ITA ETF: Stronger Than Expected Aerospace & Defense Outlook Signals More Upside Is Ahead

ITA ETF: Stronger Than Expected Aerospace & Defense Outlook Signals More Upside Is Ahead

Strong Buy: iShares US Aerospace & Defense ETF (ITA) with record backlogs, earnings beats, and S&P 500 outperformance. Read more analysis here.

How Defense and Aerospace Companies Benefit from Global Market Trends

The defense and aerospace sector crossed a historic threshold in 2025, with the top 100 companies collectively surpassing $1 trillion in annual revenue for the first time, according to PwC’s 2026 Annual Industry Performance report. That milestone didn’t happen by accident. Some five powerful market forces are reshaping the sector, and the companies positioned along these fault lines are reaping the rewards. Rising Geopolitical Tensions Drive Inc…