Header cover image

U.S. Aerospace and Defense Industry Analysis

UpdatedDec 22, 2024
DataAggregated Company Financials
Companies77
  • 7D-1.2%
  • 3M-5.1%
  • 1Y26.8%
  • YTDn/a

Over the last 7 days, the Aerospace and Defense industry has dropped 1.3%, driven by a pullback from HEICO of 7.0%. This takes the industry's 12 month performance to a gain of 26%. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 22 Dec 2024US$887.3bUS$403.7bUS$27.9b33.2x31.8x2.2x
Tue, 19 Nov 2024US$929.8bUS$403.7bUS$27.8b34.3x33.4x2.3x
Thu, 17 Oct 2024US$961.5bUS$393.7bUS$23.7b35.2x40.6x2.4x
Sat, 14 Sep 2024US$889.0bUS$388.8bUS$23.3b33.4x38.2x2.3x
Mon, 12 Aug 2024US$861.4bUS$388.4bUS$23.2b32.5x37.1x2.2x
Wed, 10 Jul 2024US$793.2bUS$381.1bUS$24.0b34x33x2.1x
Fri, 07 Jun 2024US$812.8bUS$381.1bUS$23.8b31.8x34.1x2.1x
Sun, 05 May 2024US$797.8bUS$380.4bUS$23.7b29.4x33.7x2.1x
Tue, 02 Apr 2024US$605.8bUS$303.9bUS$18.8b31.9x32.1x2x
Thu, 29 Feb 2024US$575.4bUS$303.7bUS$18.7b31.9x30.8x1.9x
Sat, 27 Jan 2024US$576.1bUS$306.4bUS$17.9b32.1x32.1x1.9x
Mon, 25 Dec 2023US$574.7bUS$302.1bUS$20.9b28.3x27.5x1.9x
Wed, 22 Nov 2023US$552.3bUS$301.6bUS$20.9b27.3x26.5x1.8x
Fri, 20 Oct 2023US$538.9bUS$301.5bUS$22.3b25.5x24.2x1.8x
Sun, 17 Sep 2023US$530.5bUS$305.9bUS$22.6b25.6x23.5x1.7x
Tue, 15 Aug 2023US$559.1bUS$305.7bUS$22.8b25.8x24.6x1.8x
Thu, 13 Jul 2023US$577.7bUS$298.0bUS$21.6b25.7x26.7x1.9x
Sat, 10 Jun 2023US$571.8bUS$300.3bUS$21.9b24.7x26.1x1.9x
Mon, 08 May 2023US$561.5bUS$298.4bUS$22.0b22.9x25.5x1.9x
Wed, 05 Apr 2023US$584.1bUS$294.7bUS$21.8b24.1x26.8x2x
Fri, 03 Mar 2023US$589.3bUS$293.0bUS$21.7b23.5x27.1x2x
Sun, 29 Jan 2023US$576.6bUS$291.9bUS$22.2b25.2x26x2x
Tue, 27 Dec 2022US$595.0bUS$287.1bUS$22.2b24.1x26.8x2.1x
Thu, 24 Nov 2022US$593.9bUS$284.2bUS$22.0b31.9x27x2.1x
Sat, 22 Oct 2022US$568.3bUS$281.2bUS$22.8b27.5x24.9x2x
Mon, 19 Sep 2022US$538.5bUS$280.7bUS$21.7b27x24.9x1.9x
Wed, 17 Aug 2022US$578.9bUS$280.5bUS$21.6b24x26.7x2.1x
Fri, 15 Jul 2022US$537.6bUS$285.6bUS$22.4b19x24x1.9x
Sun, 12 Jun 2022US$559.4bUS$284.8bUS$22.4b19.8x25x2x
Tue, 10 May 2022US$571.0bUS$284.6bUS$21.4b21x26.7x2x
Thu, 07 Apr 2022US$594.9bUS$285.3bUS$22.5b22.3x26.5x2.1x
Sat, 05 Mar 2022US$600.5bUS$287.6bUS$22.6b21.3x26.5x2.1x
Mon, 31 Jan 2022US$520.6bUS$285.3bUS$21.9b19.5x23.8x1.8x
Wed, 29 Dec 2021US$516.8bUS$286.0bUS$18.8b19.1x27.5x1.8x
Price to Earnings Ratio

27.5x


Total Market Cap: US$516.8bTotal Earnings: US$18.8bTotal Revenue: US$286.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Aerospace and Defense Industry Price to Earnings3Y Average 28.3x202220232024
Current Industry PE
  • Investors are relatively neutral on the American Aerospace and 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 and 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 Comparison

How does U.S. Aerospace and Defense compare with similar industries?

US Market-2.37%
Industrials-3.48%
Aerospace & Defense-1.23%
Aerospace and Defense-1.23%
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
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

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%