Market Eyes LiveDefense Stocks, Rated
Defense covers the prime contractors that hold the large programs, the component and subsystem suppliers beneath them, and a newer group of software and autonomy companies selling into the same budgets. Revenue visibility here is unusually long, which changes how the group should be read.
Every score below is free. 20 defense stocks scored on the same eight factors, updated as the data changes.
Ranked by composite score
Ranked highest to lowest by MELANY composite score, a 0 to 100 reading from eight factors. Each row links to the full breakdown and the live price. Ratings are a dated snapshot, most recently computed 2026-08-20.
These tiers are algorithmic research readings, not a recommendation to buy or sell any security, and not personalized investment advice. Ranking order is not a suggested purchase order.
What is in the app for these 20 companies
The score and the eight factors behind it are open on every company page. The trade plan is the part that is not: one suggested entry price per company, the stop, the targets, and an alert when a name enters its entry zone. That unlocks free when you create an account.
What changed in the past month
4 of 20 companies in this group have a scoring history going back a month, and 4 of those changed. All 4 are below: 4 lower.
- -14Palantir Technologies Inc. Class A (PLTR): Highest Conviction to Very Promising, score fell 14 points to 56.
- -6RTX Corporation (RTX): score fell 6 points to 56.
- -4Lockheed Martin Corp. (LMT): score fell 4 points to 57.
- -2GE Aerospace (GE): score fell 2 points to 54.
Measured against each company's rating about 30 days ago. A tier change is reported as a move between named tiers; the score is what carries the direction. Runner is a short-term momentum flag, not a rung above or below any other tier.
What moves this group
Government budget cycles and multi-year program awards are the fundamental driver, and they move slowly, which is why this group is usually judged on valuation and quality rather than momentum. Backlog conversion and fixed-price contract exposure separate the primes. The newer software-led names trade far more on headlines than the primes do.
Also searched as: defense stocks, defense contractors, aerospace and defense shares, military suppliers.
How Market Eyes Live scores these companies
Every company on this page is scored by MELANY, our own engine, which reads regulatory filings and market data and produces a composite score from 0 to 100 across eight factors: valuation, business quality, price momentum, earnings track record, analyst sentiment, catalyst setup, risk-adjusted profile and macro fit.
Each score maps to a conviction tier rather than a buy or sell call. Established companies with enough financial history are judged on fundamentals. Pre-profit or thin-data companies are judged on a separate speculative path that leans on momentum and theme strength, because there are not enough fundamentals to read. That is why two names with similar scores can carry very different risk.
Frequently asked questions
What makes defense different from other industrials?
Contract length. A large program can lock revenue for years, which makes backlog a more reliable signal than quarterly demand.
Are the newer autonomy and software names scored the same way?
Not always. Pre-profit or thin-data names are scored on a speculative path weighted toward momentum and theme strength.
How current are these ratings?
Each row shows the date its rating was computed. The list is refreshed on a rolling schedule.
Free account, no card. The scores stay free; the entry prices unlock.