Prime contractors that design, manufacture, integrate, and sustain large-platform aerospace and defense systems for the U.S. Government (the U.S. Department of Defense / DoD, also referred to in some current materials as the Department of War / DoW), allied governments via Foreign Military Sales (FMS) and Direct Commercial Sales (DCS), and commercial airlines. The cohort includes pure defense prim
| Ticker | Company | Their metric | Period | YoY | A year ago |
|---|---|---|---|---|---|
| NOC | Northrop Grumman Corporation | Net awards | FY2026-Q2 | +170.3% | -51.0% |
| KTOS | Kratos Defense & Security Solutions, Inc. | Unmanned Systems bookings | FY2026-Q2 | +182.5% | +23.7% |
| DRS | Leonardo DRS, Inc. | Advanced Sensing and Computing Bookings | FY2026-Q2 | +29.0% | -9.4% |
| MRCY | Mercury Systems, Inc. | Total Backlog | FY2026-Q4 | +35.7% | +5.3% |
| ATRO | Astronics Corporation | Backlog | FY2026-Q2 | +20.9% | +3.0% |
| MOG.B | MOOG INC. | Twelve-Month Backlog | FY2026-Q3 | +22.2% | +8.0% |
| LMT | Lockheed Martin Corporation | Book-to-bill ratio | FY2026-Q2 | +2.5% | -0.3% |
| TXT | Textron Inc. | Textron Aviation Jet Deliveries | FY2026-Q2 | -18.4% | +16.7% |
| BA | The Boeing Company | Commercial Airplanes deliveries | FY2026-Q2 | +14.0% | +63.0% |
A side-by-side appears only when three or more companies report the same metric in the same unit under their own definition. Companies are listed in value order, not ranked: whether a higher number is better is not asserted.