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Jefferies Picks Top Aerospace and Defense Stocks

October 14, 2026

2 min read

Key Takeaways

Jefferies identifies six aerospace and defense stocks for growth.
Companies include Howmet Aerospace, DPC Holdings, and RTX Corporation.
Projected revenue growth rates range from 10% to 15% annually.
Significant free cash flow generation expected across the group.

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Strategic Implications

This selection may indicate a shift in investor confidence towards aerospace and defense stocks, suggesting a potential for long-term growth in the sector. The focus on production ramps, aftermarket expansion, and defense modernization programs could benefit these companies, which may drive industry-wide growth and investment.

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What Happened

Investment Firm Names Six Companies for Strong Multi-Year Growth

Jefferies has identified six aerospace and defense stocks positioned for strong growth through 2028, including Howmet Aerospace, DPC Holdings, and RTX Corporation. The investment firm’s top picks span commercial aerospace suppliers, integrated defense contractors, and satellite technology providers, with projected revenue growth rates ranging from 10% to 15% annually. According to Investing.com, these companies are expected to generate significant free cash flow, with some projected to reach EBITDA margins above 35% and free cash flow of approximately $2.8 billion.

Source | Originally Published: October 13, 2026

Companies Mentioned