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U.S. Aerospace & Defense Industry Analysis

UpdatedMay 08, 2024
DataAggregated Company Financials
Companies74
  • 7D2.4%
  • 3M12.5%
  • 1Y26.3%
  • YTD15.8%

In the last week, the Aerospace & Defense industry is up 2.4%, with General Electric up 4.3%. This means that the industry has gained 26% over the past year. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 08 May 2024US$810.5bUS$380.7bUS$23.8b30.6x34.1x2.1x
Fri, 05 Apr 2024US$597.4bUS$303.9bUS$18.8b32.1x31.7x2x
Sun, 03 Mar 2024US$577.6bUS$303.7bUS$18.7b31.8x30.9x1.9x
Tue, 30 Jan 2024US$576.3bUS$306.4bUS$17.9b32x32.1x1.9x
Thu, 28 Dec 2023US$578.5bUS$302.1bUS$20.9b28.7x27.7x1.9x
Sat, 25 Nov 2023US$560.0bUS$301.6bUS$20.9b27.7x26.8x1.9x
Mon, 23 Oct 2023US$532.4bUS$301.5bUS$22.3b25.2x23.9x1.8x
Wed, 20 Sep 2023US$530.6bUS$305.9bUS$22.6b25.9x23.5x1.7x
Fri, 18 Aug 2023US$551.0bUS$305.7bUS$22.8b25.2x24.2x1.8x
Sun, 16 Jul 2023US$574.7bUS$298.0bUS$21.6b26.1x26.6x1.9x
Tue, 13 Jun 2023US$572.7bUS$300.3bUS$21.9b25.4x26.2x1.9x
Thu, 11 May 2023US$558.8bUS$298.5bUS$21.9b23.8x25.5x1.9x
Sat, 08 Apr 2023US$580.9bUS$294.7bUS$21.8b23.9x26.6x2x
Mon, 06 Mar 2023US$590.6bUS$294.5bUS$21.7b23.8x27.2x2x
Wed, 01 Feb 2023US$582.2bUS$292.0bUS$22.2b25.5x26.3x2x
Fri, 30 Dec 2022US$599.5bUS$287.1bUS$22.2b24.3x27x2.1x
Sun, 27 Nov 2022US$597.3bUS$284.2bUS$22.0b32.1x27.1x2.1x
Tue, 25 Oct 2022US$568.3bUS$281.2bUS$22.8b27.5x24.9x2x
Thu, 22 Sep 2022US$539.0bUS$280.7bUS$21.7b27.3x24.9x1.9x
Sat, 20 Aug 2022US$573.0bUS$280.5bUS$21.6b28.5x26.5x2x
Mon, 18 Jul 2022US$534.4bUS$285.6bUS$22.5b19.1x23.7x1.9x
Wed, 15 Jun 2022US$536.4bUS$284.8bUS$22.4b17.9x23.9x1.9x
Fri, 13 May 2022US$546.4bUS$284.8bUS$22.6b20.2x24.1x1.9x
Sun, 10 Apr 2022US$598.4bUS$285.3bUS$22.5b23x26.6x2.1x
Tue, 08 Mar 2022US$600.5bUS$287.6bUS$22.7b21.6x26.5x2.1x
Thu, 03 Feb 2022US$530.1bUS$287.3bUS$22.3b20.4x23.7x1.8x
Sat, 01 Jan 2022US$520.7bUS$286.0bUS$18.8b19.1x27.7x1.8x
Mon, 29 Nov 2021US$502.8bUS$286.3bUS$18.8b18.7x26.7x1.8x
Wed, 27 Oct 2021US$526.9bUS$284.5bUS$18.7b21.6x28.1x1.9x
Fri, 24 Sep 2021US$507.6bUS$284.4bUS$20.1b21.3x25.3x1.8x
Sun, 22 Aug 2021US$507.1bUS$284.4bUS$20.1b20.1x25.2x1.8x
Fri, 09 Jul 2021US$523.5bUS$282.8bUS$19.6b22.6x26.7x1.9x
Price to Earnings Ratio

36.9x


Total Market Cap: US$524.9bTotal Earnings: US$14.2bTotal Revenue: US$276.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Aerospace & Defense Industry Price to Earnings3Y Average 26.8x202220232024
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 34.1x which is higher than its 3-year average PE of 26.8x.
  • The 3-year average PS ratio of 1.9x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Aerospace & Defense industry have grown 19% per year over the last three years.
  • Revenues for these companies have grown 11% 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 Market3.31%
Industrials2.62%
Aerospace & Defense2.36%
Aerospace and Defense2.36%
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$168.784.3%
+US$7.6b
67.1%PE44.1x
BA BoeingUS$176.715.3%
+US$5.4b
-12.5%PS1.4x
HWM Howmet AerospaceUS$79.8319.6%
+US$5.3b
78.4%PE38x
TDG TransDigm GroupUS$1.31k5.0%
+US$3.5b
62.1%PE48.2x
RTX RTXUS$103.231.7%
+US$2.3b
7.2%PE39.4x
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Latest News

AXON

US$312.73

Axon Enterprise

7D

-0.3%

1Y

37.8%

BWXT

US$87.04

BWX Technologies

7D

-9.1%

1Y

30.6%

LOAR

US$49.83

Loar Holdings

7D

-4.8%

1Y

n/a

TDG

US$1,310.40

TransDigm Group

7D

5.0%

1Y

62.1%

HWM

US$79.83

Howmet Aerospace

7D

19.6%

1Y

78.4%

HII

US$248.57

Huntington Ingalls Industries

7D

-10.2%

1Y

27.8%

EVTL

US$0.73

Vertical Aerospace

7D

-3.7%

1Y

-53.4%

ACHR

US$3.86

Archer Aviation

7D

-0.5%

1Y

71.6%

LLAP

US$1.05

Terran Orbital

7D

-20.5%

1Y

-43.2%