Defense & Aerospace Stocks

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Defense contractors, aerospace systems, and military technology. This page lists US-listed companies that Next Big Trend classifies under the Defense & Aerospace theme.

Companies
14
Market cap
$151.4B
1Y
—

Theme performance (1Y index)

The Defense & Aerospace opportunity spans multiple layers of the value chain, not a single headline stock. Defense contractors, aerospace systems, and military technology. Treating every name as one trade hides where revenue, margins, and capex are actually compounding.

This page groups US-listed names classified under Defense & Aerospace. Membership comes from company-level theme tags, then ranks by market cap so the largest, most liquid exposures appear first. Use it as a research universe, not as a recommendation list. Sub-theme pages below isolate slices such as Next-Generation Aircraft & Maintenance, Cyber Defense & Electronic Warfare, Drones & Anti-Drone Systems.

Start with the broad theme for context, then open sub-theme pages when you want a tighter segment to save or compare against Groups performance.

Sub-themes

Cyber Defense & Electronic Warfare 8 stocks Secure Defense Supply Chains 7 stocks Space Technology & Satellite Services 2 stocks Drones & Anti-Drone Systems 1 stocks

Stocks

Company
MSI Motorola Solutions, Inc. $74.0B -0.20% -2.53% +17.61% -1.35% 44
ASTS AST SpaceMobile, Inc. $23.3B -0.19% -8.80% -21.62% -23.84% 30
LDOS Leidos Holdings, Inc. $15.3B -2.25% -6.66% -33.30% -38.78% 35
CACI CACI International, Inc. $13.6B -4.41% -1.23% +12.50% +13.96% 47
KTOS Kratos Defense & Security Solutions, Inc. $8.0B -2.08% -10.29% -44.76% -59.56% 28
SAIC Science Applications International Corporation $5.2B +2.70% +2.78% +29.79% +29.56% 62
PSN Parsons Corporation $4.5B +4.90% -9.60% -30.39% -51.30% 29
OSIS OSI Systems, Inc. $3.2B -1.66% -2.09% -24.19% -22.46% 45
TSAT Telesat Corporation - Class A Common Shares and Class B Variable Voting Shares $2.4B -3.81% -3.92% +53.47% +41.64% 41
UMAC Unusual Machines, Inc. $1.1B -1.79% -12.05% +67.90% +33.77% 23
TLS Telos Corporation $322M +3.31% -5.21% -14.31% -39.39% 39
BKTI BK Technologies Corporation $282M -2.20% +0.66% -1.66% -7.56% 54
CTM Castellum, Inc. $60M -2.39% +2.00% -32.23% -43.85% 59
DFNS T3 Defense Inc. $7M -9.33% -35.81% -99.82% -99.91% 4
MSI Motorola Solutions, Inc. 1W -0.20% 1M -2.53% YTD +17.61% 1Y -1.35% RS Sector (1M) 44 ASTS AST SpaceMobile, Inc. 1W -0.19% 1M -8.80% YTD -21.62% 1Y -23.84% RS Sector (1M) 30 LDOS Leidos Holdings, Inc. 1W -2.25% 1M -6.66% YTD -33.30% 1Y -38.78% RS Sector (1M) 35 CACI CACI International, Inc. 1W -4.41% 1M -1.23% YTD +12.50% 1Y +13.96% RS Sector (1M) 47 KTOS Kratos Defense & Security Solutions, Inc. 1W -2.08% 1M -10.29% YTD -44.76% 1Y -59.56% RS Sector (1M) 28 SAIC Science Applications International Corporation 1W +2.70% 1M +2.78% YTD +29.79% 1Y +29.56% RS Sector (1M) 62 PSN Parsons Corporation 1W +4.90% 1M -9.60% YTD -30.39% 1Y -51.30% RS Sector (1M) 29 OSIS OSI Systems, Inc. 1W -1.66% 1M -2.09% YTD -24.19% 1Y -22.46% RS Sector (1M) 45 TSAT Telesat Corporation - Class A Common Shares and Class B Variable Voting Shares 1W -3.81% 1M -3.92% YTD +53.47% 1Y +41.64% RS Sector (1M) 41 UMAC Unusual Machines, Inc. 1W -1.79% 1M -12.05% YTD +67.90% 1Y +33.77% RS Sector (1M) 23 TLS Telos Corporation 1W +3.31% 1M -5.21% YTD -14.31% 1Y -39.39% RS Sector (1M) 39 BKTI BK Technologies Corporation 1W -2.20% 1M +0.66% YTD -1.66% 1Y -7.56% RS Sector (1M) 54 CTM Castellum, Inc. 1W -2.39% 1M +2.00% YTD -32.23% 1Y -43.85% RS Sector (1M) 59 DFNS T3 Defense Inc. 1W -9.33% 1M -35.81% YTD -99.82% 1Y -99.91% RS Sector (1M) 4

FAQ

What are Defense & Aerospace stocks?

They are publicly traded companies whose revenue, products, or strategy tie materially to defense contractors, aerospace systems, and military technology.

How is this Defense & Aerospace list built?

Next Big Trend assigns each US-listed company to one or more investment themes. Names here carry the Defense & Aerospace tag. Sub-theme pages restrict that set to a single segment.

Can I save these stocks as a watchlist?

Yes. Signed-in users can save the current constituents as a named watchlist. The saved list is a snapshot; theme membership can change as classifications update.

Is this list investment advice?

No. It is a classified universe for screening and research. It does not rank quality, valuation, or expected return.

Electric Vehicles

Electric vehicle manufacturers, components, and charging ecosystems.

Autonomous Systems

Self-driving, autonomous vehicles, drones, and unmanned systems.

Industrial Automation

Factory automation, controls, and industrial software systems.

Transportation & Logistics

Freight, shipping, logistics, and transportation services.

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