$103B defense backlog
DefenseLong
RTX $103B defense orders backlog
Source: Gainify
$1470B by 2032 8.2% CAGR
IndustryLong
A&D global $1470B 2032 8.2% CAGR
Source: StartUs
$846B aerospace+def 2025
IndustryLong
A&D global market $846B 2025
Source: StartUs
3M MMM
Industrial ConglomMulti
3M MMM diversified industrial
Source: encyclopedia
3M MMM
ConglomMulti
3M MMM diversified + Aristocrat dividend King
Source: encyclopedia
80% out of warranty supply tight
AerospaceLong
80% in-service fleet out of warranty aftermarket
Source: Fidelity
ABB ABB Swiss
Industrial ConglomMulti
ABB Swiss-Swedish electrification
Source: encyclopedia
ABB ABBNY Swiss-Swedish
ConglomMulti
ABB ABBNY Swiss-Swedish electrification
Source: encyclopedia
AGCO AGCO agricultural
MachineryMulti
AGCO Massey Ferguson + Fendt
Source: encyclopedia
Aerojet acquired by L3Harris
DefenseMulti
L3Harris acquired Aerojet 2023
Source: encyclopedia
Airbus A320neo bestseller
AerospaceLong
Airbus A320neo bestseller
Source: encyclopedia
Airbus AIR European
AerospaceLong
Airbus AIR European A320neo + A350
Source: encyclopedia
Airbus EADSY European dominant
AerospaceLong
Airbus EADSY European leader 787 supply
Source: Ainvest
American Airlines AAL
TransportShort
American Airlines AAL US carrier highly leveraged
Source: encyclopedia
Anduril private
DefenseMulti
Anduril private defense AI startup
Source: encyclopedia
Astronics ATRO
AerospaceMulti
Astronics ATRO avionics
Source: encyclopedia
Avg fleet age 12.6Y up from 10.7Y
AerospaceLong
Average in-service fleet age 12.6Y vs 10.7Y 2017
Source: Fidelity
Aviation supercycle
AerospaceLong
Aviation supercycle multi-year demand
Source: Chronicle
Avis CAR
TransportMulti
Avis Budget CAR rental
Source: encyclopedia
B-21 Raider next-gen bomber
DefenseLong
Northrop B-21 Raider next-gen bomber
Source: Fool
BAE Systems BAESY UK defense
AerospaceMulti
BAE Systems BAESY UK defense largest
Source: encyclopedia
Boeing $2.8B NC3 satellites
AerospaceLong
Boeing $2.8B NC3 contract DoD 2025
Source: Fool
Boeing 737 MAX issues
AerospaceShort
737 MAX 2018+2019 crashes
Source: Fool
Boeing 737 MAX issues
AerospaceShort
Boeing 737 MAX quality + production issues
Source: Ainvest
Boeing BA commercial dominant
AerospaceMulti
Boeing BA commercial + defense + space
Source: Fool
Boeing BA commercial+defense
AerospaceMulti
Boeing BA commercial + defense
Source: Fool
Boeing strikes 2024
AerospaceShort
Boeing IAM strike 2024
Source: encyclopedia
Bombardier BBD-B business jets
AerospaceMulti
Bombardier business jets
Source: encyclopedia
Booz Allen BAH consulting
DefenseMulti
Booz Allen Hamilton BAH defense consulting
Source: encyclopedia
Builders FirstSource BLDR
ConstructionMulti
Builders FirstSource BLDR home construction
Source: encyclopedia
CAT $51B backlog 2026
ConstructionLong
Caterpillar $51B backlog through 2026
Source: Chronicle
CAT 32 consec years dividend
ConstructionLong
Caterpillar 32 consecutive years dividend hike
Source: Fool
CAT Energy & Transport +23% sales
ConstructionLong
CAT Energy & Transport +23% AI compute backup
Source: Chronicle
CAT diesel-electric locomotives
MachineryMulti
Caterpillar diesel-electric locomotives
Source: Fool
CAT industrial gas turbines
MachineryMulti
Caterpillar industrial gas turbines
Source: Fool
CAT-NVDA AI robotics partnership
ConstructionLong
CAT-NVDA partnership physical AI robotics 2026
