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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 90 Aerospace & Defense industry stocks tracked by Wall St. Rank, worth a combined $3.45T.

The largest by market cap are SpaceX (SPCX) at $1.5T, GE Aerospace (GE) at $365B and RTX Corp (RTX) at $292B.

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 190 (7%) quarter-over-quarter.

  • Combined market cap: $3.45T across 90 stocks.
  • Largest constituent: SpaceX (SPCX), $1.5T market cap.
  • Most net new fund positions in Q1 2026: Lockheed Martin (LMT), +190 holders.

Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q1 2026.