Theme IntelligenceUpdated May 6, 2026

Defense & Military Stocks: The Aerospace and Defense Screener and Research Hub

Track prime contractors, defense IT, specialty components, and next-gen military tech in one place. Compare backlogs, margins, dividends, and valuations across the defense sector.

Investment Thesis

A research-first view of defense equities for comparing government-backed revenue visibility, program execution, and capital returns.

DefenseIndustrialsTechnology

Explore the Screener Review Today's Drivers Open Full Screener

Research by Anish DasFounder and Editor

Jump ToPerformance Screener Valuation Intelligence Earnings

Performance Dashboard

How the Defense theme has traded against the market

Use the basket chart to see whether the move is broad-based or being carried by a narrow set of names.

Defense Basket +54.1%SPY +29.5%QQQ +41.6%

Equal-weight Defense basketS&P 500QQQ

Top 1M Performers

Momentum

VSAT$65.57

Viasat, Inc.

+25.9%

YTD +74%$8.54B

RKLB$78.76

Rocket Lab USA, Inc.

+16.4%

YTD +4%$45.35B

DCO$142.51

Ducommun Incorporated

+9.6%

YTD +47%$2.13B

MRCY$82.96

Mercury Systems, Inc.

+9.5%

YTD +9%$4.98B

BA$224.38

The Boeing Company

+5.7%

YTD -1%$176.88B

Bottom 1M Performers

Pressure

LMT$509.02

Lockheed Martin Corporation

-20.2%

YTD +2%$117.31B

HII$326.13

Huntington Ingalls Industries, Inc.

-20%

YTD -7%$12.84B

KTOS$59.31

Kratos Defense & Security Solutions, Inc.

-19.9%

YTD -25%$10.02B

NOC$558.60

Northrop Grumman Corporation

-19.7%

YTD -5%$79.34B

LHX$302.65

L3Harris Technologies, Inc.

-15.6%

YTD -1%$56.53B

Live Screener

Rank the Defense Stocks with live market and fundamental data

Scan the leaders, compare returns against growth and valuation, then open the full screener when you want to refine the universe.

32 stocks foundUpdated 2026-05-06T14:45:45.168Z

Open Full Screener →

Ticker	Company	Mkt Cap	YTD	Rev G TTM	Op Margin	P/E
PLTR	Palantir Technologies Inc.	$311.44B	-19%	67.7%	31.6%	215.7
RTX	RTX Corporation	$232.8B	-7.7%	10.6%	10%	34.9
BA	The Boeing Company	$176.88B	-1.5%	32.7%	-6.1%	90.5
HON	Honeywell International Inc.	$132.47B	6.7%	-6.3%	17.5%	28.4
LMT	Lockheed Martin Corporation	$117.31B	2.4%	4.6%	10.3%	23.7
HWM	Howmet Aerospace Inc.	$97.3B	14.6%	11.1%	25.8%	65.4
GD	General Dynamics Corporation	$94.42B	1.7%	9.3%	10.2%	22.6
NOC	Northrop Grumman Corporation	$79.34B	-4.6%	5%	10.2%	19.2
TDG	TransDigm Group Incorporated	$67.28B	-12.3%	11.7%	47.2%	37.1
LHX	L3Harris Technologies, Inc.	$56.53B	-0.6%	5.8%	10%	35.5
RKLB	Rocket Lab USA, Inc.	$45.35B	3.6%	38%	-38%	-212.9
ESLT	Elbit Systems Ltd.	$39.53B	43.8%	18.4%	8.8%	69.0
AXON	Axon Enterprise, Inc.	$30.54B	-32.4%	33.5%	0%	250.5
CW	Curtiss-Wright Corporation	$27.05B	27.4%	9.5%	18.2%	56.6
HEI	HEICO Corporation	$23.35B	-15.8%	16.1%	22.7%	56.6
WWD	Woodward, Inc.	$21.8B	17.6%	19%	14.3%	50.9
BWXT	BWX Technologies, Inc.	$18.88B	13.4%	21.4%	10.1%	57.4
LDOS	Leidos Holdings, Inc.	$17.34B	-25.2%	2.3%	12.3%	12.3
TXT	Textron Inc.	$15.95B	5.3%	9.5%	8.4%	17.9
HII	Huntington Ingalls Industries, Inc.	$12.84B	-6.8%	12.1%	4.9%	21.2
CACI	CACI International Inc	$10.91B	-8.1%	9.6%	8.9%	22.1
DRS	Leonardo DRS, Inc.	$10.56B	14.1%	10.5%	9.5%	38.5
KTOS	Kratos Defense & Security Solutions, Inc.	$10.02B	-25.2%	18.5%	2.1%	456.2
VSAT	Viasat, Inc.	$8.54B	74.2%	2.1%	-2.2%	-14.6
JOBY	Joby Aviation, Inc.	$8.53B	-39.6%	39183.1%	-1346.9%	-7.7
AVAV	AeroVironment, Inc.	$8.32B	-34.9%	116.9%	5%	107.5
PSN	Parsons Corporation	$5.33B	-19.9%	-6.9%	6.6%	22.6
MRCY	Mercury Systems, Inc.	$4.98B	9.1%	9%	-2.2%	-127.6
SPR	Spirit AeroSystems Holdings, Inc.	$4.64B	—	-1.3%	-28.3%	-2.2
ACHR	Archer Aviation Inc.	$4.35B	-28.2%	—	-243100%	-5.9