Source: Fool
CN Canadian National
TransportMulti
Canadian National Railway CNI North American
Source: encyclopedia
CNH Industrial CNH
MachineryMulti
CNH Industrial CNH agri
Source: encyclopedia
CSX Corp
TransportMulti
CSX East rail
Source: encyclopedia
CSX East Coast rail
TransportMulti
CSX Corp Eastern US rail
Source: encyclopedia
Canadian National CNI
TransportMulti
Canadian National CNI rail
Source: encyclopedia
Canadian Pacific Kansas CP
TransportMulti
Canadian Pacific Kansas CP rail
Source: encyclopedia
Canadian Pacific Kansas City
TransportMulti
Canadian Pacific Kansas City CP Mexico-Canada rail
Source: encyclopedia
Carrier CARR HVAC
ConstructionMulti
Carrier CARR HVAC UTX spinoff 2020
Source: encyclopedia
Caterpillar #2 mkt cap
IndustryLong
Caterpillar CAT #2 industrials
Source: Fool
Caterpillar CAT diversified
MachineryLong
Caterpillar CAT construction + mining
Source: Fool
Caterpillar CAT heavy equipment
ConstructionLong
Caterpillar CAT heavy equipment global
Source: Fool
Collins Aerospace avionics
DefenseLong
Collins Aerospace avionics
Source: USNews
Collins commercial +13%
DefenseLong
Collins +13% commercial
Source: 247
Columbia + Virginia subs
DefenseLong
GD Columbia + Virginia subs
Source: Gainify
Cummins CMI engines
MachineryLong
Cummins CMI diesel engines
Source: encyclopedia
DE Construction & Forestry
MachineryMulti
DE Construction + Forestry
Source: encyclopedia
DFEN Direxion 3x Aerospace
AerospaceMulti
DFEN Direxion Daily Aerospace 3x
Source: encyclopedia
DFEN Direxion 3x Bull
ETFsMulti
Direxion DFEN 3x defense
Source: encyclopedia
DUSL 3x Industrials Direxion
SectorMulti
DUSL Direxion Daily Industrials Bull 3X
Source: ETFTrends
Deere DE agricultural
MachineryLong
Deere & Co DE agricultural machinery
Source: Fool
Deere DE largest ag equip
ConstructionLong
John Deere DE largest ag + construction equipment
Source: Fool
Delta Air Lines DAL
TransportMulti
Delta Air Lines DAL US #2 capacity
Source: encyclopedia
ETN $3T mega projects pipeline
ConglomLong
Eaton 860+ mega projects $3T pipeline
Source: Chronicle
Eaton ETN power management
ConglomLong
Eaton ETN power mgmt + Boyd Thermal Mar 2026
Source: Chronicle
Embraer EMBR3 regional jets
AerospaceMulti
Embraer ERJ Brazilian regional jets
Source: encyclopedia
Emerson Electric EMR
Industrial ConglomMulti
Emerson Electric EMR automation
Source: encyclopedia
Emerson Electric EMR
ConglomMulti
Emerson Electric EMR automation + Aristocrat
Source: encyclopedia
F-22 fighter
DefenseLong
LMT F-22 stealth fighter
Source: Fool
F-35 Joint Strike Fighter
AerospaceLong
F-35 Joint Strike Fighter LMT lead contractor
Source: Fool
F-35 fighter program
DefenseLong
LMT F-35 fighter program
Source: Fool
FY26 NDAA $924.7B
IndustryLong
FY26 NDAA $924.7B US military
Source: USNews
FedEx FDX
TransportMulti
FedEx FDX delivery
Source: encyclopedia
FedEx FDX freight
TransportMulti
FedEx FDX international + ground + freight
Source: Fool
GD Abrams tanks Stryker
DefenseLong
GD Abrams + Stryker
Source: Gainify
GE $190B backlog
AerospaceLong
GE Aerospace $190B backlog LEAP engine
Source: Chronicle
GE Aerospace #1 mkt cap
IndustryLong
GE Aerospace #1 industrials by mkt cap
Source: Fool
GE Aerospace GE engines
AerospaceLong
GE Aerospace LEAP + GEnx engines
Source: Fool
GE Aerospace GE largest
AerospaceLong
GE Aerospace GE largest industrials mkt cap
