Aerospace & Defense Stocks in the US
The 30 Aerospace & Defense companies we score in the US are Space Exploration Technologies Corp. ($1.8T, the largest), GE Aerospace, RTX Corporation and 27 more. 5 of the 30 companies we score beat S&P 500 on share price over recent months (3 have no relative-strength reading yet). Prices are as of 6 Nov 2026.
Aerospace & Defense: RTX Corporation owns the largest revenue base; BETA Technologies, Inc. has the fastest current growth.
The main question: the biggest companies are not always the ones changing the most.
Start with size. Then the direction of earnings. Then the quality of the business. A share price that leads means more once those three agree.
Which are the biggest Aerospace & Defense stocks in the US?
The largest Aerospace & Defense stocks in the US by market value are Space Exploration Technologies Corp. ($1.8T), GE Aerospace ($334.1B) and RTX Corporation ($255.7B), at prices of 6 Nov 2026.
- Space Exploration Technologies Corp.: $134.16 | market value $1.8T
- GE Aerospace: $323.31 | market value $334.1B | P/E 35.6
- RTX Corporation: $189.51 | market value $255.7B | P/E 29.8
- The Boeing Company: $173.45 | market value $137.5B | P/E 87.4
- Lockheed Martin Corporation: $566.79 | market value $130.9B | P/E 18.4
- General Dynamics Corporation: $354.02 | market value $95.5B | P/E 19.1
- Howmet Aerospace Inc.: $205.76 | market value $81.8B | P/E 43.9
- Northrop Grumman Corporation: $525.28 | market value $74.6B | P/E 15.2
- TransDigm Group Incorporated: $1,196.97 | market value $66.2B | P/E 38.8
- Honeywell Aerospace Inc.: $152.98 | market value $48.5B | P/E 22.4
The other 20 Aerospace & Defense companies are in the full list below.
Share price | market value | P/E, biggest first. Prices and market values as of 6 Nov 2026; ratios as in the score list below.
Which are the Aerospace & Defense stocks, ranked?
Ranked by the 4-Factor Sector Score (growth & earnings 35, capital efficiency 25, valuation 20, relative strength 20). Prices as of 6 Nov 2026.
- 1Lockheed Martin CorporationLMT · $130.9B72.5of 100favourable · strongest on ROCE and PEG
- 2HEICO CorporationHEI · $46.5B65.8of 100favourable · strongest on relative strength versus sector and profit growth
- 3Howmet Aerospace Inc.HWM · $81.8B64.8of 100mixed, leaning good · strongest on ROCE and ROCE improvement
- 4Honeywell Aerospace Inc.HONA · $48.5B61.6of 100provisional · strongest on ROCE and ROCE improvement
- 5Woodward, Inc.WWD · $18.7B60.4of 100mixed, leaning good · strongest on ROCE improvement and profit growth
- 6RTX CorporationRTX · $255.7B58.3of 100mixed, leaning good · strongest on relative strength versus sector and margin improvement
- 7StandardAero, Inc.SARO · $8.9B58.3of 100mixed, leaning good · strongest on profit growth and relative strength versus sector
- 8General Dynamics CorporationGD · $95.5B56.9of 100provisional · strongest on relative strength versus sector and 13-week relative-strength change
- 9Huntington Ingalls Industries, Inc.HII · $11.4B53.5of 100mixed, leaning good · strongest on PEG and profit growth
- 10Leonardo DRS, Inc.DRS · $9.1B53.3of 100mixed, leaning good · strongest on PEG and profit growth
Which Aerospace & Defense companies are listed in the US?
The largest 15 of 30 listed US Aerospace & Defense companies are named here; all 30 are ranked in the scorecard. Every figure is equal-weighted across those companies and carries its own as-of date. One large company cannot set the reading.
- Space Exploration Technologies Corp.$1.8T
- GE Aerospace$334.1B
- RTX Corporation$255.7B
- The Boeing Company$137.5B
- Lockheed Martin Corporation$130.9B
- General Dynamics Corporation$95.5B
- Howmet Aerospace Inc.$81.8B
- Northrop Grumman Corporation$74.6B
- TransDigm Group Incorporated$66.2B
- Honeywell Aerospace Inc.$48.5B
- L3Harris Technologies, Inc.$48.4B
- HEICO Corporation$46.5B
- Elbit Systems Ltd.$31.8B
- Rocket Lab Corporation$31.8B
- Axon Enterprise, Inc.$25.4B
The remaining 15 Aerospace & Defense companies are named and ranked in the scorecard.
How many Aerospace & Defense companies are listed in the US?
61 Aerospace & Defense companies in the Aerospace & Defense industry group (every listed company) have a page on Sector Alpha, by market value as of 6 November 2026, and all 61 are listed below, largest first. The largest is GE Aerospace ($334.1 billion) and the smallest with a market value is Sidus Space, Inc.
| Company | Market value |
|---|---|
| 1. GE Aerospace GE | $334.1 billion |
| 2. RTX Corporation RTX | $255.7 billion |
| 3. The Boeing Company BA | $137.5 billion |
| 4. Lockheed Martin Corporation LMT | $130.9 billion |
| 5. General Dynamics Corporation GD | $95.5 billion |
| 6. Howmet Aerospace Inc. HWM | $81.8 billion |
| 7. Northrop Grumman Corporation NOC | $74.6 billion |
| 8. TransDigm Group Incorporated TDG | $66.2 billion |
| 9. L3Harris Technologies, Inc. LHX | $48.4 billion |
| 10. HEICO Corporation HEI | $46.5 billion |
| 11. Elbit Systems Ltd. ESLT | $31.8 billion |
| 12. Rocket Lab Corporation RKLB | $31.8 billion |
| 13. Axon Enterprise, Inc. AXON | $25.4 billion |
| 14. Woodward, Inc. WWD | $18.7 billion |
| 15. FTAI Aviation Ltd. FTAI | $18.4 billion |
| 16. Curtiss-Wright Corporation CW | $17.1 billion |
| 17. Textron Inc. TXT | $14.2 billion |
| 18. Embraer S.A. EMBJ | $13.3 billion |
| 19. Huntington Ingalls Industries, Inc. HII | $11.4 billion |
| 20. BWX Technologies, Inc. BWXT | $11 billion |
| 21. Moog Inc. MOG-B | $9.9 billion |
| 22. Leonardo DRS, Inc. DRS | $9.1 billion |
| 23. StandardAero, Inc. SARO | $8.9 billion |
| 24. CAE Inc. CAE | $8.6 billion |
| 25. Loar Holdings Inc. LOAR | $7.1 billion |
| 26. Kratos Defense & Security Solutions, Inc. KTOS | $6.6 billion |
| 27. BETA Technologies, Inc. BETA | $6.4 billion |
| 28. Hexcel Corporation HXL | $6.1 billion |
| 29. Karman Holdings Inc. KRMN | $6 billion |
| 30. AeroVironment, Inc. AVAV | $5.7 billion |
| 31. VSE Corporation VSEC | $5.4 billion |
| 32. MDA Space Ltd. MDA | $4.6 billion |
| 33. Planet Labs PBC PL | $4.6 billion |
| 34. Mercury Systems, Inc. MRCY | $4.4 billion |
| 35. AAR Corp. AIR | $4.3 billion |
| 36. Firefly Aerospace Inc. FLY | $3.5 billion |
| 37. Intuitive Machines, Inc. LUNR | $2.4 billion |
| 38. V2X, Inc. VVX | $2.4 billion |
| 39. Astronics Corporation ATRO | $2.4 billion |
| 40. Ducommun Incorporated DCO | $2 billion |
| 41. Redwire Corporation RDW | $1.8 billion |
| 42. Voyager Technologies, Inc. VOYG | $1.5 billion |
| 43. HawkEye 360, Inc. HAWK | $1.4 billion |
| 44. Cadre Holdings, Inc. CDRE | $1.4 billion |
| 45. AEVEX Corp. AVEX | $1.2 billion |
| 46. National Presto Industries, Inc. NPK | $1 billion |
| 47. York Space Systems, Inc. YSS | $860 million |
| 48. Sturm, Ruger & Company, Inc. RGR | $798 million |
| 49. Smith & Wesson Brands, Inc. SWBI | $779 million |
| 50. Red Cat Holdings, Inc. RCAT | $617 million |
| 51. The Elmet Group Co. ELMT | $598 million |
| 52. Satellogic Inc. SATL | $535 million |
| 53. Park Aerospace Corp. PKE | $515 million |
| 54. TAT Technologies Ltd. TATT | $481 million |
| 55. Virgin Galactic Holdings, Inc. SPCE | $420 million |
| 56. Innovative Aerosystems, Inc. ISSC | $348 million |
| 57. EHang Holdings Limited EH | $301 million |
| 58. Outdoor Holding Company POWW | $267 million |
| 59. AIRO Group Holdings, Inc. AIRO | $151 million |
| 60. Merlin, Inc. MRLN | $99 million |
| 61. Sidus Space, Inc. SIDU | $94 million |
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 last two years (104 weeks) this industry is 37% ahead of S&P 500. Earnings across its companies grew 24% on average over the last four reported quarters.
Price and the fundamentals both up. 9 of 60 companies ahead of S&P 500 by 5% or more over three months. 3 are 20% or more behind over a year while earnings grew 20% or more.
Not ahead of S&P 500 on the three-month view this week; 13 of the 57 companies in the industry index above their 200-day average (4 more than four weeks earlier); 9 of those 60 ahead of S&P 500 by 5% or more over three months (2 more than four weeks earlier); earnings rising at 45 of the 55 that report earnings.
Not ahead of S&P 500 yet, but 2 more stocks joined in four weeks, 7 → 9 of 60. Earnings confirming, 45 of 55 members have higher trailing twelve-month earnings than a year ago.
