GE Aerospace · GE
$20.3B
$12.7B
$14.1B
$14.5B
$16.8B
$7.8B
$8.8B
$9.3B
$9.5B
$9.0B
$9.1B
$9.8B
$10.8B
$9.9B
$11.0B
$12.2B
$12.7B
$12.4B
$13.3B
—
20-quarter listed-company comparison
Aerospace & Defense Stocks
Aerospace & Defense: The Boeing Company owns the largest revenue base; AeroVironment, Inc. has the fastest current growth.
01 · the industry itself · before any single company
How has Aerospace & Defense moved against S&P 500?
The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 52% ahead of S&P 500. Earnings across its companies grew 18% on average over the last four reported quarters.
ASLEEP · 1y −6.0%✓Price and the fundamentals both up6 of 59 companies ahead of S&P 500 by 5% or more over three months5 are 20% or more behind over a year while earnings grew 20% or more
RS — · 15/59 >200d (−14) · 6/59 lead (−13) · EPS 41/57↑
Aerospace & Defense, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
Aerospace & Defense, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
Aerospace & Defense, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 59 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.
02 · sector relative strength, before individual stocks
Is Aerospace & Defense outperforming S&P 500?
Aerospace & Defense has underperformed S&P 500 by 7.2% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 12.2%. 2 of 27 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Embraer S.A. is the strongest against the sector itself at +21%.
-12.2%Sector vs S&P 500 · 13 weeks
-7.2%Sector vs S&P 500 · 52 weeks
2/27Stocks leading S&P 500
8/27Stocks leading sector
Sector metric: — as of latest available · unclassified · direction unavailable.
The central tension: the companies with the most scale are not necessarily the companies creating the most change.
Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.
Bottom line
Aerospace & Defense has underperformed S&P 500 by 7.2% over 52 weeks and 12.2% over 13 weeks. 2 of 27 covered companies beat the S&P 500 on Mansfield relative strength, while 8 of 27 beat the sector itself. The Boeing Company leads with revenue of $93,995 million, based on 22 of 30 comparable companies through Jun 2026.
Companies
30
complete canonical membership
Combined market value
$3.7T
Space Exploration Technologies Corp.
Revenue growing
20/20
positive TTM year-on-year growth
Beating S&P 500
2/27
positive Mansfield relative strength
Comparing 5 of 30
03 · research priority, made explicit
4-Factor Sector Score
An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.
Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Lockheed Martin Corporation has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 81.1% evidence confidence.
Northrop Grumman Corporation looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
Embraer S.A. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
How this score is built, and what the marks mean
Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.
| Company | Score | Price stage | Growth & earnings/35 | Capital efficiency/25 | Valuation/20 | Relative strength/20 |
|---|---|---|---|---|---|---|
| 1Lockheed Martin CorporationLMT | 72.1/100Favorable setup81% evidence | TURNING | 25.6/35 Revenue 7.2% · PAT 49.5% · OPM change 8.3 pp 83% evidence | 14.5/25 ROCE 6.8% · OPM 12.4% 76% evidence | 16.1/20 P/E 18.7× · PEG 0.35 65% evidence | 15.9/20 RS sector 5.2% · RS bench -8% · 1Y 13.6%4 of 12 weeks ahead 100% evidence |
| Exact sum: 25.6 + 14.5 + 16.1 + 15.9 = 72.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 2RTX CorporationRTX | 65.8/100Favorable setup81% evidence | BREAKING OUT | 21.5/35 Revenue 11.8% · PAT 26.1% · OPM change 1.2 pp 83% evidence | 15.2/25 ROCE 10.4% · OPM 12.7% 76% evidence | 12.1/20 P/E 33× · PEG 1.33 65% evidence | 17.0/20 RS sector 10.7% · RS bench -2.8% · 1Y 24.4%8 of 12 weeks ahead 100% evidence |
| Exact sum: 21.5 + 15.2 + 12.1 + 17 = 65.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 3HEICO CorporationHEI | 60.0/100Mixed-positive evidence81% evidence | ASLEEP | 24.3/35 Revenue 18.8% · PAT 30.2% · OPM change 2.9 pp 83% evidence | 14.7/25 ROCE 4.3% · OPM 25.5% 76% evidence | 10.4/20 P/E 48.2× · PEG 1.56 65% evidence | 10.6/20 RS sector -0.7% · RS bench -12.7% · 1Y -6.1%8 of 12 weeks ahead 100% evidence |
| Exact sum: 24.3 + 14.7 + 10.4 + 10.6 = 60 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 4Elbit Systems Ltd.ESLT | 59.8/100Mixed-positive evidence81% evidence | ASLEEP | 22.4/35 Revenue 13.7% · PAT 60.2% · OPM change 1.6 pp 83% evidence | 11.7/25 ROCE 3.1% · OPM 9.6% 76% evidence | 11.7/20 P/E 57.2× · PEG 1.13 65% evidence | 14.0/20 RS sector 12.2% · RS bench -1.9% · 1Y 51.3%1 of 12 weeks ahead 100% evidence |
| Exact sum: 22.4 + 11.7 + 11.7 + 14 = 59.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 5Howmet Aerospace Inc.HWM | 59.7/100Mixed-positive evidence81% evidence | ASLEEP | 24.6/35 Revenue 18.1% · PAT 33.9% · OPM change 2.5 pp 83% evidence | 16.3/25 ROCE 7% · OPM 27.9% 76% evidence | 9.0/20 P/E 57.9× · PEG 1.62 65% evidence | 9.8/20 RS sector 2.6% · RS bench -9.8% · 1Y 19.7%3 of 12 weeks ahead 100% evidence |
| Exact sum: 24.6 + 16.3 + 9 + 9.8 = 59.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 6Embraer S.A.EMBJ | 58.3/100Mixed-positive evidence66% evidence | BREAKING OUT | 16.5/35 Revenue 20% · PAT -22.2% · OPM change 1 pp 53% evidence | 7.6/25 ROCE 1.1% · OPM 5.6% 57% evidence | 14.2/20 P/E 54.9× · PEG 0.51 65% evidence | 20.0/20 RS sector 21% · RS bench 6.4% · 1Y 27.7%8 of 12 weeks ahead 100% evidence |
| Exact sum: 16.5 + 7.6 + 14.2 + 20 = 58.3 · Decision use: Price leads the evidence: RS versus the benchmark is 6.4%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 7General Dynamics CorporationGD | 56.7/100Thin evidence · provisional58% evidence | FADING | 17.0/35 Revenue — · PAT — · OPM change 0.1 pp 45% evidence | 12.5/25 ROCE 3.7% · OPM 10.4% 76% evidence | 11.0/20 P/E 22.8× · PEG — 15% evidence | 16.2/20 RS sector 8.7% · RS bench -4.4% · 1Y 11.1%6 of 12 weeks ahead 100% evidence |
