Aerospace & Defense
Stocks Ranked by
Market Capitalization
Aerospace & Defense Stocks at a Glance
Aerospace and defense companies build aircraft, engines, missiles, satellites, ships, and defense systems, plus the maintenance services behind them. Government budgets and multi-year backlogs give unusual revenue visibility, while commercial aerospace rides the air-travel and jet-delivery cycle.
There are 89 Aerospace & Defense industry stocks tracked by Wall St. Rank, worth a combined $3.43T.
The largest by market cap are SpaceX (SPCX) at $1.48T, GE Aerospace (GE) at $368B and RTX Corp (RTX) at $293B.
Among institutional investors, Lockheed Martin (LMT) drew the most net new fund positions in Q1 2026: 353 funds opened new positions, taking total fund holders up 189 (6.9%) quarter-over-quarter.
- Combined market cap: $3.43T across 89 stocks.
- Largest constituent: SpaceX (SPCX), $1.48T market cap.
- Most net new fund positions in Q1 2026: Lockheed Martin (LMT), +189 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q1 2026.