1Y
Aerospace & Defense against S&P 500
Both lines start at 200 in the first week shown
- Aerospace & Defense 219
- S&P 500 219
| Week ending | Aerospace & Defense | S&P 500 |
|---|---|---|
| 14 Nov 2025 | 200 | 200 |
| 21 Nov 2025 | 192 | 196 |
| 28 Nov 2025 | 202 | 203 |
| 5 Dec 2025 | 209 | 204 |
| 12 Dec 2025 | 216 | 203 |
| 19 Dec 2025 | 222 | 203 |
| 26 Dec 2025 | 225 | 205 |
| 2 Jan 2026 | 229 | 203 |
| 9 Jan 2026 | 256 | 207 |
| 16 Jan 2026 | 273 | 206 |
| 23 Jan 2026 | 270 | 205 |
| 30 Jan 2026 | 258 | 206 |
| 6 Feb 2026 | 250 | 206 |
| 13 Feb 2026 | 246 | 203 |
| 20 Feb 2026 | 258 | 205 |
| 27 Feb 2026 | 259 | 204 |
| 6 Mar 2026 | 259 | 200 |
| 13 Mar 2026 | 247 | 197 |
| 20 Mar 2026 | 243 | 193 |
| 27 Mar 2026 | 238 | 189 |
| 3 Apr 2026 | 252 | 195 |
| 10 Apr 2026 | 263 | 202 |
| 17 Apr 2026 | 271 | 211 |
| 24 Apr 2026 | 251 | 213 |
| 1 May 2026 | 252 | 215 |
| 8 May 2026 | 260 | 220 |
| 15 May 2026 | 256 | 220 |
| 22 May 2026 | 269 | 222 |
| 29 May 2026 | 292 | 225 |
| 5 Jun 2026 | 269 | 220 |
| 12 Jun 2026 | 272 | 221 |
| 19 Jun 2026 | 271 | 222 |
| 26 Jun 2026 | 258 | 217 |
| 3 Jul 2026 | 273 | 222 |
| 10 Jul 2026 | 256 | 225 |
| 17 Jul 2026 | 240 | 221 |
| 24 Jul 2026 | 245 | 220 |
| 31 Jul 2026 | 245 | 222 |
| 7 Aug 2026 | 272 | 230 |
| 14 Aug 2026 | 280 | 231 |
| 21 Aug 2026 | 261 | 228 |
| 28 Aug 2026 | 247 | 229 |
| 4 Sep 2026 | 241 | 229 |
| 11 Sep 2026 | 236 | 227 |
| 18 Sep 2026 | 235 | 227 |
| 25 Sep 2026 | 238 | 230 |
| 2 Oct 2026 | 231 | 229 |
| 9 Oct 2026 | 223 | 232 |
| 16 Oct 2026 | 215 | 227 |
| 23 Oct 2026 | 212 | 226 |
| 30 Oct 2026 | 219 | 225 |
| 6 Nov 2026 | 219 | 219 |
3Y
Aerospace & Defense against S&P 500
Both lines start at 200 in the first week shown, every 2nd week shown
- Aerospace & Defense 495
- S&P 500 326
| Week ending | Aerospace & Defense | S&P 500 |
|---|---|---|
| 17 Nov 2023 | 200 | 200 |
| 24 Nov 2023 | 205 | 202 |
| 8 Dec 2023 | 214 | 204 |
| 22 Dec 2023 | 216 | 210 |
| 5 Jan 2024 | 209 | 208 |
| 19 Jan 2024 | 208 | 214 |
| 2 Feb 2024 | 212 | 219 |
| 16 Feb 2024 | 226 | 222 |
| 1 Mar 2024 | 230 | 228 |
| 15 Mar 2024 | 234 | 226 |
| 29 Mar 2024 | 244 | 232 |
| 12 Apr 2024 | 231 | 227 |
| 26 Apr 2024 | 235 | 225 |
| 10 May 2024 | 245 | 231 |
| 24 May 2024 | 247 | 235 |
| 7 Jun 2024 | 243 | 237 |
| 21 Jun 2024 | 243 | 242 |
| 5 Jul 2024 | 243 | 246 |
| 19 Jul 2024 | 251 | 244 |
| 2 Aug 2024 | 245 | 236 |
| 16 Aug 2024 | 263 | 246 |
| 30 Aug 2024 | 273 | 250 |
| 13 Sep 2024 | 271 | 249 |
| 27 Sep 2024 | 280 | 254 |
| 11 Oct 2024 | 287 | 257 |
| 25 Oct 2024 | 288 | 257 |
| 8 Nov 2024 | 309 | 265 |
| 22 Nov 2024 | 331 | 264 |
| 6 Dec 2024 | 344 | 270 |
| 20 Dec 2024 | 329 | 262 |
| 3 Jan 2025 | 342 | 263 |
| 17 Jan 2025 | 346 | 265 |
| 31 Jan 2025 | 359 | 267 |
| 14 Feb 2025 | 353 | 271 |
| 28 Feb 2025 | 344 | 264 |
| 14 Mar 2025 | 338 | 250 |
| 28 Mar 2025 | 336 | 247 |
| 11 Apr 2025 | 334 | 237 |
| 25 Apr 2025 | 350 | 244 |
| 9 May 2025 | 370 | 250 |
| 23 May 2025 | 385 | 257 |
| 6 Jun 2025 | 419 | 266 |
| 20 Jun 2025 | 415 | 264 |
| 4 Jul 2025 | 441 | 277 |
| 18 Jul 2025 | 469 | 278 |
| 1 Aug 2025 | 452 | 276 |
| 15 Aug 2025 | 452 | 285 |
| 29 Aug 2025 | 455 | 286 |
| 12 Sep 2025 | 467 | 292 |
| 26 Sep 2025 | 485 | 294 |
| 10 Oct 2025 | 501 | 290 |
| 24 Oct 2025 | 515 | 300 |
| 7 Nov 2025 | 468 | 298 |
| 21 Nov 2025 | 433 | 292 |
| 5 Dec 2025 | 472 | 304 |
| 19 Dec 2025 | 501 | 302 |
| 2 Jan 2026 | 519 | 303 |
| 16 Jan 2026 | 617 | 307 |
| 30 Jan 2026 | 583 | 307 |
| 13 Feb 2026 | 557 | 302 |
| 27 Feb 2026 | 586 | 304 |
| 13 Mar 2026 | 559 | 294 |
| 27 Mar 2026 | 538 | 281 |
| 10 Apr 2026 | 594 | 301 |
| 24 Apr 2026 | 567 | 317 |
| 8 May 2026 | 589 | 327 |
| 22 May 2026 | 608 | 331 |
| 5 Jun 2026 | 609 | 327 |
| 19 Jun 2026 | 614 | 331 |
| 3 Jul 2026 | 618 | 330 |
| 17 Jul 2026 | 543 | 330 |
| 31 Jul 2026 | 554 | 331 |
| 14 Aug 2026 | 633 | 344 |
| 28 Aug 2026 | 558 | 341 |
| 11 Sep 2026 | 533 | 339 |
| 25 Sep 2026 | 539 | 342 |
| 9 Oct 2026 | 505 | 345 |
| 23 Oct 2026 | 479 | 337 |
| 6 Nov 2026 | 495 | 326 |
5Y
Aerospace & Defense against S&P 500
Both lines start at 200 in the first week shown, every 4th week shown
- Aerospace & Defense 530
- S&P 500 314
| Week ending | Aerospace & Defense | S&P 500 |
|---|---|---|
| 19 Nov 2021 | 200 | 200 |
| 10 Dec 2021 | 189 | 201 |
| 7 Jan 2022 | 192 | 199 |
| 4 Feb 2022 | 179 | 191 |
| 4 Mar 2022 | 191 | 184 |
| 1 Apr 2022 | 201 | 193 |
| 29 Apr 2022 | 184 | 176 |
| 27 May 2022 | 180 | 177 |
| 24 Jun 2022 | 168 | 166 |
| 22 Jul 2022 | 171 | 169 |
| 19 Aug 2022 | 185 | 180 |
| 16 Sep 2022 | 172 | 164 |
| 14 Oct 2022 | 160 | 153 |
| 11 Nov 2022 | 188 | 170 |
| 9 Dec 2022 | 178 | 168 |
| 6 Jan 2023 | 183 | 166 |
| 3 Feb 2023 | 198 | 176 |
| 3 Mar 2023 | 206 | 172 |
| 31 Mar 2023 | 196 | 175 |
| 28 Apr 2023 | 194 | 177 |
| 26 May 2023 | 194 | 179 |
| 23 Jun 2023 | 205 | 185 |
| 21 Jul 2023 | 218 | 193 |
| 18 Aug 2023 | 214 | 186 |
| 15 Sep 2023 | 213 | 189 |
| 13 Oct 2023 | 209 | 184 |
| 10 Nov 2023 | 208 | 188 |
| 8 Dec 2023 | 229 | 196 |
| 5 Jan 2024 | 224 | 200 |
| 2 Feb 2024 | 227 | 211 |
| 1 Mar 2024 | 246 | 219 |
| 29 Mar 2024 | 262 | 223 |
| 26 Apr 2024 | 251 | 217 |
| 24 May 2024 | 264 | 226 |
| 21 Jun 2024 | 261 | 232 |
| 19 Jul 2024 | 269 | 234 |
| 16 Aug 2024 | 282 | 236 |
| 13 Sep 2024 | 290 | 240 |
| 11 Oct 2024 | 307 | 247 |
| 8 Nov 2024 | 331 | 255 |
| 6 Dec 2024 | 368 | 259 |
| 3 Jan 2025 | 367 | 253 |
| 31 Jan 2025 | 384 | 257 |
| 28 Feb 2025 | 369 | 253 |
| 28 Mar 2025 | 360 | 237 |
| 25 Apr 2025 | 374 | 235 |
| 23 May 2025 | 412 | 247 |
| 20 Jun 2025 | 445 | 253 |
| 18 Jul 2025 | 502 | 268 |
| 15 Aug 2025 | 484 | 274 |
| 12 Sep 2025 | 500 | 280 |
| 10 Oct 2025 | 537 | 279 |
| 7 Nov 2025 | 501 | 286 |
| 5 Dec 2025 | 506 | 292 |
| 2 Jan 2026 | 556 | 291 |
| 30 Jan 2026 | 625 | 295 |
| 27 Feb 2026 | 628 | 293 |
| 27 Mar 2026 | 576 | 270 |
| 24 Apr 2026 | 608 | 305 |
| 22 May 2026 | 652 | 318 |
| 19 Jun 2026 | 658 | 319 |
| 17 Jul 2026 | 582 | 317 |
| 14 Aug 2026 | 678 | 331 |
| 11 Sep 2026 | 571 | 326 |
| 9 Oct 2026 | 542 | 332 |
| 6 Nov 2026 | 530 | 314 |
Earnings, each company rebased to 100, the sector takes the median
Latest quarter July to September 2026: 178.8, from 25 companies
| Quarter | Median earnings index |
|---|---|
| Jan 2022 | 100.0 (19 companies) |
| Apr 2022 | 100.0 (30 companies) |
| Jul 2022 | 100.9 (32 companies) |
| Oct 2022 | 104.5 (35 companies) |
| Jan 2023 | 108.7 (22 companies) |
| Apr 2023 | 116.5 (29 companies) |
| Jul 2023 | 110.6 (35 companies) |
| Oct 2023 | 116.4 (31 companies) |
| Jan 2024 | 104.9 (27 companies) |
| Apr 2024 | 109.7 (27 companies) |
| Jul 2024 | 111.1 (28 companies) |
| Oct 2024 | 104.7 (29 companies) |
| Jan 2025 | 122.5 (33 companies) |
| Apr 2025 | 139.1 (31 companies) |
| Jul 2025 | 132.8 (31 companies) |
| Oct 2025 | 141.7 (29 companies) |
| Jan 2026 | 211.0 (28 companies) |
| Apr 2026 | 198.6 (31 companies) |
| Jul 2026 | 178.8 (25 companies) |
Both lines start at 200 in the same week, so the gap between them tells the story: the industry line is an equal-weighted index of its 60 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member set to 100 at the start and the industry taking the middle value, so a price line pulling away from flat bars means the market is paying more for the same earnings. A bar turns grey when that figure is lower than the quarter before. The rules are fixed and the same 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 or tap any point to read both values and the gap.
Is Aerospace & Defense outperforming S&P 500?
Aerospace & Defense has done worse than the S&P 500 by 7.7% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 9.7%. BETA Technologies, Inc. is the strongest against the sector itself at +39.2%.
What is the bottom line on Aerospace & Defense?
Aerospace & Defense has done worse than the S&P 500 by 7.7% over 52 weeks and by 9.7% over 13 weeks. 5 of 30 companies we track are beating the S&P 500 on relative strength (how a share price has done against the index over recent months) (3 have no relative-strength reading yet), and 13 of the 27 with a long enough price history are ahead of the industry itself.
How does each Aerospace & Defense stock score?
A score that ranks each company against the others in its industry. The four parts shown always add up to the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or old evidence affects only its own part, never as a hidden adjustment.
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 scores well on valuation against its peers or its own history, but its earnings have not yet improved enough to back that up.
