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U.S. Aerospace & Defense Industry Analysis

UpdatedJan 20, 2025
DataAggregated Company Financials
Companies79
  • 7D5.3%
  • 3M-5.0%
  • 1Y31.1%
  • YTD4.9%

Over the last 7 days, the Aerospace & Defense industry has risen 5.3%, driven by gains from General Electric of 6.5%. In the same time, Rocket Lab USA was down 11%. This takes the industry's 12 month performance to a gain of 31%. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 20 Jan 2025US$924.0bUS$403.9bUS$27.9b34.3x33.1x2.3x
Wed, 18 Dec 2024US$902.7bUS$403.7bUS$27.9b34.2x32.3x2.2x
Fri, 15 Nov 2024US$969.3bUS$403.4bUS$27.9b33.7x34.7x2.4x
Sun, 13 Oct 2024US$956.8bUS$393.7bUS$23.6b33.8x40.5x2.4x
Tue, 10 Sep 2024US$884.6bUS$388.8bUS$23.3b33.2x38x2.3x
Thu, 08 Aug 2024US$836.6bUS$388.2bUS$23.1b31.8x36.2x2.2x
Sat, 06 Jul 2024US$795.1bUS$381.1bUS$24.0b34.3x33.1x2.1x
Mon, 03 Jun 2024US$817.3bUS$381.1bUS$23.9b31.5x34.3x2.1x
Wed, 01 May 2024US$791.7bUS$379.9bUS$23.5b29x33.6x2.1x
Fri, 29 Mar 2024US$605.6bUS$303.9bUS$18.8b32.4x32.1x2x
Sun, 25 Feb 2024US$575.5bUS$303.1bUS$18.6b30.7x31x1.9x
Tue, 23 Jan 2024US$578.3bUS$302.1bUS$20.9b29.5x27.7x1.9x
Thu, 21 Dec 2023US$574.7bUS$302.0bUS$20.9b28x27.5x1.9x
Sat, 18 Nov 2023US$553.0bUS$301.5bUS$20.7b27.9x26.7x1.8x
Mon, 16 Oct 2023US$540.6bUS$301.2bUS$22.4b25.6x24.1x1.8x
Wed, 13 Sep 2023US$528.6bUS$305.9bUS$22.9b25.2x23.1x1.7x
Fri, 11 Aug 2023US$558.4bUS$305.7bUS$22.9b25.7x24.4x1.8x
Sun, 09 Jul 2023US$574.0bUS$297.5bUS$21.7b25.3x26.4x1.9x
Tue, 06 Jun 2023US$558.5bUS$300.3bUS$21.9b24.4x25.6x1.9x
Thu, 04 May 2023US$561.4bUS$298.1bUS$22.0b22.4x25.5x1.9x
Sat, 01 Apr 2023US$577.4bUS$294.7bUS$21.8b24.2x26.5x2x
Mon, 27 Feb 2023US$587.9bUS$292.6bUS$21.8b23.4x27x2x
Wed, 25 Jan 2023US$571.8bUS$289.4bUS$22.8b25.1x25.1x2x
Fri, 23 Dec 2022US$596.1bUS$287.1bUS$22.4b23.9x26.6x2.1x
Sun, 20 Nov 2022US$588.1bUS$284.2bUS$22.0b31.8x26.7x2.1x
Tue, 18 Oct 2022US$514.7bUS$280.7bUS$21.7b25.6x23.7x1.8x
Thu, 15 Sep 2022US$545.9bUS$280.7bUS$21.7b26.5x25.2x1.9x
Sat, 13 Aug 2022US$573.8bUS$280.6bUS$21.6b22.4x26.5x2x
Mon, 11 Jul 2022US$563.0bUS$285.6bUS$22.4b18.8x25.1x2x
Wed, 08 Jun 2022US$589.3bUS$283.0bUS$22.3b21.4x26.5x2.1x
Fri, 06 May 2022US$571.6bUS$284.3bUS$21.4b21.2x26.7x2x
Sun, 03 Apr 2022US$597.9bUS$285.3bUS$22.5b23.3x26.6x2.1x
Tue, 01 Mar 2022US$591.3bUS$287.6bUS$22.6b21.2x26.1x2.1x
Thu, 27 Jan 2022US$524.4bUS$287.4bUS$19.5b19.2x26.9x1.8x
Price to Earnings Ratio

26.9x


Total Market Cap: US$524.4bTotal Earnings: US$19.5bTotal Revenue: US$287.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Aerospace & Defense Industry Price to Earnings3Y Average 28.4x202320242025
Current Industry PE
  • Investors are optimistic on the American Aerospace & Defense industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 33.1x which is higher than its 3-year average PE of 28.4x.
  • The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Aerospace & Defense industry have grown 13% per year over the last three years.
  • Revenues for these companies have grown 12% 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.S. Industrials industry?

US Market3.25%
Industrials5.06%
Aerospace & Defense5.30%
Aerospace and Defense5.30%
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
GE General ElectricUS$182.856.5%
+US$12.1b		40.9%PE36x
RTX RTXUS$121.115.2%
+US$8.0b		41.6%PE34.2x
LMT Lockheed MartinUS$490.324.8%
+US$5.3b		7.1%PE17.4x
HWM Howmet AerospaceUS$125.3011.2%
+US$5.1b		124.8%PE47.4x
TDG TransDigm GroupUS$1.34k6.2%
+US$4.4b		26.8%PE50.9x
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Latest News

SPR

US$33.92

Spirit AeroSystems Holdings

7D

-0.8%

1Y

24.4%

TDG

US$1,340.02

TransDigm Group

7D

6.2%

1Y

26.8%

HWM

US$125.30

Howmet Aerospace

7D

11.2%

1Y

124.8%

GE

US$182.85

General Electric

7D

6.5%

1Y

40.9%

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Jan 16

SPCE

US$5.15

Virgin Galactic Holdings

7D

-11.4%

1Y

-86.6%

ACHR

US$8.82

Archer Aviation

7D

-1.7%

1Y

74.3%

RTX

US$121.11

RTX

7D

5.2%

1Y

41.6%

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Jan 15

LHX

US$218.16

L3Harris Technologies

7D

4.7%

1Y

6.5%

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Jan 15

RKLB

US$24.00

Rocket Lab USA

7D

-10.8%

1Y

393.8%

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Jan 12
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GD

US$266.67

General Dynamics

7D

2.8%

1Y

7.0%

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Jan 12
General Dynamics Corporation (NYSE:GD) Shares Could Be 35% Below Their Intrinsic Value Estimate

SATL

US$2.90

Satellogic

7D

-2.0%

1Y

119.7%

Satellogic Inc.'s (NASDAQ:SATL) Share Price Is Still Matching Investor Opinion Despite 26% Slump

Jan 11
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BA

US$171.09

Boeing

7D

-0.5%

1Y

-20.4%

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Jan 10

NOC

US$482.38

Northrop Grumman

7D

5.2%

1Y

2.5%

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Jan 10
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RDW

US$14.75

Redwire

7D

-4.9%

1Y

438.3%

LMT

US$490.32

Lockheed Martin

7D

4.8%

1Y

7.1%

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Jan 09

EVEX

US$4.63

Eve Holding

7D

-4.3%

1Y

-31.6%