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U.S. Aerospace & Defense Industry Analysis

UpdatedAug 18, 2025
DataAggregated Company Financials
Companies82
  • 7D-1.4%
  • 3M11.0%
  • 1Y30.9%
  • YTD30.6%

Over the last 7 days, the Aerospace & Defense industry has dropped 1.4%, driven by General Electric declining 2.7%. This takes the industry's 12 month performance to a gain of 31%. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 18 Aug 2025US$1.2tUS$394.0bUS$31.0b34.2x38.3x3x
Wed, 16 Jul 2025US$1.2tUS$387.1bUS$29.9b34.2x39.4x3x
Fri, 13 Jun 2025US$1.1tUS$387.0bUS$29.9b34.4x36.7x2.8x
Sun, 11 May 2025US$1.0tUS$386.1bUS$29.4b33.3x34.1x2.6x
Tue, 08 Apr 2025US$839.1bUS$377.4bUS$28.8b26.9x29.1x2.2x
Thu, 06 Mar 2025US$912.8bUS$376.7bUS$30.1b33.2x30.4x2.4x
Sat, 01 Feb 2025US$949.5bUS$375.7bUS$30.0b33.9x31.6x2.5x
Mon, 30 Dec 2024US$891.3bUS$403.7bUS$28.0b33.4x31.9x2.2x
Wed, 27 Nov 2024US$938.3bUS$403.8bUS$27.8b35.6x33.7x2.3x
Fri, 25 Oct 2024US$941.2bUS$402.6bUS$27.7b33.6x34x2.3x
Sun, 22 Sep 2024US$916.0bUS$388.8bUS$23.2b34.4x39.5x2.4x
Tue, 20 Aug 2024US$878.3bUS$388.4bUS$23.2b33.1x37.8x2.3x
Thu, 18 Jul 2024US$816.5bUS$381.1bUS$24.0b37x34x2.1x
Sat, 15 Jun 2024US$791.8bUS$381.1bUS$23.9b31.6x33.2x2.1x
Mon, 13 May 2024US$812.4bUS$380.8bUS$23.8b31.5x34.1x2.1x
Wed, 10 Apr 2024US$778.2bUS$371.9bUS$27.6b31.4x28.2x2.1x
Fri, 08 Mar 2024US$584.3bUS$303.9bUS$18.7b32x31.2x1.9x
Sun, 04 Feb 2024US$579.9bUS$306.9bUS$18.1b31.2x32x1.9x
Tue, 02 Jan 2024US$580.4bUS$302.1bUS$20.9b28.4x27.8x1.9x
Thu, 30 Nov 2023US$556.4bUS$301.6bUS$20.9b27.9x26.7x1.8x
Sat, 28 Oct 2023US$534.7bUS$299.7bUS$20.0b27.8x26.8x1.8x
Mon, 25 Sep 2023US$515.1bUS$305.9bUS$22.6b24.8x22.8x1.7x
Wed, 23 Aug 2023US$555.0bUS$305.7bUS$22.8b25.2x24.3x1.8x
Fri, 21 Jul 2023US$577.3bUS$299.3bUS$23.0b26.8x25.1x1.9x
Sun, 18 Jun 2023US$574.9bUS$300.3bUS$21.9b25.7x26.3x1.9x
Tue, 16 May 2023US$560.5bUS$300.1bUS$21.8b24.4x25.7x1.9x
Thu, 13 Apr 2023US$589.5bUS$294.7bUS$21.8b24.3x27x2x
Sat, 11 Mar 2023US$571.4bUS$294.6bUS$21.7b23.5x26.3x1.9x
Mon, 06 Feb 2023US$574.5bUS$292.0bUS$22.2b24.8x25.9x2x
Wed, 04 Jan 2023US$596.9bUS$287.1bUS$22.2b24.1x26.9x2.1x
Fri, 02 Dec 2022US$602.5bUS$286.9bUS$22.4b32.3x26.9x2.1x
Sun, 30 Oct 2022US$598.5bUS$282.7bUS$22.0b29.6x27.2x2.1x
Tue, 27 Sep 2022US$517.5bUS$280.6bUS$21.7b24.1x23.8x1.8x
Thu, 25 Aug 2022US$565.7bUS$280.5bUS$21.6b24.4x26.1x2x
Price to Earnings Ratio

26.1x


Total Market Cap: US$565.7bTotal 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 30.2x202320242025
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 38.3x which is higher than its 3-year average PE of 30.2x.
  • 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 Market1.29%
Industrials0.17%
Aerospace & Defense-1.36%
Aerospace and Defense-1.36%
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$235.264.1%
+US$7.0b		31.0%PS2.4x
LMT Lockheed MartinUS$437.562.7%
+US$2.6b		-21.6%PE24.3x
MRCY Mercury SystemsUS$66.7024.5%
+US$786.1m		66.8%PS4.4x
NOC Northrop GrummanUS$583.960.6%
+US$532.6m		15.7%PE21.2x
KTOS Kratos Defense & Security SolutionsUS$68.504.7%
+US$521.6m		220.4%PE797.4x

Latest News

MRCY
US$66.70
Mercury Systems
7D
24.5%
1Y
66.8%
TDG
US$1,387.88
TransDigm Group
7D
-1.5%
1Y
6.1%
KTOS
US$68.50
Kratos Defense & Security Solutions
7D
4.7%
1Y
220.4%
VVX
US$61.55
V2X
7D
16.3%
1Y
28.8%
FLY
US$47.34
Firefly Aerospace
7D
-11.7%
1Y
n/a

Firefly Aerospace: The Space Stock You Should Not Buy

Aug 15
RTX
US$154.09
RTX
7D
-0.5%
1Y
30.2%

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

Aug 15
Market Participants Recognise RTX Corporation's (NYSE:RTX) Earnings
AVAV
US$246.65
AeroVironment
7D
0.9%
1Y
30.0%
AXON
US$754.24
Axon Enterprise
7D
-7.9%
1Y
102.2%
HEI
US$307.91
HEICO
7D
-1.5%
1Y
28.9%
KRMN
US$50.60
Karman Holdings
7D
8.4%
1Y
n/a
HWM
US$171.25
Howmet Aerospace
7D
-4.8%
1Y
77.7%
TXT
US$78.89
Textron
7D
1.7%
1Y
-11.0%
LMT
US$437.56
Lockheed Martin
7D
2.7%
1Y
-21.6%
BA
US$235.26
Boeing
7D
4.1%
1Y
31.0%
NOC
US$583.96
Northrop Grumman
7D
0.6%
1Y
15.7%
GE
US$267.85
General Electric
7D
-2.7%
1Y
56.7%