- 1Lockheed Martin CorporationLMT · turning · favourable · 81% evidence72.5out of 100
How the score adds up
Growth & earnings 21.4/35 · Revenue 7.9% · PAT 55.1% · OPM change −0.3 pp · 83% evidenceCapital efficiency 18.9/25 · ROCE 21.5% · OPM 11.4% · 76% evidenceValuation 16.0/20 · P/E 18.4× · PEG 0.32 · 65% evidenceRelative strength 16.2/20 · RS sector 10.5% · RS bench −0.4% · 1Y 23.7% · 100% evidence · 2 of 12 weeks aheadExact sum: 21.4 + 18.9 + 16 + 16.2 = 72.5 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. - 2HEICO CorporationHEI · basing · favourable · 81% evidence65.8out of 100
How the score adds up
Growth & earnings 23.8/35 · Revenue 20.7% · PAT 31.9% · OPM change 2 pp · 83% evidenceCapital efficiency 16.2/25 · ROCE 14% · OPM 25.1% · 76% evidenceValuation 8.9/20 · P/E 48.9× · PEG 1.56 · 65% evidenceRelative strength 16.9/20 · RS sector 12.2% · RS bench 1.5% · 1Y 3% · 100% evidence · 1 of 12 weeks aheadExact sum: 23.8 + 16.2 + 8.9 + 16.9 = 65.8 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. - 3Howmet Aerospace Inc.HWM · quiet · mixed, leaning good · 81% evidence64.8out of 100
How the score adds up
Growth & earnings 27.4/35 · Revenue 22% · PAT 41.8% · OPM change 3.1 pp · 83% evidenceCapital efficiency 21.3/25 · ROCE 24.6% · OPM 28.8% · 76% evidenceValuation 12.6/20 · P/E 43.9× · PEG 1.01 · 65% evidenceRelative strength 3.5/20 · RS sector −7.1% · RS bench −16.1% · 1Y −0.4% · 100% evidence · 0 of 12 weeks aheadExact sum: 27.4 + 21.3 + 12.6 + 3.5 = 64.8 · What this means: Earnings are strong; relative strength in its sector is −7.1% and the one-year return is −0.4%. - 4Honeywell Aerospace Inc.HONA · quiet · provisional · 51% evidence61.6out of 100
How the score adds up
Growth & earnings 23.2/43.75 · Revenue 6.5% · PAT −28.4% · OPM change 4.4 pp · 83% evidenceCapital efficiency 25.2/31.25 · ROCE 21.1% · OPM 23.7% · 76% evidenceValuation 13.2/25 · P/E 22.4× · PEG — · 15% evidenceRelative strength: no reading this week · its 20 points are shared across the other threeExact sum: 23.2 + 25.2 + 13.2 = 61.6 (no relative-strength reading this week; its 20 points are shared across the other three) · What this means: Some evidence is missing, so the score is pulled toward the middle on purpose. - 5Woodward, Inc.WWD · quiet · mixed, leaning good · 66% evidence60.4out of 100
How the score adds up
Growth & earnings 24.7/35 · Revenue 22.4% · PAT 42.9% · OPM change 4.7 pp · 53% evidenceCapital efficiency 16.4/25 · ROCE 18.1% · OPM 17.8% · 57% evidenceValuation 11.9/20 · P/E 45.9× · PEG 1.09 · 65% evidenceRelative strength 7.4/20 · RS sector −1.9% · RS bench −11.5% · 1Y 19.2% · 100% evidence · 0 of 12 weeks aheadExact sum: 24.7 + 16.4 + 11.9 + 7.4 = 60.4 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. - 6RTX CorporationRTX · quiet · mixed, leaning good · 81% evidence58.3out of 100
How the score adds up
Growth & earnings 22.5/35 · Revenue 11.6% · PAT 27.6% · OPM change 3.2 pp · 83% evidenceCapital efficiency 12.6/25 · ROCE 11.1% · OPM 15.5% · 76% evidenceValuation 12.3/20 · P/E 29.8× · PEG 1.12 · 65% evidenceRelative strength 10.9/20 · RS sector 6.2% · RS bench −3.9% · 1Y 7.1% · 100% evidence · 3 of 12 weeks aheadExact sum: 22.5 + 12.6 + 12.3 + 10.9 = 58.3 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. - 7StandardAero, Inc.SARO · basing · mixed, leaning good · 71% evidence58.3out of 100
How the score adds up
Growth & earnings 20.3/35 · Revenue 8.7% · PAT 88.7% · OPM change 1.4 pp · 83% evidenceCapital efficiency 9.9/25 · ROCE 11.1% · OPM 10.3% · 76% evidenceValuation 10.8/20 · P/E 19.9× · PEG — · 15% evidenceRelative strength 17.3/20 · RS sector 11.3% · RS bench 0% · 1Y 2.9% · 100% evidence · 0 of 12 weeks aheadExact sum: 20.3 + 9.9 + 10.8 + 17.3 = 58.3 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. - 8General Dynamics CorporationGD · basing · provisional · 58% evidence56.9out of 100
How the score adds up
Growth & earnings 16.9/35 · Revenue — · PAT — · OPM change 0.4 pp · 45% evidenceCapital efficiency 14.4/25 · ROCE 14.2% · OPM 10.5% · 76% evidenceValuation 10.9/20 · P/E 19.1× · PEG — · 15% evidenceRelative strength 14.7/20 · RS sector 8.1% · RS bench −2.1% · 1Y 2.2% · 100% evidence · 2 of 12 weeks aheadExact sum: 16.9 + 14.4 + 10.9 + 14.7 = 56.9 · What this means: Some evidence is missing, so the score is pulled toward the middle on purpose. - 9Huntington Ingalls Industries, Inc.HII · basing · mixed, leaning good · 81% evidence53.5out of 100
How the score adds up
Growth & earnings 20.8/35 · Revenue 12.6% · PAT 28.8% · OPM change 1.5 pp · 83% evidenceCapital efficiency 9.4/25 · ROCE 9% · OPM 7.7% · 76% evidenceValuation 15.9/20 · P/E 14.4× · PEG 0.51 · 65% evidenceRelative strength 7.4/20 · RS sector −6.6% · RS bench −16.4% · 1Y −6.7% · 100% evidence · 0 of 12 weeks aheadExact sum: 20.8 + 9.4 + 15.9 + 7.4 = 53.5 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. - 10Leonardo DRS, Inc.DRS · basing · mixed, leaning good · 81% evidence53.3out of 100
How the score adds up
Growth & earnings 20.9/35 · Revenue 8.8% · PAT 37.7% · OPM change 1.1 pp · 83% evidenceCapital efficiency 13.7/25 · ROCE 13.1% · OPM 10.9% · 76% evidenceValuation 14.8/20 · P/E 26.8× · PEG 0.72 · 65% evidenceRelative strength 3.9/20 · RS sector −9.3% · RS bench −18.3% · 1Y −3.7% · 100% evidence · 0 of 12 weeks aheadExact sum: 20.9 + 13.7 + 14.8 + 3.9 = 53.3 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. - 11Hexcel CorporationHXL · quiet · mixed, leaning good · 81% evidence52.2out of 100
- 12Elbit Systems Ltd.ESLT · quiet · mixed, leaning good · 66% evidence51.5out of 100
- 13TransDigm Group IncorporatedTDG · turning · mixed, leaning good · 66% evidence51.5out of 100
- 14Loar Holdings Inc.LOAR · turning · mixed, leaning good · 81% evidence51.1out of 100
- 15Northrop Grumman CorporationNOC · basing · mixed, leaning good · 81% evidence50.6out of 100
- 16BETA Technologies, Inc.BETA · turning · provisional · 55% evidence50.2out of 100
- 17Embraer S.A.EMBJ · leader · mixed, leaning weak · 66% evidence49.8out of 100
- 18GE AerospaceGE · quiet · mixed, leaning weak · 81% evidence49.7out of 100
- 19Textron Inc.TXT · basing · mixed, leaning weak · 64% evidence48.2out of 100
- 20L3Harris Technologies, Inc.LHX · basing · mixed, leaning weak · 85% evidence48.1out of 100
- 21Curtiss-Wright CorporationCW · basing · mixed, leaning weak · 81% evidence48.0out of 100
- 22CAE Inc.CAE · turning · provisional · 56% evidence47.1out of 100
- 23FTAI Aviation Ltd.FTAI · quiet · mixed, leaning weak · 81% evidence43.2out of 100
- 24BWX Technologies, Inc.BWXT · basing · mixed, leaning weak · 81% evidence41.2out of 100
- 25Rocket Lab CorporationRKLB · quiet · provisional · 51% evidence40.5out of 100
- 26The Boeing CompanyBA · quiet · mixed, leaning weak · 64% evidence39.3out of 100
- 27Axon Enterprise, Inc.AXON · quiet · mixed, leaning weak · 64% evidence39.3out of 100
- 28Kratos Defense & Security Solutions, Inc.KTOS · quiet · weak · 71% evidence25.0out of 100
Ranked last: too little evidence (2 companies)
Under 60% of the evidence behind these scores is available, so they rank after every company above, whatever the score.
- 29Moog Inc.MOG-B · quiet · provisional · 26% evidence56.4out of 100
- 30Space Exploration Technologies Corp.SPCX · breaking out · provisional · 38% evidence43.6out of 100
How this score is built, and what the marks mean
Missing figures are not scored as bad. They lower the confidence and pull the final score toward the middle. Relative strength counts only when the company has a reading for this week; with no reading, that factor is left out and its 20 points are shared across the other three in proportion. 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 path the industry 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 growing or shrinking. It describes where the share price stands, not the direction of earnings, and it is not a recommendation; it is left blank for a company whose weekly history is too short or too stale to read.
How have Aerospace & Defense share prices moved?
Moog Inc. has the strongest one-year price move in Aerospace & Defense at +51.2%. BETA Technologies, Inc. leads on relative strength against the S&P 500, at +26.5%. 5 of 30 companies we track are ahead of the index on that measure (3 have no relative-strength reading yet). Every line covers 313 weekly closes through 6 November 2026.
Price and relative strength
Price · same starting point: 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.
RS vs S&P 500: 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.
RS vs sector: 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.
1Y
Price of the 5 strongest one-year movers, each started at 100
52 weekly closes
- Moog Inc. 148
- Elbit Systems 144
- Lockheed Martin 122
- Woodward, Inc. 122
- Hexcel Corporation 116
- S&P 500 109
| Week ending | Moog Inc. | Elbit Systems | Lockheed Martin | Woodward, Inc. | Hexcel Corporation | S&P 500 |
|---|---|---|---|---|---|---|
| 14 Nov 2025 | – | 100 | 100 | 100 | 100 | 100 |
| 21 Nov 2025 | – | 100 | 99 | 101 | 105 | 98 |
| 28 Nov 2025 | 100 | 99 | 98 | 115 | 110 | 102 |
| 5 Dec 2025 | 109 | 102 | 97 | 117 | 111 | 102 |
| 12 Dec 2025 | 112 | 109 | 103 | 114 | 106 | 102 |
| 19 Dec 2025 | 111 | 117 | 102 | 118 | 108 | 101 |
| 26 Dec 2025 | 114 | 121 | 104 | 120 | 110 | 103 |
| 2 Jan 2026 | 111 | 125 | 107 | 119 | 111 | 102 |
| 9 Jan 2026 | 121 | 145 | 117 | 124 | 117 | 103 |
| 16 Jan 2026 | 134 | 155 | 125 | 128 | 120 | 103 |
| 23 Jan 2026 | 134 | 152 | 127 | 126 | 122 | 103 |
| 30 Jan 2026 | – | 149 | 136 | 122 | 120 | 103 |
| 6 Feb 2026 | 151 | 141 | 134 | 149 | 125 | 103 |
| 13 Feb 2026 | 148 | 143 | 140 | 146 | 130 | 102 |
| 20 Feb 2026 | 156 | 153 | 141 | 151 | 130 | 103 |
| 27 Feb 2026 | 157 | 163 | 141 | 149 | 134 | 102 |
| 6 Mar 2026 | 156 | 198 | 144 | 144 | 128 | 100 |