Source: Fool
GE HealthCare GEHC spinoff
AerospaceMulti
GE HealthCare GEHC 2024 spinoff
Source: Fool
GE Vernova GEV power equip
AerospaceLong
GE Vernova GEV power + renewables 2024 spinoff
Source: Fool
GE/RTX Vernova HealthCare split
AerospaceMulti
GE 2024 split into 3 companies
Source: Fool
GFL Environmental GFL
WasteMulti
GFL Environmental GFL Canadian + US
Source: encyclopedia
General Dynamics GD
DefenseLong
General Dynamics GD diversified
Source: Fool
General Dynamics GD
AerospaceLong
General Dynamics GD subs + Gulfstream + IT
Source: encyclopedia
Global defense $2.6T 2025 record
AerospaceLong
Global defense outlays $2.6T 2025 record
Source: SSGA
Gulfstream business jets
DefenseLong
Gulfstream business jets - GD
Source: Gainify
HEICO HEI aerospace components
DefenseLong
HEICO HEI aerospace components
Source: Gainify
HII Huntington Ingalls subs
AerospaceMulti
Huntington Ingalls HII Navy submarines + carriers
Source: encyclopedia
Heico HEI specialty parts
AerospaceLong
Heico HEI specialty aerospace parts
Source: encyclopedia
Helsing AI defense Europe
DefenseMulti
Helsing private European defense AI
Source: encyclopedia
Hexcel HXL composites
AerospaceMulti
Hexcel HXL composites
Source: encyclopedia
Honeywell HON
Industrial ConglomLong
Honeywell HON aerospace + auto
Source: encyclopedia
Honeywell HON
ConglomLong
Honeywell HON aerospace + automation + materials
Source: Chronicle
Howmet +20% defense aerospace
DefenseLong
Howmet +20% defense aerospace
Source: USNews
Howmet Aerospace HWM forgings
AerospaceLong
Howmet Aerospace HWM forgings + castings bottleneck
Source: Fidelity
Howmet HWM lightweight metal
DefenseLong
Howmet HWM aerospace metals
Source: USNews
Howmet Q4 +32% gas turbines
DefenseLong
Howmet Q4 +32% gas turbines
Source: USNews
ITA $13.3B AUM largest
ETFsLong
ITA $13.3B AUM largest defense ETF
Source: Fool
ITA iShares Aerospace & Defense
AerospaceLong
ITA iShares US Aerospace & Defense ETF
Source: encyclopedia
ITA iShares Aerospace Defense
ETFsLong
iShares ITA Aerospace Defense
Source: Fool
IYJ iShares US Industrials
SectorMulti
IYJ iShares US Industrials ETF
Source: encyclopedia
Illinois Tool Works ITW
Industrial ConglomMulti
Illinois Tool Works ITW
Source: encyclopedia
Illinois Tool Works ITW
ConglomLong
Illinois Tool Works ITW industrial diversified
Source: encyclopedia
Industrial Renaissance theme
SectorLong
Industrial Renaissance aerospace + AI infra
Source: Chronicle
Industry 5.0 human-machine
SectorLong
Industry 5.0 human-machine collaboration Edge AI
Source: FinancialContent
J.B. Hunt JBHT intermodal
TransportMulti
J.B. Hunt JBHT intermodal trucking
Source: encyclopedia
JB Hunt JBHT trucking
TransportMulti
JB Hunt JBHT intermodal
Source: encyclopedia
KTOS +196% 2025
DefenseLong
Kratos KTOS +196% in 2025
Source: 247
Knight-Swift KNX
TransportMulti
Knight-Swift KNX truckload
Source: encyclopedia
Komatsu Japanese
MachineryMulti
Komatsu KMTUY Japanese mining
Source: encyclopedia
Komatsu Japanese
ConstructionMulti
Komatsu KMTUY Japanese construction global #2
Source: encyclopedia
Kratos KTOS unmanned
DefenseLong
Kratos KTOS unmanned + hypersonics
Source: 247
L3Harris LHX comms
AerospaceMulti
L3Harris LHX defense communications
Source: encyclopedia
L3Harris LHX defense electronics
DefenseLong
L3Harris LHX defense electronics
Source: Fool
LMT $170B+ backlog Q3 2025