See all 32 stocks →

Valuation Pulse

Are Defense Stocks cheap or expensive right now?

Aggregated DCF intrinsic value and Wall Street analyst consensus across the theme universe — see where the opportunities and risks sit before you commit capital.

DCF Intrinsic Value

22 of 32 stocks with a DCF view

Median -27%

Undervalued

Fair Value

Overvalued

Wall Street Consensus

32 stocks with analyst coverage

Median +22%

Buy (25)Hold (7)

78%

Buy or Strong Buy

+22%

Median Target Upside

Biggest DCF Upside

Stocks the DCF model flags as most undervalued in this theme

Company	Price	DCF Value	Upside	Analyst	Mkt Cap
LDOS Leidos Holdings, Inc.	$137.19	$292.73	+96%	Buy	$17.34B
SAIC Science Applications International Corporation	$95.59	$166.41	+74%	Hold	$4.3B
CACI CACI International Inc	$494.04	$695.08	+35%	Buy	$10.91B
TXT Textron Inc.	$91.63	$121.18	+28%	Hold	$15.95B
HEI HEICO Corporation	$277.33	$329.83	+23%	Buy	$23.35B

Daily Intelligence

What is driving the Defense theme today

Start with the daily narrative, then review the setups across the value chain with catalyst and valuation context before you act.

Today's Brief

Apr 10, 2026

BULLISH

Defense theme driven by U.S. missile and space contracts. Lockheed Martin secured $4.7B missile production and PAC-3 interceptor deals, boosting top-line. Rocket Labs Electron launch partnership expands, adding 3 new missions. Palantir data platform gains upside after analyst rally. Kratos faces short-term sell-off despite contract win, reflecting valuation pressure. RTX continues earnings streak, offering upside. Overall, defense spending remains high, but individual stocks show varied risk-reward profiles.

Top Drivers

LMT

Secured $4.7B missile production and PAC-3 interceptor contracts, lifting revenue.

RKLB

New Electron launch deals add 3 missions, expanding launch capacity.

PLTR

Analyst rally and trading signal lift stock, 70% upside potential.

KTOS

Short-term sell-off despite contract win shows valuation pressure.

RTX

Maintains earnings surprise streak, attractive for growth investors.

Featured Setups By Segment

Featured names with catalyst and valuation context

These are the cards worth scanning first: current narrative, Street target, VCP DCF view, peer-multiple verdict, and forward estimates in one place.

Defense Primes & Aerospace

The large-scale platform builders that design, manufacture, and maintain major weapons systems — fighter jets, missiles, submarines, helicopters, and satellites — backed by multi-billion-dollar, multi-year government contracts and backlogs that stretch a decade or longer.

RTX

RTX Corporation

$172.87$232.8B1M -13%

BULLISH

RTX is benefiting from rising global defense spending, attracting defense ETF inflows, and solidifying its position as a patent leader; its Ray Therapeutics arm also secured PRIME designation for a retinal drug, boosting growth prospects.