| Exact sum: 17 + 12.5 + 11 + 16.2 = 56.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 8Hexcel CorporationHXL | 56.0/100Thin evidence · provisional56% evidence | FADING | 20.8/35 Revenue — · PAT — · OPM change 1.8 pp 39% evidence | 10.8/25 ROCE 2.9% · OPM 11.5% 76% evidence | 10.0/20 P/E 50.3× · PEG — 15% evidence | 14.4/20 RS sector 14.1% · RS bench 0.4% · 1Y 47.2%7 of 12 weeks ahead 100% evidence |
| Exact sum: 20.8 + 10.8 + 10 + 14.4 = 56 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 9GE AerospaceGE | 54.5/100Mixed-positive evidence81% evidence | ASLEEP | 19.4/35 Revenue 21.7% · PAT 16.2% · OPM change -0.3 pp 83% evidence | 16.4/25 ROCE 11.7% · OPM 20.6% 76% evidence | 7.3/20 P/E 43.5× · PEG 2.38 65% evidence | 11.4/20 RS sector 4.8% · RS bench -7.8% · 1Y 3.9%8 of 12 weeks ahead 100% evidence |
| Exact sum: 19.4 + 16.4 + 7.3 + 11.4 = 54.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 10Curtiss-Wright CorporationCW | 52.7/100Mixed-positive evidence81% evidence | ASLEEP | 21.8/35 Revenue 10.5% · PAT 20% · OPM change 1.5 pp 83% evidence | 19.5/25 ROCE 17.4% · OPM 19.4% 76% evidence | 7.4/20 P/E 51.7× · PEG 2.28 65% evidence | 4.0/20 RS sector -6.4% · RS bench -17.9% · 1Y 10.7%0 of 12 weeks ahead 100% evidence |
| Exact sum: 21.8 + 19.5 + 7.4 + 4 = 52.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 11Woodward, Inc.WWD | 52.6/100Thin evidence · provisional56% evidence | ASLEEP | 20.4/35 Revenue — · PAT — · OPM change 1.2 pp 39% evidence | 14.3/25 ROCE 4.9% · OPM 14.7% 76% evidence | 9.9/20 P/E 50.5× · PEG — 15% evidence | 8.0/20 RS sector -0.2% · RS bench -12.5% · 1Y 33.7%1 of 12 weeks ahead 100% evidence |
| Exact sum: 20.4 + 14.3 + 9.9 + 8 = 52.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 12Loar Holdings Inc.LOAR | 50.3/100Thin evidence · provisional56% evidence | ASLEEP | 18.7/35 Revenue 26.3% · PAT 91.7% · OPM change -1.3 pp 53% evidence | 10.3/25 ROCE 1.8% · OPM 21.5% 57% evidence | 9.1/20 P/E 80.7× · PEG — 15% evidence | 12.2/20 RS sector -0.4% · RS bench -12.4% · 1Y -19.2%7 of 12 weeks ahead 100% evidence |
| Exact sum: 18.7 + 10.3 + 9.1 + 12.2 = 50.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 13Leonardo DRS, Inc.DRS | 49.0/100Thin evidence · provisional56% evidence | ASLEEP | 20.3/35 Revenue — · PAT — · OPM change 1.7 pp 39% evidence | 11.8/25 ROCE 3.3% · OPM 9.1% 76% evidence | 10.7/20 P/E 35.9× · PEG — 15% evidence | 6.2/20 RS sector -4% · RS bench -15.9% · 1Y -10.5%2 of 12 weeks ahead 100% evidence |
| Exact sum: 20.3 + 11.8 + 10.7 + 6.2 = 49 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 14Textron Inc.TXT | 46.2/100Thin evidence · provisional56% evidence | BASING | 15.9/35 Revenue — · PAT — · OPM change -0.8 pp 39% evidence | 9.3/25 ROCE 2% · OPM 6.3% 76% evidence | 11.3/20 P/E 17.4× · PEG — 15% evidence | 9.7/20 RS sector -2.9% · RS bench -14.9% · 1Y -3.5%1 of 12 weeks ahead 100% evidence |
| Exact sum: 15.9 + 9.3 + 11.3 + 9.7 = 46.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 15Northrop Grumman CorporationNOC | 44.9/100Mixed-negative evidence81% evidence | TURNING | 9.9/35 Revenue 5.9% · PAT 14% · OPM change -3.7 pp 83% evidence | 10.7/25 ROCE 3% · OPM 10.1% 76% evidence | 14.5/20 P/E 16.2× · PEG 1.01 65% evidence | 9.8/20 RS sector -5.5% · RS bench -17.5% · 1Y -7.4%0 of 12 weeks ahead 100% evidence |
| Exact sum: 9.9 + 10.7 + 14.5 + 9.8 = 44.9 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity. | ||||||
| 16Axon Enterprise, Inc.AXON | 44.8/100Mixed-negative evidence71% evidence | BREAKING OUT | 20.0/35 Revenue 34.6% · PAT -39% · OPM change 5.4 pp 83% evidence | 6.4/25 ROCE 0.9% · OPM 5.2% 76% evidence | 8.6/20 P/E 232.6× · PEG — 15% evidence | 9.8/20 RS sector -6.2% · RS bench -17.4% · 1Y -39.5%11 of 12 weeks ahead 100% evidence |
| Exact sum: 20 + 6.4 + 8.6 + 9.8 = 44.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 17CAE Inc.CAE | 44.4/100Mixed-negative evidence66% evidence | ASLEEP | 10.7/35 Revenue 4.4% · PAT -22.4% · OPM change -7.6 pp 53% evidence | 10.7/25 ROCE 2% · OPM 12.9% 57% evidence | 14.7/20 P/E 37.3× · PEG 0.68 65% evidence | 8.3/20 RS sector -6.5% · RS bench -18.1% · 1Y -14%0 of 12 weeks ahead 100% evidence |
| Exact sum: 10.7 + 10.7 + 14.7 + 8.3 = 44.4 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity. | ||||||
| 18The Boeing CompanyBA | 43.8/100Mixed-negative evidence64% evidence | ASLEEP | 19.8/35 Revenue 24.8% · PAT — · OPM change 1.4 pp 62% evidence | 4.1/25 ROCE 0.3% · OPM 0.6% 76% evidence | 9.0/20 P/E 93.7× · PEG — 15% evidence | 10.9/20 RS sector -1.2% · RS bench -13.4% · 1Y -6.3%0 of 12 weeks ahead 100% evidence |
| Exact sum: 19.8 + 4.1 + 9 + 10.9 = 43.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 19Huntington Ingalls Industries, Inc.HII | 43.6/100Thin evidence · provisional56% evidence | BASING | 16.6/35 Revenue — · PAT — · OPM change -0.9 pp 39% evidence | 9.4/25 ROCE 2.2% · OPM 5% 76% evidence | 11.4/20 P/E 16.7× · PEG — 15% evidence | 6.2/20 RS sector -11.8% · RS bench -23.2% · 1Y 1.1%0 of 12 weeks ahead 100% evidence |
| Exact sum: 16.6 + 9.4 + 11.4 + 6.2 = 43.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 20StandardAero, Inc.SARO | 42.9/100Thin evidence · provisional56% evidence | ASLEEP | 18.4/35 Revenue 15% · PAT 100% · OPM change -0.2 pp 53% evidence | 9.2/25 ROCE 2.8% · OPM 8.8% 57% evidence | 10.9/20 P/E 29.4× · PEG — 15% evidence | 4.4/20 RS sector -10.4% · RS bench -21.6% · 1Y -16.1%4 of 12 weeks ahead 100% evidence |
| Exact sum: 18.4 + 9.2 + 10.9 + 4.4 = 42.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 21TransDigm Group IncorporatedTDG | 41.7/100Mixed-negative evidence81% evidence | ASLEEP | 15.3/35 Revenue 16.6% · PAT 10.3% · OPM change -1.6 pp 83% evidence | 15.9/25 ROCE 5.5% · OPM 44.8% 76% evidence | 5.3/20 P/E 40.2× · PEG 4.28 65% evidence | 5.2/20 RS sector -9.4% · RS bench -20.5% · 1Y -15.8%0 of 12 weeks ahead 100% evidence |
| Exact sum: 15.3 + 15.9 + 5.3 + 5.2 = 41.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 22Rocket Lab CorporationRKLB | 40.5/100Mixed-negative evidence61% evidence | ASLEEP | 25.1/35 Revenue 52.6% · PAT — · OPM change 16.7 pp 62% evidence | 3.1/25 ROCE -2.4% · OPM -24.6% 76% evidence | 10.0/20 P/E — · PEG — 0% evidence | 2.3/20 RS sector -9.3% · RS bench -20.5% · 1Y 33.3%2 of 12 weeks ahead 100% evidence |
