The Aerospace sector’s Q4 earnings are expected to rise 51.6% on 17.3% higher revenues due to strong order activity amid geopolitical tensions, defense spending, and commercial aerospace recovery. Defense stocks like BWXT, CW, CAE, and RKLB are expected to beat earnings with a positive Earnings ESP and Zacks Rank. Factors influencing Q4 results include increased defense spending, modernization programs, and commercial aerospace recovery.

BWX Technologies is expected to benefit from its role as a nuclear reactor supplier, with Q4 earnings estimated at 91 cents per share. Curtiss-Wright’s diverse portfolio and strong demand in defense technologies may lead to a Q4 EPS of $3.66. CAE’s aviation training services and strong fundamentals could result in a Q3 EPS of 22 cents. Rocket Lab’s strong launch performance positions it well for Q4.

The semiconductor market is set to explode, with a company poised to capitalize on AI, ML, and IoT. Global semiconductor manufacturing is projected to reach $971 billion by 2028. Download Zacks’ free report for the latest stock recommendations.

Read more at Nasdaq: 4 Defense Stocks Poised to Outperform This Earnings Cycle