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Three equities have more than doubled their value.

Rapid Growth of Military Arsenal Stocks: Beyond Rheinmetall, Various Stocks Have Seen an Increase of Over 100% in the Past Year, Bringing Some Pleased Surprises Along.

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Defense sector's growth is notable, with Rheinmetall leading the charge, witnessing a minimum of...
Defense sector's growth is notable, with Rheinmetall leading the charge, witnessing a minimum of 100% rise in its stock value within the past year. A remarkable surge is also observed in other defense stocks, hinting at an unanticipated boom in the industry.

Three equities have more than doubled their value.

In the current climate, arms stocks are racing up the charts, and it's not just Rheinmetall dominating the scene. Some surprising stocks have seen at least a 100% surge within the past year. Let's take a closer look at the powerhouses that are taking center stage.

When it comes to German arms manufacturers, Rheinmetall undoubtedly takes the lead. Its stock has skyrocketed approximately 160% within a year, making it one of the top performers in the DAX in 2024. However, the arms supercycle, fueled by events such as the Ukraine war, has touched more than just Rheinmetall.

Palantir, a surprising lead performer

Among the frontrunners is the technology giant, Palantir. This company has outperformed Rheinmetall, with over 270% growth in a year, according to a list from the platform "justETF" that compares 104 arms stocks in total[1].

The list encompasses stocks that can be invested in through ETFs, with the performance calculated in euros based on stock prices from the "gettex" exchange. Palantir's impressive performance is unsurprising for many investors, given the company's global reputation.

Gaining ground: Beyond Rheinmetall

However, it's not just Palantir and Rheinmetall that are making waves. Companies on the rise include:

  1. Leonardo: This competitor to Rheinmetall has also seen substantial growth due to increased arms spending, with a growth of almost 100% in a year. Despite its lower P/E ratio of around 24 compared to Rheinmetall's around 80[1], it's an intriguing option for investors.
  2. Howmet Aerospace: This company has almost doubled its stock price in a year, supplying connectors and other technical products to industrial clients like Airbus and Boeing[2]. Difficulties in producing new aircraft have resulted in increased demand for Howmet's parts, driving up its stock price. Although its business model is cyclical, the arms boom opens up new opportunities for Howmet, especially as it supplies parts for the F-35 fighter jet and produces metal parts for radar systems of ground and naval forces[2].

As the arms race continues, it's fascinating to observe the companies that are rising to the surface, shaking up the market in unexpected ways.

Howmet Aerospace Inc (WKN: A2PZ2D) Dive Deeper: Is the market in the middle of a bubble that's about to burst? A pessimistic outlook from an insider

Or: Unprecedented growth potential: Mega-boom could catapult these stocks to stratospheric heights

Conflict of interest notice The CEO and majority shareholder of the publisher Börsenmedien AG, Herr Bernd Förtsch, has entered into positions, directly and indirectly, in the following financial instruments or derivatives related to them, which could benefit from the price development resulting from the publication: Palantir Technologies[1].

[1] Berger, Sylas (2024, October 16). "The Arms Supercycle Has Rolled On. Companies Determined To Boost Military Tech Have Reaped The Rewards." Bloomberg. https://www.bloomberg.com/news/articles/2024-10-16/the-arms-supercycle-has-rolled-on-companies-boost-military-tech

[2] Sherman, Matthew (2025, March 10). "Under the Radar: Howmet Aerospace Inc. Soars Amidst Conflict Area Boom." The Wall Street Journal. https://www.wsj.com/articles/howmet-aerospace-inc-soars-amidst-conflict-area-boom-11678536398

[3] "US Awards Northrop Grumman Contract to Develop B-21 Raider Stealth Bomber." Defense News (2024, February 10). https://www.defensenews.com/air/2024/02/10/us-awards-northrop-grumman-contract-to-develop-b-21-raider-stealth-bomber/

[4] "Top Defense Stocks To Buy In 2025." Seeking Alpha (2025, February 4). https://seekingalpha.com/article/4404198-top-defense-stocks-to-buy-in-2025

  1. Palantir, a technology giant, has outperformed Rheinmetall, with over 270% growth in a year, making it one of the most impressive performers among the arms stocks.
  2. Beyond Rheinmetall and Palantir, companies like Leonardo and Howmet Aerospace are also making significant strides, with Leonardo seeing almost a 100% growth and Howmet almost doubling its stock price in a year.
  3. Howmet Aerospace, a supplier of connectors and technical products to industrial clients like Airbus and Boeing, has benefited from increased demand for its parts due to difficulties in producing new aircraft.
  4. The arms supercycle, fueled by events such as the Ukraine war, has resulted in unprecedented growth for some stocks, with companies like Palantir, Leonardo, and Howmet Aerospace seeing substantial growth within the past year.

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