| Exact sum: 25.1 + 3.1 + 10 + 2.3 = 40.5 · Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -9.3% and the one-year return is 33.3%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth. | ||||||
| 23L3Harris Technologies, Inc.LHX | 39.8/100Thin evidence · provisional58% evidence | BASING | 17.3/35 Revenue — · PAT — · OPM change 0.6 pp 45% evidence | 10.2/25 ROCE 1.9% · OPM 11.1% 76% evidence | 8.8/20 P/E 96× · PEG — 15% evidence | 3.5/20 RS sector -13% · RS bench -24% · 1Y -11.7%0 of 12 weeks ahead 100% evidence |
| Exact sum: 17.3 + 10.2 + 8.8 + 3.5 = 39.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 24FTAI Aviation Ltd.FTAI | 38.4/100Thin evidence · provisional56% evidence | ASLEEP | 12.8/35 Revenue — · PAT — · OPM change -9.6 pp 39% evidence | 13.4/25 ROCE 5% · OPM 20.5% 76% evidence | 9.2/20 P/E 58.8× · PEG — 15% evidence | 3.0/20 RS sector -8% · RS bench -19.9% · 1Y 6.1%0 of 12 weeks ahead 100% evidence |
| Exact sum: 12.8 + 13.4 + 9.2 + 3 = 38.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 25AeroVironment, Inc.AVAV | 37.7/100Mixed-negative evidence71% evidence | BASING | 17.6/35 Revenue 100% · PAT -702.3% · OPM change 3.9 pp 83% evidence | 6.1/25 ROCE 1.8% · OPM 8.9% 76% evidence | 8.7/20 P/E 97.8× · PEG — 15% evidence | 5.3/20 RS sector -28.4% · RS bench -37.4% · 1Y -43.8%2 of 12 weeks ahead 100% evidence |
| Exact sum: 17.6 + 6.1 + 8.7 + 5.3 = 37.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 26Kratos Defense & Security Solutions, Inc.KTOS | 37.1/100Thin evidence · provisional56% evidence | ASLEEP | 18.2/35 Revenue 21.9% · PAT 50% · OPM change -0.9 pp 53% evidence | 6.4/25 ROCE 0.2% · OPM 1.3% 57% evidence | 8.5/20 P/E 423.2× · PEG — 15% evidence | 4.0/20 RS sector -30.2% · RS bench -39.4% · 1Y -41.1%1 of 12 weeks ahead 100% evidence |
| Exact sum: 18.2 + 6.4 + 8.5 + 4 = 37.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 27BWX Technologies, Inc.BWXT | 34.2/100Adverse evidence66% evidence | ASLEEP | 16.4/35 Revenue 21.4% · PAT 19% · OPM change -1.8 pp 53% evidence | 11.2/25 ROCE 2.7% · OPM 9.9% 57% evidence | 5.3/20 P/E 54.7× · PEG 2.86 65% evidence | 1.3/20 RS sector -18.7% · RS bench -28.8% · 1Y -16.5%0 of 12 weeks ahead 100% evidence |
| Exact sum: 16.4 + 11.2 + 5.3 + 1.3 = 34.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 28Moog Inc.MOG-B | 53.2/100Thin evidence · provisional33% evidence | FADING | 19.5/35 Revenue — · PAT — · OPM change 1 pp 32% evidence | 13.1/25 ROCE 4.4% · OPM 10.8% 76% evidence | 10.6/20 P/E 36.1× · PEG — 15% evidence | 10.0/20 RS sector — · RS bench — · 1Y 86.1%9 of 11 weeks ahead 0% evidence |
| Exact sum: 19.5 + 13.1 + 10.6 + 10 = 53.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 29Honeywell Aerospace Inc.HONA | 42.7/100Thin evidence · provisional48% evidence | ASLEEP | 7.2/35 Revenue 10.1% · PAT -32.7% · OPM change -10.5 pp 83% evidence | 15.5/25 ROCE 8.9% · OPM 12.8% 76% evidence | 10.0/20 P/E — · PEG — 0% evidence | 10.0/20 RS sector — · RS bench — · 1Y —0 of 1 week ahead 0% evidence |
| Exact sum: 7.2 + 15.5 + 10 + 10 = 42.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 30Space Exploration Technologies Corp.SPCX | 39.8/100Thin evidence · provisional33% evidence | ASLEEP | 16.4/35 Revenue — · PAT — · OPM change 17.2 pp 39% evidence | 3.4/25 ROCE -1.6% · OPM -1.8% 76% evidence | 10.0/20 P/E — · PEG — 0% evidence | 10.0/20 RS sector — · RS bench — · 1Y —0 of 1 week ahead 0% evidence |
| Exact sum: 16.4 + 3.4 + 10 + 10 = 39.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
Showing 10 of 30 companies
04 · what price has already done
Market action
Moog Inc. has the strongest one-year price move in Aerospace & Defense at +86.1%. Embraer S.A. leads on Mansfield relative strength against the S&P 500 at +6.4%. 2 of 27 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-09-16.
Price and relative strength
Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.
How far ahead of or behind S&P 500 each company has been running, measured against its own recent average of that comparison, so the flat line at zero IS S&P 500: above it the company is beating the market, below it the market is beating the company. It opens on one year.
The same measure taken against Aerospace & Defense itself instead of the whole market, so the flat line at zero is the sector: above it the company is beating its own peers, which is the sharper test of the two. It opens on one year.
05 · compare level, then change
Revenue Scale & Growth Durability
The Boeing Company has the highest Revenue among the 30 Aerospace & Defense companies compared here, at $93,995 million. RTX Corporation is next at $93,500 million. AeroVironment, Inc. has the highest Revenue growth at the 100% top of the scoring scale, so level and change sit with different companies. Its Revenue series carries 19 reported observations across the 20-quarter window.
What the numbers say: The Boeing Company is the scale leader at $93,995 million, 0.5% ahead of RTX Corporation. AeroVironment, Inc.'s growth is stored at the ≥100% scoring cap; the uncapped TTM change is 141.2% from a $1,978 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.
LeaderThe Boeing Company · $93,995 million
Gap0.5% versus #2 · RTX Corporation
Persistence6/8 recent comparable periods
Coverage22/30 companies · 520 observations
Investor read: The Boeing Company is the scale benchmark; AeroVironment, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.
This conclusion weakens if: The Boeing Company's growth falls below AeroVironment, Inc.'s for two consecutive comparable reports while operating margin also compresses.
Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
Revenue growthfastest growers
Revenue · company comparison
22/30 level · 20/30 change
On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.
All-company data · latest reported quarter
