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U.S. Aerospace & Defense Industry Analysis

UpdatedJul 03, 2025
DataAggregated Company Financials
Companies84
  • 7D0.8%
  • 3M21.4%
  • 1Y38.5%
  • YTD25.1%

The Aerospace & Defense is pretty flat in the last 7 days, but Boeing has stood out, gaining 6.6%. As for the the longer term, the industry is up 39% over the past 12 months. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Wed, 03 May 2023US$567.6bUS$297.8bUS$22.0b22.7x25.7x1.9x
Fri, 31 Mar 2023US$574.0bUS$294.7bUS$21.8b24x26.3x1.9x
Sun, 26 Feb 2023US$588.3bUS$292.6bUS$21.8b23.4x27x2x
Tue, 24 Jan 2023US$565.8bUS$287.0bUS$22.2b25.1x25.5x2x
Thu, 22 Dec 2022US$599.3bUS$287.1bUS$22.4b24.5x26.8x2.1x
Sat, 19 Nov 2022US$588.1bUS$284.2bUS$22.0b31.8x26.7x2.1x
Mon, 17 Oct 2022US$514.7bUS$280.7bUS$21.7b25.6x23.7x1.8x
Wed, 14 Sep 2022US$553.0bUS$280.6bUS$21.7b26.6x25.5x2x
Fri, 12 Aug 2022US$562.2bUS$280.5bUS$21.8b23x25.8x2x
Sun, 10 Jul 2022US$563.0bUS$285.6bUS$22.4b18.8x25.1x2x
Price to Earnings Ratio

25.1x


Total Market Cap: US$563.0bTotal Earnings: US$22.4bTotal Revenue: US$285.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Aerospace & Defense Industry Price to Earnings3Y Average 29.6x202320242025
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 37.9x which is higher than its 3-year average PE of 29.6x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.9x.
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 Market2.17%
Industrials3.11%
Aerospace & Defense0.83%
Aerospace and Defense0.83%
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$212.036.6%
+US$9.9b		15.0%PS2.3x
RTX RTXUS$144.522.2%
+US$4.2b		43.5%PE42x
TDG TransDigm GroupUS$1.51k3.7%
+US$3.1b		17.8%PE49.4x
GD General DynamicsUS$293.922.8%
+US$2.1b		3.2%PE19.8x
NOC Northrop GrummanUS$498.902.5%
+US$1.7b		14.1%PE19.3x

Latest News

RDW
US$15.60
Redwire
7D
-2.6%
1Y
123.2%
BA
US$212.03
Boeing
7D
6.6%
1Y
15.0%
MRCY
US$50.50
Mercury Systems
7D
-1.7%
1Y
73.5%
RKLB
US$35.68
Rocket Lab
7D
10.3%
1Y
672.3%
AXON
US$774.55
Axon Enterprise
7D
-1.3%
1Y
161.2%

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Jul 02
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LHX
US$253.56
L3Harris Technologies
7D
2.3%
1Y
12.9%
RTX
US$144.52
RTX
7D
2.2%
1Y
43.5%
LMT
US$462.55
Lockheed Martin
7D
0.9%
1Y
-0.7%
TDG
US$1,511.65
TransDigm Group
7D
3.7%
1Y
17.8%
KRMN
US$45.24
Karman Holdings
7D
-7.5%
1Y
n/a
HWM
US$175.95
Howmet Aerospace
7D
-0.07%
1Y
121.8%
GE
US$244.75
General Electric
7D
-2.1%
1Y
50.2%
GD
US$293.92
General Dynamics
7D
2.8%
1Y
3.2%
NOC
US$498.90
Northrop Grumman
7D
2.5%
1Y
14.1%
VOYG
US$40.00
Voyager Technologies
7D
-8.1%
1Y
n/a

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LOAR
US$81.66
Loar Holdings
7D
-2.6%
1Y
53.5%

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May 28