Five Aerospace Investments Power Portfolios Amid Wars

12/23/2025

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Five aerospace investments power portfolios amid wars launched by Russia’s invasion of Ukraine nearly four years ago and other conflicts in the Medium East, Africa and elsewhere. 

Stepped up aerospace and defense spending, especially in the European Union where countries are at risk due to Russia’s leaders threatening to spread their aggression beyond Ukraine, seems imperative. The European Union’s executive arm proposed a 2 trillion euro (US$2.31 trillion) budget for the bloc, with a potent boost in defense funding. 

The EU plans to spend 1.26% of the EU’s average gross national income for a seven-year period starting in 2028. The U.S. Senate recently passed a record $901 billion defense spending bill that President Trump promised to sign into law. The fiscal 2026 National Defense Authorization Act (NDAA) is a compromise between separate measures passed earlier this year in the House of Representatives and Senate to authorizing annual military spending, with troops receiving a 4% pay raise. The bill also authorized changes for acquiring military equipment and included attempts to enhance competitiveness with China and Russia. 

Five Aerospace Investments Power Portfolios Amid Wars: PLTR

Former army paratrooper and special forces member Jim Woods, who now heads the Investing Edge newsletter, proved prescient with his predictions earlier this year when two defense-rated stocks he recommended on January 15, 2025, took off and produced large gains that reached 184.90% with one and 56.94% with another. The stock that nearly produced a 200% gain is Palantir Technologies Inc. (NASDAQ: PLTR). 

“Palantir Technologies is an absolute juggernaut of a stock, and it makes the most-sophisticated software used to combat threats to both individuals and government and other organizations. The company has posted a three-year annual earnings-per-share (EPS) growth rate of an incredible 132%, which has help vault it into the top 1% of all companies on an EPS growth basis.” 



Paul Dykewicz meets with Jim Woods, who heads Investing Edge and Bullseye Stock Trader. 

Palantir seeks to operate as the “connective tissue” between Army personnel, data and resources by delivering critical information to the key decision-makers when needed, company officials stated. Its technology enhances the preparedness of soldiers who use wearable sensor and mobile technologies in the battlefield. 

But the huge amount of data produced risks overwhelming both the individual soldiers and the battlefield decision-makers who lead them. Palantir tries to harness hardware solutions, reduce system complexity and provide improved human-machine interfaces to aid soldiers in the field and commanders at a forward-operating base (FOB). Situational awareness powered by visual augmentation, sensor optimization and secure capabilities helps to reduce cognitive challenges, as well as to protect and to connect warfighters. 

Those who recall the U.S. special forces locating al-Qaeda founder Osama bin Laden‘s compound in Abbottabad, Pakistan, where he was killed on May 2, 2011, may appreciate knowing that a Palantir software product called “Gotham” was rumored to have been used by counterterrorism analysts at U.S. government agencies to integrate and analyze data. The information could have included intelligence reports, surveillance and reconnaissance. 

When it comes to military operations, aggression, manpower and firepower still require the right intelligence to win battles, Woods said. Palantir is a star performer in the Top 10 Growth Accelerators portfolio of Investing Edge.



Chart courtesy of www.stockcharts.com.

Five Aerospace Investments Power Portfolios Amid Wars: HWM

Woods also recommends Howmet Aerospace Inc. (NYSE: HWM) in the same Top 10 Growth Accelerators portfolio of Investing Edge. Howmet Aerospace is an advanced engineering company in Pittsburgh that is a traditional defense giant. But it provides critical components in the F-35 joint strike fighter that hits Mach 1.6 under the thrust of potentially the most advanced engine on earth. 

The joint strike fighter is built with cutting-edge materials, integrated airframe design and next-generation avionics to enable the fifth-generation fighter jet to operate with potentially unprecedented stealth, speed and agility in air-to-air and air-to-ground combat, company officials said. In developing the complex fighter jet, Lockheed Martin (NYSE: LMT) turned to Howmet to provide key parts that include single-piece, forged aluminum bulkheads that form the backbone of the aircraft structure and save 300 to 400 pounds per jet, while cutting costs by 20%. 

