---
title: "Defense Earnings Preview: Strong backlogs meet supply chain and margin risks"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/302116839.md"
description: "Major U.S. aerospace and defense firms, including GE Aerospace, RTX, Northrop Grumman, and Lockheed Martin, report Q3 earnings next week. Investors focus on revenue growth, profitability, and full-year outlooks amid strong backlogs and supply chain risks. GE leads with 14% expected revenue growth. Analyst estimates are largely positive, though Lockheed faces EPS revision headwinds. Key watch items include backlog conversion, margin expansion, and capacity constraints affecting near-term results."
datetime: "2026-10-16T13:45:12.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/302116839.md)
  - [en](https://longbridge.com/en/news/302116839.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/302116839.md)
generator: "portal-rs"
---

# Defense Earnings Preview: Strong backlogs meet supply chain and margin risks


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## Related News & Research

- [Northrop Grumman beats estimates as defense backlog reaches $110B](https://longbridge.com/en/news/302421720.md)
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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**