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U.S. Aerospace & Defense Industry Analysis

UpdatedMay 13, 2025
DataAggregated Company Financials
Companies84
  • 7D2.6%
  • 3M5.0%
  • 1Y23.4%
  • YTD13.4%

Over the last 7 days, the Aerospace & Defense industry has risen 2.6%, driven by gains in General Electric and Boeing of 4.8% and 6.5%, respectively. In the last 12 months, the industry was up 23%. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 13 May 2025US$1.0tUS$386.1bUS$29.4b33.9x34.1x2.6x
Thu, 10 Apr 2025US$852.9bUS$377.4bUS$28.8b30x29.6x2.3x
Sat, 08 Mar 2025US$916.1bUS$376.7bUS$30.1b31.8x30.5x2.4x
Mon, 03 Feb 2025US$948.3bUS$375.7bUS$30.0b33.9x31.6x2.5x
Wed, 01 Jan 2025US$881.1bUS$403.7bUS$28.0b33.1x31.5x2.2x
Fri, 29 Nov 2024US$945.5bUS$403.8bUS$27.8b35.1x34x2.3x
Sun, 27 Oct 2024US$932.7bUS$402.9bUS$27.7b33.7x33.7x2.3x
Tue, 24 Sep 2024US$916.0bUS$388.8bUS$23.2b34.4x39.5x2.4x
Thu, 22 Aug 2024US$877.5bUS$388.4bUS$23.2b33.4x37.8x2.3x
Sat, 20 Jul 2024US$807.9bUS$381.3bUS$24.0b36.8x33.6x2.1x
Mon, 17 Jun 2024US$787.2bUS$381.1bUS$23.9b31.6x33x2.1x
Wed, 15 May 2024US$805.5bUS$380.8bUS$23.8b30.5x33.8x2.1x
Fri, 12 Apr 2024US$773.1bUS$371.9bUS$27.6b30.7x28x2.1x
Sun, 10 Mar 2024US$584.4bUS$303.9bUS$18.7b31.4x31.3x1.9x
Tue, 06 Feb 2024US$568.8bUS$302.9bUS$18.4b29.2x30.9x1.9x
Thu, 04 Jan 2024US$579.0bUS$302.1bUS$20.9b27.3x27.7x1.9x
Sat, 02 Dec 2023US$561.0bUS$301.6bUS$20.9b28.1x26.9x1.9x
Mon, 30 Oct 2023US$534.8bUS$300.4bUS$20.6b24.7x25.9x1.8x
Wed, 27 Sep 2023US$513.9bUS$305.9bUS$22.6b24.5x22.8x1.7x
Fri, 25 Aug 2023US$552.0bUS$305.7bUS$22.8b25.1x24.2x1.8x
Sun, 23 Jul 2023US$574.6bUS$299.3bUS$23.0b26.8x25x1.9x
Tue, 20 Jun 2023US$573.5bUS$297.4bUS$21.9b25.7x26.2x1.9x
Thu, 18 May 2023US$563.6bUS$300.1bUS$21.8b23.4x25.8x1.9x
Sat, 15 Apr 2023US$588.7bUS$294.7bUS$21.8b24.3x27x2x
Mon, 13 Mar 2023US$571.4bUS$294.6bUS$21.7b23.5x26.3x1.9x
Wed, 08 Feb 2023US$580.7bUS$292.0bUS$22.2b25.3x26.2x2x
Fri, 06 Jan 2023US$594.3bUS$287.1bUS$22.2b24x26.8x2.1x
Sun, 04 Dec 2022US$614.1bUS$286.9bUS$22.4b32.8x27.4x2.1x
Tue, 01 Nov 2022US$597.6bUS$282.9bUS$22.0b29.5x27.1x2.1x
Thu, 29 Sep 2022US$521.8bUS$280.6bUS$21.7b24.2x24x1.9x
Sat, 27 Aug 2022US$562.1bUS$280.5bUS$21.6b24.3x26x2x
Mon, 25 Jul 2022US$543.0bUS$284.1bUS$21.0b19.8x25.8x1.9x
Wed, 22 Jun 2022US$541.2bUS$284.8bUS$22.4b18.3x24.2x1.9x
Fri, 20 May 2022US$553.3bUS$284.7bUS$22.5b19.4x24.6x1.9x
Price to Earnings Ratio

24.6x


Total Market Cap: US$553.3bTotal Earnings: US$22.5bTotal Revenue: US$284.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Aerospace & Defense Industry Price to Earnings3Y Average 29.1x202320242025
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 34.1x which is higher than its 3-year average PE of 29.1x.
  • The 3-year average PS ratio of 2.1x 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 9.3% per year over the last three years.
  • Revenues for these companies have grown 11% 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 Market3.92%
Industrials4.51%
Aerospace & Defense2.56%
Aerospace and Defense2.56%
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$218.954.8%
+US$10.7b		37.3%PE33.9x
BA BoeingUS$198.536.5%
+US$9.1b		11.3%PS2.2x
AXON Axon EnterpriseUS$693.1015.2%
+US$7.1b		133.8%PE162.7x
RTX RTXUS$130.561.5%
+US$2.6b		23.4%PE37.9x
TXT TextronUS$76.809.0%
+US$1.1b		-12.6%PE16.7x
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