Street

Buy

Target $224.89 • +30% • 26 analysts

VCP DCF

fair

-13% • FV $151.54

Peers

Fair

-3% • 87/100 confidence

VCP Est.

FY+1 Rev +7%

Base target $234.39 • 66/100 confidence

Defense ETFs to Buy as Global Military Spending Rises 2.9%

zacks.com • 2026-04-29 11:46

Overview DCF Relative Estimates

LMT

Lockheed Martin Corporation

$509.02$117.31B1M -20%

MIXED

Lockheed Martin shares are down 24% but analysts still recommend holding, citing a new $1.8 billion Space Force contract and a pending Canadian fighter‑jet purchase that could lift demand. Market sentiment is cautious, yet defense‑spending fundamentals support upside.

Street

Buy

Target $635.11 • +25% • 37 analysts

VCP DCF

fair

+3% • FV $529.50

Peers

Undervalued

+25% • 80/100 confidence

VCP Est.

FY+1 Rev +5%

Base target $679.30 • 75/100 confidence

1 Magnificent Industrial Stock Down 24% to Buy and Hold Forever

fool.com • 2026-04-29 15:18

Overview DCF Relative Estimates

NOC

Northrop Grumman Corporation

$558.60$79.34B1M -20%

NEUTRAL

No fresh company update today.

Street

Buy

Target $731.46 • +31% • 35 analysts

VCP DCF

overvalued

-32% • FV $384.27

Peers

Overvalued

-6% • 89/100 confidence

VCP Est.

FY+1 Rev +3%

Base target $625.06 • 72/100 confidence

T. ROWE PRICE EXPLORES LEADERSHIP AND INNOVATION IN AN INCREASINGLY COMPLEX NATIONAL SECURITY LANDSCAPE WITH NORTHROP GRUMMAN CEO KATHY WARDEN

prnewswire.com • 2026-04-29 09:30

Overview DCF Relative Estimates

Defense IT & Services

Software, data analytics, IT modernization, and professional services firms that support Department of Defense and intelligence community operations with higher margins, faster growth, and less capital intensity than hardware primes.

PLTR

Palantir Technologies Inc.

$135.91$311.44B1M -8%

MIXED

PLTR fell 1.5% today as investors weighed a valuation stretch flagged by RBC, but the stock remains buoyed by strong Q1 expectations from commercial growth and a $4.38B deal pipeline that has spurred bullish calls ahead of earnings.

Street

Hold

Target $194.53 • +43% • 26 analysts

VCP DCF

DCF unavailable

DCF view unavailable

Peers

Overvalued

-57% • 72/100 confidence

VCP Est.

FY+1 Rev +33%

Base target $135.34 • 63/100 confidence

Why Palantir Technologies Inc. (PLTR) Dipped More Than Broader Market Today

zacks.com • 2026-04-29 18:47

Overview DCF Relative Estimates

LDOS

Leidos Holdings, Inc.

$137.19$17.34B1M -14%

BULLISH

Leidos (LDOS) is poised for a Q1 earnings release that analysts expect to beat estimates, driven by strong defense contracts supporting over 4.7 million service members and families. The company’s recent guidance and robust revenue growth from military services are key catalysts.

Street

Buy

Target $204.00 • +49% • 27 analysts

VCP DCF

undervalued

+96% • FV $292.73

Peers

Undervalued

+86% • 86/100 confidence

VCP Est.

FY+1 Rev +3%

Base target $152.27 • 68/100 confidence

Leidos Holdings to Report Q1 Earnings: Here's What to Expect

zacks.com • 2026-04-29 12:11

Overview DCF Relative Estimates

CACI

CACI International Inc

$494.04$10.91B1M -14%

BULLISH

CACI has secured AWS Managed Service Provider status, enabling it to offer secure, compliant hybrid cloud solutions on Amazon's platform. This expands its cloud services portfolio, positions it for higher-margin managed services contracts, and strengthens its competitive edge in the defense and commercial cloud market.

Street

Buy

Target $725.50 • +47% • 29 analysts

VCP DCF

undervalued

+35% • FV $695.08

Peers

Overvalued

-32% • 91/100 confidence

VCP Est.