The fighter jet also has titanium bulkheads and uses titanium to manufacture other airframe structures for all three F-35 JSF variants. Howmet further supplies single-crystal, nickel-based super alloy blades and vanes that operate in environments hotter than the melting point of the metal to propel the engine. 

Not only is Howmet up 56.94% since Woods recommended it in January 2025, but the stock also pays a modes dividend that yields 0.24%. Woods is predicting further gains ahead. 

“The present and future of armed conflict is drones, and Howmet Aerospace makes the engine and guidance components that make those drones fly,” said Woods, whose resume includes a stint in U.S. Army special operations. 



Chart courtesy of www.stockcharts.com.

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Five Aerospace Investments Power Portfolios Amid Wars: LMT

Lockheed Martin (NYSE: LMT), of Bethesda, Maryland, is a defense and aerospace company formed in a 1995 combination of Lockheed Corporation and Martin Marietta Materials, Inc. In enlarged size, Lockheed Martin focuses on defense, space, intelligence, homeland security and information technology. LMT is a Citi Research buy recommendation. 

The company’s key business segments are Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS) and Space. Lockheed Martin’s management recently laid out the case that margins are likely to trough in 2024 and drift toward 11%-plus over time, driven largely by product mix. 

The loss-making classified contract at Lockheed Martin’s MFC business will be a tailwind in 2025, i.e., lower forward loss charges, while the rest of the margin accretive MFC portfolio is likely to grow faster than the rest of the company. Plus, new awards across the company better reflect the current cost environment and should produce margins higher than pre-pandemic backlog, according to a Citi Research note. 



Chart courtesy of www.stockcharts.com.

“Defense will continue to be a big business,” said Michelle Connell, who heads Portia Capital Management in Dallas. Connell also is recommending Lockheed as a buy. 



Michelle Connell heads Portia Capital Management.

Five Aerospace Investments Power Portfolios Amid Wars: BAESY

London-based BAE Systems PLC (OTCMKTS: BAESY) is a multinational arms, security and aerospace company that should benefit from NATO nations’ commitment to more than double spending in the next decade. Due to Europe’s rearmament cycle, Wall Street analysts lifted their average defense stock target prices by 25% earlier this year and remain bullish, Connell counseled. 

Many European countries have publicly pledged to expand their defense spending. Those countries include Denmark, the United Kingdom, Germany and Poland. 

The investment firm JP Morgan wrote in a research note that it expects revenue estimates to increase by at least 10% for these EU defense companies. One of the EU sovereign funds is removing its prohibition of investments in defense companies, Connell commented. A European politician questioned how governments can increase defense spending, but their sovereign funds are not allowed to invest further in these companies. 

“In February 2024, BAE acquired Ball Aerospace to add to its space mission product line,” Connell continued. “These synergies should assist BAE in reaching its 10% sales growth target starting this year.” 

On July 1, BAE announced the second tranche of its 1.5 billion pound share buyback. The first tranche, initiated in 2023, totaled 500 million British pounds. The second tranche of 500 million pounds is slated for completion by June 2026. That will leave one additional tranche of 500 million pounds for the future. 

“This repurchase program increases BAE’s opportunity for share appreciation,” Connell said. 



Chart courtesy of www.stockcharts.com.

Five Aerospace Investments Power Portfolios Amid Wars: XAR

“Defense has been a great investment this year, and it’s hard to pick the winning individual defense companies,” Connell said. 

As a solution, Connell suggested State Street SPDR S&P Aerospace & Defense ETF (XAR), a defense exchange-traded fund (ETF) that holds some of the best-performing names in the industry. XAR is one of the best ETFs for the defense industry, and it holds several of the best 2025 performers, including Howmet Aerospace, RTX Corporation (NYSE: RTX) and Curtiss-Wright, Inc. (NYSE: CW). 

Year to date, XAR is up over 51%. It was also one of the top defense fund performers 2023 and 2024, coming in with 23.8% and 23.3% respectively, Connell counseled. When the market fell more than 22% in 2022, this ETF only slid 5%. 

“If future markets hand us volatility, this ETF could hold up again,” Connell continued. 

With almost $5 billion under management, State Street’s XAR is third largest defense ETF. Defense spending hikes amid rising risk of further military action by Russia and other countries seem both daunting and inevitable, Connell added. 

