Best Aerospace & Defense Stocks
Defense primes (Lockheed, Northrop, RTX, General Dynamics) + commercial aerospace (Boeing, Airbus suppliers). Multi-decade contract visibility + regulatory + technical moats - the original wide-moat industrial cohort.
Industry leader
Lubawa S.A. LBW.WA
Buffett-Fit: 68/100
What drives this industry
Defense primes ride 5-20-year contract backlogs that smooth earnings across full business cycles. Government concentration is the customer risk; engineering capability + clearance staff + classified IP is the moat. ROIC routinely above 15% with low cyclicality - Buffett-quality compounders disguised as boring industrials.
Top 50 ranked by Buffett-Fit
Sorted by composite quality score - ROIC, margin stability, balance-sheet strength, growth quality. Click any ticker for the full Buffett verdict.
- 1LBW.WALubawa S.A.
1.4B mcap
68Q - 2
HEIHEICO Corporation48.6B mcap
66Q - 3RHM.DERheinmetall AG
60.2B mcap
66Q - 4
TDGTransDigm Group Incorporated70.4B mcap
65Q - 5BEL.NSBharat Electronics Limited
3.01T mcap
61Q - 6
HWMHowmet Aerospace Inc.103.3B mcap
60Q - 7
CWCurtiss-Wright Corporation27.6B mcap
57Q - 8RR.LRolls-Royce Holdings plc
110.9B mcap
56Q - 9
BWXTBWX Technologies, Inc.17.9B mcap
53Q - 10
CDRECadre Holdings, Inc.1.3B mcap
53Q - 11
HXLHexcel Corporation6.8B mcap
53Q - 12BA.LBAE Systems plc
59.4B mcap
52Q - 13
ATROAstronics Corporation3.1B mcap
51Q - 14
WWDWoodward, Inc.20.9B mcap
50Q - 15
LMTLockheed Martin Corporation122.3B mcap
47Q - 16
GDGeneral Dynamics Corporation93.8B mcap
47Q - 17HAG.DEHensoldt AG
10.2B mcap
47Q - 18
LOARLoar Holdings Inc.6.0B mcap
46Q - 19
DRSLeonardo DRS, Inc.13.0B mcap
46Q - 20
ESLTElbit Systems Ltd.41.2B mcap
46Q - 21
HIIHuntington Ingalls Industries, Inc.12.1B mcap
44Q - 22
AXONAxon Enterprise, Inc.36.2B mcap
43Q - 23
RTXRTX Corporation241.9B mcap
43Q - 24
GEGE Aerospace338.3B mcap
43Q - 25
MOG-AMoog Inc.11.4B mcap
42Q - 26
TXTTextron Inc.16.0B mcap
42Q - 27AIR.PAAirbus SE
141.5B mcap
41Q - 28
PKEPark Aerospace Corp.635M mcap
41Q - 29
AMTMAmentum Holdings, Inc.5.7B mcap
40Q - 30
NOCNorthrop Grumman Corporation80.1B mcap
39Q - 31
TATTTAT Technologies Ltd.562M mcap
39Q - 32
SWBISmith & Wesson Brands, Inc.677M mcap
39Q - 33
LHXL3Harris Technologies, Inc.58.7B mcap
38Q - 34
HAWKHawkEye 360, Inc.3.1B mcap
38Q - 35
VSECVSE Corporation5.2B mcap
38Q - 36
KRMNKarman Holdings Inc.7.6B mcap
38Q - 37
VVXV2X, Inc.2.6B mcap
38Q - 38
EMBJEmbraer S.A.10.3B mcap
38Q - 39
RKLBRocket Lab USA, Inc.83.1B mcap
36Q - 40
CAECAE Inc.8.3B mcap
35Q - 41
LUNRIntuitive Machines, Inc.7.0B mcap
34Q - 42
DCODucommun Incorporated2.3B mcap
34Q - 43
AIRAAR Corp.4.5B mcap
33Q - 44
RGRSturm, Ruger & Company, Inc.623M mcap
33Q - 45
SPCEVirgin Galactic Holdings, Inc.646M mcap
32Q - 46
NPKNational Presto Industries, Inc.907M mcap
32Q - 47
SAROStandardAero, Inc.9.5B mcap
31Q - 48
EHEHang Holdings Limited771M mcap
30Q - 49
FLYFirefly Aerospace Inc.7.4B mcap
29Q - 50
RALRalliant Corp.6.9B mcap
28Q
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Key terms in this analysis
Educational framework analysis only. Not investment advice, not a recommendation, not personalized to your situation. Always do your own research.