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3 Defense Stocks With Big Order Backlogs

August 14, 2026

2 min read

Key Takeaways

Rheinmetall has a €80.4b order backlog.
Archer Aviation has a reported order book of over US$3.5b.
Redwire has a backlog of about $542 million.

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Strategic Implications

These defense stocks may indicate a shift in investor focus towards companies with strong order backlogs and exposure to long-term demand, which could signal confidence in sustained defense spending despite economic headwinds. The focus on emerging technologies such as electric vertical takeoff and landing aircraft and space-based systems suggests a potential for growth and innovation in the sector.

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What Happened

Rheinmetall And Two Other Defense Picks With Strong Fundamentals

Rheinmetall, Archer Aviation, and Redwire are three defense stocks that stand out due to their big order backlogs and strong fundamentals. Rheinmetall has a €80.4b order backlog, while Archer Aviation has a reported order book of over US$3.5b and Redwire has a backlog of about $542 million. These companies are well-positioned to benefit from long-term demand for defense capabilities, with a focus on emerging technologies such as electric vertical takeoff and landing aircraft and space-based systems. This article was first reported by Simply Wall St News.

Source | Originally Published: August 14, 2026

Companies Mentioned