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U.S. Aerospace and Defense Industry Analysis

UpdatedFeb 01, 2025
DataAggregated Company Financials
Companies80
  • 7D-0.3%
  • 3M5.7%
  • 1Y32.9%
  • YTDn/a

The Aerospace and Defense is pretty flat in the last 7 days, but General Electric has stood out, gaining 3.5%. The past year has been better, since the industry has gained 33% in that time. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 01 Feb 2025US$949.5bUS$375.7bUS$30.0b33.9x31.6x2.5x
Mon, 30 Dec 2024US$891.3bUS$403.7bUS$28.0b33.4x31.9x2.2x
Wed, 27 Nov 2024US$938.3bUS$403.8bUS$27.8b35.6x33.7x2.3x
Fri, 25 Oct 2024US$941.2bUS$402.6bUS$27.7b33.6x34x2.3x
Sun, 22 Sep 2024US$916.0bUS$388.8bUS$23.2b34.4x39.5x2.4x
Tue, 20 Aug 2024US$878.3bUS$388.4bUS$23.2b33.1x37.8x2.3x
Thu, 18 Jul 2024US$816.5bUS$381.1bUS$24.0b37x34x2.1x
Sat, 15 Jun 2024US$791.8bUS$381.1bUS$23.9b31.6x33.2x2.1x
Mon, 13 May 2024US$812.4bUS$380.8bUS$23.8b31.5x34.1x2.1x
Wed, 10 Apr 2024US$778.2bUS$371.9bUS$27.6b31.4x28.2x2.1x
Fri, 08 Mar 2024US$584.3bUS$303.9bUS$18.7b32x31.2x1.9x
Sun, 04 Feb 2024US$579.9bUS$306.9bUS$18.1b31.2x32x1.9x
Tue, 02 Jan 2024US$580.4bUS$302.1bUS$20.9b28.4x27.8x1.9x
Thu, 30 Nov 2023US$556.4bUS$301.6bUS$20.9b27.9x26.7x1.8x
Sat, 28 Oct 2023US$534.7bUS$299.7bUS$20.0b27.8x26.8x1.8x
Mon, 25 Sep 2023US$515.1bUS$305.9bUS$22.6b24.8x22.8x1.7x
Wed, 23 Aug 2023US$555.0bUS$305.7bUS$22.8b25.2x24.3x1.8x
Fri, 21 Jul 2023US$577.3bUS$299.3bUS$23.0b26.8x25.1x1.9x
Sun, 18 Jun 2023US$574.9bUS$300.3bUS$21.9b25.7x26.3x1.9x
Tue, 16 May 2023US$560.5bUS$300.1bUS$21.8b24.4x25.7x1.9x
Thu, 13 Apr 2023US$589.5bUS$294.7bUS$21.8b24.3x27x2x
Sat, 11 Mar 2023US$571.4bUS$294.6bUS$21.7b23.5x26.3x1.9x
Mon, 06 Feb 2023US$574.5bUS$292.0bUS$22.2b24.8x25.9x2x
Wed, 04 Jan 2023US$596.9bUS$287.1bUS$22.2b24.1x26.9x2.1x
Fri, 02 Dec 2022US$602.5bUS$286.9bUS$22.4b32.3x26.9x2.1x
Sun, 30 Oct 2022US$598.5bUS$282.7bUS$22.0b29.6x27.2x2.1x
Tue, 27 Sep 2022US$517.5bUS$280.6bUS$21.7b24.1x23.8x1.8x
Thu, 25 Aug 2022US$565.7bUS$280.5bUS$21.6b24.4x26.1x2x
Sat, 23 Jul 2022US$545.9bUS$284.0bUS$21.0b21.2x26x1.9x
Mon, 20 Jun 2022US$523.5bUS$284.8bUS$22.4b17.7x23.4x1.8x
Wed, 18 May 2022US$555.4bUS$284.7bUS$22.5b21.4x24.7x2x
Fri, 15 Apr 2022US$608.8bUS$285.3bUS$22.5b22.6x27.1x2.1x
Sun, 13 Mar 2022US$577.7bUS$288.1bUS$22.8b21.6x25.3x2x
Tue, 08 Feb 2022US$535.6bUS$287.5bUS$22.5b19.9x23.8x1.9x
Price to Earnings Ratio

23.8x


Total Market Cap: US$535.6bTotal Earnings: US$22.5bTotal Revenue: US$287.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Aerospace and Defense Industry Price to Earnings3Y Average 28.5x202320242025
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 31.6x 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 2.5x.
Past Earnings Growth
  • The earnings for companies in the Aerospace and Defense industry have grown 10% per year over the last three years.
  • Revenues for these companies have grown 9.3% 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-0.87%
Industrials-2.29%
Aerospace & Defense-0.31%
Aerospace and Defense-0.31%
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$203.573.5%
+US$7.3b
49.1%PE32.9x
RTX RTXUS$128.952.9%
+US$4.8b
40.2%PE36x
AXON Axon EnterpriseUS$652.186.9%
+US$3.2b
153.8%PE167.2x
TDG TransDigm GroupUS$1.35k0.9%
+US$645.6m
20.4%PE51.2x
BA BoeingUS$176.520.3%
+US$527.8m
-15.7%PS2x
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Latest News

RTX

US$128.95

RTX

7D

2.9%

1Y

40.2%

LMT

US$462.95

Lockheed Martin

7D

-6.8%

1Y

8.7%

RKLB

US$29.05

Rocket Lab USA

7D

-4.3%

1Y

630.8%

LHX

US$212.01

L3Harris Technologies

7D

-3.0%

1Y

2.4%

GE

US$203.57

General Electric

7D

3.5%

1Y

49.1%

AXON

US$652.18

Axon Enterprise

7D

6.9%

1Y

153.8%

TDG

US$1,353.34

TransDigm Group

7D

0.9%

1Y

20.4%

BWXT

US$112.93

BWX Technologies

7D

-11.5%

1Y

35.7%

DRS

US$35.15

Leonardo DRS

7D

-4.5%

1Y

83.5%