FY+1 Rev +10%

Base target $686.38 • 77/100 confidence

CACI Achieves Amazon Web Services Managed Service Provider Status for its Secure, Compliant Hybrid Cloud Solutions

businesswire.com • 2026-04-27 16:15

Overview DCF Relative Estimates

Defense Components & Specialty

Specialized manufacturers of critical defense components — jet engine parts, flight control systems, nuclear propulsion, and electronic subsystems — often holding monopoly or duopoly positions on parts that every platform program requires.

HWM

Howmet Aerospace Inc.

$242.69$97.3B1M +3%

BEARISH

HWM’s shares fell more than the market on April 29, 2026, driven by weaker-than-expected earnings and concerns about future demand for its aerospace and defense products.

Street

Buy

Target $274.67 • +13% • 23 analysts

VCP DCF

overvalued

-68% • FV $76.27

Peers

Overvalued

-34% • 79/100 confidence

VCP Est.

FY+1 Rev +12%

Base target $334.76 • 62/100 confidence

Howmet (HWM) Declines More Than Market: Some Information for Investors

zacks.com • 2026-04-29 19:01

Overview DCF Relative Estimates

TDG

TransDigm Group Incorporated

$1191.33$67.28B1M +0%

NEUTRAL

TDG’s latest move is the appointment of Paul Geddes as Senior Vice‑President of Business Development and Strategy, signaling a push to expand its product portfolio and market reach. The company will also report Q2 results on May 5, which will determine short‑term valuation.

Street

Buy

Target $1617.88 • +36% • 39 analysts

VCP DCF

fair

-13% • FV $1009.35

Peers

Undervalued

+17% • 89/100 confidence

VCP Est.

FY+1 Rev +13%

Base target $1676.09 • 65/100 confidence

TDG Appoints Paul Geddes as Senior Vice-President Business Development and Strategy

globenewswire.com • 2026-04-28 07:00

Overview DCF Relative Estimates

DRS

Leonardo DRS, Inc.

$39.70$10.56B1M -15%

NEUTRAL

DRS announced its Q1 2026 earnings conference call will be held on May 5, 2026. No other material updates were disclosed.

Street

Buy

Target $53.00 • +34% • 9 analysts

VCP DCF

overvalued

-41% • FV $23.80

Peers

Overvalued

-34% • 83/100 confidence

VCP Est.

FY+1 Rev +10%

Base target $49.25 • 57/100 confidence

Leonardo DRS Schedules First Quarter 2026 Earnings Conference Call for May 5, 2026

businesswire.com • 2026-04-06 08:00

Overview DCF Relative Estimates

Next-Gen Defense Tech

Companies building the technologies that are reshaping modern warfare — tactical drones, autonomous systems, electronic warfare, space launch, and law enforcement technology — with higher growth potential and higher risk than established primes.

KTOS

Kratos Defense & Security Solutions, Inc.

$59.31$10.02B1M -20%

BULLISH

Cathie Wood’s massive bet on KTOS has spurred buying interest, lifting the stock’s price as investors chase AI exposure.

Street

Buy

Target $110.58 • +86% • 22 analysts

VCP DCF

DCF unavailable

DCF view unavailable

Peers

Overvalued

-76% • 53/100 confidence

VCP Est.

FY+1 Rev +19%

Base target $36.06 • 65/100 confidence

Cathie Wood just made a massive bet on these two top AI stocks

finbold.com • 2026-04-29 06:27

Overview DCF Relative Estimates

AVAV

AeroVironment, Inc.

$166.69$8.32B1M -12%

MIXED

AVAV’s focus on its new Halo_Shield tile‑based C‑UAS system and upcoming BofA conference presentation signals potential upside from defense contracts, but a legal investigation by Portnoy Law Firm and a sharp stock decline suggest downside risk.

Street

Buy

Target $343.60 • +106% • 28 analysts

VCP DCF

overvalued

-86% • FV $25.60

Peers

Overvalued

-45% • 51/100 confidence

VCP Est.

FY+1 Rev +18%

51/100 confidence

Here's Why AeroVironment (AVAV) Fell More Than Broader Market

zacks.com • 2026-04-29 19:15

Overview DCF Relative Estimates

AXON

Axon Enterprise, Inc.

