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U.S. Aerospace & Defense Industry Analysis

UpdatedJan 27, 2025
DataAggregated Company Financials
Companies79
  • 7D3.4%
  • 3M3.0%
  • 1Y35.0%
  • YTD8.3%

The Aerospace & Defense industry is up 3.4% in the last week, with General Electric up 7.6%. Meanwhile, Moog actually underperformed within the industry, shrinking 6.6% in the last week. This means that the industry has gained 35% over the past year. Looking forward, 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
Mon, 27 Jan 2025US$954.4bUS$372.4bUS$29.1b35.4x32.9x2.6x
Wed, 25 Dec 2024US$894.5bUS$403.7bUS$27.9b33.6x32.1x2.2x
Fri, 22 Nov 2024US$935.1bUS$403.8bUS$27.8b34.7x33.6x2.3x
Sun, 20 Oct 2024US$969.4bUS$393.7bUS$23.7b35.5x41x2.5x
Tue, 17 Sep 2024US$900.7bUS$388.8bUS$23.3b33.5x38.7x2.3x
Thu, 15 Aug 2024US$868.6bUS$388.4bUS$23.2b32.7x37.4x2.2x
Sat, 13 Jul 2024US$796.9bUS$381.1bUS$24.0b35.5x33.2x2.1x
Mon, 10 Jun 2024US$809.4bUS$381.1bUS$23.9b31.8x33.9x2.1x
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
Price to Earnings Ratio

23.7x


Total Market Cap: US$530.1bTotal Earnings: US$22.3bTotal Revenue: US$287.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Aerospace & Defense Industry Price to Earnings3Y Average 28.5x202320242025
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 32.9x which is higher than its 3-year average PE of 28.5x.
  • The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Aerospace & Defense industry have grown 9.2% per year over the last three years.
  • Revenues for these companies have grown 9.0% 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 Market1.85%
Industrials2.24%
Aerospace & Defense3.44%
Aerospace and Defense3.44%
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$196.757.6%
+US$13.4b		50.1%PE31.8x
RTX RTXUS$125.313.5%
+US$5.6b		39.1%PE35.4x
BA BoeingUS$176.062.9%
+US$3.7b		-14.2%PS1.8x
RKLB Rocket Lab USAUS$30.3626.5%
+US$3.2b		522.1%PS41.7x
NOC Northrop GrummanUS$497.023.0%
+US$2.1b		13.4%PE30.5x
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BA

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NOC

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TXT

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RKLB

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1Y

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WWD

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1Y

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LMT

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1Y

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HEI

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HEICO

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-0.6%

1Y

28.2%

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MRCY

US$42.71

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7D

-0.5%

1Y

37.9%

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