General Dynamics, L3Harris upgraded at Morgan Stanley; Lockheed Martin downgraded

Morgan Stanley on Tuesday issued an “Attractive” outlook for the North American aerospace and defense sectors heading into 2026, citing a continued imbalance where demand is outpacing supply growth. The firm’s analysis, authored by Equity Analyst Kristine T. Liwag and her team, includes a significant re-stacking of ratings for major defense primes.

The report also introduces a new industry coverage area, Government Services, with an initial “In-Line” view.

Major defense rating changes

Morgan Stanley is adjusting its ratings for several key defense contractors based on an updated risk-reward analysis and valuation multiples rolled over to 2027 estimates:

  • General Dynamics (GD): Upgraded to Overweight from Equal-weight. The price target is raised by 6% to $408.
  • L3Harris Technologies (LHX): Upgraded to Overweight from Equal-weight. The price target is raised by 5% to $367.
  • Lockheed Martin (LMT): Downgraded to Equal-weight from Overweight. The price target is significantly lowered by 14% to $543.

Northrop Grumman Corp. (NOC) retains its Overweight rating and is named the Top Pick in Defense, despite a slight reduction in its price target to $714.

Defense offers ‘attractive value’

The firm’s bullish stance on defense is underpinned by the view that the sector currently offers attractive value. Despite a strong median outperformance of approximately 27% year-to-date in 2025 compared to the S&P 500’s (SP500) approximately 16% gain, the sector’s stocks are not fully reflecting the upside trend from US Defense budget growth.

Defense primes are currently trading at an approximately 33% median discount to the S&P 500 (on next 12-month price per free cash flow), suggesting attractive value heading into 2026.

Aerospace outlook: Continued strength despite high multiples

The Commercial Aerospace sector, which outperformed the S&P 500 in 2025 (up roughly 21%-22% versus roughly 16% for the S&P 500), is also rated Attractive. Positive drivers include healthy global air traffic growth (up about 5% in 2025) and stable to increasing aircraft production rates from original equipment manufacturers like Boeing (BA), Airbus (EADSF) (EADSY) and Embraer (ERJ).

However, the report notes a potential for increased volatility:

The industry is exiting 2025 with multiples towards the high end of the historical upcycle range at approximately 32 times next 12-month price-to-earnings, a ~43% premium versus the S&P 500, which could increase volatility in share prices.

Morgan Stanley’s Top Pick in aerospace is RTX.

Key Aerospace ‘Holiday Shopping List’ Picks (All Overweight):

Company

Ticker

Investment Rationale

RTX

(RTX)

Relative value play; exposure to Commercial OE/Aftermarket and Defense.

Howmet

(HWM)

High quality; Pricing power; Fortress balance sheet.

TransDigm

(TDG)

GARP play; Balance sheet capacity for acquisitions.

FTAI Aviation

(FTAI)

Disruptor; Pure play engine aftermarket for prior gen engines.

Embraer

(EMBJ)

Strong market share; Record backlog; Multi-year re-rating story.

Government Services Segment

The newly introduced Government Services sector receives an In-Line industry view. Morgan Stanley is maintaining current ratings in this segment, including Equal-weight for Amentum Holdings (AMTM) and Underweight for V2X (VVX).

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