
As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the aerospace industry, including Moog (NYSE: MOG.A) 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 strong Q2. As a group, revenues beat analysts’ consensus estimates by 2.9% while next quarter’s revenue guidance was in line.
Thankfully, share prices of the companies have been resilient as they are up 6.9% on average since the latest earnings results.
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 $969.6 million, up 6.1% year on year. This print exceeded analysts’ expectations by 5.7%. Overall, it was a satisfactory quarter for the company with an impressive beat of analysts’ revenue estimates but a significant miss of analysts’ EBITDA estimates.
"We have just delivered another quarter of record financial results, reflective of our unrelenting focus on driving improved business performance," said Pat Roche, CEO.

Interestingly, the stock is up 54.1% since reporting and currently trades at $315.37.
Is now the time to buy Moog? Access our full analysis of the earnings results here, it’s free.
Best Q2: 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 $23.95 billion, up 57.1% year on year, outperforming analysts’ expectations by 6.9%. The business had an incredible quarter with a beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates.

Boeing achieved the fastest revenue growth among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 9.9% since reporting. It currently trades at $223.88.
Is now the time to buy Boeing? Access our full analysis of the earnings results here, it’s free.
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 $90.94 million, down 4% year on year, falling short of analysts’ expectations by 8.8%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue estimates and a significant miss of analysts’ adjusted operating income estimates.
AerSale delivered the weakest performance against analyst estimates and slowest revenue growth in the group. As expected, the stock is down 11.9% since the results and currently trades at $6.45.
Read our full analysis of AerSale’s results here.
ATI (NYSE: ATI)
With its materials flying in nearly every commercial and military aircraft in service today, ATI (NYSE: ATI) produces highly specialized materials and components for aerospace, defense, medical, and energy applications using advanced metallurgy and manufacturing processes.
ATI reported revenues of $1.18 billion, flat year on year. This number missed analysts’ expectations by 0.5%. Zooming out, it was actually a strong quarter as it logged a solid beat of analysts’ adjusted operating income estimates and a beat of analysts’ EPS estimates.
The stock is up 28.5% since reporting and currently trades at $156.50.
Read our full, actionable report on ATI here, it’s free.
Curtiss-Wright (NYSE: CW)
Formed from a merger of 12 companies, Curtiss-Wright (NYSE: CW) provides a range of products and services to the aerospace, industrial, electronic, and maritime industries.
Curtiss-Wright reported revenues of $947 million, up 14.9% year on year. This print topped analysts’ expectations by 6.4%. Overall, it was a very strong quarter as it also put up a solid beat of analysts’ revenue estimates and full-year EPS guidance beating analysts’ expectations.
The stock is up 10.9% since reporting and currently trades at $703.58.
Read our full, actionable report on Curtiss-Wright here, it’s free.
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