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U.S. Aerospace & Defense Industry Analysis

UpdatedJul 10, 2025
DataAggregated Company Financials
Companies83
  • 7D1.7%
  • 3M24.2%
  • 1Y40.6%
  • YTD27.2%

Over the last 7 days, the Aerospace & Defense industry has remained flat, although notably Boeing gained 6.9%. As for the the longer term, the industry is up 40% over the past 12 months. 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
Thu, 10 Jul 2025US$1.1tUS$387.1bUS$29.9b35.7x38.1x2.9x
Sat, 07 Jun 2025US$1.1tUS$386.8bUS$30.0b34.3x36.7x2.8x
Mon, 05 May 2025US$987.9bUS$385.7bUS$29.4b32.1x33.6x2.6x
Wed, 02 Apr 2025US$935.3bUS$377.4bUS$28.8b30x32.5x2.5x
Fri, 28 Feb 2025US$915.5bUS$376.6bUS$30.2b32.8x30.3x2.4x
Sun, 26 Jan 2025US$954.4bUS$372.4bUS$29.1b35.4x32.9x2.6x
Tue, 24 Dec 2024US$887.3bUS$403.7bUS$27.9b33.2x31.8x2.2x
Thu, 21 Nov 2024US$932.8bUS$403.8bUS$27.8b34.4x33.5x2.3x
Sat, 19 Oct 2024US$968.9bUS$393.7bUS$23.7b35.5x40.9x2.5x
Mon, 16 Sep 2024US$900.7bUS$388.8bUS$23.3b33.4x38.7x2.3x
Wed, 14 Aug 2024US$863.9bUS$388.4bUS$23.2b32.7x37.2x2.2x
Fri, 12 Jul 2024US$796.5bUS$381.1bUS$24.0b35.1x33.1x2.1x
Sun, 09 Jun 2024US$809.4bUS$381.1bUS$23.9b31.8x33.9x2.1x
Tue, 07 May 2024US$807.8bUS$380.4bUS$23.7b30.2x34.1x2.1x
Thu, 04 Apr 2024US$598.2bUS$303.9bUS$18.8b31.8x31.7x2x
Sat, 02 Mar 2024US$578.6bUS$303.7bUS$18.7b31.8x31x1.9x
Mon, 29 Jan 2024US$576.3bUS$306.4bUS$17.9b32.1x32.1x1.9x
Wed, 27 Dec 2023US$574.8bUS$302.1bUS$20.9b28.7x27.5x1.9x
Fri, 24 Nov 2023US$553.7bUS$301.6bUS$20.9b27.7x26.5x1.8x
Sun, 22 Oct 2023US$532.4bUS$301.5bUS$22.3b25.2x23.9x1.8x
Tue, 19 Sep 2023US$534.1bUS$305.9bUS$22.6b25.9x23.7x1.7x
Thu, 17 Aug 2023US$551.4bUS$305.7bUS$22.8b25.5x24.2x1.8x
Sat, 15 Jul 2023US$574.5bUS$298.0bUS$21.6b26.1x26.6x1.9x
Mon, 12 Jun 2023US$571.8bUS$300.3bUS$21.9b24.7x26.1x1.9x
Wed, 10 May 2023US$560.6bUS$298.4bUS$22.0b23.6x25.5x1.9x
Fri, 07 Apr 2023US$580.9bUS$294.7bUS$21.8b23.9x26.6x2x
Sun, 05 Mar 2023US$590.7bUS$294.5bUS$21.7b23.8x27.2x2x
Tue, 31 Jan 2023US$574.4bUS$291.9bUS$22.2b25.1x25.9x2x
Thu, 29 Dec 2022US$593.5bUS$287.1bUS$22.2b24x26.8x2.1x
Sat, 26 Nov 2022US$597.3bUS$284.2bUS$22.0b32.1x27.1x2.1x
Mon, 24 Oct 2022US$568.3bUS$281.2bUS$22.8b27.5x24.9x2x
Wed, 21 Sep 2022US$541.9bUS$280.7bUS$21.7b27.4x25x1.9x
Fri, 19 Aug 2022US$578.0bUS$280.5bUS$21.6b28.6x26.7x2.1x
Sun, 17 Jul 2022US$534.4bUS$285.6bUS$22.5b19.1x23.7x1.9x
Price to Earnings Ratio

23.7x


Total Market Cap: US$534.4bTotal Earnings: US$22.5bTotal Revenue: US$285.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Aerospace & Defense Industry Price to Earnings3Y Average 29.7x202320242025
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 38.3x which is higher than its 3-year average PE of 29.7x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 3.0x.
Past Earnings Growth
  • The earnings for companies in the Aerospace & Defense industry have grown 9.8% 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 Market0.56%
Industrials1.05%
Aerospace & Defense1.70%
Aerospace and Defense1.70%
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$226.606.9%
+US$11.0b		23.3%PS2.5x
GE General ElectricUS$250.332.3%
+US$6.0b		51.1%PE38.7x
AXON Axon EnterpriseUS$805.864.0%
+US$2.4b		174.8%PE189.2x
RTX RTXUS$146.181.1%
+US$2.2b		45.2%PE42.5x
HWM Howmet AerospaceUS$181.423.1%
+US$2.2b		126.3%PE58.4x

Latest News

ATRO
US$31.73
Astronics
7D
-2.5%
1Y
55.4%
EVTL
US$4.85
Vertical Aerospace
7D
-27.0%
1Y
-44.7%
RTX
US$146.18
RTX
7D
1.1%
1Y
45.2%
SARO
US$30.06
StandardAero
7D
-2.9%
1Y
n/a

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Jul 07
Estimating The Fair Value Of StandardAero, Inc. (NYSE:SARO)
HEI
US$316.85
HEICO
7D
-0.6%
1Y
40.3%

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NOC
US$507.94
Northrop Grumman
7D
1.8%
1Y
19.2%

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EVEX
US$7.01
Eve Holding
7D
-5.7%
1Y
112.4%

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BWXT
US$137.56
BWX Technologies
7D
-2.3%
1Y
43.8%
BA
US$226.60
Boeing
7D
6.9%
1Y
23.3%
RKLB
US$39.14
Rocket Lab
7D
9.7%
1Y
663.0%
AXON
US$805.86
Axon Enterprise
7D
4.0%
1Y
174.8%

Axon Enterprise's (NASDAQ:AXON) Returns On Capital Are Heading Higher

Jul 02
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HWM
US$181.42
Howmet Aerospace
7D
3.1%
1Y
126.3%
GE
US$250.33
General Electric
7D
2.3%
1Y
51.1%
HII
US$248.92
Huntington Ingalls Industries
7D
-0.5%
1Y
0.9%
GD
US$299.96
General Dynamics
7D
2.1%
1Y
6.4%
LOAR
US$78.49
Loar Holdings
7D
-3.9%
1Y
41.1%

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May 28