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U.S. Aerospace & Defense Industry Analysis

UpdatedMay 29, 2025
DataAggregated Company Financials
Companies85
  • 7D2.4%
  • 3M14.5%
  • 1Y31.1%
  • YTD19.6%

In the last week, the Aerospace & Defense industry is up 1.2%, with General Electric up 4.3%. This takes the industry's 12 month performance to a gain of 29%. 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, 29 May 2025US$1.1tUS$386.8bUS$30.0b33.3x35.7x2.8x
Sat, 26 Apr 2025US$928.3bUS$381.1bUS$28.8b31.5x32.2x2.4x
Mon, 24 Mar 2025US$937.1bUS$377.0bUS$29.1b32.2x32.2x2.5x
Wed, 19 Feb 2025US$920.4bUS$376.1bUS$30.0b34.2x30.7x2.4x
Fri, 17 Jan 2025US$908.9bUS$403.9bUS$27.9b34.3x32.5x2.3x
Sun, 15 Dec 2024US$898.0bUS$403.7bUS$27.9b34.4x32.1x2.2x
Tue, 12 Nov 2024US$967.1bUS$403.3bUS$27.9b36.3x34.6x2.4x
Thu, 10 Oct 2024US$949.6bUS$393.7bUS$23.6b34.3x40.2x2.4x
Sat, 07 Sep 2024US$865.8bUS$388.8bUS$23.3b32.8x37.2x2.2x
Mon, 05 Aug 2024US$844.9bUS$387.9bUS$23.1b32.9x36.6x2.2x
Wed, 03 Jul 2024US$785.4bUS$381.1bUS$24.0b32x32.7x2.1x
Fri, 31 May 2024US$806.5bUS$381.1bUS$23.9b31.2x33.8x2.1x
Sun, 28 Apr 2024US$789.4bUS$379.7bUS$23.5b31.2x33.6x2.1x
Tue, 26 Mar 2024US$597.9bUS$303.9bUS$18.8b32x31.7x2x
Thu, 22 Feb 2024US$569.4bUS$303.1bUS$18.5b29.6x30.7x1.9x
Sat, 20 Jan 2024US$578.2bUS$302.1bUS$20.9b29.2x27.7x1.9x
Mon, 18 Dec 2023US$566.6bUS$301.7bUS$20.9b27.7x27.1x1.9x
Wed, 15 Nov 2023US$553.9bUS$301.5bUS$20.7b28.6x26.8x1.8x
Fri, 13 Oct 2023US$538.1bUS$301.2bUS$22.4b26.9x24x1.8x
Sun, 10 Sep 2023US$538.2bUS$305.9bUS$22.9b24.5x23.5x1.8x
Tue, 08 Aug 2023US$559.7bUS$305.2bUS$22.8b26.6x24.5x1.8x
Thu, 06 Jul 2023US$578.8bUS$297.4bUS$21.7b24.8x26.6x1.9x
Sat, 03 Jun 2023US$558.5bUS$300.3bUS$21.9b24x25.6x1.9x
Mon, 01 May 2023US$572.8bUS$297.4bUS$22.0b22.1x26x1.9x
Wed, 29 Mar 2023US$569.7bUS$294.7bUS$21.6b23.9x26.3x1.9x
Fri, 24 Feb 2023US$588.5bUS$292.6bUS$21.9b25.9x26.8x2x
Sun, 22 Jan 2023US$561.8bUS$287.0bUS$22.2b25.4x25.3x2x
Tue, 20 Dec 2022US$587.8bUS$286.9bUS$22.4b26.1x26.3x2x
Thu, 17 Nov 2022US$579.8bUS$284.2bUS$22.0b30.6x26.3x2x
Sat, 15 Oct 2022US$514.7bUS$280.7bUS$21.7b25.6x23.7x1.8x
Mon, 12 Sep 2022US$553.5bUS$280.6bUS$21.7b27.9x25.6x2x
Wed, 10 Aug 2022US$556.8bUS$280.4bUS$21.8b21.3x25.5x2x
Fri, 08 Jul 2022US$553.1bUS$284.8bUS$22.4b18.6x24.7x1.9x
Sun, 05 Jun 2022US$573.1bUS$283.0bUS$22.3b21.4x25.7x2x
Price to Earnings Ratio

25.7x


Total Market Cap: US$573.1bTotal Earnings: US$22.3bTotal Revenue: US$283.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Aerospace & Defense Industry Price to Earnings3Y Average 29.2x202320242025
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 34.8x which is higher than its 3-year average PE of 29.2x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Aerospace & Defense industry have grown 10% 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 Market0.79%
Industrials1.03%
Aerospace & Defense2.44%
Aerospace and Defense2.44%
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$243.674.3%
+US$10.8b		48.9%PE37.7x
HEI HEICOUS$294.359.5%
+US$3.5b		38.2%PE68.1x
HWM Howmet AerospaceUS$170.324.6%
+US$3.1b		102.6%PE54.8x
TDG TransDigm GroupUS$1.46k3.7%
+US$3.0b		11.3%PE47.7x
LHX L3Harris TechnologiesUS$244.375.1%
+US$2.2b		13.5%PE28.5x
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HEI

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HEICO

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9.5%

1Y

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BWX Technologies

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1Y

43.9%

RKLB

US$28.93

Rocket Lab

7D

14.9%

1Y

592.1%

LHX

US$244.37

L3Harris Technologies

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5.1%

1Y

13.5%

EH

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1Y

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TDG

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CW

US$449.64

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7D

8.2%

1Y

62.8%

VVX

US$45.44

V2X

7D

-3.5%

1Y

-0.1%

BA

US$201.50

Boeing

7D

-0.8%

1Y

17.4%

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GD

US$273.64

General Dynamics

7D

-1.5%

1Y

-6.8%

LMT

US$469.98

Lockheed Martin

7D

-0.06%

1Y

3.8%

HWM

US$170.32

Howmet Aerospace

7D

4.6%

1Y

102.6%

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7D

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1Y

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GE

US$243.67

General Electric

7D

4.3%

1Y

48.9%

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