Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

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

UpdatedOct 01, 2025
DataAggregated Company Financials
Companies13
  • 7D3.8%
  • 3M19.5%
  • 1Y91.7%
  • YTDn/a

In the last week, the Aerospace and Defense industry is up 2.3%, with BAE Systems up 5.5%. This means that the industry has gained 90% over the past year. Looking forward, earnings are forecast to decline by 2.5% per year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 Oct 2025UK£182.5bUK£59.3bUK£8.3b26.5x22.1x3.1x
Fri, 29 Aug 2025UK£160.3bUK£59.3bUK£8.3b24.8x19.4x2.7x
Sun, 27 Jul 2025UK£73.5bUK£38.7bUK£2.1b28.5x35.3x1.9x
Tue, 24 Jun 2025UK£74.4bUK£38.4bUK£2.0b29.1x36.8x1.9x
Thu, 22 May 2025UK£70.5bUK£38.4bUK£2.3b27.9x30.2x1.8x
Sat, 19 Apr 2025UK£65.3bUK£38.5bUK£2.3b24.5x27.9x1.7x
Mon, 17 Mar 2025UK£66.2bUK£38.5bUK£2.3b26.3x28.3x1.7x
Wed, 12 Feb 2025UK£51.6bUK£36.7bUK£2.2b19.5x23.1x1.4x
Fri, 10 Jan 2025UK£50.1bUK£36.7bUK£2.2b20.3x22.4x1.4x
Sun, 08 Dec 2024UK£51.8bUK£36.6bUK£2.2b20.3x23.3x1.4x
Tue, 05 Nov 2024UK£50.7bUK£36.3bUK£2.2b18.2x23.3x1.4x
Thu, 03 Oct 2024UK£51.6bUK£36.3bUK£2.2b20.2x23.7x1.4x
Sat, 31 Aug 2024UK£55.2bUK£36.3bUK£2.2b22.1x25.4x1.5x
Mon, 29 Jul 2024UK£53.7bUK£34.7bUK£2.2b21x24x1.5x
Wed, 26 Jun 2024UK£55.5bUK£34.8bUK£2.1b23.5x26.5x1.6x
Fri, 24 May 2024UK£58.1bUK£34.7bUK£2.1b24.1x28.1x1.7x
Sun, 21 Apr 2024UK£54.1bUK£34.7bUK£2.1b21.8x26.1x1.6x
Tue, 19 Mar 2024UK£54.6bUK£34.6bUK£2.1b22.1x26.4x1.6x
Thu, 15 Feb 2024UK£51.9bUK£38.5bUK£2.1b19.9x24.5x1.3x
Sat, 13 Jan 2024UK£58.9bUK£41.0bUK£2.2b25.5x26.9x1.4x
Mon, 11 Dec 2023UK£53.8bUK£40.9bUK£2.2b32.1x24.6x1.3x
Wed, 08 Nov 2023UK£54.2bUK£40.7bUK£2.2b29.8x24.9x1.3x
Fri, 06 Oct 2023UK£50.1bUK£40.7bUK£2.2b28.1x23x1.2x
Sun, 03 Sep 2023UK£52.3bUK£40.4bUK£2.0b27.9x26.5x1.3x
Tue, 01 Aug 2023UK£50.0bUK£39.2bUK£1.6b23.6x30.8x1.3x
Thu, 29 Jun 2023UK£48.9bUK£38.7bUK£1.8b22.3x27.1x1.3x
Sat, 27 May 2023UK£49.7bUK£38.7bUK£1.8b18.1x27.4x1.3x
Mon, 24 Apr 2023UK£51.0bUK£38.6bUK£1.8b17.6x27.8x1.3x
Wed, 22 Mar 2023UK£43.0bUK£31.0bUK£2.1b17.2x20.8x1.4x
Fri, 17 Feb 2023UK£41.5bUK£29.6bUK£1.8b18.1x22.5x1.4x
Sun, 15 Jan 2023UK£39.8bUK£29.6bUK£1.8b18.6x21.6x1.3x
Tue, 13 Dec 2022UK£39.8bUK£29.5bUK£1.8b18.3x21.6x1.3x
Thu, 10 Nov 2022UK£38.3bUK£29.4bUK£1.7b19.5x22x1.3x
Sat, 08 Oct 2022UK£40.4bUK£29.4bUK£1.7b20x23.2x1.4x
Price to Earnings Ratio

23.2x


Total Market Cap: UK£40.4bTotal Earnings: UK£1.7bTotal Revenue: UK£29.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Aerospace and Defense Industry Price to Earnings3Y Average 25.6x202320242025
Current Industry PE
  • Investors are pessimistic on the British Aerospace and 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 21.7x which is lower than its 3-year average PE of 25.6x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 3.0x.
Past Earnings Growth
  • The earnings for companies in the Aerospace and 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 Comparison

How does U.K. Aerospace and Defense compare with similar industries?

GB Market1.54%
Industrials2.00%
Aerospace & Defense3.77%
Aerospace and Defense3.77%
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
BA. BAE SystemsUK£20.595.5%
+UK£3.2b		61.7%PE31.1x
RR. Rolls-Royce HoldingsUK£11.902.2%
+UK£2.2b		126.8%PE17.3x
BAB Babcock International GroupUK£13.3012.8%
+UK£756.1m		182.9%PE26.9x
QQ. QinetiQ GroupUK£5.506.4%
+UK£177.2m		20.1%PS1.5x
MRO Melrose IndustriesUK£6.091.5%
+UK£111.2m		32.7%PE24.3x

Latest News

CHG
UK£5.89
Chemring Group
7D
6.9%
1Y
60.5%

Chemring Group PLC's (LON:CHG) Shares May Have Run Too Fast Too Soon

Oct 01
Chemring Group PLC's (LON:CHG) Shares May Have Run Too Fast Too Soon
BAB
UK£13.30
Babcock International Group
7D
12.8%
1Y
182.9%

Babcock International Group PLC (LON:BAB) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected

Sep 29
Babcock International Group PLC (LON:BAB) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected
RR.
UK£11.90
Rolls-Royce Holdings
7D
2.2%
1Y
126.8%

Is There Now An Opportunity In Rolls-Royce Holdings plc (LON:RR.)?

Sep 29
Is There Now An Opportunity In Rolls-Royce Holdings plc (LON:RR.)?
MRO
UK£6.09
Melrose Industries
7D
1.5%
1Y
32.7%
BA.
UK£20.59
BAE Systems
7D
5.5%
1Y
61.7%
RCFX
UK£0.12
RC Fornax
7D
-10.9%
1Y
n/a
MSI
UK£13.60
MS INTERNATIONAL
7D
-1.1%
1Y
32.0%
PEN
UK£0.21
Pennant International Group
7D
-4.5%
1Y
-15.2%
CHRT
UK£14.32
Cohort
7D
5.9%
1Y
57.4%
AVON
UK£21.25
Avon Technologies
7D
5.2%
1Y
76.2%
QQ.
UK£5.50
QinetiQ Group
7D
6.4%
1Y
20.1%

QinetiQ Group (LON:QQ.) Will Pay A Larger Dividend Than Last Year At £0.0605

Jul 17
QinetiQ Group (LON:QQ.) Will Pay A Larger Dividend Than Last Year At £0.0605
VEL
UK£0.21
Velocity Composites
7D
-4.5%
1Y
-39.7%