Targeted exposure to U.S.-listed leaders in space infrastructure, satellite communications, and advanced aerial mobility.
Honeywell Aerospace is scheduled to release its next earnings report on September 2, 2026, which will be its first as a newly independent company. High importance is estimated as the first earnings report post-spin-off often leads to significant price discovery, scheduled.
Second Quarter 2026 earnings results announcement on August 12, 2026; high impact estimated due to typical earnings volatility scheduled
The company's Q2 2026 earnings report is scheduled for August 10, 2026. A medium impact is estimated as earnings typically cause significant price movement scheduled.
Q2 2026 earnings release is scheduled for 2026-08-06. Analysts forecast an EPS of approximately -$0.34. Medium importance is estimated due to potential price volatility, scheduled.
Joby Aviation's Q2 2026 earnings release, for which a 5% or more price impact is expected, is scheduled.
Q2 2026 earnings release scheduled for 2026-08-03. A price impact of ≥10% is estimated due to high valuation and focus on growth, scheduled.
Q2 2026 earnings release scheduled before market open on July 23, 2026. Analysts forecast revenue of approximately $19.5 billion and EPS of $7.28. High importance due to potential for significant price volatility following the report, scheduled.
RTX Q2 2026 earnings results and conference call scheduled. High importance is assigned as earnings releases are major market catalysts; scheduled.
Northrop Grumman to release Q2 2026 financial results before market open on July 21, 2026, scheduled. High importance is estimated due to the potential for significant price volatility following the announcement.
Archer Aviation and defense-tech firm Anduril unveiled "Thunder," an autonomous military rotorcraft, at the Farnborough International Airshow on July 20, 2026. The stock surged over 20% on the news.
The company completed a private offering of $1.0 billion in 1.625% Convertible Senior Notes due 2034 on July 20, 2026.
Announced at the Farnborough International Airshow on July 20, 2026, the successful completion of the world's first high-altitude flight (above 30,000 feet) using a megawatt-class hybrid electric propulsion system, in partnership with NASA, Boeing, and BETA Technologies. This major technological milestone is estimated to have a ≥5% price impact, expected.
Raytheon division received a $1.81 billion contract modification from the U.S. Navy for the production of the AN/SPY-6(V) Family of Radars, with a potential total value of $3.39 billion if all options are exercised.
Pratt & Whitney Canada unit was awarded a nine-year, $1 billion contract to overhaul more than 750 engines for the U.S. military's T-6 trainer aircraft fleet.
Awarded a contract by the U.S. Space Force for the National Security Space Launch (NSSL) Phase 3 Lane 1 program, announced on July 17, 2026.
GE Aerospace reported Q2 2026 earnings on July 16, 2026, with earnings per share of $2.02 and revenue of $12.63 billion, beating analyst estimates of $1.86 and $11.87 billion, respectively. The company also raised its full-year 2026 guidance. This significant earnings beat and guidance raise is estimated to have a ≥10% price impact, expected.
Stock price fell over 11% on July 16, 2026, amid broader space-sector pressure and a new 'Neutral' rating from Piper Sandler.
Announced the formation of ACES with Archer Aviation and Macquarie Capital for a 250-site charging network; medium impact estimated due to infrastructure scale.
Awarded a 12-year contract with a ceiling of $10.5 billion to provide global logistics and sustainment support for U.S. Special Operations Command (USSOCOM). High importance due to the large contract value exceeding 10% of annual revenue.
Broke ground on a new facility in Roy, Utah, on July 14, 2026, to support the Sentinel ICBM program and other strategic deterrence missions.