Key Takeaways ACHR and HEI are expected to beat on Q2 earnings, driven by defense sector momentum.ACHR is advancing its defense aircraft program with UK-based Anduril and raised $301.8M in February.HEI's Defense and Space unit can be expected to show growth in Q2, backed by rising military jet demand.The second-quarter 2025 reporting cycle for defense stocks, housed within the broader Zacks Aerospace sector, has already started with a major cohort of S&P 500 defense contractors having delivered their result ...