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

UpdatedNov 25, 2025
DataAggregated Company Financials
Companies13
  • 7D-5.3%
  • 3M-3.4%
  • 1Y56.3%
  • YTD57.2%

Over the last 7 days, the Aerospace & Defense industry has dropped 5.3%, driven by BAE Systems declining 4.7%. This takes the industry's 12 month performance to a gain of 56%. In the next few years, earnings are forecast to decline by 2.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 27 Nov 2025UK£153.8bUK£59.4bUK£8.3b22.4x18.6x2.6x
Sat, 25 Oct 2025UK£170.5bUK£59.3bUK£8.3b25.2x20.6x2.9x
Mon, 22 Sep 2025UK£174.8bUK£59.3bUK£8.3b24.9x21.2x2.9x
Wed, 20 Aug 2025UK£159.0bUK£59.3bUK£8.3b24.7x19.2x2.7x
Fri, 18 Jul 2025UK£75.5bUK£38.7bUK£2.1b29.2x36.3x2x
Sun, 15 Jun 2025UK£75.9bUK£38.4bUK£2.0b30.2x37.5x2x
Tue, 13 May 2025UK£65.6bUK£38.5bUK£2.3b25.5x28x1.7x
Thu, 10 Apr 2025UK£60.0bUK£38.5bUK£2.3b22.5x25.6x1.6x
Sat, 08 Mar 2025UK£63.0bUK£38.5bUK£2.3b26.2x26.9x1.6x
Mon, 03 Feb 2025UK£51.8bUK£36.7bUK£2.2b20.1x23.2x1.4x
Wed, 01 Jan 2025UK£49.0bUK£36.7bUK£2.2b19.8x21.9x1.3x
Fri, 29 Nov 2024UK£53.6bUK£36.7bUK£2.2b20.2x24.1x1.5x
Sun, 27 Oct 2024UK£51.8bUK£36.3bUK£2.2b18.6x23.8x1.4x
Tue, 24 Sep 2024UK£51.7bUK£36.3bUK£2.2b20.7x23.7x1.4x
Thu, 22 Aug 2024UK£54.0bUK£36.3bUK£2.2b21.4x24.8x1.5x
Sat, 20 Jul 2024UK£53.5bUK£34.8bUK£2.1b21.4x25.4x1.5x
Mon, 17 Jun 2024UK£55.8bUK£34.8bUK£2.1b23.1x26.6x1.6x
Wed, 15 May 2024UK£56.0bUK£34.6bUK£2.1b23.6x27x1.6x
Fri, 12 Apr 2024UK£54.3bUK£34.6bUK£2.1b22x26.2x1.6x
Sun, 10 Mar 2024UK£52.9bUK£34.6bUK£2.1b21.2x25.5x1.5x
Tue, 06 Feb 2024UK£50.1bUK£38.5bUK£2.1b20.6x23.6x1.3x
Thu, 04 Jan 2024UK£56.8bUK£41.0bUK£2.2b25.5x25.9x1.4x
Sat, 02 Dec 2023UK£53.9bUK£40.9bUK£2.2b32.1x24.6x1.3x
Mon, 30 Oct 2023UK£53.7bUK£40.7bUK£2.2b28.8x24.6x1.3x
Wed, 27 Sep 2023UK£51.7bUK£40.7bUK£2.2b27.9x23.7x1.3x
Fri, 25 Aug 2023UK£51.4bUK£40.4bUK£2.0b24.2x26x1.3x
Sun, 23 Jul 2023UK£50.1bUK£39.1bUK£1.6b22.8x30.9x1.3x
Tue, 20 Jun 2023UK£50.4bUK£38.7bUK£1.8b19.7x27.9x1.3x
Thu, 18 May 2023UK£51.2bUK£38.6bUK£1.8b18.4x27.9x1.3x
Sat, 15 Apr 2023UK£45.2bUK£31.0bUK£2.1b17.4x21.9x1.5x
Mon, 13 Mar 2023UK£42.7bUK£31.0bUK£2.1b17.8x20.7x1.4x
Wed, 08 Feb 2023UK£39.8bUK£29.6bUK£1.8b18.6x21.6x1.3x
Fri, 06 Jan 2023UK£40.3bUK£29.6bUK£1.8b18.9x21.9x1.4x
Sun, 04 Dec 2022UK£39.2bUK£29.5bUK£1.8b18.4x21.4x1.3x
Price to Earnings Ratio

21.4x


Total Market Cap: UK£39.2bTotal 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 25.2x202320242025
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 18.6x which is lower than its 3-year average PE of 25.2x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.6x.
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 Market0.75%
Industrials-1.13%
Aerospace & Defense-5.28%
Aerospace and Defense-5.28%
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
BAB Babcock International GroupUK£11.321.3%
+UK£69.7m		120.9%PE19.6x
PEN Pennant International GroupUK£0.226.9%
+UK£665.8k		-22.5%PS0.9x
RCFX RC FornaxUK£0.0614.2%
+UK£239.9k		n/aPE9.7x
VEL Velocity CompositesUK£0.171.5%
+UK£136.7k		-19.8%PS0.4x

Latest News

CHG
UK£4.81
Chemring Group
7D
-2.3%
1Y
34.4%

Is It Too Late To Consider Buying Chemring Group PLC (LON:CHG)?

Nov 25
Is It Too Late To Consider Buying Chemring Group PLC (LON:CHG)?
AVON
UK£18.36
Avon Technologies
7D
-3.1%
1Y
27.1%

AVON: Strengthening Outlook Will Drive Momentum As Leadership Delivers Operational Progress

Avon Technologies’ analyst price target has been raised from £22.55 to £24.00 per share, reflecting analysts’ positive views on the company’s progress and improved forward outlook. Analyst Commentary Bullish Takeaways Bullish analysts have noted that Avon Technologies' recent performance under its current leadership team demonstrates impressive execution and operational progress.
BAB
UK£11.32
Babcock International Group
7D
1.3%
1Y
120.9%
SNR
UK£1.77
Senior
7D
-3.8%
1Y
22.8%
RR.
UK£10.58
Rolls-Royce Holdings
7D
-0.8%
1Y
96.1%

Rolls-Royce Holdings plc's (LON:RR.) Price Is Out Of Tune With Earnings

Nov 24
Rolls-Royce Holdings plc's (LON:RR.) Price Is Out Of Tune With Earnings
BA.
UK£16.44
BAE Systems
7D
-4.7%
1Y
27.9%
QQ.
UK£4.16
QinetiQ Group
7D
-2.7%
1Y
-2.1%
RCFX
UK£0.061
RC Fornax
7D
4.2%
1Y
n/a
MRO
UK£5.95
Melrose Industries
7D
-0.5%
1Y
4.7%
VEL
UK£0.17
Velocity Composites
7D
1.5%
1Y
-19.8%
CHRT
UK£10.90
Cohort
7D
-5.2%
1Y
5.8%

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
PEN
UK£0.22
Pennant International Group
7D
6.9%
1Y
-22.5%