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U.S. Aerospace & Defense Industry Analysis

UpdatedAug 17, 2025
DataAggregated Company Financials
Companies82
  • 7D-1.2%
  • 3M11.1%
  • 1Y31.2%
  • YTD30.6%

Over the last 7 days, the Aerospace & Defense industry has dropped 1.2%, driven by declines in General Electric and Axon Enterprise of 2.6% and 10%, respectively. In the past year, the industry has gained 31%. Looking forward, 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
Sun, 17 Aug 2025US$1.2tUS$394.0bUS$31.0b34.2x38.2x3x
Tue, 15 Jul 2025US$1.2tUS$387.1bUS$29.9b35.4x38.6x3x
Thu, 12 Jun 2025US$1.1tUS$387.0bUS$29.9b34.1x36.4x2.8x
Sat, 10 May 2025US$1.0tUS$386.1bUS$29.4b33.3x34x2.6x
Mon, 07 Apr 2025US$839.1bUS$377.4bUS$28.8b26.5x29.1x2.2x
Wed, 05 Mar 2025US$929.7bUS$376.7bUS$30.1b32.5x30.9x2.5x
Fri, 31 Jan 2025US$931.1bUS$375.7bUS$30.0b34x31x2.5x
Sun, 29 Dec 2024US$891.3bUS$403.7bUS$28.0b33.4x31.9x2.2x
Tue, 26 Nov 2024US$952.0bUS$403.8bUS$27.8b35x34.2x2.4x
Thu, 24 Oct 2024US$937.1bUS$402.3bUS$27.6b34.2x33.9x2.3x
Sat, 21 Sep 2024US$911.0bUS$388.8bUS$23.2b34.4x39.3x2.3x
Mon, 19 Aug 2024US$878.3bUS$388.4bUS$23.2b33x37.8x2.3x
Wed, 17 Jul 2024US$799.7bUS$381.1bUS$24.0b37.5x33.3x2.1x
Fri, 14 Jun 2024US$791.8bUS$381.1bUS$23.9b31.9x33.2x2.1x
Sun, 12 May 2024US$812.4bUS$380.8bUS$23.8b31.5x34.1x2.1x
Tue, 09 Apr 2024US$778.5bUS$371.9bUS$27.6b32.3x28.2x2.1x
Thu, 07 Mar 2024US$582.1bUS$303.9bUS$18.7b31.7x31.1x1.9x
Sat, 03 Feb 2024US$579.9bUS$306.9bUS$18.1b31.2x32x1.9x
Mon, 01 Jan 2024US$580.4bUS$302.1bUS$20.9b28.4x27.8x1.9x
Wed, 29 Nov 2023US$556.0bUS$301.6bUS$20.9b27.7x26.6x1.8x
Fri, 27 Oct 2023US$539.4bUS$299.7bUS$20.0b28x27x1.8x
Sun, 24 Sep 2023US$515.1bUS$305.9bUS$22.6b24.8x22.8x1.7x
Tue, 22 Aug 2023US$552.9bUS$305.7bUS$22.8b25.3x24.3x1.8x
Thu, 20 Jul 2023US$570.2bUS$299.3bUS$23.0b26.5x24.8x1.9x
Sat, 17 Jun 2023US$574.9bUS$300.3bUS$21.9b25.7x26.3x1.9x
Mon, 15 May 2023US$556.2bUS$300.1bUS$21.8b24.3x25.5x1.9x
Wed, 12 Apr 2023US$585.3bUS$294.7bUS$21.8b24.1x26.8x2x
Fri, 10 Mar 2023US$575.1bUS$294.6bUS$21.7b24x26.5x2x
Sun, 05 Feb 2023US$574.5bUS$292.0bUS$22.2b24.8x25.9x2x
Tue, 03 Jan 2023US$601.1bUS$287.1bUS$22.2b24.4x27.1x2.1x
Thu, 01 Dec 2022US$601.7bUS$286.9bUS$22.4b31.9x26.8x2.1x
Sat, 29 Oct 2022US$598.5bUS$282.7bUS$22.0b29.6x27.2x2.1x
Mon, 26 Sep 2022US$524.1bUS$280.6bUS$21.7b24.4x24.2x1.9x
Wed, 24 Aug 2022US$562.0bUS$280.5bUS$21.6b24.4x26x2x
Price to Earnings Ratio

26x


Total Market Cap: US$562.0bTotal 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 38.4x 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 Market1.01%
Industrials-0.065%
Aerospace & Defense-1.24%
Aerospace and Defense-1.24%
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

MRCY
US$66.70
Mercury Systems
7D
26.3%
1Y
66.3%

Mercury Systems: I Missed The Buy Opportunity (Rating Upgrade)

Aug 16
KTOS
US$68.50
Kratos Defense & Security Solutions
7D
7.2%
1Y
223.7%
VVX
US$61.55
V2X
7D
21.2%
1Y
28.5%
FLY
US$47.34
Firefly Aerospace
7D
-5.6%
1Y
n/a

Firefly Aerospace: The Space Stock You Should Not Buy

Aug 15
RTX
US$154.09
RTX
7D
-0.5%
1Y
30.6%

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

Aug 15
Market Participants Recognise RTX Corporation's (NYSE:RTX) Earnings
EVEX
US$4.62
Eve Holding
7D
-21.2%
1Y
77.0%
AXON
US$754.24
Axon Enterprise
7D
-10.5%
1Y
101.8%
HEI
US$307.91
HEICO
7D
-1.7%
1Y
28.0%
BWXT
US$173.50
BWX Technologies
7D
-3.2%
1Y
76.6%
CW
US$487.37
Curtiss-Wright
7D
3.2%
1Y
61.8%

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
KRMN
US$50.60
Karman Holdings
7D
10.5%
1Y
n/a
HWM
US$171.25
Howmet Aerospace
7D
-5.3%
1Y
78.7%
LMT
US$437.56
Lockheed Martin
7D
2.8%
1Y
-21.9%
BA
US$235.26
Boeing
7D
2.7%
1Y
30.7%
NOC
US$583.96
Northrop Grumman
7D
0.5%
1Y
15.3%
GE
US$267.85
General Electric
7D
-2.6%
1Y
58.1%