$380.76$30.54B1M -8%

BULLISH

Analysts are recommending AXON as a high‑potential AI stock, driving up investor interest and search volume today.

Street

Buy

Target $726.71 • +91% • 21 analysts

VCP DCF

DCF unavailable

DCF view unavailable

Peers

Overvalued

-51% • 66/100 confidence

VCP Est.

FY+1 Rev +32%

Base target $380.76 • 79/100 confidence

Investors Heavily Search Axon Enterprise, Inc (AXON): Here is What You Need to Know

zacks.com • 2026-04-29 10:01

Overview DCF Relative Estimates

More Daily Summaries

Review the rest of the names in the theme that have fresh stock-level news coverage today.

ACHR

Archer Aviation Inc.

BULLISH

Archer Aviation (ACHR) is poised for a pivotal Q1 2026 earnings release on May 11, with analysts weighing its growth against peers like EVTL; the eVTOL market is gaining traction from major players such as Uber and Joby, boosting expectations for Archer's commercial rollout.

ACHR vs. EVTL: Which eVTOL Stock Offers Stronger Growth Potential?

zacks.com • 2026-04-29 12:50

The eVTOL Era is Beginning With Uber and Joby Aviation: What Investors Need to Know

fool.com • 2026-04-29 06:30

The Boeing Company

BULLISH

Boeing posted Q1 earnings above estimates, driven by a strong 737 MAX order book—including new contracts with SCAT and Copa Airlines—and a strategic partnership with LightSolver to develop a laser‑based accelerator for large‑scale engineering simulation, boosting cash flow and future growth prospects.

GD Q1 Earnings Beat Estimates on Strong Orders and Cash Flow

zacks.com • 2026-04-29 12:55

Investors Heavily Search The Boeing Company (BA): Here is What You Need to Know

zacks.com • 2026-04-29 10:01

General Dynamics Corporation

BULLISH

General Dynamics posted a Q1 2026 earnings and revenue beat, driven by robust marine systems and aerospace growth, lifting EPS to $4.10 vs $3.68 estimate and revenue to $13.5B vs $12.71B estimate.

General Dynamics Is Soaring on a Beat-and-Raise Quarter

247wallst.com • 2026-04-29 14:03

General Dynamics beats quarterly estimates on strong marine systems, aerospace growth

proactiveinvestors.com • 2026-04-29 10:43

HII

Huntington Ingalls Industries, Inc.

BULLISH

HII is driven by a strong contract pipeline, including a frigate lead yard support contract and a Pentagon deal on submarine teaming, while the company just declared a quarterly dividend. Analysts expect earnings to beat estimates, and the stock is ranked as a top value play, boosting investor confidence.

HII Declares Quarterly Dividend

globenewswire.com • 2026-04-29 08:15

HII's Ingalls Shipbuilding is Awarded Frigate Lead Yard Support Contract

globenewswire.com • 2026-04-28 18:00

JOBY

Joby Aviation, Inc.

BULLISH

Joby Aviation's first electric taxi flight from JFK to Manhattan and successful point‑to‑point tests have validated its technology and cleared a key regulatory milestone, fueling a bullish outlook that pushes the stock toward a $70 target.

First electric taxi flies from JFK Airport to Manhattan

youtube.com • 2026-04-29 10:00

The Bull Case For Joby Stock Hitting $70

forbes.com • 2026-04-29 08:25

WWD

Woodward, Inc.

BULLISH

Woodward (WWD) reported Q2 earnings and revenue above estimates, and announced a dividend, indicating strong performance and shareholder return.

Woodward (WWD) Reports Q2 Earnings: What Key Metrics Have to Say

zacks.com • 2026-04-29 20:30

Woodward (WWD) Beats Q2 Earnings and Revenue Estimates

zacks.com • 2026-04-29 18:21

Earnings Calendar

Upcoming earnings across Defense Stocks

Earnings are the single biggest catalyst for theme stocks. Track which names report soon and prepare before the move.

No earnings in the next 30 days

No names in this theme are scheduled to report in the next month.

Dates can shift, so if you are tracking a specific stock, open its page for the latest earnings calendar and setup.

Theme Breakdown

How the Defense universe breaks down

These buckets separate the companies building, supplying, and monetizing the theme across the value chain.

