How These 5 Aerospace Stocks Earn Money Beyond New Plane Sales

The article highlights five aerospace companies that generate substantial recurring revenue from aftermarket services and parts, which can last decades. GE Aerospace benefits from its dominant LEAP engine position with a growing installed base. TransDigm and Loar Holdings use acquisition-driven strategies to control niche aerospace components. AAR Corp provides maintenance and repair services. RTX generates long-term aftermarket revenue from its Pratt & Whitney engine installed base. These companies offer stable, profitable business models beyond new aircraft sales.

11/11/2026, 7:30 PM • The Motley Fool

TransDigm: 3 Key Takeaways for Long-Term Investors

TransDigm announced fiscal 2027 revenue guidance with a midpoint of $12.05 billion, reflecting double-digit expansion in aerospace markets. The company's decentralized acquisition model leverages 57 operating units for bolt-on deals, reducing reliance on large risky acquisitions. Commercial aftermarket demand remains resilient through travel disruptions, and proprietary designs protect the defense business from right-to-repair legislation. TransDigm maintains over $10 billion in M&A capacity and focuses on factory automation for margin expansion.

11/10/2026, 11:30 PM • The Motley Fool

Breakfast News: A Boulder Amid a Rocky Market

Berkshire Hathaway announced aggressive $9.6B stock buybacks in Q3 despite a 28% earnings drop, signaling management confidence in valuation. Markets faced headwinds with the S&P 500 falling 2.68% and Nasdaq dropping 3.37% last week, with tech stocks hit hardest. Several Fool-recommended companies report earnings this week including Rocket Lab, Take-Two Interactive, Cisco Systems, and others. Deere & Company continues strong performance with 80% gains since August 2024 recommendation. Investors should maintain long-term focus amid inflation data and market volatility.

11/09/2026, 7:30 AM • The Motley Fool

iShares U.S. Aerospace & Defense ETF vs. State Street SPDR S&P Aerospace & Defense ETF: These Defense ETFs Have a Surprising Difference Investors Should Know for 2027

The iShares U.S. Aerospace & Defense ETF (ITA) and State Street SPDR S&P Aerospace & Defense ETF (XAR) both provide exposure to military spending and commercial aviation, but differ significantly in their investment approaches. ITA concentrates heavily on industry giants like GE Aerospace, RTX, and Boeing, while XAR spreads investments more evenly across 50 companies using modified equal-weighting. For long-term investors, XAR appears to be the better choice due to its lower expense ratio (0.35% vs 0.37%), more balanced risk profile, and reduced dependence on a few major companies, though both funds face risks from defense budget uncertainty and aviation demand fluctuations.

11/09/2026, 5:30 AM • The Motley Fool

Breakfast News: Week in Review

Alphabet's Google Cloud beat revenue expectations but stock fell 10% due to negative free cash flow and rising debt concerns. Microsoft maintained positive cash flow despite heavy AI spending. Meta is raising $60B through stock sales to fund AI infrastructure, with chip suppliers investing back. DoorDash agreed to acquire Instacart for $17B at 23x free cash flow. Fortinet's subscription growth slowed to 13%, causing a 25% stock drop. Mastercard continues outperforming with strong service revenue growth, while TransDigm faces valuation compression despite sales growth.

10/30/2026, 7:30 AM • The Motley Fool

Breakfast News: Science Strikes Back at Cancer

Cancer treatment breakthroughs dominate ESMO 2026 conference with multiple drugs showing significant survival gains. U.S. stocks declined amid AI spending concerns and rising oil prices, with the Fed expected to hold rates steady Wednesday. Several Motley Fool-recommended companies report earnings this week including Alphabet, Amazon, and Mastercard. TransDigm's stock decline reflects valuation compression rather than business deterioration.

10/26/2026, 7:30 AM • The Motley Fool

Lower Fees, Higher Growth: Why Cost-Conscious Aerospace Investors May Favor XAR Over PPA

XAR and PPA are aerospace and defense ETFs with different strategies. XAR uses a modified equal-weight approach with a lower 0.35% expense ratio and has delivered stronger 5-year returns (112% vs 81%), making it more appealing to cost-conscious investors. PPA uses market-cap weighting, has higher fees at 0.58%, but offers a higher dividend yield of 0.4% versus XAR's 0.2%.

