10 Defense and Aerospace Stocks To Benefit From Trump’s Peace Through Strength Policy

8. Embraer S.A. (NYSE:ERJ)

Embraer S.A. is a developer, designer, manufacturer, and seller of aircraft and systems. It operates in defense & security, services & support, commercial aviation, executive aviation, and other segments. Despite the fact that analysts were pessimistic about the stock at the end of the previous year, positive news has started emerging.

The company received firm orders from Uruguay’s Air Force for five A-29 Super Tucano light-attack aircraft. The order was a result of a contract signed in August and includes integrated logistics services, mission equipment, and a flight simulator. Moreover, the firm released its final quarter deliveries for 2024 which indicated a 27% increase in aircraft deliveries as compared to the previous quarter.

For FY 2024, ERJ recorded a 14% gain from the previous year with a total of 206 aircraft being delivered in the full year. Embraer’s stock started gaining upward momentum within a few days after it announced its final quarter deliveries report. The company’s share price was up 7% in January and is set to be a consistent performer in 2025.