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U.S. Aerospace and Defense Industry Analysis

UpdatedAug 29, 2025
DataAggregated Company Financials
Companies81
  • 7D2.4%
  • 3M12.0%
  • 1Y32.0%
  • YTDn/a

Over the last 7 days, the Aerospace and Defense industry has risen 2.4%, driven by gains in Boeing and General Electric of 5.2% and 2.7%, respectively. In the last 12 months, the industry was up 32%. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 29 Aug 2025US$1.2tUS$394.2bUS$31.0b35.3x39.2x3.1x
Sun, 27 Jul 2025US$1.2tUS$392.6bUS$31.2b36.5x38.4x3.1x
Tue, 24 Jun 2025US$1.1tUS$387.0bUS$29.9b34.7x37.3x2.9x
Thu, 22 May 2025US$1.1tUS$386.7bUS$30.0b32.4x35.3x2.7x
Sat, 19 Apr 2025US$921.1bUS$377.4bUS$28.8b31.1x32x2.4x
Mon, 17 Mar 2025US$929.1bUS$377.0bUS$29.1b31.9x32x2.5x
Wed, 12 Feb 2025US$946.0bUS$375.6bUS$29.9b33.7x31.6x2.5x
Fri, 10 Jan 2025US$882.8bUS$403.9bUS$27.9b33.1x31.6x2.2x
Sun, 08 Dec 2024US$927.5bUS$403.7bUS$27.9b34.8x33.2x2.3x
Tue, 05 Nov 2024US$900.4bUS$403.1bUS$27.7b32.6x32.5x2.2x
Thu, 03 Oct 2024US$935.0bUS$393.7bUS$23.6b35.4x39.6x2.4x
Sat, 31 Aug 2024US$898.3bUS$388.7bUS$23.3b34.3x38.6x2.3x
Mon, 29 Jul 2024US$850.5bUS$387.2bUS$22.9b34.6x37.1x2.2x
Wed, 26 Jun 2024US$799.0bUS$381.1bUS$23.9b32x33.5x2.1x
Fri, 24 May 2024US$813.2bUS$380.8bUS$23.8b31.4x34.1x2.1x
Sun, 21 Apr 2024US$762.3bUS$371.1bUS$27.8b29.4x27.4x2.1x
Tue, 19 Mar 2024US$586.3bUS$303.9bUS$18.9b31.2x31.1x1.9x
Thu, 15 Feb 2024US$563.3bUS$303.1bUS$18.5b29.7x30.4x1.9x
Sat, 13 Jan 2024US$583.1bUS$302.1bUS$20.9b29.3x27.9x1.9x
Mon, 11 Dec 2023US$566.7bUS$301.7bUS$20.9b28.2x27.1x1.9x
Wed, 08 Nov 2023US$553.7bUS$301.3bUS$20.6b28.2x26.9x1.8x
Fri, 06 Oct 2023US$497.7bUS$301.2bUS$22.4b26.1x22.2x1.7x
Sun, 03 Sep 2023US$559.0bUS$305.8bUS$22.8b25.5x24.5x1.8x
Tue, 01 Aug 2023US$561.0bUS$304.0bUS$22.8b26.3x24.7x1.8x
Thu, 29 Jun 2023US$565.7bUS$297.4bUS$21.7b24.7x26.1x1.9x
Sat, 27 May 2023US$546.8bUS$300.3bUS$21.9b23.2x25x1.8x
Mon, 24 Apr 2023US$587.6bUS$294.9bUS$21.8b23x27x2x
Wed, 22 Mar 2023US$570.8bUS$294.6bUS$21.6b24x26.4x1.9x
Fri, 17 Feb 2023US$588.3bUS$292.6bUS$22.2b25.1x26.5x2x
Sun, 15 Jan 2023US$577.9bUS$287.0bUS$22.2b25.5x26.1x2x
Tue, 13 Dec 2022US$599.4bUS$286.9bUS$22.4b26.6x26.8x2.1x
Thu, 10 Nov 2022US$593.5bUS$284.1bUS$20.6b29.4x28.8x2.1x
Sat, 08 Oct 2022US$530.2bUS$280.7bUS$21.7b25.8x24.5x1.9x
Mon, 05 Sep 2022US$539.8bUS$280.6bUS$21.7b24.6x24.9x1.9x
Price to Earnings Ratio

