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U.S. Aerospace & Defense Industry Analysis

UpdatedDec 21, 2024
DataAggregated Company Financials
Companies77
  • 7D-1.3%
  • 3M-4.1%
  • 1Y26.5%
  • YTD25.1%

Over the last 7 days, the Aerospace & Defense industry has dropped 2.2%, driven by Lockheed Martin declining 3.4%. On the other hand Boeing is actually up 5.5%. In the past year, the industry has gained 25%. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Dec 2024US$873.5bUS$403.7bUS$27.9b33.2x31.3x2.2x
Mon, 18 Nov 2024US$929.8bUS$403.7bUS$27.8b34.1x33.4x2.3x
Wed, 16 Oct 2024US$957.3bUS$393.7bUS$23.6b33.9x40.6x2.4x
Fri, 13 Sep 2024US$879.1bUS$388.8bUS$23.3b33.4x37.8x2.3x
Sun, 11 Aug 2024US$861.4bUS$388.4bUS$23.2b32.5x37.1x2.2x
Tue, 09 Jul 2024US$789.0bUS$381.1bUS$24.0b34.5x32.8x2.1x
Thu, 06 Jun 2024US$810.1bUS$381.1bUS$23.9b32.3x34x2.1x
Sat, 04 May 2024US$795.6bUS$380.4bUS$23.7b29.4x33.6x2.1x
Mon, 01 Apr 2024US$605.8bUS$303.9bUS$18.8b32.4x32.1x2x
Wed, 28 Feb 2024US$574.4bUS$303.5bUS$18.6b31.6x30.9x1.9x
Fri, 26 Jan 2024US$577.5bUS$304.9bUS$20.8b28.8x27.8x1.9x
Sun, 24 Dec 2023US$574.7bUS$302.1bUS$20.9b28.3x27.5x1.9x
Tue, 21 Nov 2023US$552.3bUS$301.6bUS$20.9b27.9x26.5x1.8x
Thu, 19 Oct 2023US$543.3bUS$301.5bUS$22.3b25.7x24.3x1.8x
Sat, 16 Sep 2023US$526.4bUS$305.9bUS$22.9b25.2x23x1.7x
Mon, 14 Aug 2023US$561.7bUS$305.7bUS$22.8b25.9x24.7x1.8x
Wed, 12 Jul 2023US$582.2bUS$298.0bUS$21.6b25.8x26.9x2x
Fri, 09 Jun 2023US$573.0bUS$300.3bUS$21.9b24.6x26.2x1.9x
Sun, 07 May 2023US$561.5bUS$298.4bUS$22.0b22.9x25.5x1.9x
Tue, 04 Apr 2023US$588.5bUS$294.7bUS$21.8b24.4x27x2x
Thu, 02 Mar 2023US$583.5bUS$293.0bUS$21.7b23.5x26.9x2x
Sat, 28 Jan 2023US$576.6bUS$291.9bUS$22.2b25.2x26x2x
Mon, 26 Dec 2022US$595.0bUS$287.1bUS$22.2b24.1x26.8x2.1x
Wed, 23 Nov 2022US$593.2bUS$284.2bUS$22.0b31.7x26.9x2.1x
Fri, 21 Oct 2022US$556.0bUS$281.2bUS$22.8b27.8x24.4x2x
Sun, 18 Sep 2022US$538.5bUS$280.7bUS$21.7b27x24.9x1.9x
Tue, 16 Aug 2022US$573.5bUS$280.6bUS$21.6b24x26.5x2x
Thu, 14 Jul 2022US$537.8bUS$285.6bUS$22.4b19.1x24x1.9x
Sat, 11 Jun 2022US$559.4bUS$284.8bUS$22.4b19.8x25x2x
Mon, 09 May 2022US$573.0bUS$284.6bUS$20.5b21.6x28x2x
Wed, 06 Apr 2022US$593.6bUS$285.3bUS$22.5b22.4x26.4x2.1x
Fri, 04 Mar 2022US$592.1bUS$287.6bUS$22.6b21.6x26.2x2.1x
Sun, 30 Jan 2022US$520.9bUS$285.3bUS$21.9b19.5x23.8x1.8x
Tue, 28 Dec 2021US$514.4bUS$286.0bUS$18.8b19.1x27.3x1.8x
Price to Earnings Ratio

27.3x


Total Market Cap: US$514.4bTotal Earnings: US$18.8bTotal Revenue: US$286.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Aerospace & Defense Industry Price to Earnings3Y Average 28.3x202220232024
Current Industry PE
  • Investors are relatively neutral on the American Aerospace & Defense industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 28.3x.
  • The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Aerospace & Defense industry have grown 14% 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 Market-2.39%
Industrials-3.51%
Aerospace & Defense-1.25%
Aerospace and Defense-1.25%
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 BoeingUS$177.354.5%
+US$5.8b
-31.9%PS1.8x
GE General ElectricUS$168.371.4%
+US$2.6b
32.9%PE33.1x
TDG TransDigm GroupUS$1.28k1.4%
+US$957.6m
27.6%PE48.5x
ACHR Archer AviationUS$9.4913.1%
+US$473.2m
47.1%PB8.7x
RKLB Rocket Lab USAUS$24.871.8%
+US$225.0m
357.2%PS34.2x
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Latest News

HEI

US$238.94

HEICO

7D

-7.0%

1Y

32.9%

TXT

US$76.85

Textron

7D

-5.0%

1Y

-4.5%

NOC

US$469.54

Northrop Grumman

7D

-2.2%

1Y

1.4%

ACHR

US$9.49

Archer Aviation

7D

13.1%

1Y

47.1%

GE

US$168.37

General Electric

7D

1.4%

1Y

32.9%

TDG

US$1,276.15

TransDigm Group

7D

1.4%

1Y

27.6%

LMT

US$489.02

Lockheed Martin

7D

-1.1%

1Y

9.1%