DefenseLong
LMT backlog $170B+ Q3 2025
Source: Gainify
LMT $194B backlog record
AerospaceLong
LMT $194B backlog record 2026
Source: Chronicle
LMT $2.5B annual R&D
AerospaceLong
LMT $2.5B annual R&D Skunk Works
Source: Ainvest
LTAMDS $1.7B Army contract
DefenseLong
LTAMDS radar $1.7B Army contract
Source: Gainify
Leidos LDOS
DefenseMulti
Leidos LDOS defense IT
Source: encyclopedia
Lockheed Martin LMT
DefenseLong
Lockheed Martin LMT defense leader
Source: Fool
Lockheed Martin LMT defense leader
AerospaceLong
Lockheed Martin LMT world's largest defense
Source: Fool
Long defense backlog stories
StrategyLong
Long names with growing backlog
Source: Gainify
Martin Marietta MLM
ConstructionLong
Martin Marietta MLM aggregates + cement
Source: encyclopedia
Norfolk Southern NSC
TransportMulti
Norfolk Southern NSC East
Source: encyclopedia
Norfolk Southern NSC East
TransportMulti
Norfolk Southern NSC Eastern US rail
Source: encyclopedia
Northrop Grumman NOC
DefenseLong
Northrop Grumman NOC
Source: Fool
Northrop Grumman NOC stealth
AerospaceLong
Northrop Grumman NOC B-21 Raider stealth
Source: encyclopedia
Old Dominion ODFL LTL
TransportLong
Old Dominion ODFL LTL trucker
Source: encyclopedia
Old Dominion ODFL LTL
TransportMulti
Old Dominion ODFL LTL trucking dominant
Source: encyclopedia
PACCAR PCAR trucks
MachineryMulti
PACCAR PCAR Kenworth + Peterbilt
Source: encyclopedia
PPA Invesco SPADE
ETFsLong
Invesco PPA SPADE Aerospace Def
Source: Fool
Palantir PLTR defense AI
DefenseLong
Palantir defense AI software
Source: encyclopedia
Parker Hannifin PH
Industrial ConglomMulti
Parker Hannifin PH motion control
Source: encyclopedia
Parker Hannifin PH motion
ConglomLong
Parker Hannifin PH motion + control
Source: encyclopedia
Pratt & Whitney engines
DefenseLong
Pratt & Whitney aircraft engines
Source: USNews
Pratt commercial aftermarket +23%
DefenseLong
Pratt 23% surge commercial aftermarket
Source: 247
Q3 2025 +13% organic sales
DefenseLong
RTX Q3 2025 +13% organic sales
Source: Gainify
Q4 2025 +24% earnings surprise
SectorLong
Industrials Q4 2025 24% avg earnings surprise
Source: Chronicle
RTX #3 mkt cap
IndustryLong
RTX #3 industrials
Source: Fool
RTX $1.1B AIM-9X largest
AerospaceLong
RTX US Navy $1.1B AIM-9X Block II missiles
Source: Fool
RTX $251B record backlog
DefenseLong
RTX $251B record backlog Q3 2025
Source: Gainify
RTX $50B Patriot 20Y umbrella
AerospaceLong
RTX $50B Patriot 20-year umbrella DoD
Source: Fool
RTX Raytheon Technologies
AerospaceLong
RTX Raytheon Technologies + Pratt + Collins
Source: Fool
RTX largest defense conglom
DefenseLong
RTX largest defense conglomerate
Source: Fool
Raytheon Patriot AMRAAM
DefenseLong
Raytheon Patriot + AMRAAM
Source: USNews
Republic Services RSG
WasteLong
Republic Services RSG US #2 trash
Source: encyclopedia
Reshoring multi-year theme
SectorLong
Reshoring CHIPS Act + IRA + OBBBA tailwind
Source: Fidelity
Rolls-Royce RR UK
AerospaceMulti
Rolls-Royce RR UK engines
Source: encyclopedia
Rolls-Royce RYCEY engines
AerospaceMulti
Rolls-Royce RYCEY engines turnaround
Source: encyclopedia
Roper Tech ROP
Industrial ConglomMulti
Roper Technologies ROP
Source: encyclopedia
Roper Technologies ROP
ConglomLong
Roper Technologies ROP software + niche industrial
Source: encyclopedia
SHLD Global X Defense Tech
AerospaceLong
SHLD Global X Defense Tech ETF
