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U.S. Aerospace & Defense Industry Analysis

UpdatedMay 29, 2026
DataAggregated Company Financials
Companies102
  • 7D5.6%
  • 3M-4.1%
  • 1Y32.8%
  • YTD6.5%

In the last week, the Aerospace & Defense industry is up 5.6%, with General Electric up 6.3%. This takes the industry's 12 month performance to a gain of 33%. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 29 May 2026US$1.7tUS$529.5bUS$37.1b39.1x45.7x3.2x
Sun, 26 Apr 2026US$1.6tUS$520.9bUS$37.1b36x41.9x3x
Tue, 24 Mar 2026US$1.6tUS$511.5bUS$35.4b39.6x45x3.1x
Thu, 19 Feb 2026US$1.7tUS$510.3bUS$35.6b42.7x47.9x3.3x
Sat, 17 Jan 2026US$1.5tUS$410.1bUS$32.0b42.6x47.5x3.7x
Mon, 15 Dec 2025US$1.3tUS$409.8bUS$32.0b38.7x41.3x3.2x
Wed, 12 Nov 2025US$1.3tUS$409.2bUS$32.2b38.9x41.6x3.3x
Fri, 10 Oct 2025US$1.4tUS$398.7bUS$31.4b39.2x43.1x3.4x
Sun, 07 Sep 2025US$1.2tUS$395.4bUS$31.1b34.3x39.2x3.1x
Tue, 05 Aug 2025US$1.2tUS$393.1bUS$31.4b36.3x37.9x3x
Thu, 03 Jul 2025US$1.1tUS$387.1bUS$29.9b35.1x37.9x2.9x
Sat, 31 May 2025US$1.1tUS$386.8bUS$30.0b33.7x35.8x2.8x
Mon, 28 Apr 2025US$941.2bUS$381.1bUS$28.8b31.5x32.6x2.5x
Wed, 26 Mar 2025US$956.6bUS$377.2bUS$28.9b33.3x33.1x2.5x
Fri, 21 Feb 2025US$924.5bUS$376.2bUS$30.0b34.2x30.8x2.5x
Sun, 19 Jan 2025US$924.0bUS$403.9bUS$27.9b34.3x33.1x2.3x
Tue, 17 Dec 2024US$898.2bUS$403.7bUS$27.9b35x32.1x2.2x
Thu, 14 Nov 2024US$966.7bUS$403.4bUS$27.9b35.9x34.6x2.4x
Sat, 12 Oct 2024US$944.2bUS$393.7bUS$23.6b33.8x40x2.4x
Mon, 09 Sep 2024US$865.8bUS$388.8bUS$23.3b32.8x37.2x2.2x
Wed, 07 Aug 2024US$832.7bUS$387.9bUS$23.1b31.5x36.1x2.1x
Fri, 05 Jul 2024US$795.1bUS$381.1bUS$24.0b34.5x33.1x2.1x
Sun, 02 Jun 2024US$817.3bUS$381.1bUS$23.9b31.5x34.3x2.1x
Tue, 30 Apr 2024US$789.4bUS$379.7bUS$23.5b31.4x33.6x2.1x
Thu, 28 Mar 2024US$605.7bUS$303.9bUS$18.8b32.4x32.1x2x
Sat, 24 Feb 2024US$575.5bUS$303.1bUS$18.6b30.7x31x1.9x
Mon, 22 Jan 2024US$577.3bUS$302.1bUS$20.9b29.2x27.6x1.9x
Wed, 20 Dec 2023US$574.7bUS$302.0bUS$20.9b28.4x27.5x1.9x
Fri, 17 Nov 2023US$552.9bUS$301.5bUS$20.7b28.5x26.7x1.8x
Sun, 15 Oct 2023US$540.6bUS$301.2bUS$22.4b25.6x24.1x1.8x
Tue, 12 Sep 2023US$528.5bUS$305.9bUS$22.9b24.8x23.1x1.7x
Thu, 10 Aug 2023US$562.8bUS$305.7bUS$22.8b25.9x24.7x1.8x
Sat, 08 Jul 2023US$574.0bUS$297.5bUS$21.7b25.3x26.4x1.9x
Mon, 05 Jun 2023US$558.5bUS$300.3bUS$21.9b24x25.6x1.9x
Price to Earnings Ratio

25.6x


Total Market Cap: US$558.5bTotal Earnings: US$21.9bTotal Revenue: US$300.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Aerospace & Defense Industry Price to Earnings3Y Average 34.6x202420252026
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 45.7x which is higher than its 3-year average PE of 34.6x.
  • The 3-year average PS ratio of 2.5x is lower than the industry's current PS ratio of 3.2x.
Past Earnings Growth
  • The earnings for companies in the Aerospace & Defense industry have grown 19% per year over the last three years.
  • Revenues for these companies have grown 21% 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 Market1.83%
Industrials2.62%
Aerospace & Defense5.62%
Aerospace and Defense5.62%
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$320.826.3%
+US$19.9b		31.4%PE39.1x
RKLB Rocket LabUS$148.0318.0%
+US$13.1b		441.2%PS126.1x
BA BoeingUS$228.784.2%
+US$7.2b		9.9%PE93.8x
HEI HEICOUS$345.0714.6%
+US$6.2b		15.0%PE61x
ARXS ArxisUS$46.8335.4%
+US$5.0b		n/aPE417.9x

Latest News

AXON
US$439.32
Axon Enterprise
7D
12.7%
1Y
-39.8%
ARXS
US$46.83
Arxis
7D
35.4%
1Y
n/a
HEI
US$345.07
HEICO
7D
14.6%
1Y
15.0%
RTX
US$178.96
RTX
7D
1.7%
1Y
32.8%
RKLB
US$148.03
Rocket Lab
7D
18.0%
1Y
441.2%
GE
US$320.82
General Electric
7D
6.3%
1Y
31.4%
BA
US$228.78
Boeing
7D
4.2%
1Y
9.9%
LMT
US$537.21
Lockheed Martin
7D
2.8%
1Y
13.4%
BWXT
US$199.27
BWX Technologies
7D
-1.6%
1Y
59.1%
Narrative Update • May 25

BWXT: Nuclear Contract Pipeline And Enrichment Ambitions Will Balance Execution Risks

Analysts have lifted their average price target on BWX Technologies closer to the recently highlighted $255 level, citing a more supportive industry backdrop and fresh upside potential tied to commercial nuclear contracts, government operations, and enrichment initiatives. Analyst Commentary Recent research on BWX Technologies has shifted toward a more constructive tone, with several firms pointing to a more supportive setup for commercial nuclear projects, government operations, and enrichment efforts.
WWD
US$354.96
Woodward
7D
-0.2%
1Y
62.9%
DUKR
US$7.01
DUKE Robotics
7D
-2.2%
1Y
61.1%