| 13 Mar 2026 | 138 | 184 | 139 | 137 | 115 | 99 |
| 20 Mar 2026 | 139 | 195 | 135 | 136 | 114 | 97 |
| 27 Mar 2026 | – | 184 | 132 | 135 | 115 | 94 |
| 3 Apr 2026 | 136 | 188 | 134 | 143 | 115 | 98 |
| 10 Apr 2026 | 143 | 196 | 132 | 149 | 121 | 101 |
| 17 Apr 2026 | 149 | 185 | 127 | 152 | 129 | 106 |
| 24 Apr 2026 | 146 | 174 | 110 | 140 | 129 | 106 |
| 1 May 2026 | 137 | 176 | 110 | 139 | 134 | 107 |
| 8 May 2026 | 147 | 165 | 109 | 142 | 138 | 110 |
| 15 May 2026 | 142 | 159 | 111 | 134 | 128 | 110 |
| 22 May 2026 | 146 | 162 | 115 | 135 | 125 | 111 |
| 29 May 2026 | 164 | 186 | 114 | 134 | 130 | 113 |
| 5 Jun 2026 | 146 | 174 | 113 | 137 | 129 | 110 |
| 12 Jun 2026 | 182 | 181 | 116 | 149 | 141 | 110 |
| 19 Jun 2026 | 196 | 167 | 110 | 165 | 141 | 111 |
| 26 Jun 2026 | 193 | 151 | 109 | 166 | 140 | 109 |
| 3 Jul 2026 | 193 | 170 | 117 | 161 | 144 | 111 |
| 10 Jul 2026 | 187 | 159 | 112 | 156 | 144 | 112 |
| 17 Jul 2026 | 180 | 157 | 109 | 151 | 150 | 111 |
| 24 Jul 2026 | 183 | 173 | 125 | 161 | 160 | 110 |
| 31 Jul 2026 | 182 | 171 | 125 | 139 | 149 | 111 |
| 7 Aug 2026 | 187 | 182 | 126 | 139 | 150 | 115 |
| 14 Aug 2026 | – | 166 | 131 | 142 | 151 | 116 |
| 21 Aug 2026 | 181 | 157 | 121 | 132 | 136 | 114 |
| 28 Aug 2026 | 175 | 150 | 121 | 131 | 137 | 115 |
| 4 Sep 2026 | 170 | 149 | 113 | 133 | 133 | 115 |
| 11 Sep 2026 | 166 | 154 | 113 | 130 | 134 | 114 |
| 18 Sep 2026 | 165 | 157 | 115 | 124 | 128 | 113 |
| 25 Sep 2026 | 179 | 155 | 112 | 127 | 124 | 115 |
| 2 Oct 2026 | 179 | 147 | 109 | 127 | 125 | 115 |
| 9 Oct 2026 | 167 | 139 | 109 | 129 | 123 | 116 |
| 16 Oct 2026 | 171 | 160 | 119 | 126 | 131 | 114 |
| 23 Oct 2026 | 152 | 156 | 130 | 117 | 115 | 113 |
| 30 Oct 2026 | 159 | 165 | 137 | 117 | 113 | 113 |
| 6 Nov 2026 | 148 | 144 | 122 | 122 | 116 | 109 |
3Y
Price of the 5 strongest one-year movers, each started at 100
156 weekly closes, every 2nd shown
- Moog Inc. 159
- Elbit Systems 344
- Lockheed Martin 128
- Woodward, Inc. 243
- Hexcel Corporation 122
- S&P 500 163
| Week ending | Moog Inc. | Elbit Systems | Lockheed Martin | Woodward, Inc. | Hexcel Corporation | S&P 500 |
|---|---|---|---|---|---|---|
| 17 Nov 2023 | – | 100 | 100 | 100 | 100 | 100 |
| 24 Nov 2023 | – | 107 | 102 | 102 | 103 | 101 |
| 8 Dec 2023 | – | 105 | 101 | 102 | 108 | 102 |
| 22 Dec 2023 | – | 109 | 101 | 103 | 112 | 105 |
| 5 Jan 2024 | – | 105 | 103 | 102 | 108 | 104 |
| 19 Jan 2024 | – | 105 | 103 | 104 | 108 | 107 |
| 2 Feb 2024 | – | 104 | 96 | 104 | 104 | 110 |
| 16 Feb 2024 | – | 103 | 95 | 105 | 112 | 111 |
| 1 Mar 2024 | – | 114 | 96 | 109 | 114 | 114 |
| 15 Mar 2024 | – | 101 | 98 | 113 | 108 | 113 |
| 29 Mar 2024 | – | 106 | 102 | 118 | 110 | 116 |
| 12 Apr 2024 | – | 99 | 101 | 112 | 95 | 113 |
| 26 Apr 2024 | – | 101 | 104 | 115 | 97 | 113 |
| 10 May 2024 | – | 100 | 105 | 136 | 109 | 116 |
| 24 May 2024 | – | 100 | 105 | 141 | 107 | 117 |
| 7 Jun 2024 | – | 93 | 106 | 139 | 101 | 119 |
| 21 Jun 2024 | – | 91 | 105 | 140 | 99 | 121 |
| 5 Jul 2024 | – | 94 | 104 | 132 | 98 | 123 |
| 19 Jul 2024 | – | 92 | 107 | 135 | 95 | 122 |
| 2 Aug 2024 | – | 91 | 123 | 117 | 94 | 118 |
| 16 Aug 2024 | – | 101 | 126 | 119 | 95 | 123 |
| 30 Aug 2024 | – | 103 | 128 | 127 | 96 | 125 |
| 13 Sep 2024 | – | 100 | 128 | 126 | 92 | 125 |
| 27 Sep 2024 | – | 98 | 131 | 130 | 94 | 127 |
| 11 Oct 2024 | – | 104 | 136 | 125 | 92 | 129 |
| 25 Oct 2024 | – | 106 | 126 | 126 | 95 | 129 |
| 8 Nov 2024 | – | 116 | 127 | 137 | 94 | 133 |
| 22 Nov 2024 | – | 126 | 122 | 135 | 93 | 132 |
| 6 Dec 2024 | – | 127 | 115 | 137 | 95 | 135 |
| 20 Dec 2024 | – | 130 | 110 | 129 | 95 | 131 |
| 3 Jan 2025 | – | 133 | 108 | 134 | 96 | 131 |
| 17 Jan 2025 | – | 150 | 110 | 145 | 101 | 133 |
| 31 Jan 2025 | – | 154 | 104 | 142 | 99 | 134 |
| 14 Feb 2025 | – | 150 | 95 | 143 | 99 | 135 |
| 28 Feb 2025 | – | 157 | 101 | 145 | 96 | 132 |
| 14 Mar 2025 | – | 185 | 105 | 138 | 86 | 125 |
| 28 Mar 2025 | – | 195 | 99 | 140 | 85 | 123 |
| 11 Apr 2025 | – | 205 | 107 | 128 | 79 | 118 |
| 25 Apr 2025 | – | 191 | 107 | 139 | 76 | 122 |
| 9 May 2025 | – | 211 | 107 | 150 | 78 | 125 |
| 23 May 2025 | – | 191 | 105 | 161 | 78 | 129 |
| 6 Jun 2025 | – | 212 | 108 | 179 | 85 | 133 |
| 20 Jun 2025 | – | 221 | 106 | 182 | 82 | 132 |
| 4 Jul 2025 | – | 224 | 104 | 193 | 87 | 139 |
| 18 Jul 2025 | 100 | 218 | 104 | 198 | 92 | 139 |
| 1 Aug 2025 | 99 | 234 | 95 | 198 | 90 | 138 |
| 15 Aug 2025 | 99 | 234 | 98 | 188 | 94 | 143 |
| 29 Aug 2025 | 98 | 242 | 103 | 189 | 96 | 143 |
| 12 Sep 2025 | 98 | 257 | 106 | 182 | 94 | 146 |
| 26 Sep 2025 | 101 | 249 | 110 | 191 | 96 | 147 |
| 10 Oct 2025 | 102 | 253 | 114 | 189 | 94 | 145 |
| 24 Oct 2025 | – | 248 | 109 | 203 | 110 | 150 |
| 7 Nov 2025 | 105 | 236 | 103 | 204 | 105 | 149 |
| 21 Nov 2025 | – | 239 | 104 | 201 | 110 | 146 |
| 5 Dec 2025 | 117 | 244 | 102 | 232 | 116 | 152 |
| 19 Dec 2025 | 119 | 279 | 107 | 234 | 113 | 151 |
| 2 Jan 2026 | 119 | 298 | 112 | 238 | 116 | 152 |
| 16 Jan 2026 | 143 | 368 | 131 | 255 | 125 | 153 |
| 30 Jan 2026 | – | 354 | 143 | 243 | 125 | 154 |
| 13 Feb 2026 | 159 | 341 | 147 | 290 | 136 | 151 |
| 27 Feb 2026 | 168 | 387 | 148 | 296 | 140 | 152 |
| 13 Mar 2026 | 148 | 439 | 145 | 273 | 120 | 147 |
| 27 Mar 2026 | – | 438 | 139 | 269 | 120 | 141 |
| 10 Apr 2026 | 154 | 466 | 138 | 297 | 127 | 151 |
| 24 Apr 2026 | 157 | 414 | 116 | 279 | 135 | 158 |
| 8 May 2026 | 158 | 394 | 114 | 283 | 144 | 164 |
| 22 May 2026 | 157 | 387 | 120 | 269 | 131 | 165 |
| 5 Jun 2026 | 156 | 415 | 118 | 274 | 135 | 164 |
| 19 Jun 2026 | 210 | 397 | 115 | 329 | 148 | 166 |
| 3 Jul 2026 | 207 | 405 | 123 | 320 | 150 | 165 |
| 17 Jul 2026 | 193 | 374 | 114 | 301 | 157 | 165 |
| 31 Jul 2026 | 195 | 407 | 131 | 276 | 156 | 166 |
| 14 Aug 2026 | – | 395 | 137 | 283 | 158 | 172 |
| 28 Aug 2026 | 188 | 357 | 127 | 261 | 144 | 171 |
| 11 Sep 2026 | 179 | 367 | 118 | 258 | 141 | 170 |
| 25 Sep 2026 | 192 | 370 | 117 | 253 | 130 | 171 |
| 9 Oct 2026 | 180 | 330 | 115 | 257 | 129 | 173 |
| 23 Oct 2026 | 164 | 370 | 136 | 232 | 121 | 169 |
| 6 Nov 2026 | 159 | 344 | 128 | 243 | 122 | 163 |
5Y
Price of the 5 strongest one-year movers, each started at 100
260 weekly closes, every 4th shown
- Moog Inc. 159
- Elbit Systems 449
- Lockheed Martin 166
- Woodward, Inc. 278
- Hexcel Corporation 136
- S&P 500 157
| Week ending | Moog Inc. | Elbit Systems | Lockheed Martin | Woodward, Inc. | Hexcel Corporation | S&P 500 |
|---|---|---|---|---|---|---|
| 19 Nov 2021 | – | 100 | 100 | 100 | 100 | 100 |
| 10 Dec 2021 | – | 105 | 101 | 95 | 87 | 100 |
| 7 Jan 2022 | – | 116 | 106 | 98 | 92 | 99 |
| 4 Feb 2022 | – | 110 | 114 | 97 | 89 | 96 |
| 4 Mar 2022 | – | 134 | 134 | 104 | 91 | 92 |
| 1 Apr 2022 | – | 145 | 131 | 110 | 101 | 97 |
| 29 Apr 2022 | – | 141 | 127 | 97 | 92 | 88 |
| 27 May 2022 | – | 129 | 132 | 90 | 99 | 89 |
| 24 Jun 2022 | – | 135 | 123 | 82 | 87 | 83 |
| 22 Jul 2022 | – | 147 | 116 | 85 | 96 | 84 |
| 19 Aug 2022 | – | 138 | 129 | 89 | 104 | 90 |
| 16 Sep 2022 | – | 130 | 121 | 79 | 96 | 82 |
| 14 Oct 2022 | – | 133 | 114 | 74 | 90 | 76 |
| 11 Nov 2022 | – | 131 | 136 | 88 | 100 | 85 |
| 9 Dec 2022 | – | 113 | 142 | 81 | 99 | 84 |
| 6 Jan 2023 | – | 113 | 139 | 90 | 105 | 83 |
| 3 Feb 2023 | – | 112 | 135 | 91 | 118 | 88 |
| 3 Mar 2023 | – | 111 | 140 | 90 | 126 | 86 |
| 31 Mar 2023 | – | 112 | 139 | 85 | 115 | 87 |
| 28 Apr 2023 | – | 121 | 136 | 84 | 122 | 89 |
| 26 May 2023 | – | 127 | 131 | 95 | 120 | 90 |
| 23 Jun 2023 | – | 139 | 135 | 100 | 121 | 92 |
| 21 Jul 2023 | – | 142 | 133 | 106 | 127 | 96 |
| 18 Aug 2023 | – | 132 | 132 | 110 | 120 | 93 |
| 15 Sep 2023 | – | 131 | 124 | 113 | 115 | 95 |
| 13 Oct 2023 | – | 139 | 129 | 112 | 112 | 92 |
| 10 Nov 2023 | – | 125 | 130 | 118 | 110 | 94 |
| 8 Dec 2023 | – | 137 | 131 | 117 | 120 | 98 |
| 5 Jan 2024 | – | 137 | 134 | 117 | 121 | 100 |
| 2 Feb 2024 | – | 136 | 125 | 119 | 116 | 105 |
| 1 Mar 2024 | – | 148 | 125 | 125 | 127 | 109 |
| 29 Mar 2024 | – | 138 | 133 | 135 | 123 | 112 |
| 26 Apr 2024 | – | 132 | 135 | 132 | 108 | 108 |
| 24 May 2024 | – | 131 | 137 | 162 | 119 | 113 |
| 21 Jun 2024 | – | 119 | 137 | 160 | 110 | 116 |
| 19 Jul 2024 | – | 120 | 139 | 155 | 106 | 117 |
| 16 Aug 2024 | – | 132 | 164 | 136 | 106 | 118 |
| 13 Sep 2024 | – | 131 | 167 | 145 | 103 | 120 |
| 11 Oct 2024 | – | 135 | 177 | 143 | 102 | 124 |
| 8 Nov 2024 | – | 151 | 165 | 156 | 104 | 128 |
| 6 Dec 2024 | – | 166 | 150 | 157 | 106 | 130 |
| 3 Jan 2025 | – | 173 | 141 | 153 | 106 | 126 |
| 31 Jan 2025 | – | 201 | 136 | 162 | 110 | 128 |
| 28 Feb 2025 | – | 205 | 132 | 166 | 107 | 127 |
| 28 Mar 2025 | – | 255 | 129 | 161 | 95 | 119 |
| 25 Apr 2025 | – | 250 | 140 | 159 | 85 | 117 |
| 23 May 2025 | – | 249 | 137 | 185 | 87 | 124 |
| 20 Jun 2025 | – | 288 | 138 | 208 | 92 | 127 |
| 18 Jul 2025 | 100 | 285 | 136 | 226 | 102 | 134 |
| 15 Aug 2025 | 99 | 305 | 128 | 215 | 104 | 137 |
| 12 Sep 2025 | 98 | 335 | 138 | 209 | 105 | 140 |
| 10 Oct 2025 | 102 | 330 | 148 | 217 | 105 | 139 |
| 7 Nov 2025 | 105 | 308 | 134 | 233 | 117 | 143 |
| 5 Dec 2025 | 117 | 319 | 132 | 266 | 129 | 146 |
| 2 Jan 2026 | 119 | 389 | 146 | 272 | 130 | 146 |
| 30 Jan 2026 | – | 462 | 186 | 278 | 140 | 148 |
| 27 Feb 2026 | 168 | 506 | 193 | 339 | 156 | 146 |
| 27 Mar 2026 | – | 572 | 180 | 308 | 134 | 135 |
| 24 Apr 2026 | 157 | 541 | 150 | 320 | 151 | 152 |
| 22 May 2026 | 157 | 505 | 156 | 308 | 145 | 159 |
| 19 Jun 2026 | 210 | 518 | 150 | 377 | 165 | 159 |
| 17 Jul 2026 | 193 | 488 | 149 | 344 | 175 | 159 |
| 14 Aug 2026 | – | 515 | 178 | 325 | 176 | 166 |
| 11 Sep 2026 | 179 | 479 | 154 | 295 | 156 | 163 |
| 9 Oct 2026 | 180 | 431 | 149 | 294 | 143 | 166 |
| 6 Nov 2026 | 159 | 449 | 166 | 278 | 136 | 157 |
The companies with the strongest one-year price moves are drawn. The S&P 500 line is dashed.
