Seeking Alpha汇总本周工业股财报，多数公司EPS和收入超预期

Industrial stocks grabbed the spotlight this week as Wall Street digested earnings reports from companies including Lockheed Martin Corporation (LMT), 3M Company (MMM), RTX (RTX), and Honeywell Technologies (HON).
The industrial sector (XLI) has gained over 17.8% so far this year, outperforming the broader S&P 500 Index, which is up about 8.2%.
In this week's earnings recap, 19 tickers reported results, out of which 16 companies exceeded EPS expectations, while Otis Worldwide (OTIS) matched Street expectations and two companies missed expectations. On the revenue front, 16 companies beat revenue consensus estimates, while three industrial companies failed to meet Street expectations.
Below are the latest quarterly reports from some of the key players that reported results this week:
Lockheed Martin (LMT) reported stronger-than-expected second-quarter results as EPS of $7.94 beat Street expectations by $0.74, while revenue of $20.06B was $730M above expectations and rose 10.5% year-over-year.
The defense contractor also increased its 2026 guidance across several key financial metrics.
The company now expects sales of about $79.75B to $81.75B, up from its previous outlook of $77.5B to $80B. The updated range is above the Wall Street consensus forecast of $79.13B.
Lockheed Martin also raised its diluted earnings outlook to $29.95 to $30.65 a share from $29.35 to $30.25.
RTX (RTX) jumped more than 7% on Thursday after reporting Q2 non-GAAP EPS of $1.89, beating Wall Street consensus by $0.23, while revenue surged to $24.7B, topping estimates by $1.82B and increasing 14.5% year-over-year.
The firm raised its full-year guidance, helped by strong demand across its Pratt & Whitney engine business, Collins Aerospace systems, and Raytheon defense operations.
The company now expects adjusted sales of $95B to $96B, up from its previous forecast of $92.5B to $93.5B and above analysts' consensus estimate of $94.1B.
It also raised its forecast for organic sales growth to 8% to 9%, from 5% to 6%, and lifted its adjusted earnings outlook to $7.10 to $7.25 a share from $6.70 to $6.90. The new earnings forecast is above Wall Street's consensus estimate of $6.92 a share.
RTX also increased its free cash flow outlook to $8.50B to $8.75B, compared with its prior forecast of $8.25B to $8.75B.
3M (MMM) also beat Wall Street's second-quarter revenue and earnings expectations, sending shares up more than 7% on Tuesday.
The maker of Scotch tape, Post-it Notes, Command adhesive products, and N95 respirators reported second-quarter revenue of $6.5B, topping analysts' consensus estimate of $6.4B. Adjusted earnings rose to $2.40 a share, ahead of the Wall Street estimate of $2.25.
3M also raised its full-year 2026 guidance following its first-half performance.
The company now expects adjusted total sales growth of more than 4.5%, above the Wall Street consensus of 3.58%, including adjusted organic sales growth of more than 3.5%. It continues to project adjusted operating income margin expansion of 70 to 80 basis points.
3M also increased its adjusted earnings forecast to $8.80 to $8.95 a share from its previous range of $8.50 to $8.70. The new outlook is above analysts' consensus estimate of $8.74. The company reaffirmed expectations for adjusted operating cash flow of $5.8B to $6B, supporting adjusted free cash flow conversion of more than 100%.
Honeywell Technologies (HON) shares climbed as much as 7.4% on Thursday after the newly streamlined automation company topped Wall Street's second-quarter revenue and profit estimates and raised its full-year earnings outlook, signaling confidence in its post-breakup strategy despite trimming its sales forecast.
The firm reported second-quarter sales of $5.19B, up 3% from a year earlier and ahead of analysts' consensus estimate of $5.02B. Organic sales increased 4%.
Adjusted earnings rose to $1.95 a share from $1.77 a year earlier, topping the Wall Street consensus of $1.82.
For 2026, Honeywell Technologies (HON) narrowed its sales guidance to $19.8B to $20B from a prior range of $19.9B to $20.2B. The updated forecast came in below Wall Street expectations of about $20.27B.
At the same time, the company improved several profitability targets. It now expects organic sales growth of 3% to 4%, up from 2% to 3%, while raising its adjusted earnings outlook to $8.05 to $8.35 a share from $7.90 to $8.30. The midpoint is slightly above analysts' consensus estimate of $8.23.
For the upcoming week, The Boeing Company (BA), United Parcel Service (UPS), and General Dynamics Corporation (GD) are among the key industrial companies scheduled to report quarterly results.