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

What happened: Major U.S. aerospace and defense companies, including GE Aerospace (GE), RTX (RTX), Northrop Grumman (NOC), and Lockheed Martin (LMT), are scheduled to report third-quarter earnings next week. Why it matters: Investors are watching revenue growth, profitability, and updated full-year outlooks, with strong backlogs meeting supply chain and margin risks.

Defense earnings preview highlights strong backlogs offset by supply chain and margin risks.

Defense earnings preview highlights strong backlogs offset by supply chain and margin risks. — impact context not separately stored; see What changed.