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.
