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Theme · 23 companies

Aerospace & Defence

Governments spend more every year. These companies receive it.

19
pure play
4
major beneficiary

Who's connected.
And how.

21 / 44 themes
Pure Play
Core business is this trend
LMTLMT
LMT
Lockheed Martin
Pure Play

The world's largest defence contractor. Makes the F-35 fighter jet (which will fly for 50+ years), Javelin missiles, and missile defence systems. Every F-35 sold generates decades of maintenance, spare parts, and upgrade revenue.

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RTXRTX
RTX
RTX
Pure Play

Makes Raytheon missiles, Pratt & Whitney jet engines, and Collins Aerospace avionics. Both military and commercial aerospace revenues. The Stinger and Patriot missile systems have been in heavy demand since the Ukraine conflict.

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NOCNOC
NOC
Northrop Grumman
Pure Play

Specialises in stealth aircraft, space systems, and nuclear weapons modernisation. Makes the B-21 Raider stealth bomber. Has the highest percentage of classified programmes of any US defence company — a sign of deep government trust.

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GDGD
GD
General Dynamics
Pure Play

Makes the Abrams tank, Stryker vehicles, nuclear submarines, and Gulfstream business jets. One of the few defence companies also with a commercial aviation business. Submarine backlog alone is worth $30B+.

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PLPL
PL
Planet Labs
Pure Play

Linked to Geospatial Intelligence. Relies on Rocket Lab. Competes with Redwire.

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AXONAXON
AXON
Axon Enterprise
Pure Play

Linked to Law Enforcement Tech and Defence Tech. Relies on NVIDIA. Competes with Leidos.

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AVAVAVAV
AVAV
AeroVironment
Pure Play

Linked to Defence Tech and Drones & Unmanned Systems. Competes with Lockheed Martin and Northrop Grumman.

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GEGE
GE
GE Aerospace
Pure Play

Linked to Aerospace & Defense. Customers include Boeing. Competes with Honeywell and RTX (Raytheon).

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LHXLHX
LHX
L3Harris
Pure Play

Linked to Aerospace & Defense and Electronic Warfare. Customers include US Department of Defense. Competes with Lockheed Martin and RTX (Raytheon).

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HIIHII
HII
Huntington Ingalls
Pure Play

Linked to Aerospace & Defense and Naval Shipbuilding. Customers include US Navy. Competes with General Dynamics and Lockheed Martin.

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TXTTXT
TXT
Textron
Pure Play

Linked to Aerospace & Defense and Military Aviation. Customers include US Department of Defense. Competes with Lockheed Martin and Boeing.

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KTOSKTOS
KTOS
Kratos Defense
Pure Play

Linked to Aerospace & Defense and Autonomous Weapons. Relies on NVIDIA. Competes with Lockheed Martin and Northrop Grumman.

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BWXTBWXT
BWXT
BWX Technologies
Pure Play

Linked to Aerospace & Defense and Nuclear Submarines. Customers include US Navy. Competes with General Dynamics and Huntington Ingalls.

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TDGTDG
TDG
TransDigm
Pure Play

Linked to Aerospace & Defence and Defence Spending. Customers include Boeing, Airbus and Lockheed Martin. Competes with HEICO and Spirit AeroSystems.

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HWMHWM
HWM
Howmet Aerospace
Pure Play

Linked to Aerospace & Defence. Customers include Boeing, RTX and GE Vernova. Competes with TransDigm and Spirit AeroSystems.

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BAHBAH
BAH
Booz Allen Hamilton
Pure Play

Linked to Government Tech and Defence Spending. Customers include US Department of Defence. Competes with Leidos and SAIC.

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SAICSAIC
SAIC
SAIC
Pure Play

Linked to Government Tech and Defence Spending. Customers include US Department of Defence. Competes with Leidos and Booz Allen Hamilton.

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BAESYBAESY
BAESY
BAE Systems
Pure Play

Linked to Aerospace & Defence. Competes with Lockheed Martin and RTX.

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FINMYFINMY
FINMY
Leonardo
Pure Play

Linked to Aerospace & Defence. Competes with Lockheed Martin and RTX.

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