Source: encyclopedia
Safran French engines
AerospaceMulti
Safran French engines + interiors
Source: encyclopedia
Safran SAFRY French engines
AerospaceMulti
Safran SAFRY French engines + interiors
Source: Fool
Saia SAIA LTL
TransportMulti
Saia SAIA LTL trucking
Source: encyclopedia
Schneider Electric SBGSF
Industrial ConglomLong
Schneider Electric SBGSF energy mgmt
Source: Fool
Schneider Electric SBGSY
ConglomLong
Schneider Electric SBGSY French electrification
Source: Fool
Sentinel ICBM
DefenseLong
Northrop Sentinel ICBM
Source: Fool
Sherwin-Williams SHW paint
ConstructionLong
Sherwin-Williams SHW paint coatings + Aristocrat
Source: encyclopedia
Shield AI autonomous
DefenseMulti
Shield AI autonomous private
Source: encyclopedia
Siemens SIEGY European largest
ConglomLong
Siemens SIEGY largest European engineering
Source: Fool
Siemens SIEGY largest Europe
Industrial ConglomMulti
Siemens AG SIEGY largest engineering Europe
Source: Fool
Sikorsky helicopters
DefenseLong
Sikorsky helicopters - LMT
Source: Fool
Skunk Works research
DefenseLong
LMT Skunk Works classified R&D
Source: Fool
Southwest LUV
TransportMulti
Southwest Airlines LUV transformation 2024-26
Source: encyclopedia
Spirit AeroSystems SPR
AerospaceMulti
Spirit AeroSystems SPR back-to-Boeing
Source: encyclopedia
Spirit AeroSystems SPR Boeing
AerospaceMulti
Spirit AeroSystems SPR Boeing reabsorbing
Source: Ainvest
Textron TXT Bell Cessna
AerospaceMulti
Textron TXT Bell helicopters + Cessna
Source: encyclopedia
Trane Technologies TT HVAC
ConstructionMulti
Trane Technologies TT HVAC
Source: encyclopedia
TransDigm TDG
DefenseLong
TransDigm TDG aftermarket parts
Source: Fool
TransDigm TDG aftermarket
AerospaceLong
TransDigm TDG aerospace aftermarket pricing power
Source: Ainvest
UNP-Norfolk Southern merger
TransportMulti
UNP-NSC merger announced 2025 transcontinental
Source: encyclopedia
UPS United Parcel Service
TransportLong
UPS United Parcel Service
Source: encyclopedia
UPS United Parcel Service
TransportMulti
UPS United Parcel Service largest
Source: encyclopedia
US $334B Top 100 arms 2024
IndustryLong
US $334B Top 100 arms revenues 2024
Source: StartUs
Union Pacific UNP largest rail
TransportLong
Union Pacific UNP largest rail
Source: Fool
Union Pacific UNP rail
TransportLong
Union Pacific UNP largest US rail Western
Source: Chronicle
United Airlines UAL
TransportMulti
United Airlines UAL US carrier
Source: encyclopedia
VIS Vanguard Industrials
SectorLong
VIS Vanguard Industrials ETF
Source: encyclopedia
Volvo AB trucks
MachineryMulti
Volvo AB trucks Swedish
Source: encyclopedia
Vulcan Materials VMC
ConstructionLong
Vulcan Materials VMC largest US aggregates
Source: encyclopedia
Waste Connections WCN
WasteMulti
Waste Connections WCN secondary markets
Source: encyclopedia
Waste Management WM
WasteLong
Waste Management WM largest US trash
Source: encyclopedia
XAR SPDR Aerospace & Defense
AerospaceLong
XAR SPDR S&P Aerospace & Defense ETF
Source: encyclopedia
XAR SPDR S&P Aerospace
ETFsLong
SPDR XAR Aerospace Defense
Source: Fool
XLI Industrial Sector
ETFsLong
SPDR XLI Industrial sector
Source: encyclopedia
XLI Industrials Select Sector
SectorLong
XLI Industrials Select Sector SPDR
Source: FinancialContent
XPO Logistics XPO
TransportMulti
XPO Logistics XPO LTL
Source: encyclopedia
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