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Supply Chains - Detail
Supply chainsDefense & AerospaceV1 · US public · 2026-06-05

Defense & Aerospace · supply chain

Defense & Aerospace

How a defense and aerospace platform is built — from titanium and composites, through engines, electronics, and munitions, to the aircraft, ships, and satellites that primes integrate and software and services sustain. A companion to the AI Infrastructure map. Thematic ETFs such as ITA, PPA, XAR, SHLD, and DFEN bundle many of these names.

Stage healthLeadingConstructiveMixedWeak

The chain · Materials → Integration

The board

Trace the wiring between stages; every public company sits on its board.

NODE 01

Specialty Materials & Titanium

Leading
RS 91

Producers of titanium, specialty alloys, and advanced composites that are the raw inputs for aerospace and defense structures and engines.

forged & machined
NODE 02

Forgings, Castings & Precision Components

Constructive
RS 75

Forgers, casters, and precision-component makers that turn alloys into engine parts, structures, fasteners, and aftermarket spares.

engine forgings & castings
NODE 03

Jet & Rocket Propulsion

Mixed
RS 70

Makers of jet engines, rocket motors, and the fuel and propulsion controls that power military aircraft and launch vehicles.

actuation & power systems
NODE 04

Power & Actuation Subsystems

Mixed
RS 66

Suppliers of hydraulic, electromechanical, and power subsystems — actuators, flight controls, pumps, and power management — inside platforms.

mission electronics
NODE 05

Avionics & Defense Electronics

Mixed
RS 51

Avionics, mission computers, and defense electronics that fly and operate aircraft and weapon systems.

sensors, EW & C4ISR
NODE 06

Sensors, EW & C4ISR Systems

Weak
RS 60

Sensors, electro-optics, radar, electronic warfare, and C4ISR systems that detect, target, and connect the battlespace.

seekers & guidance
NODE 07

Missiles & Munitions

Weak
RS 61

Makers of missiles, precision munitions, hypersonics, and ammunition.

autonomy & loitering munitions
NODE 08

Military Drones & Autonomy

Leading
RS 87

Makers of unmanned aircraft, loitering munitions, and the autonomy that flies and operates them.

integrated onto airframes
NODE 09

Military Aircraft & Airframes

Weak
RS 51

Builders of military aircraft, rotorcraft, and airframe platforms.

and onto warships
NODE 10

Naval & Shipbuilding

Weak
RS 51

Shipbuilders and naval propulsion suppliers that design and construct warships and submarines.

and into launch vehicles
NODE 11

Defense Space & Launch

Leading
RS 96

Launch providers and space-vehicle builders that put defense and commercial payloads into orbit.

lifts payloads to orbit
NODE 12

Satellite & Space Payloads

Constructive
RS 95

Satellite operators and payload makers providing communications, connectivity, and Earth-observation from orbit.

integrated by primes
NODE 13

Prime Contractors & System Integrators

Weak
RS 53

Prime contractors and lead system integrators that design, integrate, and deliver complete defense platforms and programs.

software & sustainment
NODE 14

Defense IT, Software & Services

Weak
RS 34

Defense IT, software, mission services, training, and sustainment that operate and support fielded capability.