Boeing, GE, and 10 Additional Stocks to Capitalize on Aerospace and Defense 'Megatrends'
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 12 2025
0mins
Should l Buy BA?
Source: Barron's
- Citi's New Analyst: Citi has appointed a new analyst focused on the aerospace and defense sector.
- Positive Outlook: The analyst expresses a bullish perspective on the future of the aerospace and defense industry.
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 224.120
Low
150.00
Averages
269.14
High
298.00
Current: 224.120
Low
150.00
Averages
269.14
High
298.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
U.S. Department of Defense's New Contracts Highlight Modernization Investments
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- L3 Technologies Contract: L3 Harris Maritime Services and others received a combined $49 million contract for engine room control system maintenance on Military Sealift Command vessels, with a five-year ordering period, indicating a long-term commitment to naval vessel maintenance.
- Night Vision Device Development: L3 Technologies was awarded a $465 million Army contract for the development and testing of binocular night observation devices, expected to be completed by February 27, 2033, underscoring the Army's strategic investment in enhancing nighttime operational capabilities.
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- Rising Demand for Counter-Drone Tech: With Iran deploying low-cost long-range drones against U.S. targets, BTIG analysts note that production and distribution of counter-drone systems are increasing to address escalating threats, with AeroVironment and Leonardo DRS positioned as primary beneficiaries.
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- Webcast Availability: The event will be accessible via webcast, with investors able to find the live stream and subsequent transcripts in the Events and Presentations section of Boeing's investor website, ensuring transparency and accessibility of information.
- Investor Interaction Encouraged: Boeing encourages participants to verify their access to the webcast prior to the event, aiming to enhance investor engagement and understanding of the company's strategies.
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See More
Boeing CFO to Speak at Bank of America Conference
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- Investor Engagement: Participants are encouraged to verify their access to the webcast prior to the event, reflecting Boeing's commitment to maintaining strong investor relations and engagement.
- Transparency Commitment: A transcript of the event will be made available afterward, further enhancing transparency between the company and its investors, aiding them in understanding Boeing's business developments and market strategies.
See More
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- Webcast Availability: The event will be accessible via a webcast on Boeing's investor website under the Events and Presentations section, ensuring that investors can receive real-time updates on the company's latest developments and financial information.
- Investor Engagement: Boeing encourages participants to verify access to the webcast prior to the event, demonstrating the company's commitment to investor relations and ensuring a smooth experience for attendees.
- Media Contacts: Boeing has provided contact information for both Investor Relations and Media Relations, facilitating further communication and information exchange before and after the conference, thereby enhancing transparency and trust.
See More
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- Navy Contract Award: Hornbeck Offshore Operators has been awarded a $291.7 million Navy contract for the operation and maintenance of four government-owned Transportation Auxiliary General Submarine Escort vessels, set to conclude on August 31, 2031, if all options are exercised, highlighting the Pentagon's ongoing investment in naval modernization.
- Boeing Contract Update: Boeing secured a $166.8 million Navy contract to provide engineering analysis and software maintenance for P-8A systems, with work expected to be completed by December 2030, reflecting a strong emphasis on enhancing naval software and hardware capabilities to address obsolescence issues.
- L3 Technologies Contract: L3 Harris Maritime Services and others received a combined $49 million contract for engine room control system maintenance on Military Sealift Command vessels, with a five-year ordering period, indicating a long-term commitment to naval vessel maintenance.
- Night Vision Device Development: L3 Technologies was awarded a $465 million Army contract for the development and testing of binocular night observation devices, expected to be completed by February 27, 2033, underscoring the Army's strategic investment in enhancing nighttime operational capabilities.
See More
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- Steady Performance: TJX Companies has seen its stock rise approximately 30% over the past year, demonstrating strong performance in the retail market, particularly in the discount retail sector, which is expected to continue attracting investor interest.
