Aerospace And Defense Stocks With Long Term Revenue Investors May Want to Watch

Oil prices moved higher on renewed Middle East risks, which keeps attention on energy security and defense readiness. That backdrop can feed interest in Aerospace And Defense stocks, where investor focus often turns to companies tied to long term government and security spending. This article highlights three stocks from our Aerospace And Defense screener that stand out on quality and business profile, so you can assess which might fit your portfolio.

The three Aerospace And Defense stocks below are just a starting sample. The full screen surfaced 301 more companies with equally compelling narratives that are not covered here. If you want to go broader and deeper on this theme, head straight to the Aerospace And Defense screener to identify, compare, and analyze the highest conviction ideas for your watchlist.

Safran (ENXTPA:SAF)

Overview: Safran is a French aerospace and defense group that supplies aircraft engines, landing gear, avionics, safety systems, and full cabin interiors for commercial and military aircraft worldwide, and also provides high margin maintenance, repair, and overhaul services. Its products power everything from narrowbody jets and helicopters to drones, making Safran a key supplier across much of global air travel and defense aviation.

Operations: Safran generates most of its revenue from Propulsion at about €17.3b, followed by Equipment & Defense at about €13.5b and Aircraft Interiors at about €3.3b, with only minor contributions from holding activities and currency hedges.

Market Cap: €148.2b

Safran may appeal to investors seeking exposure to both global air travel and defense spending, with sizeable revenue from propulsion and equipment that supports recurring aftermarket cash flows and a position in lower emission aircraft technologies. Analysts currently forecast earnings growth with high returns on equity, although the stock trades on a premium P/E, which can reduce the margin for error if supply chain, integration, or funding risks materialize. Recent news highlights H1 2026 revenue, updated guidance, and new partnerships in hybrid electric propulsion and 5G based navigation resilience. That combination of established assets, ongoing projects, and valuation considerations means Safran is a stock that some investors may wish to research further to see whether it aligns with their own objectives and risk tolerance.

Safran’s premium P/E and big propulsion footprint can make current earnings forecasts look either justified or stretched. To see what the market might be missing, start with the analyst forecasts for Safran and the piece of the story that could shift expectations next.

Build your own aerospace short list around stocks like Safran

Safran and the two other stocks in this article all came from a single screener, but the real edge is setting your own rules. Use our customisable Screener to mix metrics like valuation, growth, quality and risks into a watchlist that fits your style, or jump straight into any of our curated Investing Ideas.

York Space Systems (YSS)

Overview: York Space Systems designs, builds, and operates small satellites and full mission services for U.S. government and commercial customers, using its S CLASS, LX CLASS, and M CLASS platforms. The company also provides software and services that let customers plug in different payloads and manage entire constellations across the full mission lifecycle.

Operations: York Space Systems generates all of its approximately US$396 million in revenue from Aerospace & Defense activities in the United States.

Market Cap: US$1.4b

York Space Systems is positioned in the shift to large constellations in low Earth orbit, with a standardized satellite platform, in house propulsion and ground operations, and recent wins across certain U.S. defense programs and commercial networks. The stock trades at a discount to some estimated fair values, and the company is still reporting sizeable losses and relies entirely on higher risk borrowing for funding, which keeps execution risk front and center. With recent contract wins for SDA constellations, fresh index inclusion and a busy launch schedule through 2026, investors who can balance potential opportunities with funding, board tenure and volatility risks may find York worth a closer look.

York Space Systems sits where discounted valuation meets big contract wins and a crowded launch schedule. Get the full story with the 4 key rewards and 1 important major warning sign that could reframe how you see the risk and reward mix.

Redwire (RDW)

Overview: Redwire is a space infrastructure and defense technology company that supplies critical hardware, software, and in space manufacturing platforms for government and commercial missions, including sensors, avionics, satellite components, and uncrewed systems across multiple domains.

Market Cap: US$2.9b

Redwire provides exposure to several fast growing parts of the space and defense market. The company reports record quarterly revenue and a rising backlog, along with long dated contracts such as the SpaceX Starfall mission and SpaceMD’s in space pharmaceutical work using PIL BOX payloads. Facility expansions in Huntsville and Indiana indicate demand for Stalker UAS and space infrastructure, while the Edge Autonomy acquisition broadens the product base into more mature production programs. Set against that are ongoing losses, heavy reliance on external borrowing, board and management turnover, and shareholder dilution, which keep execution risk high. For investors seeking a space stock where growth, new business lines, and a stretched valuation all intersect, Redwire may warrant closer scrutiny.

Redwire’s space story is accelerating, while funding risk and shareholder dilution keep questions alive. Get the 2 key rewards and 3 important warning signs (2 are major!) that reveals what current contracts and the balance sheet might really be signalling.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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