Key Takeaways The U.S. defense budget hike and global tensions boost aerospace defense prospects in Q4 2025.GE, HWM, HEI, ATRO, and ASLE provided over 35% YTD returns with more room to grow.Each company shows solid revenue and earnings growth, with consensus estimates trending higher.The aerospace defense industry has maintained its northbound journey amid supply-chain woes. Increased defense budget by the U.S. administration and geopolitical uncertainties across the globe, especially, in the Middle East, E ...