Global inflation pressures, higher oil prices and ongoing geopolitical tensions have pushed investors to look more closely at companies tied to Aerospace and Defense, where demand is often linked to long term security and infrastructure priorities. The Aerospace And Defense screener focuses on businesses that manufacture equipment or provide critical services to this space, giving you a practical way to filter a complex sector into a manageable watchlist. In this article, you will see 3 stocks from this screener, with a clear breakdown of how each fits into today’s macro backdrop and what type of investor they might suit.

Archer Aviation (ACHR)

Overview: Archer Aviation develops electric vertical takeoff and landing aircraft designed to serve urban air taxi routes and related commercial and defense missions in the United States and overseas, aiming to move short distance trips from roads to the air. Based in San Jose, the company is building both the aircraft and the supporting technologies and services needed to operate them at scale.

Market Cap: US$4.03b

Archer Aviation provides exposure to early stage urban air mobility and defense platforms at a time when it is progressing through FAA certification, building a backlog with major airlines and governments, and broadening into higher margin software and AI tools such as its Zee aviation model. Recent news around the Thunder hybrid VTOL program with Anduril and participation in the White House eVTOL initiatives highlight how Archer is positioning across both commercial and defense budgets. At the same time, revenue today is minimal, losses are large and management is guiding to sizable EBITDA losses, so the path to self funding is uncertain. For investors who can tolerate dilution and regulatory risk, Archer’s mix of valuation signals and multiple potential revenue streams may warrant a closer look.

Archer Aviation’s push into urban air mobility, software and defense contracts is attracting attention, but the real story sits in its cash burn, potential dilution and certification hurdles. Get the full context in the 2 key rewards and 3 important warning signs

Moog (MOG.A)

Overview: Moog is a long established aerospace and industrial company that supplies precision motion control systems and critical components used in military and commercial aircraft, space vehicles, defense platforms and industrial automation. Its technology sits inside everything from missiles and satellites to medical devices and heavy machinery, making it a key behind the scenes supplier to multiple end markets.

Operations: Moog generates revenue across four main segments, with US$1.23b from Space and Defense, US$1.01b from Industrial, US$984.68m from Commercial Aircraft and US$943.77m from Military Aircraft.

Market Cap: US$12.54b

Moog offers a mix of defense exposure, industrial automation and aerospace aftermarket services that has supported recurring revenue and higher margins, reflected in 33% earnings growth over the past year and a net profit margin of 6.8%. The company is investing in R&D and acquisitions in areas like hypersonics and optoelectronics, while new partnerships in Europe and counter UAS systems show how Moog is tying itself into long duration defense programs. At the same time, a high P/E multiple, heavy reliance on debt funding and ongoing tariff and cash flow pressures mean execution needs to be tight. If you want to see how these positives and risks balance out for Moog, the 2 key rewards and 2 important warning signs

Moog’s accelerating earnings, high P/E, and debt-heavy funding raise an obvious question: is the market pricing the full story or missing key pressure points in the 2 key rewards and 2 important warning signs?

Boeing (BA)

Overview: Boeing is one of the largest global aerospace companies, producing commercial jetliners, military aircraft, satellites, missile defense systems, and space flight hardware, and then supporting those fleets with services and parts over their full lifecycles.

Operations: Boeing generates most of its revenue from Commercial Airplanes at about US$42.6b, followed by Defense, Space & Security at US$28.5b and Global Services at US$21.2b, with smaller unallocated adjustments.

Market Cap: US$165.1b

Boeing sits at the center of the recovery in global air travel, with a commercial aircraft backlog reported as exceeding US$500b and fresh orders across 737 MAX and 787 programs, while its defense and space contracts add another layer of multi year visibility. At the same time, the company is still working through production delays, supply chain issues and loss making commercial programs, all on top of a sizeable US$53.3b debt load that makes cash generation and margin repair critical. For investors who can handle volatility, the mix of strong aircraft demand, expanding Global Services and ongoing efforts to stabilize production raises an important question about how much of Boeing’s potential is already priced in.

Boeing’s large order book and efforts to repair margins could be masking a very different earnings path than headlines suggest. The analyst forecasts for Boeing hints at one crucial swing factor investors often overlook.

The three stocks covered here are only a small sample, with the full Aerospace And Defense screener surfacing 66 more companies that each carry their own catalysts, risks and narratives in the Aerospace And Defense screener. Use Simply Wall St to identify, filter and analyze exactly the types of contracts, balance sheet profiles and growth drivers that match your thesis so you can focus on the highest conviction ideas in this sector.

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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.