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

UpdatedAug 07, 2024
DataAggregated Company Financials
Companies11
  • 7D-3.6%
  • 3M-8.0%
  • 1Y19.9%
  • YTD11.0%

Over the last 7 days, the Aerospace & Defense industry has dropped 4.0%, driven by a pullback from Melrose Industries of 17%. Meanwhile, Rolls-Royce Holdings actually outperformed within the industry, gaining 5.4% in the last week. Over the past 12 months, the industry was up 18%. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 07 Aug 2024UK£52.2bUK£36.4bUK£2.2b20.3x24x1.4x
Fri, 05 Jul 2024UK£53.8bUK£34.8bUK£2.1b22.6x25.6x1.5x
Sun, 02 Jun 2024UK£57.9bUK£34.8bUK£2.1b24x27.6x1.7x
Tue, 30 Apr 2024UK£56.3bUK£34.6bUK£2.1b22.5x27.2x1.6x
Thu, 28 Mar 2024UK£56.9bUK£34.6bUK£2.1b22.4x27.5x1.6x
Sat, 24 Feb 2024UK£52.6bUK£39.1bUK£2.0b20.3x25.8x1.3x
Mon, 22 Jan 2024UK£58.4bUK£41.0bUK£2.2b25.5x26.6x1.4x
Wed, 20 Dec 2023UK£54.6bUK£41.0bUK£2.2b25.4x24.9x1.3x
Fri, 17 Nov 2023UK£54.5bUK£40.7bUK£2.2b30.7x24.2x1.3x
Sun, 15 Oct 2023UK£53.9bUK£40.7bUK£2.2b28.7x24.7x1.3x
Tue, 12 Sep 2023UK£52.9bUK£40.7bUK£2.2b28.1x24.2x1.3x
Thu, 10 Aug 2023UK£53.1bUK£40.4bUK£2.0b24.2x26.9x1.3x
Sat, 08 Jul 2023UK£49.6bUK£38.7bUK£1.8b20.9x27.5x1.3x
Mon, 05 Jun 2023UK£49.8bUK£38.7bUK£1.8b17.8x27.4x1.3x
Wed, 03 May 2023UK£51.0bUK£38.6bUK£1.8b16.9x27.8x1.3x
Fri, 31 Mar 2023UK£43.9bUK£31.0bUK£2.1b18.3x21.2x1.4x
Sun, 26 Feb 2023UK£42.5bUK£30.9bUK£2.1b17.6x20.7x1.4x
Tue, 24 Jan 2023UK£40.3bUK£29.6bUK£1.8b19x21.9x1.4x
Thu, 22 Dec 2022UK£40.8bUK£29.6bUK£1.8b18.1x22.1x1.4x
Sat, 19 Nov 2022UK£37.9bUK£29.5bUK£1.8b18x20.7x1.3x
Mon, 17 Oct 2022UK£38.5bUK£29.4bUK£1.7b21x22.2x1.3x
Wed, 14 Sep 2022UK£38.9bUK£29.4bUK£1.7b21.5x22.4x1.3x
Fri, 12 Aug 2022UK£39.5bUK£29.4bUK£1.7b23.4x22.7x1.3x
Sun, 10 Jul 2022UK£39.9bUK£29.1bUK£1.2b22.2x34x1.4x
Tue, 07 Jun 2022UK£39.5bUK£29.0bUK£1.2b24.3x33.8x1.4x
Thu, 05 May 2022UK£38.3bUK£29.0bUK£1.2b26.2x33x1.3x
Sat, 02 Apr 2022UK£36.2bUK£29.0bUK£1.2b22.9x31.2x1.3x
Mon, 28 Feb 2022UK£33.6bUK£28.9bUK£1.2b20.3x28.8x1.2x
Wed, 26 Jan 2022UK£32.0bUK£28.8bUK£1.2b21.6x27.2x1.1x
Fri, 24 Dec 2021UK£30.3bUK£28.8bUK£1.2b20.4x25.9x1.1x
Sun, 21 Nov 2021UK£31.1bUK£28.7bUK£311.1m26.9x100x1.1x
Tue, 19 Oct 2021UK£32.9bUK£28.7bUK£361.2m26.1x91.2x1.1x
Thu, 16 Sep 2021UK£31.8bUK£28.7bUK£360.6m26.4x88.3x1.1x
Sat, 14 Aug 2021UK£33.5bUK£28.7bUK£360.6m27.6x93x1.2x
Price to Earnings Ratio

93x


Total Market Cap: UK£33.5bTotal Earnings: UK£360.6mTotal Revenue: UK£28.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Aerospace & Defense Industry Price to Earnings3Y Average 33.7x202220232024
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 23.7x which is lower than its 3-year average PE of 33.7x.
  • The industry is trading close to its 3-year average PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Aerospace & Defense industry have grown 82% per year over the last three years.
  • Revenues for these companies have grown 8.2% 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-3.13%
Industrials-5.29%
Aerospace & Defense-3.62%
Aerospace and Defense-3.62%
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
RR. Rolls-Royce HoldingsUK£4.695.4%
+UK£2.0b
125.3%PE17x
PEN Pennant International GroupUK£0.242.1%
+UK£400.7k
-34.7%PS0.7x
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