By the StockSemáforo model · Updated July 15, 2026
Defense is the visibility business: decade-long government contracts, giant order backlogs and a customer that doesn't go bankrupt. In exchange, margins are moderate and growth is tied to public budgets, not the economic cycle. This decade's global rearmament has turned a boring sector into one of the most sought-after — with the usual effect on prices.
This ranking sorts by fundamental quality, not by whether a stock is cheap or expensive: an excellent company can be expensive. To find the fair price, enter its quote in the analyzer. The scores recompute on their own with each new SEC filing.
LDOS
78
quality /100
Leidos is the American government's largest technology-services contractor: Pentagon IT systems, airport scanners, veterans' healthcare and cyberdefense.
See full analysis →TDG
76
quality /100
TransDigm makes aircraft components almost nobody else makes: proprietary parts flying on virtually every commercial and military aircraft, which only it can replace.
See full analysis →70
quality /100
Northrop Grumman is the defense contractor of the most advanced stuff: the B-21 stealth bomber, Sentinel intercontinental missiles, satellites and missile defense.
See full analysis →68
quality /100
General Dynamics is one of the big U.S.
See full analysis →67
quality /100
RTX (formerly Raytheon) is one of the world's largest aerospace and defense groups.
See full analysis →TXT
63
quality /100
Textron is the mid-sized aviation conglomerate: Cessna business jets, Bell helicopters — winners of the program replacing the US Army's Black Hawk — and specialty vehicles.
See full analysis →59
quality /100
L3Harris Technologies is America's sixth big defense contractor: military radios, electronic warfare, satellites and — after buying Aerojet — the rocket motors of American missiles.
See full analysis →AXON
57
quality /100
Axon Enterprise is the company behind Taser weapons and police body cameras: the less-lethal weapon, the camera that records and the cloud (Evidence.com) where all police video lives.
See full analysis →56
quality /100
Lockheed Martin is the world's largest defense contractor: it builds the F-35 fighter, missiles, helicopters and space systems, almost all for the U.S.
See full analysis →51
quality /100
Huntington Ingalls is the American navy's shipyard: the United States' only builder of nuclear aircraft carriers and one of its two submarine builders.
See full analysis →To understand it better
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