In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
| Company | Revenue | Revenue growth | Reported |
|---|---|---|---|
| RTX Corporation RTX | $24.7B | 14% | Jun 2026 |
| The Boeing Company BA | $24.6B | 8.0% | Jun 2026 |
| Lockheed Martin Corporation LMT | $20.1B | 11% | Jun 2026 |
| General Dynamics Corporation GD | $14.1B | 9.2% | Sep 2026 |
| GE Aerospace GE | $13.3B | 21% | Jun 2026 |
| Northrop Grumman Corporation NOC | $10.9B | 5.1% | Jun 2026 |
| Space Exploration Technologies Corp. SPCX | $7.8B | 92% | Jun 2026 |
| L3Harris Technologies, Inc. LHX | $5.9B | 8.4% | Sep 2026 |
| Honeywell Aerospace Inc. HONA | $4.5B | 5.4% | Jun 2026 |
| Textron Inc. TXT | $3.7B | -0.6% | Sep 2026 |
| Huntington Ingalls Industries, Inc. HII | $3.1B | 13% | Jun 2026 |
| TransDigm Group Incorporated TDG | $2.7B | 23% | Jun 2026 |
| Howmet Aerospace Inc. HWM | $2.5B | 24% | Jun 2026 |
| Elbit Systems Ltd. ESLT | $2.3B | 16% | Jun 2026 |
| StandardAero, Inc. SARO | $1.6B | 13% | Mar 2026 |
| Embraer S.A. EMBJ | $1.4B | 31% | Mar 2026 |
| HEICO Corporation HEI | $1.4B | 25% | Jun 2026 |
| CAE Inc. CAE | $1.3B | 4.1% | Mar 2026 |
| Moog Inc. MOG-B | $1.1B | 18% | Jun 2026 |
| Woodward, Inc. WWD | $1.1B | 23% | Jun 2026 |
| Curtiss-Wright Corporation CW | $924M | 5.4% | Jun 2026 |
| Axon Enterprise, Inc. AXON | $904M | 35% | Jun 2026 |
| BWX Technologies, Inc. BWXT | $860M | 26% | Mar 2026 |
| Leonardo DRS, Inc. DRS | $846M | 5.9% | Jun 2026 |
| FTAI Aviation Ltd. FTAI | $831M | 66% | Jun 2026 |
| AeroVironment, Inc. AVAV | $642M | 133% | Jun 2026 |
| Hexcel Corporation HXL | $502M | 9.9% | Jun 2026 |
| Kratos Defense & Security Solutions, Inc. KTOS | $371M | 22% | Mar 2026 |
| Rocket Lab Corporation RKLB | $234M | 63% | Jun 2026 |
| Loar Holdings Inc. LOAR | $156M | 36% | Mar 2026 |
Full 20-quarter history · every available company
Revenue · reported quarter history
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
General Dynamics Corporation · GD
$9.6B
—
$9.4B
$9.2B
$10.0B
—
$9.9B
$10.2B
$10.6B
$10.7B
$12.0B
$11.7B
$13.3B
$12.2B
$13.0B
$12.9B
$14.4B
—
$13.5B
$14.1B
HEICO Corporation · HEI
$509M
$490M
$539M
$570M
$610M
$621M
$688M
$723M
$936M
$896M
$955M
$992M
$1.0B
$1.0B
$1.1B
$1.1B
$1.2B
$1.2B
$1.4B
—
Honeywell Aerospace Inc. · HONA
—
—
—
—
—
—
—
—
—
$3.7B
$3.8B
$3.9B
$4.0B
$4.1B
$4.3B
$4.5B
$4.5B
$4.4B
$4.5B
—
Howmet Aerospace Inc. · HWM
$1.3B
$1.3B
$1.4B
$1.4B
$1.5B
$1.6B
$1.6B
$1.7B
$1.7B
$1.8B
$1.9B
$1.8B
$1.9B
$1.9B
$2.1B
$2.1B
$2.2B
$2.3B
$2.5B
—
L3Harris Technologies, Inc. · LHX
$4.2B
—
$4.1B
$4.1B
$4.6B
$4.5B
$4.7B
$4.9B
$5.3B
$5.2B
$5.3B
$5.3B
—
$5.5B
$5.4B
$5.4B
$5.7B
$5.6B
$5.7B
$5.9B
Lockheed Martin Corporation · LMT
$17.7B
$15.0B
$15.4B
$16.6B
$19.0B
$15.1B
$16.7B
$16.9B
$18.9B
$17.2B
$18.1B
$17.1B
$18.6B
$18.0B
$18.2B
$18.6B
$20.3B
$18.0B
$20.1B
—
Northrop Grumman Corporation · NOC
$8.6B
$8.8B
$8.8B
$9.0B
$10.0B
$9.3B
$9.6B
$9.8B
$10.6B
$10.1B
$10.2B
$10.0B
$10.7B
$9.5B
$10.4B
$10.4B
$11.7B
$9.9B
$10.9B
—
RTX Corporation · RTX
$17.0B
$15.7B
$16.3B
$17.0B
$18.1B
$17.2B
$18.3B
$13.5B
$19.9B
$19.3B
$19.7B
$20.1B
$21.6B
$20.3B
$21.6B
$22.5B
$24.2B
$22.1B
$24.7B
—
Space Exploration Technologies Corp. · SPCX
—
—
—
—
—
—
—
—
—
—
—
—
—
$4.1B
$4.1B
$5.3B
$5.3B
$4.7B
$7.8B
—
The Boeing Company · BA
$14.8B
$14.0B
$16.7B
$16.0B
$20.0B
$17.9B
$19.8B
$18.1B
$22.0B
$16.6B
$16.9B
$17.8B
$15.2B
$19.5B
$22.7B
$23.3B
$23.9B
$22.2B
$24.6B
—
TransDigm Group Incorporated · TDG
—
$1.2B
$1.3B
$1.4B
$1.4B
—
$1.6B
$1.7B
$1.8B
$1.9B
$2.0B
$2.2B
$2.0B
$2.2B
$2.2B
$2.4B
$2.3B
$2.5B
$2.7B
—
Revenue growth · reported quarter history
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
GE Aerospace · GE
—
—
-23%
-22%
-17%
-38%
-38%
-36%
-44%
14%
3.9%
5.8%
14%
11%
21%
24%
18%
25%
21%
—
General Dynamics Corporation · GD
—
—
—
-0.3%
4.3%
—
5.2%
10%
6.0%
—
21%
15%
26%
14%
8.9%
11%
7.8%
—
3.4%
9.2%
HEICO Corporation · HEI
—
—
—
21%
20%
27%
28%
27%
53%
44%
39%
37%
8.3%
15%
15%
16%
19%
14%
25%
—
Honeywell Aerospace Inc. · HONA
—
—
—
—
—
—
—
—
—
—
—
—
—
10%
12%
17%
12%
6.8%
5.4%
—
Howmet Aerospace Inc. · HWM
—
—
17%
12%
18%
21%
18%
16%
14%
14%
14%
11%
9.2%
6.5%
9.2%
14%
15%
19%
24%
—
L3Harris Technologies, Inc. · LHX
—
—
—
-11%
8.3%
—
14%
19%
17%
17%
13%
7.7%
—
6.0%
2.4%
2.5%
—
2.3%
5.9%
8.4%
Lockheed Martin Corporation · LMT
—
—
-9.3%
3.5%
7.1%
1.1%
8.1%
1.8%
-0.6%
14%
8.6%
1.3%
-1.3%
4.5%
0.2%
8.8%
9.1%
0.3%
11%
—
Northrop Grumman Corporation · NOC
—
—
-3.8%
2.9%
16%
5.7%
8.8%
9.0%
6.0%
9.0%
6.7%
2.3%
0.5%
-6.6%
1.3%
4.3%
9.6%
4.4%
5.1%
—
RTX Corporation · RTX
—
—
2.7%
4.6%
6.2%
9.5%
12%
-21%
10%
12%
7.7%
49%
8.5%
5.2%
9.4%
12%
12%
8.7%
14%
—
Space Exploration Technologies Corp. · SPCX
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
15%
92%
—
The Boeing Company · BA
—
—
-1.9%
4.4%
35%
28%
18%
13%
10%
-7.5%
-15%
-1.5%
-31%
18%
35%
30%
57%
14%
8.0%
—
TransDigm Group Incorporated · TDG
—
—
—
15%
—
—
20%
25%
28%
—
29%
25%
12%
12%
9.3%
11%
14%
18%
23%
—
06 · compare level, then change
Operating Economics & Margin Trend
TransDigm Group Incorporated has the highest OPM among the 30 Aerospace & Defense companies compared here, at 44.8%. Howmet Aerospace Inc. is next at 27.9%. Space Exploration Technologies Corp. has the highest Margin change at +17.2 percentage points, so level and change sit with different companies. 30 of 30 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: TransDigm Group Incorporated leads opm at 44.8%; Space Exploration Technologies Corp. leads margin change at +17.2 percentage points.
LeaderTransDigm Group Incorporated · 44.8%
Gap60.6% versus #2 · Howmet Aerospace Inc.
Persistence5/8 recent comparable periods
Coverage30/30 companies · 520 observations
Investor read: TransDigm Group Incorporated sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current margin change signal.
Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
Margin changefastest expanders
Operating margin · company comparison
30/30 level · 30/30 change
All-company data · latest reported quarter
| Company | OPM | Margin change | Reported |
|---|---|---|---|
| TransDigm Group Incorporated TDG | 45% | −1.6 pp | Jun 2026 |