Biggest one-year moves
- 1Moog Inc.MOG-B · $9.9B+51.2%1 year
- 2Elbit Systems Ltd.ESLT · $31.8B+45.7%1 year
- 3Lockheed Martin CorporationLMT · $130.9B+23.7%1 year
- 4Woodward, Inc.WWD · $18.7B+19.2%1 year
- 5Hexcel CorporationHXL · $6.1B+16.3%1 year
Strongest against S&P 500
- 1BETA Technologies, Inc.BETA · $6.4B+26.5%vs S&P 500
- 2Loar Holdings Inc.LOAR · $7.1B+9.7%vs S&P 500
- 3Embraer S.A.EMBJ · $13.3B+8.3%vs S&P 500
- 4HEICO CorporationHEI · $46.5B+1.5%vs S&P 500
- 5StandardAero, Inc.SARO · $8.9B0.0%vs S&P 500
Strongest against the sector itself
- 1BETA Technologies, Inc.BETA · $6.4B+39.2%vs sector
- 2Loar Holdings Inc.LOAR · $7.1B+21.3%vs sector
- 3Embraer S.A.EMBJ · $13.3B+19.3%vs sector
- 4HEICO CorporationHEI · $46.5B+12.2%vs sector
- 5StandardAero, Inc.SARO · $8.9B+11.3%vs sector
Which Aerospace & Defense companies have the most revenue, and which grow fastest?
RTX Corporation has the highest Revenue among the 30 Aerospace & Defense companies compared here, at $95,987 million. The Boeing Company is next at $94,913 million. BETA Technologies, Inc. has the highest Revenue growth at 86.2%, so level and change sit with different companies. 28 of 30 companies report a comparable reading, the latest through Sep 2026.
What the numbers say: RTX Corporation is the largest at $95,987 million, 1.1% ahead of The Boeing Company. BETA Technologies, Inc.'s growth is 86.2% from a $54 million base, with 11 reported quarters out of the last 20. Fast growth from a smaller base is not yet the same as proven size.
What this means: RTX Corporation is the size to compare against; BETA Technologies, Inc. is the one growing fastest. The faster grower has to keep that growth and turn it into margin and returns before it counts as more than a fast start.
This conclusion weakens if: RTX Corporation's growth falls below BETA Technologies, 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.
Revenue · company comparison
Revenue, by reported quarter
- RTX Corporation $25.0B
- The Boeing Company $24.2B
- Lockheed Martin Corporation $20.7B
- GE Aerospace $14.1B
- Embraer S.A. $11.3B
| Quarter | RTX Corporation | The Boeing Company | Lockheed Martin Corporation | GE Aerospace | Embraer S.A. |
|---|---|---|---|---|---|
| Mar 2022 | $15.7B | $14.0B | $15.0B | $12.7B | $3.1B |
| Jun 2022 | $16.3B | $16.7B | $15.4B | $14.1B | $5.0B |
| Sep 2022 | $17.0B | $16.0B | $16.6B | $14.5B | $4.9B |
| Dec 2022 | $18.1B | $20.0B | $19.0B | $16.8B | $10.5B |
| Mar 2023 | $17.2B | $17.9B | $15.1B | $7.8B | $3.7B |
| Jun 2023 | $18.3B | $19.8B | $16.7B | $8.8B | $6.4B |
| Sep 2023 | $13.5B | $18.1B | $16.9B | $9.3B | $6.3B |
| Dec 2023 | $19.9B | $22.0B | $18.9B | $9.5B | $9.7B |
| Mar 2024 | $19.3B | $16.6B | $17.2B | $9.0B | $4.4B |
| Jun 2024 | $19.7B | $16.9B | $18.1B | $9.1B | $7.8B |
| Sep 2024 | $20.1B | $17.8B | $17.1B | $9.8B | $9.4B |
| Dec 2024 | $21.6B | $15.2B | $18.6B | $10.8B | $13.7B |
| Mar 2025 | $20.3B | $19.5B | $18.0B | $9.9B | $6.4B |
| Jun 2025 | $21.6B | $22.7B | $18.2B | $11.0B | $10.3B |
| Sep 2025 | $22.5B | $23.3B | $18.6B | $12.2B | $10.9B |
| Dec 2025 | $24.2B | $23.9B | $20.3B | $12.7B | $14.3B |
| Mar 2026 | $22.1B | $22.2B | $18.0B | $12.4B | $7.6B |
| Jun 2026 | $24.7B | $24.6B | $20.1B | $13.3B | $11.3B |
| Sep 2026 | $25.0B | $24.2B | $20.7B | $14.1B | — |
| Dec 2026 | — | — | — | — | — |
Revenue growth, by reported quarter
- RTX Corporation 11%
- The Boeing Company 3.9%
- Lockheed Martin Corporation 11%
- GE Aerospace 16%
- Embraer S.A. 10%
| Quarter | RTX Corporation | The Boeing Company | Lockheed Martin Corporation | GE Aerospace | Embraer S.A. |
|---|---|---|---|---|---|
| Mar 2022 | — | — | — | — | — |
| Jun 2022 | 2.7% | −1.9% | −9.3% | −23% | 323% |
| Sep 2022 | 4.6% | 4.4% | 3.5% | −22% | −2.8% |
| Dec 2022 | 6.2% | 35% | 7.1% | −17% | 44% |
| Mar 2023 | 9.5% | 28% | 1.1% | −38% | 21% |
| Jun 2023 | 12% | 18% | 8.1% | −38% | 26% |
| Sep 2023 | −21% | 13% | 1.8% | −36% | 29% |
| Dec 2023 | 10% | 10% | −0.6% | −44% | −7.0% |
| Mar 2024 | 12% | −7.5% | 14% | 14% | 19% |
| Jun 2024 | 7.7% | −15% | 8.6% | 3.9% | 23% |
| Sep 2024 | 49% | −1.5% | 1.3% | 5.8% | 49% |
| Dec 2024 | 8.5% | −31% | −1.3% | 14% | 41% |
| Mar 2025 | 5.2% | 18% | 4.5% | 11% | 44% |
| Jun 2025 | 9.4% | 35% | 0.2% | 21% | 31% |
| Sep 2025 | 12% | 30% | 8.8% | 24% | 16% |
| Dec 2025 | 12% | 57% | 9.1% | 18% | 4.4% |
| Mar 2026 | 8.7% | 14% | 0.3% | 25% | 18% |
| Jun 2026 | 14% | 8.0% | 11% | 21% | 10% |
| Sep 2026 | 11% | 3.9% | 11% | 16% | — |
| Dec 2026 | — | — | — | — | — |
28 of 30 companies report revenue, 27 of 30 revenue growth. On every company-comparison chart on this page the five leaders are drawn, level and change on separate charts, and a missing report breaks the line rather than being invented. The revenue growth chart is drawn inside its usual range; a quarter far outside it (often a first quarter after listing or a near-zero base) is marked with an arrow at the edge, with its exact value in the hover card and the table.
Revenue · largest
- 1RTX CorporationRTX$96.0B
- 2The Boeing CompanyBA$94.9B
- 3Lockheed Martin CorporationLMT$79.1B
- 4GE AerospaceGE$52.6B
- 5Embraer S.A.EMBJ · older report$44.1B
Revenue growth · fastest growers
- 1BETA Technologies, Inc.BETA86%
- 2Rocket Lab CorporationRKLB · older report53%
- 3FTAI Aviation Ltd.FTAI46%
- 4Loar Holdings Inc.LOAR34%
- 5Axon Enterprise, Inc.AXON34%
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 | $25.0B | 11% | Sep 2026 |
| The Boeing Company BA | $24.2B | 3.9% | Sep 2026 |
| Lockheed Martin Corporation LMT | $20.7B | 11% | Sep 2026 |
| Space Exploration Technologies Corp. SPCX | $14.6B | 161% | Sep 2026 |
| General Dynamics Corporation GD | $14.6B | 1.3% | Dec 2026 |
| GE Aerospace GE | $14.1B | 16% | Sep 2026 |
| Embraer S.A. EMBJ | $11.3B | 10% | Jun 2026 |
| Northrop Grumman Corporation NOC | $11.1B | 6.7% | Sep 2026 |
| L3Harris Technologies, Inc. LHX | $6.1B | 7.1% | Dec 2026 |
| Honeywell Aerospace Inc. HONA | $4.6B | 2.5% | Sep 2026 |
| Textron Inc. TXT | $3.8B | 6.3% | Dec 2026 |
| Huntington Ingalls Industries, Inc. HII | $3.5B | 11% | Sep 2026 |
| TransDigm Group Incorporated TDG | $2.7B | 23% | Jun 2026 |
| Howmet Aerospace Inc. HWM | $2.7B | 29% | Sep 2026 |
| Elbit Systems Ltd. ESLT | $2.3B | 16% | Jun 2026 |
| StandardAero, Inc. SARO | $1.6B | 3.9% | Sep 2026 |
| HEICO Corporation HEI | $1.4B | 23% | Sep 2026 |
| CAE Inc. CAE | $1.2B | 6.7% | Jun 2026 |
| Moog Inc. MOG-B | $1.1B | 15% | Jun 2026 |
| Woodward, Inc. WWD | $1.1B | 21% | Jun 2026 |
| Leonardo DRS, Inc. DRS | $1.1B | 11% | Sep 2026 |
| FTAI Aviation Ltd. FTAI | $978M | 47% | Sep 2026 |
| Curtiss-Wright Corporation CW | $953M | 9.7% | Sep 2026 |
| BWX Technologies, Inc. BWXT | $953M | 10% | Sep 2026 |
| Axon Enterprise, Inc. AXON | $909M | 28% | Sep 2026 |
| Hexcel Corporation HXL | $496M | 8.8% | Sep 2026 |
| Kratos Defense & Security Solutions, Inc. KTOS | $472M | 36% | Sep 2026 |
| Rocket Lab Corporation RKLB | $234M | 63% | Jun 2026 |
| Loar Holdings Inc. LOAR | $176M | 39% | Sep 2026 |
| BETA Technologies, Inc. BETA | $18M | 100% | Sep 2026 |
Revenue shows both size and speed. A large company can absorb shocks and pay for wide distribution; faster growth can mean market-share gains, new capacity or stronger demand. The best sign is usually growth that lasts without hurting margins and returns.
What to watch
Watch the next two reported quarters for growth persistence, margin conversion and whether the leader is gaining share without stretching working capital.
Which Aerospace & Defense companies keep the most from each $100 of sales?
TransDigm Group Incorporated has the highest OPM among the 30 Aerospace & Defense companies compared here, at 46%. Howmet Aerospace Inc. is next at 28.8%. BETA Technologies, Inc. has the highest Margin change at +180.3 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 46%; BETA Technologies, Inc. leads margin change at +180.3 percentage points.
What this means: TransDigm Group Incorporated sets the level to compare against; the company improving fastest needs another report to confirm the change.
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.
