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

UpdatedNov 19, 2025
DataAggregated Company Financials
Companies13
  • 7D-4.1%
  • 3M4.6%
  • 1Y67.5%
  • YTD66.0%

Over the last 7 days, the Aerospace & Defense industry has dropped 4.1%, driven by a pullback from Rolls-Royce Holdings of 6.9%. In the past year, the industry has gained 68%. Looking forward, earnings are expected to remain mostly flat in the next few years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 20 Nov 2025UK£162.9bUK£59.3bUK£8.2b24x19.8x2.7x
Sat, 18 Oct 2025UK£166.8bUK£59.3bUK£8.3b24x20.2x2.8x
Mon, 15 Sep 2025UK£173.9bUK£59.3bUK£8.3b24.4x21x2.9x
Wed, 13 Aug 2025UK£162.1bUK£59.3bUK£8.3b25x19.6x2.7x
Fri, 11 Jul 2025UK£74.8bUK£38.6bUK£2.1b29x35.9x1.9x
Sun, 08 Jun 2025UK£71.2bUK£38.4bUK£2.0b30.2x35.2x1.9x
Tue, 06 May 2025UK£68.6bUK£38.4bUK£2.3b26.2x29.3x1.8x
Thu, 03 Apr 2025UK£61.8bUK£38.5bUK£2.3b24.1x26.4x1.6x
Sat, 01 Mar 2025UK£57.8bUK£38.5bUK£2.4b21.7x24.6x1.5x
Mon, 27 Jan 2025UK£51.9bUK£36.7bUK£2.2b20.4x23.2x1.4x
Wed, 25 Dec 2024UK£49.2bUK£36.7bUK£2.2b20.1x22x1.3x
Fri, 22 Nov 2024UK£53.8bUK£36.7bUK£2.2b20.4x24.2x1.5x
Sun, 20 Oct 2024UK£53.0bUK£36.3bUK£2.2b19x24.3x1.5x
Tue, 17 Sep 2024UK£53.6bUK£36.3bUK£2.2b21.4x24.6x1.5x
Thu, 15 Aug 2024UK£55.3bUK£36.3bUK£2.2b22.1x25.4x1.5x
Sat, 13 Jul 2024UK£53.9bUK£34.8bUK£2.1b23.3x25.6x1.5x
Mon, 10 Jun 2024UK£58.2bUK£34.8bUK£2.1b24.4x27.8x1.7x
Wed, 08 May 2024UK£56.4bUK£34.6bUK£2.1b23.6x27.2x1.6x
Fri, 05 Apr 2024UK£55.6bUK£34.6bUK£2.1b22.4x26.8x1.6x
Sun, 03 Mar 2024UK£53.0bUK£39.1bUK£2.0b20.3x26x1.4x
Tue, 30 Jan 2024UK£59.0bUK£41.0bUK£2.2b25.6x26.9x1.4x
Thu, 28 Dec 2023UK£55.7bUK£41.0bUK£2.2b25.9x25.4x1.4x
Sat, 25 Nov 2023UK£54.1bUK£40.9bUK£2.2b30.2x24.7x1.3x
Mon, 23 Oct 2023UK£53.0bUK£40.7bUK£2.2b29.1x24.3x1.3x
Wed, 20 Sep 2023UK£53.4bUK£40.7bUK£2.2b27.9x24.5x1.3x
Fri, 18 Aug 2023UK£50.4bUK£40.4bUK£2.0b24.6x25.5x1.2x
Sun, 16 Jul 2023UK£48.9bUK£38.7bUK£1.8b21.2x27.1x1.3x
Tue, 13 Jun 2023UK£50.6bUK£38.7bUK£1.8b19.7x28x1.3x
Thu, 11 May 2023UK£50.8bUK£38.6bUK£1.8b18.2x27.7x1.3x
Sat, 08 Apr 2023UK£45.1bUK£31.0bUK£2.1b17.1x21.8x1.5x
Mon, 06 Mar 2023UK£33.1bUK£31.0bUK£2.1b17.2x16x1.1x
Wed, 01 Feb 2023UK£40.7bUK£29.6bUK£1.8b19.1x22.1x1.4x
Fri, 30 Dec 2022UK£40.8bUK£29.6bUK£1.8b18.6x22.2x1.4x
Sun, 27 Nov 2022UK£39.1bUK£29.5bUK£1.8b18.6x21.3x1.3x
Price to Earnings Ratio

21.3x


Total Market Cap: UK£39.1bTotal 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 20.0x 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 2.8x.
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-3.44%
Industrials-4.25%
Aerospace & Defense-4.09%
Aerospace and Defense-4.09%
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
MSI MS INTERNATIONALUK£15.551.0%
+UK£2.5m		57.1%PE17.5x

Latest News

BA.
UK£17.25
BAE Systems
7D
-3.8%
1Y
32.7%
QQ.
UK£4.27
QinetiQ Group
7D
-3.3%
1Y
1.6%
AVON
UK£18.94
Avon Technologies
7D
-4.2%
1Y
39.5%
RR.
UK£10.67
Rolls-Royce Holdings
7D
-7.5%
1Y
102.7%

RR.: Shares Will Face Opportunities And Delays Amid Industry Recovery And New Engine Talks

Analysts have raised their fair value estimate for Rolls-Royce Holdings slightly to £11.93 per share. They cite improved long-term profit margins and ongoing operational turnaround as key factors supporting the higher price target.
CHG
UK£4.93
Chemring Group
7D
-5.7%
1Y
39.1%

CHG: Rising Profit Margins Are Expected To Drive Future Share Performance

Analysts have raised their fair value estimate for Chemring Group from £6.16 to £6.30. This reflects improved profit margin expectations, despite slightly lower projected revenue growth.
MRO
UK£5.98
Melrose Industries
7D
-6.2%
1Y
19.3%
MSI
UK£15.55
MS INTERNATIONAL
7D
1.0%
1Y
57.1%
CHRT
UK£11.50
Cohort
7D
-8.9%
1Y
25.8%

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£11.18
Babcock International Group
7D
-5.2%
1Y
115.2%

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

Oct 17
Do Babcock International Group's (LON:BAB) Earnings Warrant Your Attention?