53 Aerospace & Defense companies are scored. Their average composite is 65.0, and 1 is in the A range (76+). The leader is Innovative Solutions and Support Inc (IA) at 80.0 (A-). This industry belongs to the Industrials sector.
| # | Company | Composite | Grade | Industry opportunity | Stock selection | KPI momentum | Catalyst watch | Price | Expansion | Quality | Trend | Valuation gap |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Innovative Solutions and Support Inc (IA) | 80.0 | A- | 87 | 87 | 94 | 76 | 65 | 69 | 74 | 76 | -36.4% |
| 2 | Lockheed Martin Corp (LMT) | 75.9 | B+ | 87 | 83 | 80 | 81 | 69 | 68 | 69 | 79 | +12.8% |
| 3 | Smith & Wesson Brands Inc (SWBI) | 75.3 | B+ | 87 | 71 | 72 | 75 | 71 | 69 | 51 | 74 | +5.0% |
| 4 | Embraer SA ADR (EMBJ) | 75.2 | B+ | 87 | 89 | 93 | 77 | 56 | 56 | 56 | 77 | -13.3% |
| 5 | Moog Inc (MOG-A) | 75.2 | B+ | 87 | 86 | 93 | 77 | 41 | 65 | 56 | 82 | -5.4% |
| 6 | AAR Corp (AIR) | 74.7 | B+ | 87 | 87 | 87 | 85 | 69 | 79 | 42 | 53 | -23.9% |
| 7 | Astronics Corp (ATRO) | 74.5 | B+ | 87 | 86 | 93 | 80 | 41 | 82 | 64 | 69 | -11.0% |
| 8 | Howmet Aerospace Inc (HWM) | 73.2 | B+ | 87 | 90 | 93 | 81 | 33 | 76 | 78 | 41 | -26.4% |
| 9 | Park Aerospace Corp (PKE) | 73.2 | B+ | 87 | 74 | 62 | 75 | 32 | 80 | 72 | 58 | -13.3% |
| 10 | GE Aerospace (GE) | 72.9 | B+ | 87 | 90 | 93 | 82 | 34 | 60 | 75 | 54 | -18.5% |
| 11 | Leonardo DRS Inc (DRS) | 71.5 | B+ | 87 | 90 | 99 | 77 | 48 | 60 | 56 | 37 | +2.5% |
| 12 | General Dynamics Corp (GD) | 71.5 | B+ | 87 | 83 | 87 | 74 | 68 | 46 | 61 | 62 | +8.8% |
| 13 | TransDigm Group Incorporated (TDG) | 71.3 | B+ | 87 | 86 | 93 | 78 | 52 | 60 | 69 | 43 | -14.5% |
| 14 | Elbit Systems Ltd (ESLT) | 70.3 | B+ | 87 | 80 | 82 | 71 | 21 | 73 | 54 | 69 | -15.4% |
| 15 | RTX Corp (RTX) | 70.3 | B+ | 87 | 83 | 82 | 75 | 43 | 63 | 47 | 64 | +0.4% |
| 16 | Cadre Holdings Inc (CDRE) | 69.8 | B | 87 | 83 | 81 | 82 | 57 | 62 | 46 | 38 | -8.2% |
| 17 | Hexcel Corp (HXL) | 69.7 | B | 87 | 88 | 88 | 77 | 43 | 68 | 48 | 54 | -20.7% |
| 18 | V2X Inc (VVX) | 69.4 | B | 87 | 77 | 76 | 73 | 80 | 51 | 31 | 72 | +8.2% |
| 19 | Curtiss-Wright Corp (CW) | 68.7 | B | 87 | 86 | 87 | 82 | 40 | 56 | 72 | 27 | -7.0% |
| 20 | Honeywell International Inc. (HON) | 68.6 | B | 87 | 84 | 87 | 79 | 60 | 31 | 70 | 59 | +9.7% |
| 21 | Northrop Grumman Corp (NOC) | 68.4 | B | 87 | 82 | 82 | 79 | 66 | 43 | 54 | 47 | +5.9% |
| 22 | Satellogic Inc (SATL) | 68.3 | B | 87 | 88 | 88 | 71 | 9 | 96 | 8 | 60 | -62.1% |
| 23 | Woodward Inc (WWD) | 68.3 | B | 87 | 85 | 93 | 71 | 38 | 68 | 65 | 52 | -13.2% |
| 24 | Loar Holdings Inc (LOAR) | 67.7 | B | 87 | 92 | 99 | 79 | 19 | 78 | 50 | 45 | -9.5% |
| 25 | StandardAero Inc (SARO) | 66.8 | B | 87 | 87 | 93 | 75 | 67 | 78 | 37 | 32 | -2.5% |
