Faircurve

Industry ยท Oct 2026

Aerospace & Defense stocks ranked by gap to the model's fair value

Faircurve's model values 26 aerospace & defense stocks. 25 of them are ranked below by the gap between the model's fair value and the last close, as of 31 Oct 2026: 5 read as Undervalued, 18 as Fairly valued and 2 as Overvalued. The median gap across the ranked names is +0.8%. The widest gaps above the price are SARO (+41.2%), AIR (+37.4%), TXT (+24.5%). The widest below it are VSEC (-20.6%), BA (-17.4%), HWM (-14.5%).

Valuations as of . Prices are the closes of 3 Nov 2026. The gap is the model's fair value against the price: a positive gap means the fair value is above the price. It states what the model concluded, not where the price goes next.

The ranking

RankCompanyLast closeModel fair valueGapModel verdictQuality scoreMarket value
1SARO StandardAero, Inc.$25.23$35.63+41.2%Undervalued65$7.7B
2AIR AAR Corp.$108.62$149.24+37.4%Undervalued61$4.0B
3TXT Textron Inc.$87.75$109.26+24.5%Undervalued58$14.7B
4AMTM Amentum Holdings, Inc.$22.38$27.66+23.6%Undervalued65$5.3B
5HONA Honeywell Aerospace Inc$157.50$185.60+17.8%Undervalued66$48.9B
6HII Huntington Ingalls Industries, Inc.$316.93$354.08+11.7%Fairly valued52$12.5B
7AVAV AeroVironment, Inc.$123.53$132.46+7.2%Fairly valued52$6.4B
8LMT Lockheed Martin Corporation$639.00$678.70+6.2%Fairly valued79$147.1B
9NOC Northrop Grumman Corporation$550.30$574.55+4.4%Fairly valued43$79.2B
10GD General Dynamics Corporation$374.50$390.92+4.4%Fairly valued78$100.8B
11HXL Hexcel Corporation$81.83$84.98+3.8%Fairly valued67$5.9B
12BWXT BWX Technologies, Inc.$131.82$133.50+1.3%Fairly valued60$12.0B
13TDG TransDigm Group Incorporated$1,208.04$1,217.60+0.8%Fairly valued51$63.4B
14LHX L3Harris Technologies, Inc.$277.67$278.09+0.2%Fairly valued46$51.7B
15CW Curtiss-Wright Corporation$497.76$495.22-0.5%Fairly valued77$17.6B
16MOG-A Moog Inc.$361.40$346.60-4.1%Fairly valued54$11.1B
17RTX RTX Corporation$203.82$195.36-4.2%Fairly valued55$269.6B
18AXON Axon Enterprise, Inc.$416.57$398.03-4.5%Fairly valued46$34.8B
19KTOS Kratos Defense & Security Solutions, Inc.$40.99$37.85-7.7%Fairly valued39$7.7B
20MRCY Mercury Systems, Inc.$80.32$72.06-10.3%Fairly valued47$4.7B
21GE GE Aerospace$320.67$281.69-12.2%Fairly valued68$313.1B
22WWD Woodward, Inc.$332.69$286.93-13.8%Fairly valued55$18.0B
23HWM Howmet Aerospace Inc.$223.12$190.77-14.5%Fairly valued61$79.5B
24BA The Boeing Company$173.31$143.07-17.4%Overvalued21$135.9B
25VSEC VSE Corporation$162.96$129.35-20.6%Overvalued30$4.1B

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Valued but not ranked

One name is valued but not ranked, for one of four reasons: the model grades the evidence as low or has not graded it yet, the inputs are under review, the gap is wider than 60%, or the valuation is more than three weeks old. The numbers are shown for reference.

CompanyLast closeModel fair valueGapWhy it is not rankedQuality scoreMarket value
NPK National Presto Industries, Inc.$151.69$146.71-3.3%Low evidence grade61$1.1B