filing | Jul 28, 2026 |
| Capital expenditures = $(650) | span gate: value not verbatim in filing | Apr 30, 2026 |
| Total pension contributions = $50 | span gate: value not verbatim in filing | Apr 30, 2026 |
| Capital expenditures = $(650) | span gate: value not verbatim in filing | Jan 28, 2026 |
| Capital expenditures = $(425) | span gate: value not verbatim in filing | Oct 23, 2025 |
| Total pension contributions = $50 | span gate: value not verbatim in filing | Oct 23, 2025 |
| Special charges, net of tax (EPS impact) = $0.01 | span gate: value not verbatim in filing | Jul 24, 2025 |
| Capital expenditures = $(425) | span gate: value not verbatim in filing | Jul 24, 2025 |
| Total pension contributions = $50 | span gate: value not verbatim in filing | Jul 24, 2025 |
| Capital expenditures = $(425) | span gate: value not verbatim in filing | Apr 24, 2025 |
| Capital expenditures = $(425) | span gate: value not verbatim in filing | Jan 22, 2025 |