3 Aerospace Stocks With Revenue Growth Up To 43%
AI drone maker Tekever’s multi billion dollar valuation highlights how conflict driven demand for surveillance, cyber security and unmanned systems is reshaping the wider aerospace and defense supply chain. That shift draws more attention to companies that build the hardware, software and services behind modern military and aviation capabilities. This article breaks down 3 stocks from this specialist screen that could help you target that theme with more focus.
The three aerospace and defense stocks below are just a starter set, and the full screen surfaced 313 more listed businesses with equally compelling narratives that sit outside this article. To go further, head straight into the Aerospace And Defense screener to identify, filter and analyze the highest conviction ideas in this theme.
Redwire (RDW)
Redwire is a pure space and defense technology play at the hardware level, building the sensors, avionics and mission platforms that sit inside satellites and uncrewed systems. This positioning places it directly in the path of growing demand for orbital infrastructure and modern military capabilities.
Redwire generates about US$208.9 million from its Space unit and US$217.4 million from Defense Tech, with a roughly balanced mix that reflects both orbital infrastructure and defense payload work, and the company carries a market value of about US$2.9b.
"The combination with Edge Autonomy and the shift to a scalable space and defense platform is already reflected in year-over-year revenue of US$103.4 million in Q3 2025 and adjusted gross margin of 27.1%. This financial profile may influence operating leverage and earnings as cost savings and lean programs affect SG&A."
What happens to Redwire’s margin story if a single pressure on that scaling thesis does not break the way current plans assume?
If that pressure point matters to you, read the full narrative for Redwire to see how Redwire’s scaling thesis, contracts and capital needs intersect beyond the headline margins.
General Electric (GE)
General Electric, now operating as GE Aerospace, is a heavyweight in jet propulsion for both airlines and defense customers, which places its engine programs squarely in the aerospace and defense supply chain.
GE Aerospace generates about US$37.7b from Commercial Engines & Services and roughly US$11.5b from Defense & Propulsion Technologies, with another US$1.4b reported as Corporate & Other, and the group is valued at around US$331.2b.
For investors focused on the Aerospace And Defense theme, General Electric offers exposure to the engines that keep both commercial fleets and military aircraft flying, with long service lives that can translate into extended MRO and spare parts revenue.
"Acceleration of next generation engine programs such as adaptive cycle engines and CCA propulsion, supported by rising defense book to bill of 1.7x and a Defense & Propulsion Technologies backlog above US$30b, points to multi year visibility on future defense revenue and contribution to segment profit."
What happens to General Electric’s earnings profile if one key assumption in that long dated defense and services backlog does not play out as expected?
If that scenario worries or excites you, go straight to the full narrative for General Electric to see how General Electric’s defense backlog, cash flows and risk factors really line up.
Boeing (BA)
Boeing is one of the most visible Aerospace And Defense stocks, with its Commercial Airplanes division supplying global passenger and cargo jets and its Defense, Space & Security arm building military aircraft and space systems. It generated about US$43.4b from Commercial Airplanes, US$29.4b from Defense, Space & Security and US$21.3b from Global Services, and carries a market value near US$156.3b.
Boeing matters for this theme because its jetliners and defense platforms sit at the center of global air travel and military capacity. The scale of that order book is where the real story starts to get interesting.
"Boeing's vast $522 billion commercial backlog, with 5,900 aircraft sold firm into the next decade, positions the company to disproportionately benefit from the expected doubling of global air travel demand by 2040, ensuring long-term revenue expansion that could materially outpace GDP growth and industry peers."
What happens to Boeing’s margin and cash flow picture if a single constraint on that long dated production ramp does not ease as planned?
If that single constraint is what you care about, read the full narrative for Boeing to see how Boeing’s backlog, execution risk and upside potential really stack up.
Curious About What You Might Be Missing?
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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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