10/23/2026, 1:31 PM • The Motley Fool

Joby Hit With Over $100 Million in Damages in IP Lawsuit Verdict

A federal jury in Florida awarded Aerosonic (TransDigm subsidiary) $116.9 million in damages against eVTOL maker Joby Aviation for violating a non-disclosure agreement and misappropriating trade secrets related to air data probe technology. The jury rejected all of Joby's counterarguments and found the misappropriation was willful and malicious. Despite the large verdict, analysts note the financial impact on Joby is likely minimal given its $2.3 billion cash position and existing burn rate.

10/06/2026, 6:15 PM • The Motley Fool

TransDigm Reported Earnings Last Week. Here's How This Quiet Aerospace Stock Turned $10,000 Into a Fortune.

TransDigm, an aerospace and defense parts supplier, reported strong Q3 fiscal results with sales jumping 23% to $2.74 billion and adjusted EBITDA rising 19% to $1.5 billion. Despite recent pullback, the stock has been a long-term compounder, delivering 23.1% annualized returns since its 2006 IPO at $21 per share, now trading at $1,225.25. The company's success stems from its serial acquisition strategy, quasi-monopoly positioning in mission-critical aerospace components, and strong pricing power.

08/11/2026, 9:05 AM • The Motley Fool

Don't Buy SpaceX Until You Consider These 2 Aerospace and Defense Stocks With 10% EPS Growth

The article argues that Howmet Aerospace and TransDigm Group are more attractive aerospace and defense investments than SpaceX, citing their strong EPS growth profiles, high-margin aftermarket businesses, and disciplined acquisition strategies. Both companies benefit from aging aircraft fleets requiring maintenance and possess significant pricing power through proprietary products and sole-source supplier relationships.

06/28/2026, 12:30 PM • The Motley Fool

HEICO vs. Textron: Which Industrials Stock Is a Better Buy in 2026?

The article compares HEICO and Textron as aerospace and defense industrial stocks. HEICO specializes in high-margin replacement aircraft parts with a 54x forward P/E ratio but has delivered 25% annualized returns over a decade. Textron is a diversified conglomerate trading at 14x forward earnings with plans to spin off its industrial segment. The author favors HEICO's dominant market position despite its premium valuation, recommending dollar-cost averaging rather than lump-sum investment.

06/10/2026, 10:20 PM • The Motley Fool

TransDigm's 47.2% Operating Margin Crushes GE's 21.4%. Why Does GE Still Get the Higher Valuation?

TransDigm Group boasts a 47.2% operating margin, more than double GE Aerospace's 21.4%, yet GE trades at a higher valuation (43x P/E vs 32x). GE benefits from a predictable recurring revenue stream from its 80,000-engine installed base and cleaner balance sheet, while TransDigm leverages proprietary sole-source aircraft components for pricing power but carries higher debt. The choice between them depends on investor risk appetite: GE for safety, TransDigm for profitability.

02/20/2026, 5:50 AM • The Motley Fool

TransDigm Drops $2.2 Billion To Bulk Up Its Aircraft Parts Empire

TransDigm Group announced a $2.2 billion acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings from Vance Street Capital. The two businesses provide FAA-approved aftermarket aircraft parts and repair solutions, generating approximately $280 million in 2025 revenue with roughly 700 employees. The deal reinforces TransDigm's focus on specialized aerospace assets with recurring demand, following a recent $960 million acquisition of Stellant Systems.

01/16/2026, 11:16 AM • Benzinga

TransDigm Agrees To Buy Stellant Systems For $960 Million

TransDigm Group announced an agreement to acquire Stellant Systems, a California-based defense electronics company, for approximately $960 million in an all-cash transaction. The acquisition, expected to close in 2026, expands TransDigm's aerospace and military components portfolio. Stellant generates about $300 million in annual revenue with nearly half from aftermarket sales, aligning with TransDigm's business strategy. TransDigm shares rose 1.05% on the announcement.

12/31/2025, 11:20 AM • Benzinga

Insiders are Selling These 3 Space Stocks

Insider selling activity has increased at three space and aerospace stocks. Rocket Lab saw $141 million in sales from CEO Peter Beck under a pre-planned 10b5-1 arrangement, which carries less bearish implications. AST SpaceMobile experienced a significant $160 million sale by majority shareholder American Tower, reducing its stake by 49% without a predetermined plan—raising the most concern. Transdigm saw $157 million in insider sales, primarily from board member Robert Small, though this appears isolated to one individual.

12/23/2025, 12:48 PM • Investing