| 26 | Redwire Corp (RDW) | 65.8 | B | 87 | 80 | 78 | 71 | 9 | 89 | 8 | 55 | -44.2% |
| 27 | Huntington Ingalls Industries Inc (HII) | 65.7 | B | 87 | 82 | 81 | 80 | 64 | 55 | 29 | 36 | -8.9% |
| 28 | Textron Inc (TXT) | 65.7 | B | 87 | 73 | 71 | 68 | 89 | 49 | 42 | 44 | +7.4% |
| 29 | TAT Technologies Ltd (TATT) | 65.0 | B | 87 | 79 | 93 | 72 | 50 | 70 | 49 | 32 | -37.4% |
| 30 | L3Harris Technologies Inc (LHX) | 63.6 | B- | 87 | 81 | 80 | 78 | 61 | 45 | 41 | 33 | +11.8% |
| 31 | Mercury Systems Inc (MRCY) | 63.4 | B- | 87 | 83 | 86 | 82 | 19 | 49 | 29 | 44 | +18.5% |
| 32 | Voyager Technologies Inc (VOYG) | 63.2 | B- | 87 | 88 | 93 | 79 | 11 | 95 | 6 | 38 | +23.3% |
| 33 | VSE Corp (VSEC) | 63.1 | B- | 87 | 81 | 82 | 76 | 32 | 65 | 22 | 33 | -20.4% |
| 34 | Planet Labs PBC (PL) | 63.0 | B- | 87 | 79 | 75 | 81 | 12 | 75 | 18 | 34 | -47.1% |
| 35 | BWX Technologies Inc. (BWXT) | 62.5 | B- | 87 | 80 | 73 | 81 | 35 | 59 | 55 | 17 | -5.9% |
| 36 | Karman Holdings Inc (KRMN) | 61.9 | B- | 87 | 84 | 81 | 80 | 16 | 82 | 33 | 9 | -10.8% |
| 37 | BETA Technologies Inc (BETA) | 61.7 | B- | 87 | 83 | 80 | 78 | 6 | 91 | 7 | 79 | +35.1% |
| 38 | Kratos Defense & Security Solutions Inc (KTOS) | 61.3 | B- | 87 | 87 | 90 | 77 | 15 | 59 | 23 | 13 | -25.7% |
| 39 | Boeing Co (BA) | 60.3 | B- | 87 | 88 | 93 | 78 | 23 | 42 | 32 | 40 | -22.4% |
| 40 | Cae Inc (CAE) | 60.3 | B- | 87 | 72 | 64 | 75 | 44 | 24 | 41 | 47 | -7.8% |
| 41 | Sturm Ruger & Co Inc (RGR) | 59.8 | B- | 87 | 79 | 85 | 52 | 44 | 37 | 37 | 63 | +14.9% |
| 42 | Rocket Lab USA (RKLB) | 59.6 | B- | 87 | 82 | 81 | 77 | 12 | 93 | 12 | 34 | -30.9% |
| 43 | Ducommun Inc (DCO) | 59.4 | B- | 87 | 78 | 72 | 69 | 19 | 27 | 14 | 80 | -5.3% |
| 44 | Archer Aviation Inc (ACHR) | 58.1 | B- | 87 | 72 | 64 | 74 | 4 | 100 | 2 | 14 | -26.4% |
| 45 | Firefly Aerospace Inc (FLY) | 57.9 | C+ | 87 | 82 | 88 | 71 | 7 | 96 | 5 | 24 | +37.0% |
| 46 | Axon Enterprise Inc (AXON) | 56.9 | C+ | 87 | 81 | 82 | 75 | 17 | 48 | 24 | 32 | -34.2% |
| 47 | Intuitive Machines Inc (LUNR) | 56.9 | C+ | 87 | 80 | 78 | 74 | 11 | 95 | 9 | 32 | -31.6% |
| 48 | Red Cat Holdings Inc (RCAT) | 55.9 | C+ | 87 | 81 | 93 | 72 | 8 | 97 | 4 | 8 | -57.5% |
| 49 | AeroVironment Inc (AVAV) | 54.2 | C+ | 87 | 78 | 77 | 79 | 18 | 40 | 14 | 11 | -10.4% |
| 50 | Vertical Aerospace Ltd (EVTL) | 50.6 | C | 87 | 72 | 62 | 81 | 11 | 1 | 9 | 0 | -70.6% |
| 51 | Merlin Inc (MRLN) | 46.1 | C | 87 | 67 | 72 | 68 | 2 | 49 | 2 | 0 | -78.2% |
| 52 | Eve Holding Inc (EVEX) | 45.8 | C- | 87 | 66 | 62 | 60 | 3 | 1 | 2 | 10 | -20.4% |
| 53 | EHang Holdings Ltd ADR (EH) | 44.1 | C- | 87 | 63 | 48 | 69 | 11 | 17 | 11 | 4 | -40.2% |
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.