Operating margin · company comparison
OPM, by reported quarter
- TransDigm Group Incorporated 46%
- Howmet Aerospace Inc. 29%
- Space Exploration Technologies Corp. 28%
- Loar Holdings Inc. 27%
- HEICO Corporation 25%
| Quarter | TransDigm Group Incorporated | Howmet Aerospace Inc. | Space Exploration Technologies Corp. | Loar Holdings Inc. | HEICO Corporation |
|---|---|---|---|---|---|
| Mar 2022 | 38% | 18% | — | 19% | 20% |
| Jun 2022 | 39% | 18% | — | 17% | 23% |
| Sep 2022 | 42% | 18% | — | 13% | 23% |
| Dec 2022 | 42% | 17% | — | 18% | 24% |
| Mar 2023 | — | 18% | — | 24% | 21% |
| Jun 2023 | 44% | 17% | — | 25% | 23% |
| Sep 2023 | 46% | 18% | — | 24% | 21% |
| Dec 2023 | 44% | 19% | — | 22% | 22% |
| Mar 2024 | 46% | 20% | — | 25% | 20% |
| Jun 2024 | 47% | 22% | — | 22% | 22% |
| Sep 2024 | 44% | 23% | — | 23% | 22% |
| Dec 2024 | 49% | 23% | — | 22% | 22% |
| Mar 2025 | 46% | 25% | 1.4% | 24% | 22% |
| Jun 2025 | 47% | 25% | −19% | 25% | 23% |
| Sep 2025 | 48% | 26% | 0.1% | 26% | 23% |
| Dec 2025 | 46% | 26% | −28% | 25% | 23% |
| Mar 2026 | 47% | 28% | −42% | 26% | 22% |
| Jun 2026 | 46% | 29% | −1.8% | 26% | 26% |
| Sep 2026 | — | 29% | 28% | 27% | 25% |
| Dec 2026 | — | — | — | — | — |
Margin change, by reported quarter
- TransDigm Group Incorporated −0.8 pp
- Howmet Aerospace Inc. +3.1 pp
- Space Exploration Technologies Corp. +27.5 pp
- Loar Holdings Inc. +1.6 pp
- HEICO Corporation +2.0 pp
| Quarter | TransDigm Group Incorporated | Howmet Aerospace Inc. | Space Exploration Technologies Corp. | Loar Holdings Inc. | HEICO Corporation |
|---|---|---|---|---|---|
| Mar 2022 | — | — | — | — | — |
| Jun 2022 | — | +0.4 pp | — | — | — |
| Sep 2022 | +4.9 pp | +1.2 pp | — | — | +1.2 pp |
| Dec 2022 | — | +1.6 pp | — | — | +0.9 pp |
| Mar 2023 | — | +0.1 pp | — | +4.4 pp | +1.0 pp |
| Jun 2023 | +4.4 pp | −1.0 pp | — | +8.0 pp | 0.0 pp |
| Sep 2023 | +4.2 pp | +0.7 pp | — | +10.9 pp | −1.9 pp |
| Dec 2023 | +1.8 pp | +1.1 pp | — | +4.5 pp | −1.2 pp |
| Mar 2024 | — | +2.1 pp | — | +1.5 pp | −0.9 pp |
| Jun 2024 | +3.1 pp | +4.8 pp | — | −3.2 pp | −0.9 pp |
| Sep 2024 | −1.6 pp | +4.1 pp | — | −0.6 pp | +1.7 pp |
| Dec 2024 | +4.4 pp | +4.1 pp | — | −0.3 pp | −0.5 pp |
| Mar 2025 | +0.4 pp | +5.1 pp | — | −0.9 pp | +2.1 pp |
| Jun 2025 | −0.1 pp | +3.5 pp | — | +3.5 pp | +0.7 pp |
| Sep 2025 | +3.6 pp | +3.2 pp | — | +2.2 pp | +0.7 pp |
| Dec 2025 | −3.0 pp | +3.7 pp | — | +2.9 pp | +1.6 pp |
| Mar 2026 | +0.4 pp | +3.3 pp | −43.0 pp | +1.5 pp | −0.1 pp |
| Jun 2026 | −0.8 pp | +3.5 pp | +17.2 pp | +1.2 pp | +2.9 pp |
| Sep 2026 | — | +3.1 pp | +27.5 pp | +1.6 pp | +2.0 pp |
| Dec 2026 | — | — | — | — | — |
30 of 30 companies report OPM, 30 of 30 margin change.
OPM · highest
- 1TransDigm Group IncorporatedTDG · older report46%
- 2Howmet Aerospace Inc.HWM29%
- 3Space Exploration Technologies Corp.SPCX28%
- 4Loar Holdings Inc.LOAR27%
- 5HEICO CorporationHEI25%
Margin change · fastest expanders
- 1BETA Technologies, Inc.BETA+180.3 pp
- 2Space Exploration Technologies Corp.SPCX+27.5 pp
- 3The Boeing CompanyBA+20.7 pp
- 4Rocket Lab CorporationRKLB · older report+16.7 pp
- 5Axon Enterprise, Inc.AXON+4.8 pp
All-company data · latest reported quarter
| Company | OPM | Margin change | Reported |
|---|---|---|---|
| TransDigm Group Incorporated TDG | 46% | −0.8 pp | Jun 2026 |
| Howmet Aerospace Inc. HWM | 29% | +3.1 pp | Sep 2026 |
| Space Exploration Technologies Corp. SPCX | 28% | +27.5 pp | Sep 2026 |
| Loar Holdings Inc. LOAR | 27% | +1.6 pp | Sep 2026 |
| HEICO Corporation HEI | 25% | +2.0 pp | Sep 2026 |
| Honeywell Aerospace Inc. HONA | 24% | +4.4 pp | Sep 2026 |
| FTAI Aviation Ltd. FTAI | 23% | −8.3 pp | Sep 2026 |
| Curtiss-Wright Corporation CW | 20% | −0.2 pp | Sep 2026 |
| GE Aerospace GE | 19% | −2.1 pp | Sep 2026 |
| Woodward, Inc. WWD | 18% | +4.7 pp | Jun 2026 |
| RTX Corporation RTX | 16% | +3.2 pp | Sep 2026 |
| Moog Inc. MOG-B | 15% | +3.9 pp | Jun 2026 |
| L3Harris Technologies, Inc. LHX | 14% | +1.4 pp | Dec 2026 |
| Embraer S.A. EMBJ | 13% | +3.0 pp | Jun 2026 |
| Northrop Grumman Corporation NOC | 13% | −0.3 pp | Sep 2026 |
| BWX Technologies, Inc. BWXT | 12% | +0.7 pp | Sep 2026 |
| Lockheed Martin Corporation LMT | 11% | −0.3 pp | Sep 2026 |
| Hexcel Corporation HXL | 11% | +3.1 pp | Sep 2026 |
| Leonardo DRS, Inc. DRS | 11% | +1.1 pp | Sep 2026 |
| General Dynamics Corporation GD | 11% | +0.4 pp | Dec 2026 |
| StandardAero, Inc. SARO | 10% | +1.4 pp | Sep 2026 |
| CAE Inc. CAE | 10% | −0.1 pp | Jun 2026 |
| Elbit Systems Ltd. ESLT | 9.6% | +1.6 pp | Jun 2026 |
| Textron Inc. TXT | 9.3% | −0.8 pp | Dec 2026 |
| Huntington Ingalls Industries, Inc. HII | 7.7% | +1.5 pp | Sep 2026 |
| Axon Enterprise, Inc. AXON | 4.6% | +4.8 pp | Sep 2026 |
| The Boeing Company BA | 0.3% | +20.7 pp | Sep 2026 |
| Kratos Defense & Security Solutions, Inc. KTOS | −0.8% | −2.9 pp | Sep 2026 |
| Rocket Lab Corporation RKLB | −25% | +16.7 pp | Jun 2026 |
| BETA Technologies, Inc. BETA | −723% | +180.3 pp | Sep 2026 |
What to watch
Watch whether the next two comparable periods confirm the current margin change rather than reversing it.
Which Aerospace & Defense companies earn the most profit?
GE Aerospace has the highest Net profit among the 30 Aerospace & Defense companies compared here, at $9,124 million. RTX Corporation is next at $8,827 million. Hexcel Corporation 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 earns the most, $9,124 million of profit over the last 12 months, 3.4% above RTX Corporation. Hexcel Corporation shows at least 100% on the scoring scale (144.3% in full) growth from a profit base of $171 million. A fast rate from a small base matters less than a large profit that keeps coming.
What this means: GE Aerospace sets the level to compare against; the company improving fastest needs another report to confirm the change.
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 profit · company comparison
Net profit, by reported quarter
- GE Aerospace $2.3B
- RTX Corporation $2.7B
- The Boeing Company −$203M
- Lockheed Martin Corporation $1.8B
- Northrop Grumman Corporation $1.1B
| Quarter | GE Aerospace | RTX Corporation | The Boeing Company | Lockheed Martin Corporation | Northrop Grumman Corporation |
|---|---|---|---|---|---|
| Mar 2022 | −$1.1B | $1.1B | −$1.2B | $1.7B | $955M |
| Jun 2022 | −$863M | $1.3B | $193M | $309M | $946M |
| Sep 2022 | $165M | $1.4B | −$3.3B | $1.8B | $915M |
| Dec 2022 | $2.2B | $1.5B | −$634M | $1.9B | $2.1B |
| Mar 2023 | $7.5B | $1.5B | −$414M | $1.7B | $842M |
| Jun 2023 | $37M | $1.4B | −$149M | $1.7B | $812M |
| Sep 2023 | $338M | −$933M | −$1.6B | $1.7B | $937M |
| Dec 2023 | $1.6B | $1.5B | −$23M | $1.9B | −$535M |
| Mar 2024 | $1.6B | $1.7B | −$343M | $1.5B | $944M |
| Jun 2024 | $1.3B | $175M | −$1.4B | $1.6B | $940M |
| Sep 2024 | $1.8B | $1.5B | −$6.2B | $1.6B | $1.0B |
| Dec 2024 | $1.9B | $1.6B | −$3.9B | $527M | $1.3B |
| Mar 2025 | $2.0B | $1.6B | −$123M | $1.7B | $481M |
| Jun 2025 | $2.0B | $1.7B | −$697M | $342M | $1.2B |
| Sep 2025 | $2.2B | $2.0B | −$5.4B | $1.6B | $1.1B |
| Dec 2025 | $2.6B | $1.7B | $8.1B | $1.3B | $1.4B |
| Mar 2026 | $1.9B | $2.2B | −$90M | $1.5B | $875M |
| Jun 2026 | $2.4B | $2.2B | −$530M | $1.8B | $1.1B |
| Sep 2026 | $2.3B | $2.7B | −$203M | $1.8B | $1.1B |
| Dec 2026 | — | — | — | — | — |
Profit growth, by reported quarter
- GE Aerospace 6.6%
- RTX Corporation 35%
- The Boeing Company −177%
- Lockheed Martin Corporation 14%
- Northrop Grumman Corporation 2.2%
| Quarter | GE Aerospace | RTX Corporation | The Boeing Company | Lockheed Martin Corporation | Northrop Grumman Corporation |
|---|---|---|---|---|---|
| Mar 2022 | — | — | — | — | — |
| Jun 2022 | — | 23% | −66% | −83% | −8.8% |
| Sep 2022 | −86% | −4.8% | — | 190% | −14% |
| Dec 2022 | — | 90% | — | −6.7% | −23% |
| Mar 2023 | — | 34% | — | −2.5% | −12% |
| Jun 2023 | — | 1.6% | −177% | 444% | −14% |
| Sep 2023 | 105% | −167% | — | −5.3% | 2.4% |
| Dec 2023 | −28% | 0.3% | — | −2.4% | −126% |
| Mar 2024 | −79% | 18% | — | −8.5% | 12% |
| Jun 2024 | 3,327% | −87% | — | −2.4% | 16% |
| Sep 2024 | 445% | — | — | −3.6% | 9.5% |
| Dec 2024 | 19% | 5.9% | — | −72% | — |
| Mar 2025 | 26% | −6.8% | — | 11% | −49% |
| Jun 2025 | 59% | 886% | — | −79% | 25% |
| Sep 2025 | 17% | 31% | — | −0.3% | 7.2% |
| Dec 2025 | 35% | 9.8% | — | 155% | 13% |
| Mar 2026 | −2.7% | 33% | — | −13% | 82% |
| Jun 2026 | 17% | 30% | — | 437% | −6.8% |
| Sep 2026 | 6.6% | 35% | — | 14% | 2.2% |
| Dec 2026 | — | — | — | — | — |
28 of 30 companies report net profit, 22 of 30 profit growth. The profit growth chart is drawn inside its usual range; a quarter far outside it (often a first quarter after listing or a near-zero base) is marked with an arrow at the edge, with its exact value in the hover card and the table.