- Competitive Advantage: Despite Ross Stores' better-than-expected quarterly results, TJX's scale and negotiating power provide a clear advantage in inventory acquisition, with the CEO indicating a slowdown in purchasing to manage market supply, reflecting confidence in future growth.
- Valuation Debate: TJX's price-to-earnings ratio stands at about 31 times, significantly higher than the S&P 500's 21 times; however, analysts argue that its consistency and best-in-class status justify this premium valuation, further solidifying investor confidence.
- Buyer Capability: With over 1,400 buyers, TJX can prioritize acquiring excess inventory in the market, and the CEO noted that this capability gives the company a competitive edge in pricing, further driving sales growth and market share expansion.
See More
Geopolitical Conflict Boosts Drone Demand
- Drone Market Growth: Analysts indicate that the Ukraine-Russia war has driven demand for drone systems, which is expected to enhance the sector's attractiveness, particularly as U.S. investment in unmanned systems increases.
- Rising Demand for Counter-Drone Tech: With Iran deploying low-cost long-range drones against U.S. targets, BTIG analysts note that production and distribution of counter-drone systems are increasing to address escalating threats, with AeroVironment and Leonardo DRS positioned as primary beneficiaries.
- Increased Defense Budget: The fiscal 2025 National Defense Authorization Act raised the budget for counter-drone programs by approximately $336 million, reflecting the U.S. government's commitment to unmanned systems, especially in countering emerging threats.
- Optimistic Market Outlook: AeroVironment is projected to capture hundreds of millions in market opportunities, particularly after the U.S. military selected its counter-drone systems, and analysts' strong buy ratings reflect confidence in the company's future growth prospects.
See More
Boeing CFO to Speak at BofA Conference
- Conference Speaking Engagement: Boeing's CFO Jay Malave is scheduled to speak at the Bank of America Global Industrials Conference on March 17 at 9:50 a.m. ET, highlighting the company's strategic direction and financial health in the industrial sector.
- Webcast Availability: The event will be accessible via webcast, with investors able to find the live stream and subsequent transcripts in the Events and Presentations section of Boeing's investor website, ensuring transparency and accessibility of information.
- Investor Interaction Encouraged: Boeing encourages participants to verify their access to the webcast prior to the event, aiming to enhance investor engagement and understanding of the company's strategies.
- Media Relations Contact: Boeing has also provided media relations contact information to ensure effective communication with the media during the conference, further strengthening the interaction between the company, investors, and the media.
See More
Boeing CFO to Speak at Bank of America Conference
- Conference Details: Boeing's CFO Jay Malave will speak at the Bank of America Global Industrials Conference on March 17 at 9:50 a.m., highlighting the company's strategic positioning and financial health in the industry.
- Webcast Availability: The event will be accessible via a webcast on Boeing's investor relations website, ensuring that investors can receive real-time updates on the company's latest developments and financial information.
- Investor Engagement: Participants are encouraged to verify their access to the webcast prior to the event, reflecting Boeing's commitment to maintaining strong investor relations and engagement.
- Transparency Commitment: A transcript of the event will be made available afterward, further enhancing transparency between the company and its investors, aiding them in understanding Boeing's business developments and market strategies.
See More
Boeing CFO to Speak at Bank of America Conference
- Conference Details: Boeing's CFO Jay Malave will speak at the Bank of America Global Industrials Conference on March 17 at 9:50 a.m. ET, highlighting the company's strategic direction and financial health in the industrial sector.
- Webcast Availability: The event will be accessible via a webcast on Boeing's investor website under the Events and Presentations section, ensuring that investors can receive real-time updates on the company's latest developments and financial information.
- Investor Engagement: Boeing encourages participants to verify access to the webcast prior to the event, demonstrating the company's commitment to investor relations and ensuring a smooth experience for attendees.
- Media Contacts: Boeing has provided contact information for both Investor Relations and Media Relations, facilitating further communication and information exchange before and after the conference, thereby enhancing transparency and trust.
See More
