Supply Chains to Admire 2025 - v1.0

31 SUPPLY CHAINS TO ADMIRE | 2025

31

Aerospace and Defense Industry

For 2025, Lockheed Martin and Northrup Grumman place in the winner circle for three consecutive years. With investment in war, growth increased 12% while operating margin declined by 3% and inventory turns and ROCE showed a slight decline.

Table 16. Industry Averages for the Aerospace Sector for the Period of 2015-2024

INDUSTRY: Aerospace & Defense

COMPANY INFORMATION

IMPROVEMENT

PERFORMANCE

VALUE

MARKET CAPITALIZIATION PER EMPLOYEE

PRICE TO BOOK

RETURN ON CAPITAL EMPLOYED

GROWTH (Year Over Year Revenue)

SUPPLY CHAIN FUNDAMENTAL SCORE

INVENTORY TURNS

OPERATING MARGIN

SUPPLY CHAIN INDEX

2024 REVENUE

NAME

2015 - 2024

AAR Corp

$ 2,319

3

25

3.7%

2.92

4.3%

5.5%

1.51 273,764

AIRBUS Group

$ 74,931

3

16

0.1%

1.95

4.6%

6.6%

9.35 652,538

Astronics

$ 795

4

14

3.8%

3.40

3.0%

4.4%

2.38 289,326

BAE Systems

$ 33,628

6

15

3.1%

8.12

9.3%

11.4%

3.79 312,653

BOEING

$ 66,517

2

23

-2.1%

1.11

-1.7%

3.6%

76.30 895,709

Bombadier

$ 8,665

2

5

-5.6%

2.28

3.9%

-0.1%

0.00 132,396

BWX Technologies

$ 2,704

4

24

6.5%

0.00

14.5%

21.2%

13.66 813,409

Ducommun

$ 787

4

8

1.2%

3.88

6.1%

5.9%

1.42 215,487

Embraer

$ 6,395

2

11

7.3%

1.72

3.0%

2.4%

1.16 182,216

General Dynamics

$ 47,716

6

7

4.6%

4.79

11.6%

15.3%

3.81 536,703

Heico

$ 3,858

5

12

13.8%

2.54

20.9%

14.5%

6.31 1,920,896

Hexcel Corp

$ 1,903

5

9

1.6%

4.65

12.6%

10.5%

3.54 866,637

Huntington Ingalls Industries

$ 11,535

5

2

5.3%

43.96

8.4%

14.5%

4.08 206,806

L3 Technologies

$ 21,325

3

3

18.5%

8.37

12.5%

7.8%

3.01 881,441

Lear Corp

$ 23,306

4

13

3.1%

13.96

5.3%

14.8%

2.20 53,556

Leonardo SPA

$ 19,226

5

18

1.7%

3.02

6.3%

7.3%

1.16 143,337

Lockheed Martin

$ 71,043

6

1

6.0%

15.28

12.5%

20.5%

25.04 849,299

Magellan Aerospace Corp

$ 942

4

18

1.9%

3.72

6.9%

7.9%

1.09 201,081

National Presto Industries

$ 388

6

16

1.4%

2.08

14.0%

13.3%

1.81 639,554

Northrop Grumman

$ 41,033

4

10

5.7%

32.06

11.1%

16.0%

5.76 653,721

Raytheon

$ 80,738

2

21

5.5%

4.65

9.2%

6.9%

1.90 500,138

Spirit AeroSystems Holdings

$ 6,317

2

21

2.6%

3.97

-1.6%

1.5%

3.83 356,234

TAT Technologies

$ 152

4

4

8.0%

1.84

1.2%

2.5%

0.95 152,437

TransDigm Group

$ 7,940

4

20

13.4%

1.92

40.4%

14.5%

0.00 2,219,258

Woodward

$ 3,324

5

6

5.9%

3.73

11.4%

10.6%

3.48 723,114

MEAN WITH OUTLIERS

$ 21,499

4

4.7%

7.04

9.2%

9.6%

7.10 586,868

MEAN WITHOUT OUTLIERS

4.2%

4.03

8.0%

9.7%

2.37 605,349

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