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Theme

Defense primes

The incumbent prime contractors anchoring defense budgets and large platforms.

Defense primes are the established contractors that win and integrate the largest platform programs. They anchor national defense budgets and span aircraft, ships, space, and electronics.

Companies · 25

Thales S.A.HO
Market cap$56B
Conviction5 / 5
Defense IT & servicesDefense primes
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Saab ABSAAB-B
Market cap$34B
Conviction5 / 5
Defense primesISRLoitering munitions
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GE AerospaceGE
Market cap$332B
Conviction5 / 5
Aerospace componentsDefense primes
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Safran S.A.SAF
Market cap$158B
Conviction5 / 5
Aerospace componentsDefense primes
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81
TransDigm Group IncorporatedTDG
Market cap$62B
Conviction5 / 5
Aerospace componentsDefense primes
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96
General Dynamics CorporationGD
Market cap$93B
Conviction5 / 5
Defense primes
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99
Lockheed Martin CorporationLMT
Market cap$121B
Conviction5 / 5
Defense primesHypersonics
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RTX CorporationRTX
Market cap$259B
Conviction5 / 5
Defense primes
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Rheinmetall AGRNMBY
Market cap$54B
Conviction4 / 5
Defense primes
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BAE Systems plcBAESY
Market cap$78B
Conviction4 / 5
Defense primes
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HEICO CorporationHEI
Market cap$17B
Conviction4 / 5
Aerospace componentsDefense primes
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94
Northrop Grumman CorporationNOC
Market cap$73B
Conviction4 / 5
Defense primesAutonomous systems
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Kongsberg Gruppen ASAKOG
Market cap$31B
Conviction4 / 5
Defense primesLoitering munitions
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Huntington Ingalls Industries, Inc.HII
Market cap$11B
Conviction4 / 5
Defense primes
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Dassault Aviation SAAM
Market cap$26B
Conviction4 / 5
Defense primesAerospace components
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83
Curtiss-Wright CorporationCW
Market cap$20B
Conviction4 / 5
Defense primesAerospace components
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97
L3Harris Technologies, Inc.LHX
Market cap$45B
Conviction4 / 5
Defense primesISR
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Elbit Systems Ltd.ESLT
Market cap$35B
Conviction4 / 5
Defense primesDrones & UASISR
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Hensoldt AGHAG
Market cap$10B
Conviction4 / 5
ISRDefense primes
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RENK Group AGR3NK
Market cap$4.8B
Conviction4 / 5
Defense primes
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Rolls-Royce Holdings plcRR
Market cap$164B
Conviction4 / 5
Aerospace componentsDefense primes
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96
Textron Inc.TXT
Market cap$13B
Conviction4 / 5
Defense primesAerospace components
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Leonardo DRS, Inc.DRS
Market cap$10.0B
Conviction3 / 5
ISRDefense primes
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99
The Boeing CompanyBA
Market cap$158B
Conviction3 / 5
Defense primes
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Mercury Systems, Inc.MRCY
Market cap$5.0B
Conviction3 / 5
Defense primesISR
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