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

UpdatedOct 18, 2025
DataAggregated Company Financials
Companies13
  • 7D-5.0%
  • 3M3.5%
  • 1Y66.2%
  • YTD69.4%

Over the last 7 days, the Aerospace & Defense industry has dropped 3.1%, driven by declines from every company within the industry. This takes the industry's 12 month performance to a gain of 72%. In the next few years, earnings are forecast to decline by 2.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Tue, 25 Oct 2022UK£39.2bUK£29.4bUK£1.7b21.3x22.6x1.3x
Price to Earnings Ratio

22.6x


Total Market Cap: UK£39.2bTotal Earnings: UK£1.7bTotal Revenue: UK£29.4bTotal 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 20.9x 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 68% 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-0.74%
Industrials-2.43%
Aerospace & Defense-4.96%
Aerospace and Defense-4.96%
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

BAB
UK£11.43
Babcock International Group
7D
-7.0%
1Y
131.4%

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

Oct 17
Do Babcock International Group's (LON:BAB) Earnings Warrant Your Attention?
AVON
UK£18.74
Avon Technologies
7D
-8.4%
1Y
49.2%

Subdued Growth No Barrier To Avon Technologies Plc's (LON:AVON) Price

Oct 16
Subdued Growth No Barrier To Avon Technologies Plc's (LON:AVON) Price
BA.
UK£18.32
BAE Systems
7D
-7.6%
1Y
38.3%

BAE Systems' (LON:BA.) Dividend Will Be £0.135

Oct 16
BAE Systems' (LON:BA.) Dividend Will Be £0.135
MRO
UK£5.97
Melrose Industries
7D
-4.4%
1Y
35.1%

Advanced Manufacturing And Lightweight Materials Will Fuel Future Aerospace Success

Analysts have raised their price targets for Melrose Industries, with the fair value estimate increasing from £6.58 to £6.73. This is due to recovery in the European aerospace market and expectations for strong near-term capital returns.
QQ.
UK£4.62
QinetiQ Group
7D
-7.6%
1Y
-1.7%

QinetiQ Group (LON:QQ.) Has Some Way To Go To Become A Multi-Bagger

Oct 13
QinetiQ Group (LON:QQ.) Has Some Way To Go To Become A Multi-Bagger
CHG
UK£5.30
Chemring Group
7D
-6.7%
1Y
40.0%
RR.
UK£11.03
Rolls-Royce Holdings
7D
-3.1%
1Y
94.4%
SNR
UK£1.86
Senior
7D
-4.1%
1Y
40.0%

Senior (LON:SNR) Has Announced A Dividend Of £0.0085

Oct 06
Senior (LON:SNR) Has Announced A Dividend Of £0.0085