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U.S. Aerospace & Defense Industry Analysis

UpdatedDec 26, 2024
DataAggregated Company Financials
Companies76
  • 7D2.4%
  • 3M-3.6%
  • 1Y26.7%
  • YTD26.4%

The Aerospace & Defense industry is up 2.4% in the last week, with General Electric up 4.1%. During this same period, the Cadre Holdings underperformed, falling 9.7%. This means that the industry has gained 27% over the past year. 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
Fri, 27 Dec 2024US$894.4bUS$403.7bUS$28.0b33.6x32x2.2x
Sun, 24 Nov 2024US$952.9bUS$403.8bUS$27.8b35.1x34.2x2.4x
Tue, 22 Oct 2024US$969.4bUS$393.7bUS$23.7b35.5x40.9x2.5x
Thu, 19 Sep 2024US$901.3bUS$388.8bUS$23.2b33.3x38.9x2.3x
Sat, 17 Aug 2024US$877.6bUS$388.4bUS$23.2b33x37.8x2.3x
Mon, 15 Jul 2024US$794.6bUS$381.1bUS$24.0b35.5x33.1x2.1x
Wed, 12 Jun 2024US$807.7bUS$381.1bUS$23.9b31.5x33.8x2.1x
Fri, 10 May 2024US$811.6bUS$380.8bUS$23.8b31.4x34.1x2.1x
Sun, 07 Apr 2024US$607.6bUS$303.9bUS$18.9b32.5x32.2x2x
Tue, 05 Mar 2024US$583.5bUS$303.7bUS$18.7b32.1x31.2x1.9x
Thu, 01 Feb 2024US$580.0bUS$306.5bUS$18.0b31.5x32.2x1.9x
Sat, 30 Dec 2023US$579.7bUS$302.1bUS$20.9b28.4x27.7x1.9x
Mon, 27 Nov 2023US$560.0bUS$301.6bUS$20.9b27.7x26.8x1.9x
Wed, 25 Oct 2023US$531.5bUS$301.5bUS$22.3b24.9x23.8x1.8x
Fri, 22 Sep 2023US$521.4bUS$305.9bUS$22.6b25.2x23.1x1.7x
Sun, 20 Aug 2023US$552.9bUS$305.7bUS$22.8b25.3x24.3x1.8x
Tue, 18 Jul 2023US$574.7bUS$298.0bUS$21.6b26.4x26.6x1.9x
Thu, 15 Jun 2023US$566.8bUS$300.3bUS$21.9b25.4x25.9x1.9x
Sat, 13 May 2023US$556.2bUS$300.1bUS$21.8b24.7x25.5x1.9x
Mon, 10 Apr 2023US$580.9bUS$294.7bUS$21.8b23.9x26.6x2x
Wed, 08 Mar 2023US$587.4bUS$294.6bUS$21.7b23.7x27x2x
Fri, 03 Feb 2023US$576.2bUS$292.0bUS$22.2b24.8x26x2x
Sun, 01 Jan 2023US$599.5bUS$287.1bUS$22.2b24.4x27x2.1x
Tue, 29 Nov 2022US$591.3bUS$284.2bUS$22.0b31.6x26.9x2.1x
Thu, 27 Oct 2022US$577.7bUS$282.4bUS$22.9b28.3x25.3x2x
Sat, 24 Sep 2022US$524.1bUS$280.6bUS$21.7b25.3x24.2x1.9x
Mon, 22 Aug 2022US$573.0bUS$280.5bUS$21.6b24.8x26.5x2x
Wed, 20 Jul 2022US$534.4bUS$285.6bUS$22.5b19.1x23.7x1.9x
Fri, 17 Jun 2022US$524.1bUS$284.8bUS$22.4b17.4x23.4x1.8x
Sun, 15 May 2022US$552.8bUS$284.7bUS$22.5b20.7x24.5x1.9x
Tue, 12 Apr 2022US$601.1bUS$285.3bUS$22.5b22.8x26.8x2.1x
Thu, 10 Mar 2022US$588.9bUS$287.7bUS$22.8b21x25.8x2x
Sat, 05 Feb 2022US$530.8bUS$287.5bUS$22.5b19.8x23.6x1.8x
Mon, 03 Jan 2022US$520.7bUS$286.0bUS$18.8b19.1x27.7x1.8x
Price to Earnings Ratio

27.7x


Total Market Cap: US$520.7bTotal 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 28.4x20232024
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 32.0x which is higher than its 3-year average PE of 28.4x.
  • The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.2x.
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 Market2.79%
Industrials1.76%
Aerospace & Defense2.42%
Aerospace and Defense2.42%
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$171.494.1%
+US$7.2b		33.6%PE33.7x
TDG TransDigm GroupUS$1.30k3.3%
+US$2.3b		28.5%PE49.4x
LMT Lockheed MartinUS$488.131.8%
+US$2.0b		8.2%PE17.3x
RTX RTXUS$116.831.2%
+US$1.8b		38.8%PE33x
BA BoeingUS$179.341.3%
+US$1.7b		-31.1%PS1.8x
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