| Howmet Aerospace Inc. HWM | 28% | +2.5 pp | Jun 2026 |
| HEICO Corporation HEI | 26% | +2.9 pp | Jun 2026 |
| Loar Holdings Inc. LOAR | 22% | −1.3 pp | Mar 2026 |
| GE Aerospace GE | 21% | −0.3 pp | Jun 2026 |
| FTAI Aviation Ltd. FTAI | 21% | −9.6 pp | Jun 2026 |
| Curtiss-Wright Corporation CW | 19% | +1.5 pp | Jun 2026 |
| Woodward, Inc. WWD | 15% | +1.2 pp | Jun 2026 |
| CAE Inc. CAE | 13% | −7.6 pp | Mar 2026 |
| Honeywell Aerospace Inc. HONA | 13% | −10.5 pp | Jun 2026 |
| RTX Corporation RTX | 13% | +1.2 pp | Jun 2026 |
| Lockheed Martin Corporation LMT | 12% | +8.3 pp | Jun 2026 |
| Hexcel Corporation HXL | 12% | +1.8 pp | Jun 2026 |
| L3Harris Technologies, Inc. LHX | 11% | +0.6 pp | Sep 2026 |
| Moog Inc. MOG-B | 11% | +1.0 pp | Jun 2026 |
| General Dynamics Corporation GD | 10% | +0.1 pp | Sep 2026 |
| Northrop Grumman Corporation NOC | 10% | −3.7 pp | Jun 2026 |
| BWX Technologies, Inc. BWXT | 9.9% | −1.8 pp | Mar 2026 |
| Elbit Systems Ltd. ESLT | 9.6% | +1.6 pp | Jun 2026 |
| Leonardo DRS, Inc. DRS | 9.1% | +1.7 pp | Jun 2026 |
| AeroVironment, Inc. AVAV | 8.9% | +3.9 pp | Jun 2026 |
| StandardAero, Inc. SARO | 8.8% | −0.2 pp | Mar 2026 |
| Textron Inc. TXT | 6.3% | −0.8 pp | Sep 2026 |
| Embraer S.A. EMBJ | 5.6% | +1.0 pp | Mar 2026 |
| Axon Enterprise, Inc. AXON | 5.2% | +5.4 pp | Jun 2026 |
| Huntington Ingalls Industries, Inc. HII | 5.0% | −0.9 pp | Jun 2026 |
| Kratos Defense & Security Solutions, Inc. KTOS | 1.3% | −0.9 pp | Mar 2026 |
| The Boeing Company BA | 0.6% | +1.4 pp | Jun 2026 |
| Space Exploration Technologies Corp. SPCX | -1.8% | +17.2 pp | Jun 2026 |
| Rocket Lab Corporation RKLB | -25% | +16.7 pp | Jun 2026 |
Full 20-quarter history · every available company
OPM · reported quarter history
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
GE Aerospace · GE
7.4%
-0.5%
4.5%
-0.5%
13%
13%
14%
15%
27%
15%
21%
18%
28%
22%
21%
21%
20%
20%
21%
—
General Dynamics Corporation · GD
11%
—
9.7%
11%
11%
—
9.5%
9.5%
10%
9.7%
9.7%
10%
11%
10%
10%
10%
10%
—
11%
10%
HEICO Corporation · HEI
23%
20%
23%
23%
24%
21%
23%
21%
20%
20%
22%
22%
22%
22%
23%
23%
23%
22%
26%
—
Honeywell Aerospace Inc. · HONA
—
—
—
—
—
—
—
—
—
25%
23%
22%
17%
23%
23%
16%
15%
19%
13%
—
Howmet Aerospace Inc. · HWM
11%
17%
17%
16%
15%
18%
17%
19%
19%
20%
21%
23%
24%
25%
25%
26%
23%
33%
28%
—
L3Harris Technologies, Inc. · LHX
13%
—
12%
12%
11%
8.8%
8.5%
9.7%
9.9%
7.3%
9.0%
9.4%
—
11%
11%
11%
11%
8.5%
11%
11%
Lockheed Martin Corporation · LMT
14%
13%
13%
13%
12%
14%
13%
12%
12%
12%
12%
13%
3.7%
13%
4.1%
12%
12%
11%
12%
—
Northrop Grumman Corporation · NOC
8.6%
10%
11%
9.4%
9.0%
10%
10%
10%
-3.7%
11%
11%
11%
10%
6.1%
14%
12%
11%
10%
10%
—
RTX Corporation · RTX
8.7%
9.9%
11%
12%
11%
12%
11%
-7.1%
11%
9.5%
9.2%
12%
11%
12%
12%
12%
11%
13%
13%
—
Space Exploration Technologies Corp. · SPCX
—
—
—
—
—
—
—
—
—
—
—
—
—
1.4%
-19%
-16%
-16%
-42%
-1.8%
—
The Boeing Company · BA
-28%
-8.3%
4.7%
-18%
-1.7%
-0.8%
-0.5%
-4.5%
1.3%
-0.5%
-6.5%
-32%
-25%
2.4%
-0.8%
-21%
37%
2.0%
0.6%
—
TransDigm Group Incorporated · TDG
—
38%
39%
43%
42%
—
44%
45%
44%
45%
46%
43%
49%
46%
46%
48%
46%
46%
45%
—
Margin change · reported quarter history
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
GE Aerospace · GE
—
—
+0.9 pp
−4.2 pp
+5.2 pp
+13.8 pp
+9.4 pp
+15.5 pp
+14.7 pp
+2.0 pp
+6.9 pp
+3.2 pp
+1.0 pp
+6.7 pp
+0.1 pp
+2.4 pp
−8.8 pp
−1.8 pp
−0.3 pp
—
General Dynamics Corporation · GD
—
—
—
+0.2 pp
−0.3 pp
—
−0.2 pp
−1.1 pp
−1.0 pp
—
+0.2 pp
+0.6 pp
+0.7 pp
+0.7 pp
+0.3 pp
+0.2 pp
−0.6 pp
—
+0.5 pp
+0.1 pp
HEICO Corporation · HEI
—
—
—
+1.2 pp
+1.4 pp
+0.6 pp
0.0 pp
−1.9 pp
−3.8 pp
−0.7 pp
−0.9 pp
+1.1 pp
+1.4 pp
+1.9 pp
+0.7 pp
+1.3 pp
+1.5 pp
+0.1 pp
+2.9 pp
—
Honeywell Aerospace Inc. · HONA
—
—
—
—
—
—
—
—
—
—
—
—
—
−2.5 pp
+0.3 pp
−6.1 pp
−1.7 pp
−3.9 pp
−10.5 pp
—
Howmet Aerospace Inc. · HWM
—
—
0.0 pp
−0.1 pp
+3.1 pp
+0.4 pp
0.0 pp
+2.6 pp
+4.3 pp
+2.4 pp
+3.9 pp
+4.4 pp
+4.7 pp
+5.2 pp
+4.2 pp
+3.0 pp
−0.9 pp
+7.2 pp
+2.5 pp
—
L3Harris Technologies, Inc. · LHX
—
—
—
−0.3 pp
−1.8 pp
—
−3.6 pp
−2.0 pp
−1.1 pp
−1.5 pp
+0.5 pp
−0.3 pp
—
+3.7 pp
+1.5 pp
+1.1 pp
—
−2.5 pp
+0.9 pp
+0.6 pp
Lockheed Martin Corporation · LMT
—
—
−0.2 pp
−1.3 pp
−1.7 pp
+0.6 pp
+0.1 pp
−0.9 pp
0.0 pp
−1.7 pp
−0.9 pp
+0.4 pp
−8.4 pp
+1.4 pp
−7.8 pp
−0.2 pp
+7.8 pp
−1.8 pp
+8.3 pp
—
Northrop Grumman Corporation · NOC
—
—
−0.6 pp
−2.6 pp
+0.4 pp
0.0 pp
−0.7 pp
+1.0 pp
−12.7 pp
+0.4 pp
+0.6 pp
+0.8 pp
+13.9 pp
−4.5 pp
+3.1 pp
+0.7 pp
+0.7 pp
+3.9 pp
−3.7 pp
—
RTX Corporation · RTX
—
—
+3.0 pp
+0.7 pp
+2.1 pp
+2.5 pp
−0.4 pp
−18.9 pp
−0.1 pp
−2.9 pp
−1.5 pp
+19.1 pp
−0.1 pp
+2.3 pp
+2.3 pp
+0.4 pp
+0.4 pp
+1.4 pp
+1.2 pp
—
Space Exploration Technologies Corp. · SPCX
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
−43.0 pp
+17.2 pp
—
The Boeing Company · BA
—
—
−1.3 pp
−19.7 pp
+26.3 pp
+7.5 pp
−5.2 pp
+13.0 pp
+3.0 pp
+0.3 pp
−6.0 pp
−27.8 pp
−26.0 pp
+2.9 pp
+5.7 pp
+11.8 pp
+61.4 pp
−0.4 pp
+1.4 pp
—
TransDigm Group Incorporated · TDG
—
—
—
+6.1 pp
—
—
+4.5 pp
+2.1 pp
+1.8 pp
—
+1.9 pp
−1.8 pp
+4.6 pp
+0.9 pp
+0.8 pp
+4.5 pp
−3.0 pp
+0.2 pp
−1.6 pp
—
07 · compare level, then change
Profit Scale & Acceleration
GE Aerospace has the highest Net profit among the 30 Aerospace & Defense companies compared here, at $8,982 million. RTX Corporation is next at $8,125 million. StandardAero, Inc. has the highest Profit growth at the 100% top of the scoring scale, so level and change sit with different companies.
What the numbers say: GE Aerospace leads with $8,982 million of TTM profit, 10.5% above RTX Corporation. StandardAero, Inc. shows ≥100% on the scoring scale (321.4% uncapped) growth from a $295 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.
LeaderGE Aerospace · $8,982 million
Gap10.5% versus #2 · RTX Corporation
Persistence7/8 recent comparable periods
Coverage22/30 companies · 520 observations
Investor read: GE Aerospace sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.
Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
Profit growthfastest growers
Net profit · company comparison
