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U.K. (FTSE) Aerospace & Defense Industry Analysis

UpdatedNov 09, 2025
DataAggregated Company Financials
Companies13
  • 7D-2.9%
  • 3M5.4%
  • 1Y66.8%
  • YTD72.0%

Over the last 7 days, the Aerospace & Defense industry has dropped 2.9%, driven by declines from every company within the industry. Over the past 12 months, the industry was up 67%. As for the next few years, earnings are forecast to decline by 2.1% per annum.

Industry Valuation and Performance

Has the U.K. Aerospace & Defense Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 09 Nov 2025UK£168.9bUK£59.3bUK£8.3b24.4x20.4x2.8x
Tue, 07 Oct 2025UK£178.1bUK£59.3bUK£8.3b26x21.6x3x
Thu, 04 Sep 2025UK£163.0bUK£59.3bUK£8.3b24.6x19.7x2.7x
Sat, 02 Aug 2025UK£161.3bUK£59.3bUK£7.9b27.5x20.4x2.7x
Mon, 30 Jun 2025UK£74.8bUK£38.6bUK£2.1b29.3x36x1.9x
Wed, 28 May 2025UK£73.7bUK£38.4bUK£2.0b29x36.5x1.9x
Fri, 25 Apr 2025UK£64.5bUK£38.5bUK£2.3b24.6x27.5x1.7x
Sun, 23 Mar 2025UK£63.1bUK£38.5bUK£2.3b24.5x27x1.6x
Tue, 18 Feb 2025UK£56.2bUK£36.7bUK£2.2b22.2x25.1x1.5x
Thu, 16 Jan 2025UK£50.1bUK£36.7bUK£2.2b20.1x22.4x1.4x
Sat, 14 Dec 2024UK£50.5bUK£36.7bUK£2.2b20.2x22.7x1.4x
Mon, 11 Nov 2024UK£55.3bUK£36.3bUK£2.2b19.2x25.4x1.5x
Wed, 09 Oct 2024UK£51.7bUK£36.3bUK£2.2b18.5x23.7x1.4x
Fri, 06 Sep 2024UK£52.9bUK£36.3bUK£2.2b21.2x24.3x1.5x
Sun, 04 Aug 2024UK£52.7bUK£36.3bUK£2.2b20.7x24.2x1.5x
Tue, 02 Jul 2024UK£53.3bUK£34.8bUK£2.1b22.3x25.4x1.5x
Thu, 30 May 2024UK£56.6bUK£34.8bUK£2.1b24x26.9x1.6x
Sat, 27 Apr 2024UK£55.8bUK£34.6bUK£2.1b22.4x26.9x1.6x
Mon, 25 Mar 2024UK£57.1bUK£34.6bUK£2.1b22.7x27.5x1.6x
Wed, 21 Feb 2024UK£52.9bUK£38.5bUK£2.1b20x24.9x1.4x
Fri, 19 Jan 2024UK£58.6bUK£41.0bUK£2.2b25.6x26.7x1.4x
Sun, 17 Dec 2023UK£54.1bUK£41.0bUK£2.2b24.6x24.7x1.3x
Tue, 14 Nov 2023UK£55.6bUK£40.7bUK£2.2b30.6x25.5x1.4x
Thu, 12 Oct 2023UK£53.0bUK£40.7bUK£2.2b28.7x24.3x1.3x
Sat, 09 Sep 2023UK£52.8bUK£40.7bUK£2.2b27.5x24.2x1.3x
Mon, 07 Aug 2023UK£52.6bUK£40.4bUK£2.0b26.4x26.6x1.3x
Wed, 05 Jul 2023UK£51.0bUK£38.7bUK£1.8b21.8x28.3x1.3x
Fri, 02 Jun 2023UK£49.8bUK£38.7bUK£1.8b17.8x27.4x1.3x
Sun, 30 Apr 2023UK£51.0bUK£38.6bUK£1.8b17x27.8x1.3x
Tue, 28 Mar 2023UK£44.0bUK£31.0bUK£2.1b16.6x21.3x1.4x
Thu, 23 Feb 2023UK£42.0bUK£29.6bUK£1.8b19.9x22.8x1.4x
Sat, 21 Jan 2023UK£40.4bUK£29.6bUK£1.8b19x21.9x1.4x
Mon, 19 Dec 2022UK£40.1bUK£29.6bUK£1.8b18x21.8x1.4x
Wed, 16 Nov 2022UK£36.9bUK£29.5bUK£1.8b18.3x20.2x1.3x
Price to Earnings Ratio

20.2x


Total Market Cap: UK£36.9bTotal Earnings: UK£1.8bTotal Revenue: UK£29.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Aerospace & Defense Industry Price to Earnings3Y Average 25.3x202320242025
Current Industry PE
  • Investors are pessimistic on the British Aerospace & Defense industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 20.5x which is lower than its 3-year average PE of 25.3x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Aerospace & Defense industry have grown 65% per year over the last three years.
  • Revenues for these companies have grown 26% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.K. Industrials industry?

GB Market-0.67%
Industrials-3.82%
Aerospace & Defense-2.88%
Aerospace and Defense-2.88%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
No data available

Latest News

QQ.
UK£4.45
QinetiQ Group
7D
-7.2%
1Y
-2.8%
BA.
UK£18.07
BAE Systems
7D
-3.4%
1Y
31.2%

Calculating The Intrinsic Value Of BAE Systems plc (LON:BA.)

Nov 05
Calculating The Intrinsic Value Of BAE Systems plc (LON:BA.)
RR.
UK£11.39
Rolls-Royce Holdings
7D
-2.4%
1Y
105.8%

RR.: European Aerospace Demand And Engine Opportunities Will Balance Near-Term Execution Risks

Analysts have recently lifted their price targets for Rolls-Royce Holdings, with expectations rising from £10.40 to £12.45 and as high as £12.90 per share. This reflects increased confidence in the company's ability to deliver capital returns amid strong European aerospace market demand and an improving aftermarket outlook.
CHG
UK£5.43
Chemring Group
7D
-5.2%
1Y
52.7%

CHG: Continued Stability In Margins And Revenue Will Support Ongoing Success

Chemring Group: Analyst Price Target Holds Steady on Unchanged Fair Value Outlook Analysts have maintained their price target for Chemring Group at £6.16. They note that stable profit margin and revenue growth forecasts, along with only minor shifts in discount rate and forward price-to-earnings ratios, support the unchanged valuation.
MRO
UK£6.08
Melrose Industries
7D
-2.8%
1Y
20.2%

European Aerospace Demand And Share Buybacks Will Support Capital Return Yield

Analysts have increased their price target for Melrose Industries, raising fair value by £0.10 to £6.83 per share. This adjustment is attributed to improved capital return prospects and growing demand in the European aerospace sector.
CHRT
UK£12.46
Cohort
7D
-7.0%
1Y
29.8%

If EPS Growth Is Important To You, Cohort (LON:CHRT) Presents An Opportunity

Oct 25
If EPS Growth Is Important To You, Cohort (LON:CHRT) Presents An Opportunity
BAB
UK£11.86
Babcock International Group
7D
-2.2%
1Y
143.1%

Do Babcock International Group's (LON:BAB) Earnings Warrant Your Attention?

Oct 17
Do Babcock International Group's (LON:BAB) Earnings Warrant Your Attention?
MSI
UK£15.35
MS INTERNATIONAL
7D
-7.0%
1Y
54.3%