Wrapping up Q2 earnings, we look at the numbers and key takeaways for the aerospace stocks, including AerSale (NASDAQ: ASLE) and its peers.
Aerospace companies often possess technical expertise and have made significant capital investments to produce complex products. It is an industry where innovation is important, and lately, emissions and automation are in focus, so companies that boast advances in these areas can take market share. On the other hand, demand for aerospace products can ebb and flow with economic cycles and geopolitical tensions, which can be particularly painful for companies with high fixed costs.
The 16 aerospace stocks we track reported a very strong Q2. As a group, revenues beat analysts’ consensus estimates by 2% while next quarter’s revenue guidance was 5.1% above.
Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 17.1% since the latest earnings results.
Weakest Q2: AerSale (NASDAQ: ASLE)
Providing a one-stop shop that integrates multiple services and product offerings, AerSale (NASDAQ: ASLE) delivers full-service support to mid-life commercial aircraft.
AerSale reported revenues of $70.93 million, down 33.9% year on year. This print fell short of analysts’ expectations by 12.7%. Overall, it was a disappointing quarter for the company with a significant miss of analysts’ EBITDA estimates and a significant miss of analysts’ EPS estimates.
AerSale delivered the weakest performance against analyst estimates and slowest revenue growth of the whole group. The market seems disappointed with the results as the stock is down 24.2% since reporting and currently trades at $4.78.
Read our full report on AerSale here, it’s free.
Best Q2: Astronics (NASDAQ: ATRO)
Integrating power outlets into many Boeing aircraft, Astronics (NASDAQ: ATRO) is a provider of technologies and services to the global aerospace, defense, and electronics industries.
Astronics reported revenues of $260 million, up 27% year on year, outperforming analysts’ expectations by 6%. The business had a stunning quarter with an impressive beat of analysts’ EBITDA estimates and full-year revenue guidance exceeding analysts’ expectations.
Astronics achieved the highest full-year guidance raise among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 16.9% since reporting. It currently trades at $62.26.
Is now the time to buy Astronics? Access our full analysis of the earnings results here, it’s free.
Boeing (NYSE: BA)
One of the companies that forms a duopoly in the commercial aircraft market, Boeing (NYSE: BA) develops, manufactures, and services commercial airplanes, defense products, and space systems.
Boeing reported revenues of $24.56 billion, up 8% year on year, exceeding analysts’ expectations by 1.7%. Still, it was a slower quarter as it posted a significant miss of analysts’ EPS estimates.
As expected, the stock is down 11.8% since the results and currently trades at $186.63.
Read our full analysis of Boeing’s results here.
Moog (NYSE: MOG.A)
Responsible for the flight control actuation system integrated in the B-2 stealth bomber, Moog (NYSE: MOG.A) provides precision motion control solutions used in aerospace and defense applications
Moog reported revenues of $1.12 billion, up 15.2% year on year. This print topped analysts’ expectations by 3.8%. It was a stunning quarter as it also recorded a beat of analysts’ EPS estimates and full-year EPS guidance exceeding analysts’ expectations.
The stock is down 10.3% since reporting and currently trades at $375.95.
Read our full, actionable report on Moog here, it’s free.
AAR (NYSE: AIR)
The first third-party MRO approved by the FAA for Safety Management System Requirements, AAR (NYSE: AIR) is a provider of aircraft maintenance services
AAR reported revenues of $918 million, up 24.1% year on year. This result beat analysts’ expectations by 4.4%. Overall, it was an exceptional quarter as it also put up a solid beat of analysts’ EBITDA estimates and a beat of analysts’ EPS estimates.
AAR had the weakest guidance update in the group. The stock is down 13.7% since reporting and currently trades at $99.32.
Read our full, actionable report on AAR here, it’s free.
Market Update
Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership.
Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products.
By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals.
Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