22/30 level · 18/30 change
All-company data · latest reported quarter
| Company | Net profit | Profit growth | Reported |
|---|---|---|---|
| GE Aerospace GE | $2.4B | 17% | Jun 2026 |
| RTX Corporation RTX | $2.2B | 30% | Jun 2026 |
| Lockheed Martin Corporation LMT | $1.8B | 437% | Jun 2026 |
| General Dynamics Corporation GD | $1.2B | 9.5% | Sep 2026 |
| Northrop Grumman Corporation NOC | $1.1B | -6.8% | Jun 2026 |
| L3Harris Technologies, Inc. LHX | $600M | 31% | Sep 2026 |
| TransDigm Group Incorporated TDG | $540M | 9.5% | Jun 2026 |
| Howmet Aerospace Inc. HWM | $534M | 31% | Jun 2026 |
| Honeywell Aerospace Inc. HONA | $256M | -70% | Jun 2026 |
| HEICO Corporation HEI | $250M | 46% | Jun 2026 |
| Textron Inc. TXT | $220M | -10% | Sep 2026 |
| Elbit Systems Ltd. ESLT | $166M | 41% | Jun 2026 |
| Curtiss-Wright Corporation CW | $151M | 25% | Jun 2026 |
| Huntington Ingalls Industries, Inc. HII | $149M | 0.0% | Jun 2026 |
| FTAI Aviation Ltd. FTAI | $138M | 35% | Jun 2026 |
| Woodward, Inc. WWD | $134M | 23% | Jun 2026 |
| Leonardo DRS, Inc. DRS | $92M | 39% | Jun 2026 |
| BWX Technologies, Inc. BWXT | $91M | 20% | Mar 2026 |
| StandardAero, Inc. SARO | $80M | 27% | Mar 2026 |
| Moog Inc. MOG-B | $79M | 44% | Jun 2026 |
| CAE Inc. CAE | $74M | -46% | Mar 2026 |
| AeroVironment, Inc. AVAV | $63M | 271% | Jun 2026 |
| Embraer S.A. EMBJ | $37M | -54% | Mar 2026 |
| Hexcel Corporation HXL | $37M | 28% | Jun 2026 |
| Axon Enterprise, Inc. AXON | $29M | -19% | Jun 2026 |
| Kratos Defense & Security Solutions, Inc. KTOS | $12M | 140% | Mar 2026 |
| Loar Holdings Inc. LOAR | $11M | -27% | Mar 2026 |
| Rocket Lab Corporation RKLB | $-49M | -1,333% | Jun 2026 |
| The Boeing Company BA | $-428M | -193% | Jun 2026 |
| Space Exploration Technologies Corp. SPCX | $-541M | — | Jun 2026 |
Full 20-quarter history · every available company
Net profit · reported quarter history
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
GE Aerospace · GE
$-3.8B
$-1.1B
$-863M
$165M
$2.2B
$7.5B
$37M
$338M
$1.6B
$1.6B
$1.3B
$1.8B
$1.9B
$2.0B
$2.0B
$2.2B
$2.6B
$1.9B
$2.4B
—
General Dynamics Corporation · GD
$860M
—
$730M
$766M
$902M
—
$730M
$744M
$836M
$799M
$905M
$930M
$1.1B
$994M
$1.0B
$1.1B
$1.1B
—
$1.1B
$1.2B
HEICO Corporation · HEI
$93M
$94M
$93M
$93M
$110M
$103M
$115M
$113M
$114M
$125M
$135M
$148M
$151M
$182M
$171M
$191M
$203M
$205M
$250M
—
Honeywell Aerospace Inc. · HONA
—
—
—
—
—
—
—
—
—
$794M
$748M
$736M
$571M
$786M
$852M
$654M
$430M
$642M
$256M
—
Howmet Aerospace Inc. · HWM
$77M
$131M
$147M
$80M
$111M
$148M
$193M
$188M
$236M
$243M
$266M
$332M
$314M
$344M
$407M
$385M
$372M
$580M
$534M
—
L3Harris Technologies, Inc. · LHX
$479M
—
$475M
$470M
$417M
$339M
$351M
$382M
$126M
$285M
$367M
$404M
—
$456M
$458M
$458M
$462M
$300M
$512M
$600M
Lockheed Martin Corporation · LMT
$2.0B
$1.7B
$309M
$1.8B
$1.9B
$1.7B
$1.7B
$1.7B
$1.9B
$1.5B
$1.6B
$1.6B
$527M
$1.7B
$342M
$1.6B
$1.3B
$1.5B
$1.8B
—
Northrop Grumman Corporation · NOC
$2.7B
$955M
$946M
$915M
$2.1B
$842M
$812M
$937M
$-535M
$944M
$940M
$1.0B
$1.3B
$481M
$1.2B
$1.1B
$1.4B
$875M
$1.1B
—
RTX Corporation · RTX
$772M
$1.1B
$1.3B
$1.4B
$1.5B
$1.5B
$1.4B
$-933M
$1.5B
$1.7B
$175M
$1.5B
$1.6B
$1.6B
$1.7B
$2.0B
$1.7B
$2.2B
$2.2B
—
Space Exploration Technologies Corp. · SPCX
—
—
—
—
—
—
—
—
—
—
—
—
—
$-528M
$-1.0B
$-1.7B
$-1.7B
$-4.9B
$-541M
—
The Boeing Company · BA
$-4.2B
$-1.2B
$160M
$-3.3B
$-663M
$-425M
$-149M
$-1.6B
$-30M
$-355M
$-1.4B
$-6.2B
$-3.9B
$-31M
$-612M
$-5.3B
$8.2B
$-7M
$-428M
—
TransDigm Group Incorporated · TDG
—
$163M
$199M
$239M
$229M
—
$304M
$352M
$382M
$404M
$461M
$467M
$493M
$479M
$493M
$609M
$445M
$536M
$540M
—
Profit growth · reported quarter history
Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
GE Aerospace · GE
—
—
—
-86%
—
—
—
105%
-28%
-79%
3,327%
445%
19%
26%
59%
17%
35%
-2.7%
17%
—
General Dynamics Corporation · GD
—
—
—
3.9%
4.9%
—
0.0%
-2.9%
-7.3%
—
24%
25%
37%
24%
12%
14%
-0.4%
—
11%
9.5%
HEICO Corporation · HEI
—
—
—
11%
18%
9.6%
24%
22%
3.6%
21%
17%
31%
32%
46%
27%
29%
34%
13%
46%
—
Honeywell Aerospace Inc. · HONA
—
—
—
—
—
—
—
—
—
—
—
—
—
-1.0%
14%
-11%
-25%
-18%
-70%
—
Howmet Aerospace Inc. · HWM
—
—
99%
196%
44%
13%
31%
135%
113%
64%
38%
77%
33%
42%
53%
16%
18%
69%
31%
—
L3Harris Technologies, Inc. · LHX
—
—
—
14%
-13%
—
-26%
-19%
-70%
-16%
4.6%
5.8%
—
60%
25%
13%
—
-34%
12%
31%
Lockheed Martin Corporation · LMT
—
—
-83%
190%
-6.7%
-2.5%
444%
-5.3%
-2.4%
-8.5%
-2.4%
-3.6%
-72%
11%
-79%
-0.3%
155%
-13%
437%
—
Northrop Grumman Corporation · NOC
—
—
-8.8%
-14%
-23%
-12%
-14%
2.4%
-126%
12%
16%
9.5%
—
-49%
25%
7.2%
13%
82%
-6.8%
—
Rocket Lab Corporation · RKLB
—
—
—
—
-1,333%
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
RTX Corporation · RTX
—
—
23%
-4.8%
90%
34%
1.6%
-167%
0.3%
18%
-87%
—
5.9%
-6.8%
886%
31%
9.8%
33%
30%
—
The Boeing Company · BA
—
—
-72%
—
—
—
-193%
—
—
—
—
—
—
—
—
—
—
—
—
—
TransDigm Group Incorporated · TDG
—
—
—
-25%
—
—
53%
47%
67%
—
52%
33%
29%
19%
6.9%
30%
-9.7%
12%
9.5%
—
08 · compare level, then change
Return On Capital Employed
Curtiss-Wright Corporation has the highest ROCE among the 30 Aerospace & Defense companies compared here, at 17.4%. GE Aerospace is next at 11.7%. Lockheed Martin Corporation has the highest ROCE change at +4.7 percentage points, so level and change sit with different companies. 30 of 30 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: Curtiss-Wright Corporation leads ROCE at 17.4%, 5.7 percentage points above GE Aerospace. Lockheed Martin Corporation has the strongest latest improvement at +4.7 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.
LeaderCurtiss-Wright Corporation · 17.4%
Gap48.7% versus #2 · GE Aerospace
Persistence8/8 recent comparable periods
Coverage30/30 companies · 519 observations
Investor read: Curtiss-Wright Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current roce change signal.
ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
ROCE changefastest improvers
Return on capital · company comparison
30/30 level · 30/30 change
All-company data · latest reported quarter
| Company | ROCE | ROCE change | Reported |
