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 -0.72% -4.00% +16.83% -2.80% 37
ASTS AST SpaceMobile, Inc. $23.3B -12.81% -14.93% -29.83% -37.24% 18
LDOS Leidos Holdings, Inc. $15.3B +3.35% -5.77% -31.92% -37.91% 34
CACI CACI International, Inc. $13.6B -0.71% -2.14% +14.61% +15.94% 42
KTOS Kratos Defense & Security Solutions, Inc. $8.0B -1.65% -9.83% -44.20% -59.91% 26
SAIC Science Applications International Corporation $5.2B +7.50% +4.58% +34.74% +34.30% 62
PSN Parsons Corporation $4.5B +10.52% -2.61% -27.06% -48.64% 40
OSIS OSI Systems, Inc. $3.2B -0.95% -3.15% -23.58% -21.60% 39
TSAT Telesat Corporation - Class A Common Shares and Class B Variable Voting Shares $2.4B -4.25% -2.50% +57.94% +33.68% 41
UMAC Unusual Machines, Inc. $1.1B -6.88% -11.47% +63.50% +33.18% 24
TLS Telos Corporation $322M +10.50% -1.07% -9.22% -37.52% 45
BKTI BK Technologies Corporation $282M -3.22% +3.10% -1.43% -6.62% 58
CTM Castellum, Inc. $60M -1.17% +0.74% -31.05% -40.70% 51
DFNS T3 Defense Inc. $7M -18.12% -38.92% -99.82% -99.91% 4
MSI Motorola Solutions, Inc. 1W -0.72% 1M -4.00% YTD +16.83% 1Y -2.80% RS Sector (1M) 37 ASTS AST SpaceMobile, Inc. 1W -12.81% 1M -14.93% YTD -29.83% 1Y -37.24% RS Sector (1M) 18 LDOS Leidos Holdings, Inc. 1W +3.35% 1M -5.77% YTD -31.92% 1Y -37.91% RS Sector (1M) 34 CACI CACI International, Inc. 1W -0.71% 1M -2.14% YTD +14.61% 1Y +15.94% RS Sector (1M) 42 KTOS Kratos Defense & Security Solutions, Inc. 1W -1.65% 1M -9.83% YTD -44.20% 1Y -59.91% RS Sector (1M) 26 SAIC Science Applications International Corporation 1W +7.50% 1M +4.58% YTD +34.74% 1Y +34.30% RS Sector (1M) 62 PSN Parsons Corporation 1W +10.52% 1M -2.61% YTD -27.06% 1Y -48.64% RS Sector (1M) 40 OSIS OSI Systems, Inc. 1W -0.95% 1M -3.15% YTD -23.58% 1Y -21.60% RS Sector (1M) 39 TSAT Telesat Corporation - Class A Common Shares and Class B Variable Voting Shares 1W -4.25% 1M -2.50% YTD +57.94% 1Y +33.68% RS Sector (1M) 41 UMAC Unusual Machines, Inc. 1W -6.88% 1M -11.47% YTD +63.50% 1Y +33.18% RS Sector (1M) 24 TLS Telos Corporation 1W +10.50% 1M -1.07% YTD -9.22% 1Y -37.52% RS Sector (1M) 45 BKTI BK Technologies Corporation 1W -3.22% 1M +3.10% YTD -1.43% 1Y -6.62% RS Sector (1M) 58 CTM Castellum, Inc. 1W -1.17% 1M +0.74% YTD -31.05% 1Y -40.70% RS Sector (1M) 51 DFNS T3 Defense Inc. 1W -18.12% 1M -38.92% 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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