Comfortable leader
8 companies value 708 bn revenue 196 bn margin 9.4% free cash flow 15 bn avg. score 4.5
GE holds 45.4% of the group's value, 2.1x the runner-up · BA leads the industry without being the largest
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GE | GE Aerospace United States · score 5.9 | 45% | 322 bn | 53 bn | 17.3% | 8.0 bn | 2.5% | — | Commercial and military aircraft engines · World's largest aircraft engine maker; decades of maintenance revenue | |
| 2 | BA | Boeing United States · score 0.7 | 21% | 151 bn | 94 bn | 2.6% | -0.2 bn | -0.1% | 0.2% | Commercial airplanes, defense, space and security · Global commercial aircraft duopoly with Airbus; years-long order backlog | |
| 3 | HWM | Howmet Aerospace United States · score 6.0 | 12% | 88 bn | 9.1 bn | 20.5% | 1.8 bn | 2.0% | — | Forged and machined parts for jet engines, and wheels · Leader in forged components and turbine blades; highest margin in the aerospace supply chain | |
| 4 | TDG | TransDigm Group United States · score 3.2 | 9% | 63 bn | 10 bn | 21.3% | 1.9 bn | 3.1% | 8.4% | Proprietary aftermarket parts for aviation · ~90% of revenue from proprietary aftermarket parts, with rare pricing power | |
| 5 | HONA | Honeywell Aerospace United States · score 4.8 | 7% | 52 bn | 18 bn | 11.1% | 2.5 bn | 4.8% | — | Mission-critical aerospace and defense systems · Spun off from Honeywell in Jun 2026; leader in avionics and APUs | |
| 6 | WWD | Woodward, Inc. United States · score 5.8 | 3% | 19 bn | 4.2 bn | 13.2% | 0.4 bn | 1.9% | — | Designs and makes control systems for aerospace and industry · Colorado — revenue of $4.2bn | |
| 7 | EMBJ | EMBRAER S.A. Brazil · score 5.6 | 2% | 13 bn | 7.6 bn | 4.7% | 0.7 bn | 5.2% | 0.1% | Commercial, business and military aircraft, from Brazil · Brazil — revenue of $7.6bn | |
| 8 | SIF | SIFCO INDUSTRIES INC United States · score 4.2 | 0% | 0.1 bn | 0.1 bn | 4.0% | 0.0 bn | 2.6% | — | Forgings and machined components for aerospace and energy · Ohio — revenue of $99m |
Other industries in the same sector
- Sector overview
- Space and launch 10 companies
- Heavy machinery 19 companies
- Electrical equipment and power 29 companies
- Defense and aerospace 12 companies
- Railroads 6 companies
- Engineering and heavy construction 56 companies
- Industrial machinery and components 28 companies
- HVAC and building products 30 companies
- Ride-hailing and delivery 12 companies
- Commercial services (waste) 20 companies
- Trucking and parcel delivery 23 companies
- Industrial distribution (MRO) 16 companies
and 50 industries more
- Professional services and HR 40 companies
- Risk data and analytics 10 companies
- Airlines 21 companies
- Electronic and space defense 13 companies
- Logistics and air freight 24 companies
- Industrial automation 7 companies
- Commercial services (uniforms and support) 6 companies
- Mission-critical communications and public safety 15 companies
- Equipment rental 9 companies
- Auto parts (manufacturers) 39 companies
- Data center infrastructure 6 companies
- Shipping and barges 57 companies
- Aircraft spare parts 10 companies
- Electromechanical components 6 companies
- Pumps, valves and fluid handling 16 companies
- Industrial filtration 11 companies
- Technology distribution 15 companies
- Heavy trucks 9 companies
- Tools and equipment 12 companies
- IT services for defense and government 14 companies
- Rail equipment 5 companies
- Aircraft and railcar leasing 4 companies
- Compressors and process equipment 3 companies
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- Airport concessions 4 companies
- Elevators and escalators 1 company
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- Warehouse and service robotics 5 companies
- Business services (diversified) 12 companies
- Facilities and building maintenance 5 companies
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- Welding and cutting 3 companies
- Building security and locks 9 companies
- Electric motors and automation 2 companies
- Labels and identification 6 companies
- Security and cash handling 10 companies
- Electric air mobility (eVTOL) 7 companies
- Funeral services 3 companies
- Aircraft maintenance (MRO) 3 companies
- Simulation and training 3 companies
- Energy storage (batteries) 16 companies
- Satellite Earth observation 5 companies
- Office furniture and workplaces 4 companies
- Professional employer organizations (PEO) 3 companies
- Guns and ammunition 8 companies
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- Tires 2 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.