As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at aerospace stocks, starting with HEICO (NYSE: HEI).

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 15 aerospace stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 2.7% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 2.8% on average since the latest earnings results.

HEICO (NYSE: HEI)

Founded in 1957, HEICO (NYSE: HEI) manufactures and services aerospace and electronic components for commercial aviation, defense, space, and other industries.

HEICO reported revenues of $1.18 billion, up 14.4% year on year. This print exceeded analysts’ expectations by 1.1%. Despite the top-line beat, it was still a mixed quarter for the company with a narrow beat of analysts’ revenue estimates but a slight miss of analysts’ adjusted operating income estimates.

The stock is down 15.4% since reporting and currently trades at $291.50.

Is now the time to buy HEICO? Access our full analysis of the earnings results here, it’s free.

Best Q4: 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 and EBITDA estimates.

Boeing delivered the fastest revenue growth 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 11.6% since reporting. It currently trades at $219.53.

Is now the time to buy Boeing? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: 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 and 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 9.9% since the results and currently trades at $6.60.

Read our full analysis of AerSale’s results here.

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 $240.1 million, up 15.1% year on year. This result topped analysts’ expectations by 1.2%. Overall, it was a strong quarter as it also produced a beat of analysts’ EPS and EBITDA estimates.

The stock is down 6.4% since reporting and currently trades at $74.30.

Read our full, actionable report on Astronics here, it’s free.

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 print missed analysts’ expectations by 0.5%. Zooming out, it was actually a strong quarter as it logged an impressive beat of analysts’ adjusted operating income estimates and a beat of analysts’ EPS estimates.

The stock is up 31.1% since reporting and currently trades at $159.60.

Read our full, actionable report on ATI here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

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