Sector
Aerospace
Commercial aviation keeps recovering and backlogs are long, while the space economy grows with cheaper launches, satellite constellations and lunar programs. Moves come from deliveries, launches and contracts.
Stocks
- BABoeingAvoid
Maker of commercial jets (737, 787) and defense and space systems. Deliveries and production quality drive the stock.
- HWMHowmet AerospaceWatch
Supplier of engineered components for aircraft engines and airframes, such as turbine blades and structural parts.
- TDGTransDigmHold
Designs and makes highly engineered aircraft components, with a large share of revenue from the aftermarket.
- SPCXSpaceXWatch
Reusable Falcon rockets, the Starship program and the Starlink satellite internet network.
- RKLBRocket LabWatch
Electron small-satellite launches, the Neutron rocket in development, and spacecraft and components.
- PLPlanet Labs
Operates a large Earth-observation satellite fleet and sells daily imagery and data to governments and companies.
- LUNRIntuitive Machines
Lunar landers, lunar data relay and NASA space infrastructure contracts.
- SPCEVirgin Galactic
Suborbital space flights for tourists and research, with a new fleet of spaceships in development.
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