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U.S. Aerospace & Defense Industry Analysis

UpdatedAug 15, 2025
DataAggregated Company Financials
Companies82
  • 7D-1.2%
  • 3M12.5%
  • 1Y32.0%
  • YTD31.2%

Over the last 7 days, the Aerospace & Defense industry has dropped 1.2%, driven by a pullback from Axon Enterprise of 14%. Over the past 12 months, the industry was up 32%. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 15 Aug 2025US$1.2tUS$394.0bUS$31.0b33.9x38.6x3x
Sun, 13 Jul 2025US$1.2tUS$387.1bUS$29.9b35.3x38.6x3x
Tue, 10 Jun 2025US$1.1tUS$386.8bUS$30.0b35x37x2.9x
Thu, 08 May 2025US$981.1bUS$385.8bUS$29.4b32.5x33.3x2.5x
Sat, 05 Apr 2025US$914.9bUS$377.4bUS$28.8b26.5x31.8x2.4x
Mon, 03 Mar 2025US$938.1bUS$376.7bUS$30.1b33.6x31.2x2.5x
Wed, 29 Jan 2025US$946.9bUS$373.8bUS$27.8b34x34.1x2.5x
Fri, 27 Dec 2024US$894.4bUS$403.7bUS$28.0b33.7x32x2.2x
Sun, 24 Nov 2024US$952.9bUS$403.8bUS$27.8b35.1x34.2x2.4x
Tue, 22 Oct 2024US$969.4bUS$393.7bUS$23.7b35.5x40.9x2.5x
Thu, 19 Sep 2024US$901.3bUS$388.8bUS$23.2b33.3x38.9x2.3x
Sat, 17 Aug 2024US$877.6bUS$388.4bUS$23.2b33x37.8x2.3x
Mon, 15 Jul 2024US$794.6bUS$381.1bUS$24.0b35.5x33.1x2.1x
Wed, 12 Jun 2024US$807.7bUS$381.1bUS$23.9b31.5x33.8x2.1x
Fri, 10 May 2024US$811.6bUS$380.8bUS$23.8b31.4x34.1x2.1x
Sun, 07 Apr 2024US$607.6bUS$303.9bUS$18.9b32.5x32.2x2x
Tue, 05 Mar 2024US$583.5bUS$303.7bUS$18.7b32.1x31.2x1.9x
Thu, 01 Feb 2024US$580.0bUS$306.5bUS$18.0b31.5x32.2x1.9x
Sat, 30 Dec 2023US$579.7bUS$302.1bUS$20.9b28.4x27.7x1.9x
Mon, 27 Nov 2023US$560.0bUS$301.6bUS$20.9b27.7x26.8x1.9x
Wed, 25 Oct 2023US$531.5bUS$301.5bUS$22.3b24.9x23.8x1.8x
Fri, 22 Sep 2023US$521.4bUS$305.9bUS$22.6b25.2x23.1x1.7x
Sun, 20 Aug 2023US$552.9bUS$305.7bUS$22.8b25.3x24.3x1.8x
Tue, 18 Jul 2023US$574.7bUS$298.0bUS$21.6b26.4x26.6x1.9x
Thu, 15 Jun 2023US$566.8bUS$300.3bUS$21.9b25.4x25.9x1.9x
Sat, 13 May 2023US$556.2bUS$300.1bUS$21.8b24.7x25.5x1.9x
Mon, 10 Apr 2023US$580.9bUS$294.7bUS$21.8b23.9x26.6x2x
Wed, 08 Mar 2023US$587.4bUS$294.6bUS$21.7b23.7x27x2x
Fri, 03 Feb 2023US$576.2bUS$292.0bUS$22.2b24.8x26x2x
Sun, 01 Jan 2023US$599.5bUS$287.1bUS$22.2b24.4x27x2.1x
Tue, 29 Nov 2022US$591.3bUS$284.2bUS$22.0b31.6x26.9x2.1x
Thu, 27 Oct 2022US$577.7bUS$282.4bUS$22.9b28.3x25.3x2x
Sat, 24 Sep 2022US$524.1bUS$280.6bUS$21.7b25.3x24.2x1.9x
Mon, 22 Aug 2022US$573.0bUS$280.5bUS$21.6b24.8x26.5x2x
Price to Earnings Ratio

26.5x


Total Market Cap: US$573.0bTotal Earnings: US$21.6bTotal Revenue: US$280.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Aerospace & Defense Industry Price to Earnings3Y Average 30.1x202320242025
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 38.6x which is higher than its 3-year average PE of 30.1x.
  • 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 13% per year over the last three years.
  • Revenues for these companies have grown 12% 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 Market1.65%
Industrials0.40%
Aerospace & Defense-1.18%
Aerospace and Defense-1.18%
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$235.262.7%
+US$4.6b		30.7%PS2.4x
LMT Lockheed MartinUS$437.562.8%
+US$2.8b		-21.9%PE24.3x
MRCY Mercury SystemsUS$66.7026.3%
+US$839.5m		66.3%PS4.4x
KTOS Kratos Defense & Security SolutionsUS$68.507.2%
+US$779.8m		223.7%PE797.4x
KRMN Karman HoldingsUS$50.6010.5%
+US$637.8m		n/aPE838.6x

Latest News

RTX
US$155.08
RTX
7D
-0.4%
1Y
31.0%

Market Participants Recognise RTX Corporation's (NYSE:RTX) Earnings

Aug 15
Market Participants Recognise RTX Corporation's (NYSE:RTX) Earnings
KTOS
US$69.12
Kratos Defense & Security Solutions
7D
17.0%
1Y
241.5%

Why Investors Shouldn't Be Surprised By Kratos Defense & Security Solutions, Inc.'s (NASDAQ:KTOS) 35% Share Price Surge

Aug 15
Why Investors Shouldn't Be Surprised By Kratos Defense & Security Solutions, Inc.'s (NASDAQ:KTOS) 35% Share Price Surge
AXON
US$749.83
Axon Enterprise
7D
-13.9%
1Y
100.7%
MRCY
US$66.83
Mercury Systems
7D
27.0%
1Y
66.6%
RKLB
US$42.81
Rocket Lab
7D
-3.2%
1Y
634.3%
HEI
US$311.20
HEICO
7D
-1.7%
1Y
30.0%
CW
US$492.15
Curtiss-Wright
7D
4.0%
1Y
62.8%

Curtiss-Wright Corporation (NYSE:CW) Analysts Are Pretty Bullish On The Stock After Recent Results

Aug 10
Curtiss-Wright Corporation (NYSE:CW) Analysts Are Pretty Bullish On The Stock After Recent Results
GD
US$315.84
General Dynamics
7D
1.0%
1Y
6.7%
KRMN
US$50.91
Karman Holdings
7D
5.6%
1Y
n/a
FLY
US$49.33
Firefly Aerospace
7D
-18.3%
1Y
n/a

Firefly Aerospace: Shares Have Taken Off

Aug 08
HWM
US$175.99
Howmet Aerospace
7D
-3.1%
1Y
84.1%
TDG
US$1,412.73
TransDigm Group
7D
-1.1%
1Y
11.0%
TXT
US$80.32
Textron
7D
3.8%
1Y
-8.5%
LMT
US$437.32
Lockheed Martin
7D
1.5%
1Y
-21.9%
BA
US$233.19
Boeing
7D
2.6%
1Y
32.2%
GE
US$269.70
General Electric
7D
-0.9%
1Y
58.7%