24.9x


Total Market Cap: US$539.8bTotal Earnings: US$21.7bTotal Revenue: US$280.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Aerospace and Defense Industry Price to Earnings3Y Average 30.3x202320242025
Current Industry PE
  • Investors are optimistic on the American Aerospace and Defense industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 39.2x which is higher than its 3-year average PE of 30.3x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Aerospace and 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 Comparison

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

US Market2.28%
Industrials2.08%
Aerospace & Defense2.38%
Aerospace and Defense2.38%
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$236.165.2%
+US$8.8b		37.1%PS2.4x
GE General ElectricUS$276.002.7%
+US$7.7b		59.0%PE38.6x
RTX RTXUS$160.662.8%
+US$5.8b		31.4%PE35x
RKLB Rocket LabUS$47.9115.4%
+US$3.1b		669.0%PS45.8x
GD General DynamicsUS$324.912.6%
+US$2.3b		9.1%PE21.4x

Latest News

AZ
US$8.68
A2Z Cust2Mate Solutions
7D
-2.6%
1Y
460.0%
EH
US$16.15
EHang Holdings
7D
-7.4%
1Y
9.7%

Analysts Just Slashed Their EHang Holdings Limited (NASDAQ:EH) EPS Numbers

Aug 27
Analysts Just Slashed Their EHang Holdings Limited (NASDAQ:EH) EPS Numbers
HEI
US$318.07
HEICO
7D
3.4%
1Y
24.7%

Future Acquisitions Will Expand Presence In Defense, Space, And Commercial Aviation

Despite a slight downgrade in revenue growth expectations, HEICO’s valuation was supported by a modest improvement in net profit margin, resulting in a marginally higher consensus price target of $329.76. What's in the News HEICO Corporation (NYSE:HEI) and HEICO Corporation (NYSE:HEI.A) were dropped from the Russell 1000 Dynamic Index.
LMT
US$456.18
Lockheed Martin
7D
2.0%
1Y
-19.5%
NOC
US$587.90
Northrop Grumman
7D
-1.6%
1Y
13.2%
BA
US$236.16
Boeing
7D
5.2%
1Y
37.1%
ACHR
US$9.20
Archer Aviation
7D
-1.9%
1Y
159.9%
LOAR
US$72.84
Loar Holdings
7D
-0.2%
1Y
-1.4%
GD
US$324.91
General Dynamics
7D
2.6%
1Y
9.1%
RKLB
US$47.91
Rocket Lab
7D
15.4%
1Y
669.0%
RTX
US$160.66
RTX
7D
2.8%
1Y
31.4%
ISSC
US$13.42
Innovative Solutions and Support
7D
-0.9%
1Y
91.7%
SIF
US$6.72
SIFCO Industries
7D
-1.5%
1Y
51.2%
CVU
US$2.52
CPI Aerostructures
7D
-9.4%
1Y
-17.4%
AXON
US$781.90
Axon Enterprise
7D
2.4%
1Y
116.0%

Next-generation AI And Drones Will Transform Public Safety

Driven by a substantial improvement in net profit margin and a notable reduction in future P/E, analysts have raised Axon Enterprise’s consensus price target from $781.27 to $866.67. What's in the News Axon Enterprise raised full-year 2025 earnings guidance, now projecting revenue of $2.65B to $2.73B, reflecting roughly 29% annual growth at the midpoint, up from prior guidance of $2.60B to $2.70B.
GE
US$276.00
General Electric
7D
2.7%
1Y
59.0%