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140 companies matchUpdated with our data, free, no account

Aerospace and defence

Governments are rearming and the order books run for a decade. The customer cannot stop buying, and it also sets your margin.

Figure

Overall rating across the top 12 matches

GE67.0CPRT0.0CSX0.0CTAS0.0FAST0.0HON0.0ODFL0.0PCAR0.0VRSK0.0DE0.0EMR0.0ETN0.0Longer bar is better

Look at the spread, not the ranking. If the bars are all the same length, the screen is arbitrary: one point of overall rating separates a company that made the list from one that did not, and the cut is doing more work than the data supports. A long tail means the top few are genuinely exceptional and the rest merely qualified.

Figure

What this screen is really buying

Industrials
40

More than half of these companies are in one sector (Industrials). That is worth knowing: this screen has quietly become a sector bet, and if that sector re-rates, every name on the list moves together. Diversification comes from low correlation, not from the length of a list.

CompanyPriceRating
GE
GE Aerospace
$230.0067
CPRT
Copart Inc.
$0.000
CSX
CSX Corp.
$0.000
CTAS
Cintas Corp.
$0.000
FAST
Fastenal Co.
$0.000
HON
Honeywell International
$0.000
ODFL
Old Dominion Freight
$0.000
PCAR
PACCAR Inc.
$0.000
VRSK
Verisk Analytics
$0.000
DE
Deere & Co.
$0.000
EMR
Emerson Electric
$0.000
ETN
Eaton Corp.
$0.000
FDX
FedEx Corp.
$0.000
GD
General Dynamics
$0.000
ITW
Illinois Tool Works
$0.000
LMT
Lockheed Martin
$0.000
MMM
3M Co.
$0.000
NOC
Northrop Grumman
$0.000
RTX
RTX Corp.
$0.000
UNP
Union Pacific
$0.000
UPS
United Parcel Service
$0.000
WM
Waste Management
$0.000
ZTO
ZTO Express (ADR)
$0.000
BA.L
BAE Systems
£0.000
RR.L
Rolls-Royce Holdings
£0.000
EXPN.L
Experian plc
£0.000
FERG.L
Ferguson plc
£0.000
SIE.DE
Siemens AG
€0.000
AIR.PA
Airbus SE
€0.000
SU.PA
Schneider Electric
€0.000
DG.PA
Vinci SA
€0.000
SAF.PA
Safran SA
€0.000
ABBN.SW
ABB Ltd.
CHF0.000
MAERSK-B.CO
AP Moller-Maersk
kr0.000
ATCO-A.ST
Atlas Copco
kr0.000
VOLV-B.ST
Volvo AB
kr0.000
CNR.TO
Canadian National Railway
C$0.000
CP.TO
Canadian Pacific Kansas City
C$0.000
WCN.TO
Waste Connections
C$0.000
TCL.AX
Transurban Group
A$0.000

Showing the top 40 of 140 matches, ranked by the screen's own criteria.

Educational information, not financial advice, and not a recommendation to buy anything. A screen is a place to start reading, never a place to stop.