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U.S. Aerospace & Defense Industry Analysis

UpdatedMar 22, 2025
DataAggregated Company Financials
Companies84
  • 7D0.9%
  • 3M5.5%
  • 1Y17.6%
  • YTD6.4%

The Aerospace & Defense is pretty flat in the last 7 days, but Boeing has stood out, gaining 10%. As for the the longer term, the industry is up 18% over the past 12 months. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 22 Mar 2025US$948.0bUS$377.0bUS$29.1b32.2x32.6x2.5x
Mon, 17 Feb 2025US$920.6bUS$376.1bUS$30.0b33.9x30.7x2.4x
Wed, 15 Jan 2025US$903.0bUS$403.8bUS$27.9b34.3x32.3x2.2x
Fri, 13 Dec 2024US$905.7bUS$403.7bUS$27.9b34.5x32.4x2.2x
Sun, 10 Nov 2024US$966.7bUS$403.3bUS$27.9b36x34.6x2.4x
Tue, 08 Oct 2024US$952.7bUS$393.7bUS$23.6b34.7x40.4x2.4x
Thu, 05 Sep 2024US$879.6bUS$388.7bUS$23.3b33.6x37.8x2.3x
Sat, 03 Aug 2024US$863.5bUS$387.8bUS$23.1b32.9x37.4x2.2x
Mon, 01 Jul 2024US$790.1bUS$381.1bUS$24.0b32.1x32.9x2.1x
Wed, 29 May 2024US$819.0bUS$380.8bUS$23.8b31.5x34.4x2.2x
Fri, 26 Apr 2024US$787.2bUS$378.9bUS$23.5b31x33.5x2.1x
Sun, 24 Mar 2024US$597.8bUS$303.9bUS$18.8b31.7x31.7x2x
Tue, 20 Feb 2024US$569.9bUS$303.1bUS$18.5b29.9x30.8x1.9x
Thu, 18 Jan 2024US$573.6bUS$302.1bUS$20.9b28.5x27.4x1.9x
Sat, 16 Dec 2023US$566.6bUS$301.7bUS$20.9b27.7x27.1x1.9x
Mon, 13 Nov 2023US$551.2bUS$301.4bUS$20.7b30x26.6x1.8x
Wed, 11 Oct 2023US$535.2bUS$301.2bUS$22.4b26.7x23.9x1.8x
Fri, 08 Sep 2023US$543.1bUS$305.9bUS$22.9b24.7x23.8x1.8x
Sun, 06 Aug 2023US$554.8bUS$305.2bUS$22.8b26.6x24.3x1.8x
Tue, 04 Jul 2023US$579.8bUS$297.4bUS$21.7b25.3x26.7x1.9x
Thu, 01 Jun 2023US$541.2bUS$300.3bUS$21.9b23x24.8x1.8x
Sat, 29 Apr 2023US$572.9bUS$297.4bUS$22.0b22.1x26x1.9x
Mon, 27 Mar 2023US$567.4bUS$294.7bUS$21.6b23.5x26.2x1.9x
Wed, 22 Feb 2023US$589.9bUS$292.6bUS$22.1b25.2x26.7x2x
Fri, 20 Jan 2023US$557.0bUS$287.0bUS$22.2b24.6x25.1x1.9x
Sun, 18 Dec 2022US$592.2bUS$286.9bUS$22.4b26.1x26.4x2.1x
Tue, 15 Nov 2022US$571.4bUS$284.2bUS$22.0b30.5x26x2x
Thu, 13 Oct 2022US$524.1bUS$280.7bUS$21.7b25.7x24.2x1.9x
Sat, 10 Sep 2022US$553.5bUS$280.6bUS$21.7b27.9x25.6x2x
Mon, 08 Aug 2022US$559.2bUS$280.3bUS$21.8b21.5x25.6x2x
Wed, 06 Jul 2022US$541.1bUS$284.8bUS$22.4b17.8x24.1x1.9x
Fri, 03 Jun 2022US$563.9bUS$283.0bUS$22.3b21.2x25.3x2x
Sun, 01 May 2022US$562.4bUS$284.3bUS$21.5b21.7x26.1x2x
Tue, 29 Mar 2022US$596.6bUS$285.2bUS$22.8b22.7x26.2x2.1x
Price to Earnings Ratio

26.2x


Total Market Cap: US$596.6bTotal Earnings: US$22.8bTotal Revenue: US$285.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Aerospace & Defense Industry Price to Earnings3Y Average 28.8x202320242025
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 32.6x which is higher than its 3-year average PE of 28.8x.
  • 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 & Defense industry have grown 8.5% per year over the last three years.
  • Revenues for these companies have grown 9.7% 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 Market0.58%
Industrials0.45%
Aerospace & Defense0.93%
Aerospace and Defense0.93%
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$178.1110.1%
+US$12.3b
-5.7%PS2x
GE General ElectricUS$204.133.6%
+US$7.5b
16.5%PE32.8x
RTX RTXUS$132.371.8%
+US$3.2b
38.5%PE37x
HWM Howmet AerospaceUS$130.853.4%
+US$1.8b
92.1%PE46x
NOC Northrop GrummanUS$490.721.2%
+US$838.1m
4.7%PE17x
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Latest News

CDRE

US$31.17

Cadre Holdings

7D

-7.6%

1Y

-9.9%

NOC

US$490.72

Northrop Grumman

7D

1.2%

1Y

4.7%

GE

US$204.13

General Electric

7D

3.6%

1Y

16.5%

GD

US$263.41

General Dynamics

7D

0.5%

1Y

-6.3%

EH

US$23.05

EHang Holdings

7D

-4.7%

1Y

23.1%

RTX

US$132.37

RTX

7D

1.8%

1Y

38.5%