Net profit · largest
- 1GE AerospaceGE$9.1B
- 2RTX CorporationRTX$8.8B
- 3The Boeing CompanyBA$7.3B
- 4Lockheed Martin CorporationLMT$6.5B
- 5Northrop Grumman CorporationNOC$4.5B
Profit growth · fastest growers
- 1Hexcel CorporationHXL100%
- 2StandardAero, Inc.SARO89%
- 3Elbit Systems Ltd.ESLT · older report58%
- 4Lockheed Martin CorporationLMT55%
- 5Woodward, Inc.WWD · older report43%
All-company data · latest reported quarter
| Company | Net profit | Profit growth | Reported |
|---|---|---|---|
| Space Exploration Technologies Corp. SPCX | $4.4B | — | Sep 2026 |
| RTX Corporation RTX | $2.7B | 35% | Sep 2026 |
| GE Aerospace GE | $2.3B | 6.6% | Sep 2026 |
| Lockheed Martin Corporation LMT | $1.8B | 14% | Sep 2026 |
| General Dynamics Corporation GD | $1.2B | 7.5% | Dec 2026 |
| Northrop Grumman Corporation NOC | $1.1B | 2.2% | Sep 2026 |
| Embraer S.A. EMBJ | $1.1B | 175% | Jun 2026 |
| Honeywell Aerospace Inc. HONA | $726M | 13% | Sep 2026 |
| L3Harris Technologies, Inc. LHX | $632M | 37% | Dec 2026 |
| Howmet Aerospace Inc. HWM | $567M | 48% | Sep 2026 |
| TransDigm Group Incorporated TDG | $540M | 9.5% | Jun 2026 |
| Textron Inc. TXT | $270M | 6.0% | Dec 2026 |
| HEICO Corporation HEI | $235M | 33% | Sep 2026 |
| Huntington Ingalls Industries, Inc. HII | $217M | 50% | Sep 2026 |
| Elbit Systems Ltd. ESLT | $174M | 38% | Jun 2026 |
| Moog Inc. MOG-B | $152M | 162% | Jun 2026 |
| FTAI Aviation Ltd. FTAI | $151M | 28% | Sep 2026 |
| Woodward, Inc. WWD | $147M | 36% | Jun 2026 |
| Curtiss-Wright Corporation CW | $139M | 11% | Sep 2026 |
| Leonardo DRS, Inc. DRS | $115M | 60% | Sep 2026 |
| BWX Technologies, Inc. BWXT | $102M | 24% | Sep 2026 |
| StandardAero, Inc. SARO | $93M | 37% | Sep 2026 |
| Axon Enterprise, Inc. AXON | $57M | −19% | Sep 2026 |
| Hexcel Corporation HXL | $39M | 86% | Sep 2026 |
| CAE Inc. CAE | $33M | −45% | Jun 2026 |
| Loar Holdings Inc. LOAR | $20M | −29% | Sep 2026 |
| Kratos Defense & Security Solutions, Inc. KTOS | $0M | −100% | Sep 2026 |
| Rocket Lab Corporation RKLB | −$49M | −1,333% | Jun 2026 |
| BETA Technologies, Inc. BETA | −$119M | — | Sep 2026 |
| The Boeing Company BA | −$203M | −177% | Sep 2026 |
What to watch
Watch whether the next two comparable periods confirm the current profit growth rather than reversing it.
Which Aerospace & Defense companies earn the best return on capital?
Howmet Aerospace Inc. has the highest ROCE among the 30 Aerospace & Defense companies compared here, at 24.6%. Lockheed Martin Corporation is next at 21.5%. The Boeing Company has the highest ROCE change at +16.9 percentage points, so level and change sit with different companies. 30 of 30 companies report a comparable reading, the latest through Sep 2026.
What the numbers say: Howmet Aerospace Inc. leads ROCE at 24.6%, 3.1 percentage points above Lockheed Martin Corporation. A high return reported once may be one good year; a high return reported year after year shows a lasting business.
What this means: Howmet Aerospace Inc. sets the level to compare against; the company improving fastest needs another report to confirm the change.
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.
Return on capital · company comparison
ROCE, by reported quarter
- Howmet Aerospace Inc. 25%
- Lockheed Martin Corporation 22%
- Honeywell Aerospace Inc. 21%
- FTAI Aviation 20%
- TransDigm Group Incorporated 19%
| Quarter | Howmet Aerospace Inc. | Lockheed Martin Corporation | Honeywell Aerospace Inc. | FTAI Aviation | TransDigm Group Incorporated |
|---|---|---|---|---|---|
| Mar 2022 | 9.7% | 21% | — | 0.9% | 11% |
| Jun 2022 | 10% | 17% | — | 1.7% | 11% |
| Sep 2022 | 11% | 21% | — | 4.8% | 12% |
| Dec 2022 | 11% | 20% | — | 7.0% | 14% |
| Mar 2023 | 12% | 20% | — | 12% | — |
| Jun 2023 | 12% | 23% | — | 14% | 14% |
| Sep 2023 | 13% | 23% | — | 14% | 15% |
| Dec 2023 | 14% | 26% | — | 13% | 17% |
| Mar 2024 | 15% | 24% | — | 13% | 17% |
| Jun 2024 | 17% | 24% | — | 13% | 17% |
| Sep 2024 | 17% | 24% | 16% | 15% | 19% |
| Dec 2024 | 18% | 20% | 12% | 15% | 20% |
| Mar 2025 | 19% | 21% | — | 16% | 20% |
| Jun 2025 | 20% | 17% | — | 18% | 19% |
| Sep 2025 | 21% | 16% | 6.7% | 19% | 20% |
| Dec 2025 | 22% | 19% | 6.1% | 19% | 20% |
| Mar 2026 | 21% | 18% | 29% | 20% | 19% |
| Jun 2026 | 23% | 22% | 27% | 20% | 19% |
| Sep 2026 | 25% | 22% | 21% | 20% | — |
| Dec 2026 | — | — | — | — | — |
ROCE change, by reported quarter
- Howmet Aerospace Inc. +4.1 pp
- Lockheed Martin Corporation +5.6 pp
- Honeywell Aerospace Inc. +14.4 pp
- FTAI Aviation +1.1 pp
- TransDigm Group Incorporated −0.2 pp
| Quarter | Howmet Aerospace Inc. | Lockheed Martin Corporation | Honeywell Aerospace Inc. | FTAI Aviation | TransDigm Group Incorporated |
|---|---|---|---|---|---|
| Mar 2022 | — | — | — | — | — |
| Jun 2022 | — | — | — | — | — |
| Sep 2022 | — | — | — | — | — |
| Dec 2022 | — | — | — | — | — |
| Mar 2023 | +2.2 pp | −1.3 pp | — | +10.8 pp | — |
| Jun 2023 | +2.0 pp | +6.3 pp | — | +12.2 pp | +3.1 pp |
| Sep 2023 | +2.0 pp | +1.9 pp | — | +9.3 pp | +3.0 pp |
| Dec 2023 | +2.4 pp | +5.2 pp | — | +5.8 pp | +2.9 pp |
| Mar 2024 | +2.6 pp | +3.8 pp | — | +1.3 pp | — |
| Jun 2024 | +4.5 pp | +1.1 pp | — | −0.5 pp | +3.0 pp |
| Sep 2024 | +3.7 pp | +0.7 pp | — | +0.5 pp | +3.6 pp |
| Dec 2024 | +4.2 pp | −5.7 pp | — | +2.2 pp | +3.1 pp |
| Mar 2025 | +4.2 pp | −3.0 pp | — | +3.1 pp | +2.6 pp |
| Jun 2025 | +2.8 pp | −7.3 pp | — | +4.7 pp | +2.0 pp |
| Sep 2025 | +3.9 pp | −7.7 pp | −9.1 pp | +4.1 pp | +1.5 pp |
| Dec 2025 | +4.5 pp | −0.6 pp | −6.1 pp | +4.4 pp | +0.3 pp |
| Mar 2026 | +2.4 pp | −2.8 pp | — | +3.7 pp | −0.4 pp |
| Jun 2026 | +3.2 pp | +4.6 pp | — | +1.5 pp | −0.2 pp |
| Sep 2026 | +4.1 pp | +5.6 pp | +14.4 pp | +1.1 pp | — |
| Dec 2026 | — | — | — | — | — |
30 of 30 companies report ROCE, 30 of 30 ROCE change.
ROCE · highest
- 1Howmet Aerospace Inc.HWM25%
- 2Lockheed Martin CorporationLMT22%
- 3Honeywell Aerospace Inc.HONA21%
- 4FTAI Aviation Ltd.FTAI20%
- 5TransDigm Group IncorporatedTDG · older report19%
ROCE change · fastest improvers
- 1The Boeing CompanyBA+16.9 pp
- 2Honeywell Aerospace Inc.HONA+14.4 pp
- 3Rocket Lab CorporationRKLB · older report+13.1 pp
- 4Woodward, Inc.WWD · older report+6.3 pp
- 5Lockheed Martin CorporationLMT+5.6 pp
All-company data · latest reported quarter
| Company | ROCE | ROCE change | Reported |
|---|---|---|---|
| Howmet Aerospace Inc. HWM | 25% | +4.1 pp | Sep 2026 |
| Lockheed Martin Corporation LMT | 22% | +5.6 pp | Sep 2026 |
| Honeywell Aerospace Inc. HONA | 21% | +14.4 pp | Sep 2026 |
| FTAI Aviation Ltd. FTAI | 20% | +1.1 pp | Sep 2026 |
| TransDigm Group Incorporated TDG | 19% | −0.2 pp | Jun 2026 |
| Curtiss-Wright Corporation CW | 19% | +2.9 pp | Sep 2026 |
| Woodward, Inc. WWD | 18% | +6.3 pp | Jun 2026 |
| Northrop Grumman Corporation NOC | 15% | +1.0 pp | Sep 2026 |
| Moog Inc. MOG-B | 15% | +3.2 pp | Jun 2026 |
| General Dynamics Corporation GD | 14% | +0.8 pp | Dec 2026 |
| HEICO Corporation HEI | 14% | +1.7 pp | Sep 2026 |
| Leonardo DRS, Inc. DRS | 13% | +2.2 pp | Sep 2026 |
| GE Aerospace GE | 12% | +1.2 pp | Sep 2026 |
| RTX Corporation RTX | 11% | +2.5 pp | Sep 2026 |
| StandardAero, Inc. SARO | 11% | +1.8 pp | Sep 2026 |
| Elbit Systems Ltd. ESLT | 11% | +1.4 pp | Jun 2026 |
| Hexcel Corporation HXL | 11% | +3.7 pp | Sep 2026 |
| BWX Technologies, Inc. BWXT | 9.9% | −0.7 pp | Sep 2026 |
| Textron Inc. TXT | 9.6% | +0.3 pp | Dec 2026 |
| Embraer S.A. EMBJ | 9.5% | −2.2 pp | Jun 2026 |
| Huntington Ingalls Industries, Inc. HII | 9.0% | +1.3 pp | Sep 2026 |
| L3Harris Technologies, Inc. LHX | 8.8% | +0.5 pp | Dec 2026 |
| Loar Holdings Inc. LOAR | 7.2% | −0.5 pp | Sep 2026 |
| CAE Inc. CAE | 7.1% | −0.3 pp | Jun 2026 |
| Axon Enterprise, Inc. AXON | 1.3% | +1.8 pp | Sep 2026 |
| Space Exploration Technologies Corp. SPCX | 0.9% | −6.6 pp | Sep 2026 |
| Kratos Defense & Security Solutions, Inc. KTOS | 0.3% | −0.7 pp | Sep 2026 |
| The Boeing Company BA | −0.5% | +16.9 pp | Sep 2026 |
| Rocket Lab Corporation RKLB | −5.8% | +13.1 pp | Jun 2026 |
| BETA Technologies, Inc. BETA | −32% | −0.4 pp | Sep 2026 |
What to watch
Watch whether the next two comparable periods confirm the current roce change rather than reversing it.
How are Aerospace & Defense stocks valued against growth and quality?
Lockheed Martin Corporation has the lowest PEG among the 30 Aerospace & Defense companies compared here, at 0.32×. Huntington Ingalls Industries, Inc. is next at 0.51×. Space Exploration Technologies Corp. has the lowest P/E at −957.7×, so level and change sit with different companies. 18 of 30 companies report a comparable reading, the latest through Sep 2026.
What the numbers say: Lockheed Martin Corporation has the lowest comparable PEG at 0.32×, 37.3% below Huntington Ingalls Industries, Inc. That would need today's multiple, the company's own history and steady growth to agree.
What this means: A low valuation is a reason to look closer at the business, not a conclusion on its own.
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 worked out the same way every time, as the P/E on the last 12 months of reported earnings divided by that growth rate, never on expected earnings. 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.
