Defense Stocks
US-listed aerospace and defense contractors, from prime contractors to drone, space and defense-software companies, ranked by market cap. Updated October 10, 2026.
Summary
The Defense Stocks list currently includes 44 companies. The top 3 are Palantir Technologies (PLTR) ($502.4B market cap), RTX (RTX) ($250.6B market cap) and Boeing (BA) ($150.5B market cap).
Combined, the companies shown are worth $1.77T, with a median market cap of $10.1B.
On the latest trading day, 29 of 44 were higher, with an average move of +0.36%.
The median trailing P/E ratio is 30.7x across the 33 profitable companies.
20 pay a dividend, with an average yield of 1.26%.
Summary generated from market data by MetaCap's automated system. Methodology
Defense Stocks
| # | Symbol | Company | Price | % Change | Volume | Market Cap | P/E | Div. Yield |
|---|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies | 209.05 | +5.17% | 37.39M | $502.36B | 180.2 | — |
| 2 | RTX | RTX | 185.97 | +0.90% | 3.34M | $250.64B | 32.7 | 1.57% |
| 3 | BA | Boeing | 190.37 | +1.40% | 5.08M | $150.46B | 68.0 | — |
| 4 | LMT | Lockheed Martin | 509.59 | +0.33% | 801.35K | $117.61B | 18.8 | 2.71% |
| 5 | HWM | Howmet Aerospace | 225.26 | +1.21% | 2.67M | $89.83B | 48.5 | 0.25% |
| 6 | GD | General Dynamics | 331.27 | +0.90% | 1.12M | $89.63B | 20.2 | 1.92% |
| 7 | NOC | Northrop Grumman | 480.72 | -0.78% | 612.88K | $68.29B | 15.3 | 2.06% |
| 8 | TDG | Transdigm | 1,107.99 | +1.72% | 278.67K | $61.25B | 33.6 | — |
| 9 | LHX | L3Harris Technologies | 236.97 | +0.02% | 973.77K | $44.13B | 23.9 | 2.11% |
| 10 | RKLB | Rocket Lab | 68.21 | -0.28% | 14.85M | $43.61B | — | — |
| 11 | HEI | Heico | 298.28 | +0.80% | 286.75K | $41.69B | 49.3 | 0.08% |
| 12 | AXON | Axon Enterprise | 422.89 | +1.34% | 723.29K | $34.35B | 175.5 | — |
| 13 | ESLT | Elbit Systems | 655.74 | -1.41% | 64.39K | $30.73B | 49.3 | 0.61% |
| 14 | TDY | Teledyne Technologies | 613.66 | +1.46% | 183.68K | $28.45B | 29.7 | — |
| 15 | ASTS | AST SpaceMobile | 50.97 | -10.48% | 54.01M | $19.83B | — | — |
| 16 | CW | Curtiss-Wright | 512.60 | +1.05% | 268.87K | $18.93B | 35.3 | 0.20% |
| 17 | LDOS | Leidos | 121.68 | +2.06% | 952.08K | $15.27B | 11.4 | 1.41% |
| 18 | CACI | CACI International | 610.65 | +1.88% | 251.19K | $13.50B | 25.3 | — |
| 19 | BWXT | BWX Technologies | 143.83 | +1.13% | 786.50K | $13.18B | 37.3 | 0.74% |
| 20 | TXT | Textron | 74.16 | +1.28% | 1.49M | $12.75B | 14.0 | 0.11% |
| 21 | MOG.A | Moog | 363.09 | +0.05% | 246.31K | $11.50B | 30.7 | 0.33% |
| 22 | HII | Huntington Ingalls Industries | 264.80 | -0.08% | 393.70K | $10.43B | 15.8 | 2.08% |
| 23 | DRS | Leonardo DRS | 36.24 | +1.03% | 1.19M | $9.67B | 30.5 | 0.99% |
| 24 | BAH | Booz Allen Hamilton | 73.94 | +1.47% | 1.19M | $8.89B | 11.6 | 3.19% |
| 25 | KTOS | Kratos Defense & Security Solutions | 42.36 | +1.03% | 4.18M | $7.95B | 249.2 | — |
| 26 | OSK | Oshkosh | 125.23 | -1.66% | 683.53K | $7.73B | 14.6 | 1.82% |
| 27 | AVAV | AeroVironment | 137.11 | -0.36% | 1.25M | $6.97B | — | — |
| 28 | LOAR | Loar | 62.07 | +0.73% | 1.01M | $5.82B | 87.4 | — |
| 29 | SAIC | Science Applications International | 134.66 | +4.11% | 656.22K | $5.64B | 15.7 | 1.10% |
| 30 | JOBY | Joby Aviation | 5.44 | -5.39% | 39.09M | $5.42B | — | — |
| 31 | VSEC | VSE | 173.63 | +2.15% | 375.83K | $4.87B | 55.5 | 0.23% |
| 32 | MRCY | Mercury Systems | 79.49 | +1.24% | 294.17K | $4.84B | — | — |
| 33 | PSN | Parsons | 45.08 | +4.79% | 1.18M | $4.81B | 31.1 | — |
| 34 | KRMN | Karman | 32.59 | +2.84% | 2.12M | $4.32B | 116.4 | — |
| 35 | AIR | AAR | 100.43 | -1.13% | 328.70K | $4.04B | 20.6 | — |
| 36 | ACHR | Archer Aviation | 4.96 | +5.08% | 36.95M | $3.82B | — | — |
| 37 | ATRO | Astronics | 64.22 | -0.36% | 363.53K | $2.76B | 34.9 | — |
| 38 | DCO | Ducommun | 170.56 | +1.34% | 91.82K | $2.58B | — | — |
| 39 | RDW | Redwire | 9.58 | -1.84% | 9.11M | $2.39B | — | — |
| 40 | VVX | V2X | 71.44 | +0.66% | 330.88K | $2.24B | 24.6 | — |
| 41 | LUNR | Intuitive Machines | 13.19 | -3.72% | 7.51M | $2.13B | — | — |
| 42 | BBAI | BigBear.ai | 2.39 | -1.24% | 12.28M | $1.15B | — | — |
| 43 | CDRE | Cadre | 24.55 | -1.13% | 877.05K | $1.05B | 30.3 | 1.61% |
| 44 | SPCE | Virgin Galactic | 2.84 | -3.40% | 5.40M | $430.53M | — | — |
How to use this list
Treat the list as a starting point, not a recommendation. Open each company's page to review its financials, earnings history and news, and compare it with peers. Use the stock screener to narrow the list by valuation, size or dividend yield.
Risks to keep in mind
Thematic lists are curated by MetaCap and group companies with very different sizes, profitability and exposure to the theme. Membership is reviewed periodically and is not an index.
Frequently asked questions
- How many stocks are in the Defense Stocks list?
- The list currently contains 44 stocks, as of October 10, 2026.
- Which company ranks first on the Defense Stocks list?
- Palantir Technologies (PLTR) ranks first, with a market capitalization of about $502.4B.
- What is the combined market value of the Defense Stocks?
- The 44 companies with market cap data are worth about $1.77T combined.
- What is the average dividend yield on this list?
- 20 companies on the list pay a dividend, with an average yield of 1.26%.
- How often is this list updated?
- Prices and daily changes refresh throughout the trading day with a delay of at least 15 minutes. Membership and rankings are recalculated daily after the close.
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Data as of October 10, 2026. Market data is delayed at least 15 minutes and provided for informational purposes only. Not investment advice. Full disclaimer