“I don’t know that the EU can continue to sustain that level of defense spending when its economic growth in that region is anemic,” said Connell. “On the other hand, the EU has to do it. It will not receive the financial and military support from the United States under the Trump administration that it has gotten in the past. It is an interesting conundrum.” 

GDP growth for EU in 2025 was 1.4%. In 2026, it is projected to be 1.6%. 

“When you put GDP against the EU’s rate of inflation, it is in the hole economically,” Connell concluded. 

For example, in the EU inflation was 2.4% just for the month of November alone. 

“The EU does not have the energy resources that we do in the United States,” Connell told me in an exclusive interview. “The EU needs natural gas and other fuels that the that the United States has deep energy resources to obtain domestically.” 

Plus, the United States is not as adversely affected by Russia’s invasion of Ukraine as the EU, especially nations near the border of Russia’s ongoing attacks in Ukraine. The United States is energy independent, whereas the EU is dependent on others to meet their energy needs, Connell continued. 



Chart courtesy of www.stockcharts.com.

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Five Aerospace Investments Power Portfolios Amid Wars: Geopolitical Risk 

President Trump and his envoys keep seeking a peace agreement between Ukraine and Russia. But revisions made to an earlier proposal that called for Ukraine, the country whose sovereign territory has been invaded, to give some of its land to the aggressor, Russia. Recent polls of Ukrainians show roughly 75% of those who responded oppose offering any land to Russia. The sentiments reflect the sacrifices endured by Ukrainians to defend their freedom and protect against Russia’s sustained assaults. 

A Ukrainian solider was interviewed by the BBC, and he opposed handing over land to Russia for a peace agreement. The soldier responded that it would not be long before Russia’s President Vladimir Putin would seek even more land. Many observers speculate that Putin also may attack other nearby countries in the future. 

Claims by Russia’s leaders that they seek peace are tied to demands that Ukraine cede control of large swaths of its territory after fighting for nearly four years to defend the turf and its citizens, including women and children who continue to be killed and injured severely. Increased prosperity typically is the reward for countries that have the greatest freedom. Mark Skousen, PhD, the Doti-Spogli Chair of Free Enterprise at Chapman University in Orange County, California, is a free-market economist who travels the world to praise freedom as conduit to open opportunities for prosperity across the globe. 



Mark Skousen heads Forecasts & Strategies. 

President Trump is willing to pledge U.S. commitment to defending Ukraine if its leaders agree to a peace plan, but details have yet to be shared. Trump also has asked other countries to boycott Russian oil to reduce funding of the attacker’s war machine. The idea has gained support, but not enough to stop the war so far. 

Despite President Trump’s repeated calls for an end to the killing, Russia’s president and his empire-building cadre of fellow leaders remain undeterred. The war is threating to worsen further if Putin and his comrades in the country’s leadership keep shrugging off damage to Russia’s economy and force its citizens to fight and die, despite limited territorial gains since the early phase of its invasion. 

Russia’s miliary keeps killing children, women and elderly civilians in Ukraine with little apparent regard for human life, according to the United Nations. The attacker’s tactic of charging ahead to gain portions of Ukraine’s territory after Russia’s initial invasion gains nearly four years ago has been criticized by many military strategists. So far, Russia’s leaders have pursued a protracted war, rather than prosperity through new trade agreements that President Trump is offering both sides in the conflict to end the fighting and the bloodshed.

Sincerely,

Paul Dykewicz, Editor
StockInvestor.com

About Paul Dykewicz:

Paul Dykewicz is an accomplished, award-winning journalist who has written for Dow Jones, the Wall Street Journal, Investor’s Business Daily, USA Today, Seeking Alpha, GuruFocus and other publications and websites. Paul is the editor of StockInvestor.com and DividendInvestor.com, a writer for both websites and a columnist. He further is the editorial director of Eagle Financial Publications in Washington, D.C., where he edits monthly investment newsletters, time-sensitive trading alerts, free e-letters and other investment reports. Paul also is the author of an inspirational book, “Holy Smokes! Golden Guidance from Notre Dame’s Championship Chaplain“, with a foreword by former national championship-winning football coach Lou Holtz. Follow Paul on Twitter @PaulDykewicz.

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