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Sector Coverage

Aerospace & Defense

Monitor the alloy inputs, certification signals, and suppliers that sustain regulated manufacturing programs.

Section Snapshot

8

Public stocks

5

Private companies

5

Materials tracked

4

Signals tracked

Latest source-backed refresh: Mar 29, 2026, 10:04 PM

These counts describe Manufacturing Mag coverage, not market-size estimates.

Section Brief

Compliance is the bottleneck. This sector follows titanium and superalloy pricing, defense-spend indicators, and the suppliers executing airframe and propulsion programs.

Market Benchmarks

Named-source metals and raw-material inputs only. Broader materials coverage moves to the editorial notes below.

InputLatest ValueChangeSource

Aerospace Aluminum Plate

AERO-AL • High-spec plate input used for wing structures, fuselage components, and machining stock.

3,065.2 USD/MT-68.79 (-2.2%)FRED

Observed Feb 1, 2026

Nickel Superalloy Basket

AERO-NI • Superalloy raw-material basket relevant to turbine blades, combustors, and hot-section parts.

17,173.1 USD/MT-537.76 (-3.0%)FRED

Observed Feb 1, 2026

Copper Busbar

AERO-CU • Copper input tied to avionics, power distribution, and electrified-aircraft subassemblies.

12,951.3 USD/MT-35.26 (-0.3%)FRED

Observed Feb 1, 2026

Operating Signals

Named-source operating indicators stay live here. Additional demand and utilization themes live in the editorial file.

No named-source indicators are configured for this sector tonight.

Public Companies

Named-source closing prices with editorial context tied to this sector.

8 live prices

GE

GE Aerospace

NYSE

Aerospace propulsion and systems leader with broad aftermarket leverage.

Latest sourced close

$285.24

-11.32 (-3.8%)

Stooq

Observed Mar 26, 2026

RTX

RTX

NYSE

Commercial aerospace and defense platform with broad exposure across engines, avionics, and missiles.

Latest sourced close

$192.85

-2.15 (-1.1%)

Stooq

Observed Mar 26, 2026

HWM

Howmet Aerospace

NYSE

Aerospace fasteners and forged-engine-components supplier leveraged to build-rate recovery.

Latest sourced close

$230.51

-11.11 (-4.6%)

Stooq

Observed Mar 26, 2026

HXL

Hexcel

NYSE

Advanced composites supplier serving airframe and defense customers.

Latest sourced close

$80.54

-1.70 (-2.1%)

Stooq

Observed Mar 26, 2026

CW

Curtiss-Wright

NYSE

Defense and aerospace supplier with control systems, naval, and industrial technology exposure.

Latest sourced close

$665.81

-36.44 (-5.2%)

Stooq

Observed Mar 26, 2026

TDG

TransDigm

NYSE

Highly specialized aerospace components supplier with strong aftermarket economics.

Latest sourced close

$1,151.94

-4.55 (-0.4%)

Stooq

Observed Mar 26, 2026

ATRO

Astronics

NASDAQ

Cabin electronics and power systems supplier serving aerospace OEM and retrofit demand.

Latest sourced close

$65.28

-3.10 (-4.5%)

Stooq

Observed Mar 26, 2026

AIR

AAR

NYSE

MRO and supply-chain services provider with strong exposure to fleet utilization.

Latest sourced close

$110.82

-7.70 (-6.5%)

Stooq

Observed Mar 26, 2026

Editorial Coverage

What We're Watching

The live rail on this page stays limited to named-source benchmarks. Editorial coverage still tracks Titanium Sponge, Cobalt, and Global Commercial Aircraft Backlog and 3 other areas because they shape cost pressure, throughput, or supplier risk even when we are not publishing a sourced value yet.

Materials to Watch

AERO-TI

Titanium Sponge

Titanium input used across forged structures, landing gear, and engine components.

AERO-CO

Cobalt

Cobalt cost proxy for superalloy and specialty coating demand.

Themes to Watch

AERO-BACKLOG

Global Commercial Aircraft Backlog

Backlog proxy tracking future production support for commercial aerospace suppliers.

AERO-DOD

Defense Procurement Outlays

Defense procurement spend gauge supporting defense electronics and hardware programs.

AERO-MRO

MRO Spending Index

Maintenance and aftermarket index reflecting fleet utilization and repair demand.

AERO-RPK

Passenger Traffic Recovery Index

Air traffic recovery gauge supporting widebody and narrowbody supplier demand.

Private Companies in Focus

Private operators and suppliers that help round out the coverage map around the public names above.

StandardAero

Private MRO and engine-services platform serving commercial and defense fleets.

GKN Aerospace

Privately held aerostructures and engine supplier with major composite and additive programs.

Chromalloy

Private turbine-component repair and manufacturing company focused on hot-section life extension.

Consolidated Precision Products

Private investment-casting and precision-component supplier to aerospace and defense programs.

Aernnova

Private aerostructures manufacturer supporting commercial aircraft fuselage and wing work packages.