Valuation · company comparison
PEG, by reported quarter
- Lockheed Martin Corporation 0.3
- Huntington Ingalls Industries, Inc. 0.5
- Leonardo DRS, Inc. 0.7
- Howmet Aerospace Inc. 1.0
- Northrop Grumman Corporation 1.1
| Quarter | Lockheed Martin Corporation | Huntington Ingalls Industries, Inc. | Leonardo DRS, Inc. | Howmet Aerospace Inc. | Northrop Grumman Corporation |
|---|---|---|---|---|---|
| Mar 2022 | — | — | — | — | — |
| Jun 2022 | — | — | — | — | — |
| Sep 2022 | — | — | — | — | — |
| Dec 2022 | — | — | — | — | — |
| Mar 2023 | — | 2.3 | — | — | — |
| Jun 2023 | 0.3 | — | — | 0.9 | — |
| Sep 2023 | 0.6 | — | — | 0.6 | — |
| Dec 2023 | 0.6 | 0.8 | — | — | — |
| Mar 2024 | 0.7 | 0.7 | — | — | — |
| Jun 2024 | — | 0.3 | — | — | — |
| Sep 2024 | — | 0.4 | 2.2 | — | — |
| Dec 2024 | — | — | 1.5 | 0.7 | — |
| Mar 2025 | — | — | 1.5 | 0.9 | — |
| Jun 2025 | — | — | 1.5 | 1.0 | — |
| Sep 2025 | — | — | 1.4 | 1.5 | — |
| Dec 2025 | — | 2.2 | 1.1 | 1.7 | — |
| Mar 2026 | — | 2.3 | 1.9 | 1.3 | 0.8 |
| Jun 2026 | 0.4 | 0.7 | 1.3 | 1.6 | 1.0 |
| Sep 2026 | 0.3 | 0.5 | 0.7 | 1.0 | 1.1 |
| Dec 2026 | — | — | — | — | — |
P/E, by reported quarter
- Lockheed Martin Corporation 18.4×
- Huntington Ingalls Industries, Inc. 14.4×
- Leonardo DRS, Inc. 26.8×
- Howmet Aerospace Inc. 43.9×
- Northrop Grumman Corporation 15.2×
| Quarter | Lockheed Martin Corporation | Huntington Ingalls Industries, Inc. | Leonardo DRS, Inc. | Howmet Aerospace Inc. | Northrop Grumman Corporation |
|---|---|---|---|---|---|
| Mar 2022 | 19.9× | 14.9× | — | 49.0× | 12.1× |
| Jun 2022 | 23.7× | 14.9× | — | 34.6× | 13.1× |
| Sep 2022 | 18.7× | 15.4× | — | 29.7× | 13.2× |
| Dec 2022 | 22.2× | 15.9× | 8.2× | 34.9× | 17.2× |
| Mar 2023 | 21.2× | 14.6× | 8.9× | 36.1× | 14.7× |
| Jun 2023 | 16.5× | 17.5× | 11.6× | 38.7× | 14.9× |
| Sep 2023 | 15.0× | 15.4× | 27.5× | 29.9× | 14.3× |
| Dec 2023 | 16.3× | 15.1× | 31.3× | 29.2× | — |
| Mar 2024 | 16.1× | 16.4× | 31.4× | 32.7× | 33.3× |
| Jun 2024 | 16.6× | 13.0× | 35.7× | 34.0× | 28.2× |
| Sep 2024 | 20.8× | 14.8× | 37.6× | 38.1× | 32.5× |
| Dec 2024 | 21.6× | 13.4× | 40.1× | 38.5× | 16.4× |
| Mar 2025 | 18.8× | 14.7× | 37.3× | 41.9× | 20.0× |
| Jun 2025 | 25.6× | 18.1× | 49.5× | 53.9× | 18.2× |
| Sep 2025 | 27.1× | 19.9× | 45.6× | 54.6× | 21.7× |
| Dec 2025 | 22.3× | 22.1× | 32.6× | 54.7× | 19.5× |
| Mar 2026 | 29.6× | 24.7× | 40.8× | 53.0× | 21.2× |
| Jun 2026 | 18.6× | 16.7× | 35.4× | 57.5× | 16.1× |
| Sep 2026 | 18.4× | 14.4× | 26.8× | 43.9× | 15.2× |
| Dec 2026 | — | — | — | — | — |
18 of 30 companies report PEG, 29 of 30 P/E.
PEG · lowest PEG
- 1Lockheed Martin CorporationLMT0.3
- 2Huntington Ingalls Industries, Inc.HII0.5
- 3Leonardo DRS, Inc.DRS0.7
- 4Howmet Aerospace Inc.HWM1.0
- 5Northrop Grumman CorporationNOC1.1
P/E · lowest P/E
- 1Space Exploration Technologies Corp.SPCX−957.7×
- 2Rocket Lab CorporationRKLB · older report−47.0×
- 3Textron Inc.TXT13.7×
- 4Huntington Ingalls Industries, Inc.HII14.4×
- 5Northrop Grumman CorporationNOC15.2×
All-company data · latest reported quarter
| Company | PEG | P/E | Reported |
|---|---|---|---|
| Axon Enterprise, Inc. AXON | 34.3 | 132.8× | Sep 2026 |
| Kratos Defense & Security Solutions, Inc. KTOS | 11.0 | 286.2× | Sep 2026 |
| TransDigm Group Incorporated TDG | 4.1 | 38.8× | Jun 2026 |
| Embraer S.A. EMBJ | 3.6 | 25.0× | Jun 2026 |
| FTAI Aviation Ltd. FTAI | 2.6 | 33.5× | Sep 2026 |
| GE Aerospace GE | 2.3 | 35.6× | Sep 2026 |
| Loar Holdings Inc. LOAR | 2.0 | 96.1× | Sep 2026 |
| Moog Inc. MOG-B | 1.9 | 35.5× | Jun 2026 |
| General Dynamics Corporation GD | 1.6 | 19.2× | Dec 2026 |
| Curtiss-Wright Corporation CW | 1.6 | 36.2× | Sep 2026 |
| HEICO Corporation HEI | 1.6 | 48.9× | Sep 2026 |
| BWX Technologies, Inc. BWXT | 1.5 | 33.5× | Sep 2026 |
| Hexcel Corporation HXL | 1.2 | 37.0× | Sep 2026 |
| L3Harris Technologies, Inc. LHX | 1.1 | 21.9× | Dec 2026 |
| RTX Corporation RTX | 1.1 | 29.8× | Sep 2026 |
| Elbit Systems Ltd. ESLT | 1.1 | 55.9× | Jun 2026 |
| Northrop Grumman Corporation NOC | 1.1 | 15.2× | Sep 2026 |
| Woodward, Inc. WWD | 1.1 | 45.9× | Jun 2026 |
| Howmet Aerospace Inc. HWM | 1.0 | 43.9× | Sep 2026 |
| Leonardo DRS, Inc. DRS | 0.7 | 26.8× | Sep 2026 |
| Huntington Ingalls Industries, Inc. HII | 0.5 | 14.4× | Sep 2026 |
| Lockheed Martin Corporation LMT | 0.3 | 18.4× | Sep 2026 |
| Space Exploration Technologies Corp. SPCX | — | −957.7× | Sep 2026 |
| The Boeing Company BA | — | 87.4× | Sep 2026 |
| Honeywell Aerospace Inc. HONA | — | 22.4× | Sep 2026 |
| Textron Inc. TXT | — | 13.7× | Dec 2026 |
| StandardAero, Inc. SARO | — | 19.9× | Sep 2026 |
| CAE Inc. CAE | — | 39.8× | Jun 2026 |
What to watch
Watch whether the next two comparable periods confirm the current p/e rather than reversing it.
What can make this comparison misleading?
This Aerospace & Defense comparison names 5 specific ways its own evidence can mislead, all listed below. 7 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 come from a very small starting figure.
Keep these limits visible
- A high growth rate can come from a very small starting figure. The page keeps level and change separate for that reason.
- A high ROCE can be temporary, or look high because the capital base is small. It is best read beside margin, cash flow and how much is spent back on the business.
- The 4-Factor Sector Score ranks published data only. Management quality, upcoming events and risks are not part of it.
- An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
- 7 companies have older fundamental reporting dates than the sector’s freshest reporters; their ranks carry a stale marker.
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 Dec 2026 and market data through 6 November 2026.
What else do people ask about Aerospace & Defense stocks?
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 Dec 2026. Price and relative-strength answers run through 6 November 2026. Nothing here is estimated, and none of it is a recommendation.
Is the Aerospace & Defense sector outperforming S&P 500?
Aerospace & Defense has done worse than the S&P 500 by 7.7% over 52 weeks and by 9.7% over 13 weeks.
5 of 30 companies we track are beating the S&P 500 on relative strength (how a share price has done against the index over recent months) (3 have no relative-strength reading yet), and 13 of the 27 with a long enough price history are ahead of the industry itself.
Which Aerospace & Defense company is largest by revenue?
RTX Corporation leads with revenue of $95,987 million, based on 28 of 30 comparable companies through Sep 2026.
Which Aerospace & Defense company is growing fastest?
BETA Technologies, Inc. has the fastest current revenue growth at 86.2%, across 27 of 30 comparable companies.
Which Aerospace & Defense company has the strongest 4-Factor Sector Score?
Lockheed Martin Corporation ranks first at 72.5 out of 100, with 81.1% of the evidence available. The score ranks published data; it is not a recommendation.
Which Aerospace & Defense company has the lowest comparable PEG?
Lockheed Martin Corporation has the lowest comparable PEG at 0.32, among 18 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 Dec 2026. Missing observations remain blank rather than being estimated.
How is the 4-Factor Sector Score calculated?
The four parts add up 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 old evidence moves only that part toward the middle.
Which Aerospace & Defense company is the biggest?
RTX Corporation is the largest, with revenue of $95,987 million over the last 12 months, ahead of The Boeing Company at $94,913 million. That covers 28 of 30 companies with comparable reporting through Sep 2026.
Which Aerospace & Defense company has the best profit margins?
TransDigm Group Incorporated has the highest operating margin at 46%, from 30 of 30 comparable companies. BETA Technologies, Inc. shows the biggest improvement (+180.3 percentage points; the chart above shows the starting level).
A high margin matters most when it is steady or rising, not when it is at a peak.
Which Aerospace & Defense company makes the most profit?
GE Aerospace earns the most, at $9,124 million of net profit over the last 12 months, from 28 of 30 comparable companies.
Hexcel Corporation has the fastest profit growth at the 100% cap of the scoring scale, 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?
Howmet Aerospace Inc. leads on return on capital employed at 24.6%, across 30 of 30 companies. A high return that repeats for years shows a lasting business, while a single high reading can come from a small capital base or one good year.
Which Aerospace & Defense stock has the lowest PEG ratio?
On PEG (where a lower number means a lower price for what the company earns), Lockheed Martin Corporation has the lowest at 0.32×. Only 18 of 30 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a ranking of the whole industry.
A low multiple is a reason to look closer at the business, not a conclusion on its own.
Is the Aerospace & Defense sector beating the market?
Aerospace & Defense has done worse than the S&P 500 by 7.7% over the last 52 weeks and by 9.7% over 13 weeks, measured on an equal-weight index of its current members.
Inside the sector, 5 of the 30 companies we track are beating the market on their own (3 have no relative-strength reading yet). Sector strength does not transfer evenly to every stock in it.
Which Aerospace & Defense stock has the strongest price momentum?
BETA Technologies, Inc. has the strongest relative strength against the S&P 500, meaning its share price has done best against the index. A price can move well before the business results back it up, and sometimes without them.
Which Aerospace & Defense company has the highest 4-Factor score?
Lockheed Martin Corporation scores 72.5 out of 100, with 81.1% of the evidence available, from 21.4 points on growth and earnings, 18.9 on capital efficiency, 16 on valuation and 16.2 on relative strength. It ranks published data only; management quality, upcoming events and risks are not part of the score.
How many Aerospace & Defense companies does this comparison cover, and over what period?
This comparison covers 30 listed companies over up to 20 reported quarters of fundamentals, ending Dec 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 $3,397,562 million of combined market value. Space Exploration Technologies Corp. is the largest at $1,822,036 million, about 54% of the sector's total on its own. Market value moves with price, so this reading is dated 6 November 2026.
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 35.5×, 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 6 November 2026.
How is the Aerospace & Defense sector performing?
5 of the 30 Aerospace & Defense companies we track are doing better than the S&P 500 on relative strength (how a share price has done against the index over recent months) (3 have no relative-strength reading yet).
The sector itself is 7.7% behind S&P 500 over 52 weeks on an equal-weight index of its current members.
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 Dec 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 figures are never estimated, copied forward or swapped for a similar-looking line, and a company with missing evidence has its score pulled toward the middle rather than scored as bad.
Is this advice?
No, every figure here is worked out by code from company filings and market data, for research. It does not account for your situation and is not a substitute for advice from a registered adviser.
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Sector Alpha, written by code from the published numbers · Fundamentals through Dec 2026 · Prices through 6 November 2026. Every ranking is worked out by code from reported figures. Missing values stay missing.
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