Commercial aerospace
Builds, supplies, services or leases commercial aircraft and engines as airlines grow and renew their fleets.
Airlines keep adding and replacing aircraft, and every aircraft needs parts and servicing for decades. This theme covers aircraft and engine makers, parts suppliers, repair and overhaul shops, and aircraft lessors.
Companies
53
Core
38
With a moat
68%
Average quality
44
9 wide moat · 27 narrow moat · 17 no moat · Open in screener →
Core The theme describes the company's main business. Partial A meaningful part of the business, but not the main one.
Companies
| Company | Exposure | Industry | Moat | Quality | Market cap |
|---|---|---|---|---|---|
| GE GENERAL ELECTRIC CO | Core | Aerospace & Defense | Wide | 62 | $323.0B |
| RTX RTX Corp | Core | Aerospace & Defense | Wide | 57 | $258.9B |
| BA BOEING CO | Core | Aerospace & Defense | Wide | 27 | $151.3B |
| HWM Howmet Aerospace Inc. | Core | Aerospace & Defense | Narrow | 67 | $87.7B |
| HON HONEYWELL INTERNATIONAL INC | Core | Conglomerates & Holding Companies | Wide | 57 | $66.6B |
| TDG TransDigm Group INC | Core | Aerospace & Defense | Wide | 80 | $63.2B |
| HEI HEICO CORP | Core | Aerospace & Defense | Wide | 70 | $43.0B |
| ATI ATI INC | Core | Metals, Mining & Steel | Narrow | 43 | $25.8B |
| AER AerCap Holdings N.V. | Core | Distributors & Equipment Rental | Narrow | 64 | $25.0B |
| WWD Woodward, Inc. | Core | Aerospace & Defense | Narrow | 61 | $19.4B |
| CRS CARPENTER TECHNOLOGY CORP | Core | Metals, Mining & Steel | Narrow | 62 | $18.7B |
| FTAI FTAI Aviation Ltd. | Core | Aerospace & Defense | Narrow | 54 | $16.8B |
| EMBJ EMBRAER S.A. | Core | Aerospace & Defense | Narrow | 40 | $13.2B |
| TXT TEXTRON INC | Core | Aerospace & Defense | Narrow | 55 | $13.1B |
| CAE CAE INC | Core | Aerospace & Defense | Narrow | 43 | $8.1B |
| SARO StandardAero, Inc. | Core | Aerospace & Defense | Wide | 46 | $7.1B |
| HXL HEXCEL CORP /DE/ | Core | Aerospace & Defense | Narrow | 42 | $6.9B |
| LOAR Loar Holdings Inc. | Core | Aerospace & Defense | Wide | 60 | $5.8B |
| JOBY Joby Aviation, Inc. | Core | Aerospace & Defense | None | 18 | $4.5B |
| VSEC VSE CORP | Core | Aerospace & Defense | Narrow | 45 | $4.4B |
| BETA BETA Technologies, Inc. | Core | Aerospace & Defense | None | 22 | $4.2B |
| AIR AAR CORP | Core | Aerospace & Defense | Narrow | 44 | $4.0B |
| ACHR Archer Aviation Inc. | Core | Aerospace & Defense | None | 16 | $3.1B |
| ATRO ASTRONICS CORP | Core | Aerospace & Defense | Narrow | 40 | $2.7B |
| DCO DUCOMMUN INC /DE/ | Core | Aerospace & Defense | Narrow | 37 | $2.6B |
| WLFC WILLIS LEASE FINANCE CORP | Core | Distributors & Equipment Rental | None | 42 | $784M |
| PKE PARK AEROSPACE CORP | Core | Aerospace & Defense | None | 45 | $577M |
| EVEX Eve Holding, Inc. | Core | Aerospace & Defense | None | 11 | $561M |
| TATT TAT TECHNOLOGIES LTD | Core | Aerospace & Defense | None | 33 | $511M |
| BUKS BUTLER NATIONAL CORP | Core | Aerospace & Defense | None | 66 | $310M |
| ASLE AerSale Corp | Core | Aerospace & Defense | None | 22 | $252M |
| SIF SIFCO INDUSTRIES INC | Core | Aerospace & Defense | None | 18 | $130M |
| EH EHang Holdings Ltd | Core | Aerospace & Defense | None | 26 | $100M |
| EVTL Vertical Aerospace Ltd. | Core | Aerospace & Defense | None | 16 | $91M |
| CVU CPI AEROSTRUCTURES INC | Core | Aerospace & Defense | None | 23 | $63M |
| XTIA XTI Aerospace, Inc. | Core | Software | None | 14 | $29M |
| AIRI AIR INDUSTRIES GROUP | Core | Aerospace & Defense | None | 12 | $12M |
| HOVR New Horizon Aircraft Ltd. | Core | Aerospace & Defense | None | 16 | — |
| ETN Eaton Corp plc | Partial | Electrical Equipment & Power | Narrow | 61 | $152.1B |
| PH Parker-Hannifin Corp | Partial | Machinery | Narrow | 60 | $121.8B |
| GD GENERAL DYNAMICS CORP | Partial | Aerospace & Defense | Wide | 58 | $92.3B |
| GRMN GARMIN LTD | Partial | Household Durables & Leisure Products | Narrow | 77 | $55.2B |
| CW CURTISS WRIGHT CORP | Partial | Aerospace & Defense | Narrow | 59 | $18.4B |
| RBC RBC Bearings INC | Partial | Machinery | Narrow | 62 | $16.0B |
| CR Crane Co | Partial | Machinery | Narrow | 58 | $11.9B |
| MOG-A MOOG INC. | Partial | Aerospace & Defense | Narrow | 49 | $11.7B |
| ESE ESCO TECHNOLOGIES INC | Partial | Machinery | Narrow | 56 | $6.5B |
| CSTM CONSTELLIUM SE | Partial | Metals, Mining & Steel | Narrow | 44 | $5.0B |
| SKYW SKYWEST INC | Partial | Airlines | Narrow | 44 | $3.5B |
| SXI STANDEX INTERNATIONAL CORP/DE/ | Partial | Machinery | Narrow | 56 | $3.2B |
| AIN ALBANY INTERNATIONAL CORP /DE/ | Partial | Machinery | Narrow | 43 | $1.7B |
| ALOT AstroNova, Inc. | Partial | Computer Hardware & Storage | Narrow | 40 | $225M |
| AIRT AIR T INC | Partial | Trucking, Logistics & Delivery | None | 24 | $72M |
53 companies.
Price versus fair value for every company is in the screener.