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U.S. Aerospace & Defense Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies103
  • 7D2.6%
  • 3M-0.4%
  • 1Y28.4%
  • YTD4.8%

The Aerospace & Defense industry is up 1.9% in the last week, with General Electric up 2.2%. In the same time, Rocket Lab was down 7.0%. This means that the industry has gained 28% over the past year. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Jun 2026US$1.7tUS$530.2bUS$37.1b39.7x46x3.2x
Wed, 13 May 2026US$1.7tUS$528.8bUS$37.7b35.3x43.8x3.1x
Fri, 10 Apr 2026US$1.7tUS$511.7bUS$36.3b39.4x45.8x3.3x
Sun, 08 Mar 2026US$1.7tUS$511.1bUS$35.6b43.5x48.6x3.4x
Tue, 03 Feb 2026US$1.7tUS$509.1bUS$35.4b40.3x46.7x3.3x
Thu, 01 Jan 2026US$1.4tUS$410.0bUS$32.0b37.3x42.5x3.3x
Sat, 29 Nov 2025US$1.3tUS$409.5bUS$32.4b38.3x39.9x3.2x
Mon, 27 Oct 2025US$1.4tUS$406.7bUS$32.5b39.6x41.7x3.3x
Wed, 24 Sep 2025US$1.3tUS$395.7bUS$30.9b38.1x41.2x3.2x
Fri, 22 Aug 2025US$1.2tUS$394.0bUS$31.0b34.2x38.4x3x
Sun, 20 Jul 2025US$1.2tUS$389.2bUS$30.6b35.8x38.8x3.1x
Tue, 17 Jun 2025US$1.1tUS$387.0bUS$29.9b33.9x37.2x2.9x
Thu, 15 May 2025US$1.0tUS$386.6bUS$30.0b32.8x33.9x2.6x
Sat, 12 Apr 2025US$908.4bUS$377.4bUS$28.8b29.2x31.6x2.4x
Mon, 10 Mar 2025US$924.5bUS$376.7bUS$30.1b31.8x30.7x2.5x
Wed, 05 Feb 2025US$947.8bUS$375.7bUS$30.0b33.7x31.6x2.5x
Fri, 03 Jan 2025US$879.1bUS$403.7bUS$28.0b33x31.4x2.2x
Sun, 01 Dec 2024US$955.3bUS$403.8bUS$27.8b35.3x34.3x2.4x
Tue, 29 Oct 2024US$932.7bUS$402.9bUS$27.7b34.1x33.7x2.3x
Thu, 26 Sep 2024US$923.3bUS$388.9bUS$23.3b34.4x39.7x2.4x
Sat, 24 Aug 2024US$879.3bUS$388.4bUS$23.2b33.7x37.9x2.3x
Mon, 22 Jul 2024US$802.4bUS$381.3bUS$24.0b36.8x33.4x2.1x
Wed, 19 Jun 2024US$799.9bUS$381.1bUS$23.9b32.6x33.5x2.1x
Fri, 17 May 2024US$809.7bUS$380.8bUS$23.8b30.8x34x2.1x
Sun, 14 Apr 2024US$773.4bUS$371.9bUS$27.6b30.2x28x2.1x
Tue, 12 Mar 2024US$583.1bUS$303.9bUS$18.7b31.4x31.2x1.9x
Thu, 08 Feb 2024US$563.3bUS$302.8bUS$18.4b29.5x30.6x1.9x
Sat, 06 Jan 2024US$577.4bUS$302.1bUS$20.9b27.1x27.6x1.9x
Mon, 04 Dec 2023US$567.2bUS$301.6bUS$20.9b28.1x27.2x1.9x
Wed, 01 Nov 2023US$545.5bUS$300.4bUS$20.6b25.5x26.4x1.8x
Fri, 29 Sep 2023US$519.4bUS$306.0bUS$22.5b26.2x23x1.7x
Sun, 27 Aug 2023US$551.1bUS$305.7bUS$22.8b25.4x24.2x1.8x
Tue, 25 Jul 2023US$576.3bUS$299.3bUS$23.0b26.6x25.1x1.9x
Thu, 22 Jun 2023US$580.3bUS$297.4bUS$21.9b26x26.5x2x
Price to Earnings Ratio

26.5x


Total Market Cap: US$580.3bTotal Earnings: US$21.9bTotal Revenue: US$297.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Aerospace & Defense Industry Price to Earnings3Y Average 34.9x202420252026
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 46.0x which is higher than its 3-year average PE of 34.9x.
  • The 3-year average PS ratio of 2.5x is lower than the industry's current PS ratio of 3.2x.
Past Earnings Growth
  • The earnings for companies in the Aerospace & Defense industry have grown 19% per year over the last three years.
  • Revenues for these companies have grown 21% 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 Market0.50%
Industrials1.35%
Aerospace & Defense2.58%
Aerospace and Defense2.58%
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$335.304.1%
+US$13.8b		41.8%PE40.8x
HWM Howmet AerospaceUS$264.677.3%
+US$7.2b		54.2%PE60.8x
RTX RTXUS$183.532.7%
+US$6.6b		25.3%PE34.1x
GD General DynamicsUS$360.225.7%
+US$5.2b		29.0%PE22.4x
LMT Lockheed MartinUS$540.333.9%
+US$4.7b		15.7%PE26x

Latest News

HWM
US$264.67
Howmet Aerospace
7D
7.3%
1Y
54.2%
ACHR
US$5.08
Archer Aviation
7D
-8.3%
1Y
-49.1%
LUNR
US$26.62
Intuitive Machines
7D
-9.3%
1Y
154.7%
RKLB
US$102.39
Rocket Lab
7D
-9.9%
1Y
285.6%
CRS
US$561.49
Carpenter Technology
7D
12.5%
1Y
125.0%
RTX
US$183.53
RTX
7D
2.7%
1Y
25.3%
AXON
US$441.73
Axon Enterprise
7D
-9.1%
1Y
-43.4%
FLY
US$31.87
Firefly Aerospace
7D
-11.7%
1Y
n/a
GE
US$335.30
General Electric
7D
4.1%
1Y
41.8%
RDW
US$15.12
Redwire
7D
-18.0%
1Y
-20.8%
ATI
US$198.48
ATI
7D
10.2%
1Y
133.1%
HAWK
US$23.81
HawkEye 360
7D
-9.4%
1Y
n/a
AVAV
US$170.58
AeroVironment
7D
-8.3%
1Y
-12.6%
LMT
US$540.33
Lockheed Martin
7D
3.9%
1Y
15.7%
GD
US$360.22
General Dynamics
7D
5.7%
1Y
29.0%
TDG
US$1,256.05
TransDigm Group
7D
4.1%
1Y
-12.0%
Narrative Update • Jun 07

TDG: Aftermarket Cash Flows And Buybacks Will Support Future Upside

TransDigm Group's updated analyst price target has moved slightly lower to $1,524. This reflects analysts' adjustments to fair value, discount rate, growth assumptions, margins, and future P/E after recent mixed target changes across the Street.