RBC Capital Markets raises growth estimates for Northrop Grumman, Raytheon and Safran ahead of Q1 2026 earnings.
Northrop expects $9.88 bn revenue and $6.14 EPS in Q1, with organic growth targets lifted to 6% for Aeronautics and Defense.
Raytheon projected $93.5 bn consensus revenue, raised Collins growth to 9% and Pratt & Whitney to 7.5%, and set $230 price target.
Safran’s aerospace propulsion services growth estimate lifted to 21% on 23% spare‑parts surge, with €400 price target maintained.