|---|---|---|---|
| Curtiss-Wright Corporation CW | 17% | +2.6 pp | Jun 2026 |
| GE Aerospace GE | 12% | +1.2 pp | Jun 2026 |
| RTX Corporation RTX | 10% | +1.9 pp | Jun 2026 |
| Honeywell Aerospace Inc. HONA | 8.9% | −6.1 pp | Jun 2026 |
| Howmet Aerospace Inc. HWM | 7.0% | +1.1 pp | Jun 2026 |
| Lockheed Martin Corporation LMT | 6.8% | +4.7 pp | Jun 2026 |
| TransDigm Group Incorporated TDG | 5.5% | +0.4 pp | Jun 2026 |
| FTAI Aviation Ltd. FTAI | 5.0% | −1.0 pp | Jun 2026 |
| Woodward, Inc. WWD | 4.9% | +1.5 pp | Jun 2026 |
| Moog Inc. MOG-B | 4.4% | +1.4 pp | Jun 2026 |
| HEICO Corporation HEI | 4.3% | +0.8 pp | Jun 2026 |
| General Dynamics Corporation GD | 3.7% | +0.2 pp | Sep 2026 |
| Leonardo DRS, Inc. DRS | 3.3% | +1.0 pp | Jun 2026 |
| Elbit Systems Ltd. ESLT | 3.1% | +0.4 pp | Jun 2026 |
| Northrop Grumman Corporation NOC | 3.0% | −1.0 pp | Jun 2026 |
| Hexcel Corporation HXL | 2.9% | +1.7 pp | Jun 2026 |
| StandardAero, Inc. SARO | 2.8% | +0.2 pp | Mar 2026 |
| BWX Technologies, Inc. BWXT | 2.7% | −0.5 pp | Mar 2026 |
| Huntington Ingalls Industries, Inc. HII | 2.2% | +0.3 pp | Jun 2026 |
| Textron Inc. TXT | 2.0% | −0.2 pp | Sep 2026 |
| CAE Inc. CAE | 2.0% | −1.3 pp | Mar 2026 |
| L3Harris Technologies, Inc. LHX | 1.9% | +0.2 pp | Sep 2026 |
| AeroVironment, Inc. AVAV | 1.8% | +0.3 pp | Jun 2026 |
| Loar Holdings Inc. LOAR | 1.8% | −0.4 pp | Mar 2026 |
| Embraer S.A. EMBJ | 1.1% | +0.4 pp | Mar 2026 |
| Axon Enterprise, Inc. AXON | 0.9% | +0.9 pp | Jun 2026 |
| The Boeing Company BA | 0.3% | +0.7 pp | Jun 2026 |
| Kratos Defense & Security Solutions, Inc. KTOS | 0.2% | −0.2 pp | Mar 2026 |
| Space Exploration Technologies Corp. SPCX | -1.6% | −1.4 pp | Jun 2026 |
| Rocket Lab Corporation RKLB | -2.4% | +3.3 pp | Jun 2026 |
Full 20-quarter history · every available company
ROCE · reported quarter history
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
GE Aerospace · GE
1.8%
1.8%
2.1%
1.6%
1.9%
3.2%
3.8%
5.3%
4.4%
5.8%
8.0%
8.3%
9.1%
10%
11%
11%
10%
11%
12%
—
General Dynamics Corporation · GD
3.0%
—
2.5%
2.7%
3.0%
—
2.6%
2.6%
2.9%
2.8%
3.1%
3.1%
3.7%
3.3%
3.4%
3.5%
3.7%
—
3.6%
3.7%
HEICO Corporation · HEI
3.5%
3.0%
3.7%
3.9%
4.3%
3.4%
4.0%
3.5%
3.7%
3.3%
3.7%
3.7%
3.2%
3.2%
3.5%
3.6%
3.8%
3.4%
4.3%
—
Honeywell Aerospace Inc. · HONA
—
—
—
—
—
—
—
—
—
—
—
16%
12%
—
—
6.7%
6.1%
13%
8.9%
—
Howmet Aerospace Inc. · HWM
1.6%
2.5%
2.7%
2.6%
2.5%
3.2%
3.2%
3.6%
3.7%
4.2%
4.6%
4.7%
5.1%
5.5%
5.9%
5.8%
5.3%
7.5%
7.0%
—
L3Harris Technologies, Inc. · LHX
1.7%
—
1.6%
1.6%
1.7%
1.3%
1.4%
1.6%
1.7%
1.2%
1.5%
1.5%
—
1.8%
1.6%
1.7%
1.8%
1.4%
2.0%
1.9%
Lockheed Martin Corporation · LMT
6.7%
5.4%
5.4%
6.0%
6.2%
5.6%
5.7%
5.4%
6.3%
5.4%
5.7%
5.5%
1.9%
6.5%
2.1%
6.1%
6.4%
5.7%
6.8%
—
Northrop Grumman Corporation · NOC
2.2%
2.7%
2.9%
2.6%
2.8%
2.8%
2.9%
3.1%
-1.2%
3.1%
3.2%
3.2%
3.1%
1.7%
4.0%
3.5%
3.5%
2.8%
3.0%
—
RTX Corporation · RTX
5.2%
5.3%
5.5%
5.7%
6.1%
6.5%
6.7%
4.3%
4.6%
4.3%
4.3%
7.3%
7.5%
7.9%
8.5%
8.6%
9.2%
9.7%
10%
—
Space Exploration Technologies Corp. · SPCX
—
—
—
—
—
—
—
—
—
—
—
0.0%
0.0%
—
—
-1.4%
-1.4%
-3.4%
-1.6%
—
The Boeing Company · BA
-6.8%
-2.0%
1.4%
-5.1%
-0.7%
-0.3%
-0.2%
-1.8%
0.6%
-0.2%
-2.5%
-14%
-7.5%
1.0%
-0.4%
-11%
15%
0.8%
0.3%
—
TransDigm Group Incorporated · TDG
—
2.6%
3.0%
3.4%
3.4%
—
4.0%
4.4%
4.4%
4.7%
4.9%
5.0%
5.1%
5.1%
5.1%
5.8%
5.2%
5.5%
5.5%
—
ROCE change · reported quarter history
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
GE Aerospace · GE
—
—
—
—
+0.1 pp
+1.4 pp
+1.7 pp
+3.7 pp
+2.5 pp
+2.6 pp
+4.2 pp
+3.0 pp
+4.7 pp
+4.2 pp
+2.5 pp
+2.7 pp
+1.3 pp
+1.1 pp
+1.2 pp
—
General Dynamics Corporation · GD
—
—
—
—
0.0 pp
—
+0.1 pp
−0.1 pp
−0.1 pp
—
+0.5 pp
+0.5 pp
+0.8 pp
+0.5 pp
+0.3 pp
+0.4 pp
0.0 pp
—
+0.2 pp
+0.2 pp
HEICO Corporation · HEI
—
—
—
—
+0.8 pp
+0.4 pp
+0.3 pp
−0.4 pp
−0.6 pp
−0.1 pp
−0.3 pp
+0.2 pp
−0.5 pp
−0.1 pp
−0.2 pp
−0.1 pp
+0.6 pp
+0.2 pp
+0.8 pp
—
Honeywell Aerospace Inc. · HONA
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
−9.1 pp
−6.1 pp
—
—
—
Howmet Aerospace Inc. · HWM
—
—
—
—
+0.9 pp
+0.7 pp
+0.5 pp
+1.0 pp
+1.2 pp
+1.0 pp
+1.4 pp
+1.1 pp
+1.4 pp
+1.3 pp
+1.3 pp
+1.1 pp
+0.2 pp
+2.0 pp
+1.1 pp
—
L3Harris Technologies, Inc. · LHX
—
—
—
—
0.0 pp
—
−0.2 pp
0.0 pp
0.0 pp
−0.1 pp
+0.1 pp
−0.1 pp
—
+0.6 pp
+0.1 pp
+0.2 pp
—
−0.4 pp
+0.4 pp
+0.2 pp
Lockheed Martin Corporation · LMT
—
—
—
—
−0.5 pp
+0.2 pp
+0.3 pp
−0.6 pp
+0.1 pp
−0.2 pp
0.0 pp
+0.1 pp
−4.4 pp
+1.1 pp
−3.6 pp
+0.6 pp
+4.5 pp
−0.8 pp
+4.7 pp
—
Northrop Grumman Corporation · NOC
—
—
—
—
+0.6 pp
+0.1 pp
0.0 pp
+0.5 pp
−4.0 pp
+0.3 pp
+0.3 pp
+0.1 pp
+4.3 pp
−1.4 pp
+0.8 pp
+0.3 pp
+0.4 pp
+1.1 pp
−1.0 pp
—
RTX Corporation · RTX
—
—
—
—
+0.9 pp
+1.2 pp
+1.2 pp
−1.4 pp
−1.5 pp
−2.2 pp
−2.4 pp
+3.0 pp
+2.9 pp
+3.6 pp
+4.2 pp
+1.3 pp
+1.7 pp
+1.8 pp
+1.9 pp
—
Space Exploration Technologies Corp. · SPCX
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
−1.4 pp
−1.4 pp
—
—
—
The Boeing Company · BA
—
—
—
—
+6.1 pp
+1.7 pp
−1.6 pp
+3.3 pp
+1.3 pp
+0.1 pp
−2.3 pp
−12.3 pp
−8.1 pp
+1.2 pp
+2.1 pp
+3.1 pp
+22.2 pp
−0.2 pp
+0.7 pp
—
TransDigm Group Incorporated · TDG
—
—
—
—
—
—
+1.0 pp
+1.0 pp
+1.0 pp
—
+0.9 pp
+0.6 pp
+0.7 pp
+0.4 pp
+0.2 pp
+0.8 pp
+0.1 pp
+0.4 pp
+0.4 pp
—
09 · compare level, then change
Valuation Against Growth & Quality
Lockheed Martin Corporation has the lowest PEG among the 30 Aerospace & Defense companies compared here, at 0.35×. Embraer S.A. is next at 0.51×. Northrop Grumman Corporation has the lowest P/E at 16.2×, so level and change sit with different companies. 12 of 30 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: Lockheed Martin Corporation has the lowest comparable PEG at 0.35×, 31.4% below Embraer S.A.. Only 12 of 30 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.
LeaderLockheed Martin Corporation · 0.35×
Gap31.4% versus #2 · Embraer S.A.
Persistence0/8 recent comparable periods
Coverage12/30 companies · 115 observations
Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.
This conclusion weakens if: The next two comparable reports reverse the current p/e signal.
PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
PEGlowest PEG
P/Elowest P/E
Valuation · company comparison
12/30 level · 27/30 change
All-company data · latest reported quarter
Full 20-quarter history · every available company
PEG · reported quarter history
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Axon Enterprise, Inc. · AXON
—
—
—
—
—
—
—
2.8
7.8
—
—
—
—
6.4
34.0
—
—
—
—
—
Curtiss-Wright Corporation · CW
—
—
—
—
—
0.7
0.8
0.7
1.2
1.3
1.2
1.7
2.3
1.8
2.5
2.8
1.9
2.3
2.3
—
Elbit Systems Ltd. · ESLT
—
—
—
—
—
2.4
2.6
0.9
—
—
—
—
0.7
0.9
—
—
0.9
1.2
1.1
—
GE Aerospace · GE
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
1.2
1.0
1.3
2.4
—
General Dynamics Corporation · GD
—
—
—
—
—
—
—
—
—
—
—
—
—
0.7
0.8
0.9
1.6
—
—
—
HEICO Corporation · HEI
—
—
—
—
—
—
5.0
3.8
3.9
3.2
4.0
3.8
2.6
1.9
1.7
2.1
1.9
2.6
1.6
—
Howmet Aerospace Inc. · HWM
—
—
—
—
—
0.6
1.0
0.6
—
—
—
—
0.7
0.9
1.1
1.5
1.8
1.3
1.6
—
Lockheed Martin Corporation · LMT
—
—
—
—
—
—
0.3
0.6
0.6
0.7
—
—
—
—
—
—
—
—
0.4
—
Northrop Grumman Corporation · NOC
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
0.8
1.0
—
RTX Corporation · RTX
—
—
—
—
—
0.7
1.0
—
—
—
—
—
0.6
1.1
—
0.9
0.9
0.6
1.3
—
TransDigm Group Incorporated · TDG
—
—
—
—
—
—
—
—
—
—
—
—
—
1.7
3.1
1.6
4.4
4.4
4.3
—
Woodward, Inc. · WWD
—
—
—
—
—
—
1.3
0.9
—
—
—
0.5
1.2
4.4
—
3.0
1.6
1.7
—
—
P/E · reported quarter history
Showing the 12 largest of 27 companies with a series here. The remaining 15 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Axon Enterprise, Inc. · AXON
—
264.9
47.8
79.8
81.7
119.0
145.6
100.5
110.9
90.7
77.0
103.3
123.8
127.0
204.4
227.1
376.1
170.6
232.6
—
Elbit Systems Ltd. · ESLT
28.1
38.3
43.5
42.7
26.5
26.6
35.0
32.6
44.2
41.4
32.5
34.2
35.9
48.7
51.0
51.8
50.7
68.8
57.2
—
GE Aerospace · GE
—
—
—
-11.4
1,695.5
12.1
—
12.3
15.1
57.1
37.4
32.7
27.5
30.5
35.4
39.6
37.3
34.4
43.5
—
General Dynamics Corporation · GD
17.0
—
20.8
18.9
17.7
—
18.7
17.7
18.5
23.0
22.6
22.9
19.3
18.7
19.5
21.4
21.8
—
22.0
22.8
HEICO Corporation · HEI
63.1
58.8
58.1
63.9
63.8
66.0
61.8
61.3
54.4
58.7
65.2
70.8
66.7
59.1
58.6
71.5
64.9
65.4
48.2
—
Howmet Aerospace Inc. · HWM
54.0
49.9
34.9
30.0
35.5
36.8
39.3
30.4
29.6
33.1
34.4
38.3
38.9
42.3
54.4
55.1
55.3
53.5
57.9
—
L3Harris Technologies, Inc. · LHX
29.0
—
27.2
25.1
37.9
41.0
46.6
22.4
32.7
34.6
35.9
37.1
—
26.7
21.7
28.3
32.0
30.6
145.0
96.0
Lockheed Martin Corporation · LMT
15.6
20.0
24.3
19.0
22.5
21.7
16.8
15.1
16.5
16.6
17.0
21.1
21.8
19.1
25.8
27.2
22.5
29.8
18.7
—
Northrop Grumman Corporation · NOC
8.9
12.3
13.3
13.4
17.3
14.9
15.1
14.4
34.6
33.5
28.5
32.7
16.6
20.2
18.4
21.9
19.6
21.4
16.2
—
RTX Corporation · RTX
33.4
35.0
31.9
27.0
28.6
25.8
25.7
—
37.8
37.2
58.9
34.1
32.3
38.5
31.7
34.0
36.5
35.8
33.0
—
The Boeing Company · BA
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
87.6
96.6
93.7
—
TransDigm Group Incorporated · TDG
—
49.8
46.4
41.5
42.6
—
44.1
47.6
42.9
48.9
47.3
55.7
45.5
46.5
49.8
41.1
42.1
35.6
40.2
—
10 · before the conclusion, check the blind spots
What can make this comparison misleading?
This Aerospace & Defense comparison names 5 specific ways its own evidence can mislead, all listed below. 6 of the 30 companies report on an older date than the sector's freshest reporters, so their ranks are marked stale. A high growth rate can still be a low-base artefact.
Keep these limits visible
- A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
- A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
- The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
- An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
- 6 companies have older fundamental reporting dates than the sector’s freshest reporters; their ranks carry a stale marker.
11 · evidence and freshness
How was this comparison built?
This comparison is built from the reported filings of 30 Aerospace & Defense companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Sep 2026 and market data through 2026-09-16. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.
FundamentalsThrough Sep 2026 · up to 20 quarters per company
Market dataThrough 2026-09-16 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
12 · questions investors ask, short speakable answers
Aerospace & Defense company comparison FAQs
These 22 answers restate the Aerospace & Defense comparison above in question form. Every one is computed from the same 30 companies and the same reported filings as the rankings and charts, current through Sep 2026. Price and relative-strength answers run through 2026-09-16. Nothing here is estimated, and none of it is a recommendation.
Is the Aerospace & Defense sector outperforming S&P 500?
Aerospace & Defense has underperformed S&P 500 by 7.2% over 52 weeks and 12.2% over 13 weeks. 2 of 27 covered companies beat the S&P 500 on Mansfield relative strength, while 8 of 27 beat the sector itself.
Which Aerospace & Defense company is largest by revenue?
The Boeing Company leads with revenue of $93,995 million, based on 22 of 30 comparable companies through Jun 2026.
Which Aerospace & Defense company is growing fastest?
AeroVironment, Inc. has the fastest current revenue growth at 100%, across 20 of 30 comparable companies.
Which Aerospace & Defense company has the strongest 4-Factor Sector Score?
Lockheed Martin Corporation ranks first at 72.1/100 with 81.1% evidence confidence. The score prioritizes research; it is not a buy recommendation.
Which Aerospace & Defense company has the lowest comparable PEG?
Lockheed Martin Corporation has the lowest comparable PEG at 0.35, among 12 of 30 companies whose earnings and growth are steady enough for the ratio to mean anything.
How much history does this Aerospace & Defense comparison include?
The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Sep 2026. Missing observations remain blank rather than being estimated.
How is the 4-Factor Sector Score calculated?
The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.
Which Aerospace & Defense company is the biggest?
The Boeing Company is the largest, with trailing-twelve-month revenue of $93,995 million, ahead of RTX Corporation at $93,500 million. That covers 22 of 30 companies with comparable reporting through Jun 2026.
Which Aerospace & Defense company has the best profit margins?
TransDigm Group Incorporated has the highest operating margin at 44.8%, from 30 of 30 comparable companies. Space Exploration Technologies Corp. shows the biggest recent improvement, at +17.2 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.
Which Aerospace & Defense company makes the most profit?
GE Aerospace earns the most, at $8,982 million of trailing-twelve-month net profit, from 22 of 30 comparable companies. StandardAero, Inc. has the fastest profit growth at the ≥100% scoring cap, though growth off a small or recovering profit base overstates how much has actually changed.
Which Aerospace & Defense company earns the highest return on capital?
Curtiss-Wright Corporation leads on return on capital employed at 17.4%, across 30 of 30 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.
Which Aerospace & Defense stock is the cheapest?
On PEG — where a LOWER number is cheaper — Lockheed Martin Corporation screens cheapest at 0.35×. Only 12 of 30 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.
Is the Aerospace & Defense sector beating the market?
Aerospace & Defense has underperformed S&P 500 by 7.2% over the last 52 weeks and 12.2% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 2 of 27 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.
Which Aerospace & Defense stock has the strongest price momentum?
Embraer S.A. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.
Which Aerospace & Defense company scores highest for research priority?
Lockheed Martin Corporation scores 72.1 out of 100 with 81.1% evidence confidence, from 25.6 points on growth and earnings, 14.5 on capital efficiency, 16.1 on valuation and 15.9 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.
How many Aerospace & Defense companies does this comparison cover, and over what period?
It compares 30 listed companies over up to 20 reported quarters of fundamentals, ending Sep 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.
What is the total market cap of the Aerospace & Defense sector?
The 30 Aerospace & Defense companies on this page carry $3,673,214 million of combined market value. Space Exploration Technologies Corp. is the largest at $2,047,867 million, about 56% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-09-16.
What is the Aerospace & Defense sector's P/E ratio?
The median price-to-earnings ratio across the 30 Aerospace & Defense companies on this page is 50.3×, measured on the 27 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-09-16.
How is the Aerospace & Defense sector performing?
2 of the 27 covered Aerospace & Defense companies are beating S&P 500 on Mansfield relative strength. The sector itself is 7.2% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-09-16.
How many Aerospace & Defense stocks are listed in the US?
This comparison covers 30 listed Aerospace & Defense companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Sep 2026. Membership is the full industry list — nothing is dropped for having thin data.
Why are some values on this page blank?
A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.
Is this investment advice?
No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.
Not SEBI Registered !! Not Investment advice !!