Defense Primes & Aerospace

RTXLMTNOCGDBA

Defense IT & Services

PLTRLDOSCACISAICPSN

Defense Components & Specialty

HWMTDGBWXTCWESLTDRSHEI

Next-Gen Defense Tech

KTOSAVAVAXONRKLBMRCYACHRJOBY

How This Basket Is Built

Curated aerospace and defense ecosystem universeThe basket covers the full defense value chain — prime contractors building major weapons platforms, IT and services firms modernizing military networks, specialty component makers with sole-source positions, and next-gen technology companies bringing drones, autonomous systems, and space capabilities to the battlefield. Stocks qualify when US or allied defense spending can materially change revenue, margins, or the investment thesis.
Listed common stocks onlyThe page focuses on listed equities with enough liquidity, analyst coverage, and financial disclosure to support real research work. Private defense contractors and foreign-listed companies without US ADRs are excluded.
Equal-weight theme basket for performanceThe performance chart equal-weights the basket so RTX and Lockheed Martin do not dominate the read. This makes it easier to judge whether defense-sector strength is broad-based or concentrated in a few mega-cap primes.
Contract visibility and cash-flow quality alongside fundamentalsDefense companies derive revenue from long-term government contracts with multi-year backlogs. The table surfaces revenue growth, operating margin, free cash flow margin, and dividend yield so investors can judge both the growth trajectory from new contract wins and the cash-return quality of the business.

Open Screener →

Quick Read

Why Defense Has the Most Visible Revenue in the Equity Market

Multi-year government contracts and backlogs stretching a decade give defense stocks a revenue visibility advantage that no other sector can match.

Top primes carry backlogs of $100B to $200B — years of contracted revenue already signed
The US defense budget is the single largest line item in federal discretionary spending, with bipartisan support
Contract wins and program ramps drive real revenue growth, not commodity cycles or consumer sentiment

Defense stocks offer contracted revenue visibility that stretches five to ten years. When Lockheed wins an F-35 contract or RTX books a Patriot order, that revenue is signed, funded, and scheduled — not speculative. The market pays premium multiples for this predictability. Use revenue growth and operating margin columns to see which companies convert backlog growth into expanding earnings.

Quick Read

What Actually Moves Defense Stocks

Defense stocks are driven by budget cycles, geopolitical shifts, and program milestones — not the same forces that move the rest of the market.

The annual defense authorization and appropriations cycle creates a predictable catalyst calendar
Geopolitical escalation — NATO spending pledges, Pacific deterrence — drives multi-year budget tailwinds
Program milestones like contract awards, production ramp-ups, and foreign military sales create stock-specific catalysts

Defense stocks do not move like the broader market — they are uncorrelated with consumer spending, rates, and the economic cycle. The annual budget process (February request, summer markup, fall appropriations) creates a predictable catalyst calendar. Layered on top are structural tailwinds: NATO 2% pledges, Indo-Pacific deterrence investments, and aging platform modernization.

Quick Read

How Next-Gen Technology Is Reshaping the Defense Industrial Base

Drones, autonomous systems, AI-enabled command and control, and commercial space are creating a new generation of defense companies alongside the legacy primes.

Tactical drones and autonomous systems from Kratos and AeroVironment are changing how wars are fought
Palantir and defense IT firms are winning large-scale AI and data analytics contracts across DoD
Commercial space companies like Rocket Lab are competing for military launch and satellite programs

The defense industrial base is bifurcating. Primes still dominate large platform programs, but tech-first companies like Kratos (drones), AeroVironment (tactical UAVs), and Palantir (military AI) are winning contracts in areas primes were slow to address. These names grow faster but trade at higher multiples with thinner margins. Use operating margin and P/E to see which are executing versus still burning cash.

Frequently Asked Questions

Companies whose revenue is primarily driven by government defense spending. The sector includes prime contractors (RTX, LMT, NOC), defense IT firms (PLTR, LDOS), specialty component makers (HWM, TDG), and next-gen tech companies bringing drones, AI, and space capabilities to the military.

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SpaceInnovation

Move From Theme Narrative to Stock Selection

Start with the basket, verify the drivers, then screen the names that still fit your process.

Open the Screener

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