Aerospace stocks dashboard Excel workbooks are getting unusual attention this week because the Paris Air Show 2026 is running June 16-22 at Le Bourget, and the order book that gets stamped in those seven days will set the cadence for commercial aerospace revenue out to the end of the decade. If you cover the sector, run an industrials sleeve, or just want to compare Boeing and Airbus side by side with live data, the right template can compress a research stack that would otherwise take days into a single workbook that refreshes on demand.
This guide ships a free aerospace stocks dashboard Excel template built on MarketXLS formulas, walks through how the screener is scored, and shows how to model Paris Air Show order conversion into a three-year revenue impact. The same workbook covers commercial OEMs, engine makers, defense primes, structures and components, aftermarket parts, composites, and specialty unmanned systems. Seventeen tickers, six sheets, every cell either a live MarketXLS function or an input you control.
Why an aerospace stocks dashboard Excel template matters right now
The Paris Air Show is the single largest commercial aerospace catalyst on the calendar. In 2023 the show booked roughly 1,200 firm orders worth over $90 billion. The 2025 edition was quieter as supply chains absorbed prior wins. The 2026 show is widely expected to land somewhere between the two, with widebody decisions from Asian and Middle Eastern carriers waiting for fuel-burn and delivery clarity.
Order announcements at Paris feed three downstream factors that an aerospace stocks dashboard Excel sheet should make visible:
- Backlog growth at the OEMs. Boeing and Airbus convert announcements into firm orders, which converts into delivery cadence ten to fifteen years out.
- Engine selection. Every airframe sale carries an engine choice. GE Aerospace, RTX (Pratt & Whitney), Rolls-Royce, and CFM share the prize on each platform.
- Aftermarket pull-through. Aftermarket parts and services scale with installed base. HEICO, TransDigm, and Howmet are levered to the same backlog through a different time window.
You cannot easily compare those exposures by reading press releases. A dashboard with the right formulas does it for you.
Key data table: aerospace universe in the workbook (sample as of 2026-06-18)
| Ticker | Company | Category | Approx Mkt Cap ($B) | Beta | Notes |
|---|---|---|---|---|---|
| BA | Boeing | Commercial OEM | 130 | 1.52 | 737 MAX restart + widebody catch-up |
| EADSY | Airbus (ADR) | Commercial OEM | 190 | 1.02 | A320neo book strong; A350F freighter |
| GE | GE Aerospace | Engine OEM | 228 | 1.28 | GE9X + LEAP-1A engine cycle |
| RYCEY | Rolls-Royce (ADR) | Engine OEM | 90 | 1.18 | Trent XWB renewals + UltraFan |
| LMT | Lockheed Martin | Defense Prime | 116 | 0.45 | F-35; tanker MoUs |
| RTX | RTX Corp | Defense Prime | 176 | 0.85 | GTF aftermarket; Pratt bookings |
| NOC | Northrop Grumman | Defense Prime | 70 | 0.52 | B-21 ramp; international fighters |
| GD | General Dynamics | Defense Prime | 80 | 0.85 | Gulfstream G700/G800 |
| HEI | HEICO | Aftermarket/Parts | 39 | 1.10 | Parts approval pipeline |
| TDG | TransDigm | Aftermarket/Parts | 84 | 0.95 | Proprietary aftermarket cash flow |
| HXL | Hexcel | Composites | 6 | 1.42 | Carbon fiber leverage |
| HWM | Howmet Aerospace | Components | 55 | 1.32 | Engine blades + structural |
| SPR | Spirit AeroSystems | Structures | 4.5 | 1.68 | Fuselage program restart |
| TXT | Textron | Bizjets/Helicopters | 16 | 1.15 | Cessna Latitude demand |
| CW | Curtiss-Wright | Defense Components | 15 | 0.85 | Naval and aerospace electronics |
| KTOS | Kratos Defense | Unmanned/Drones | 4 | 1.48 | XQ-58 Valkyrie demos |
| MRCY | Mercury Systems | Defense Electronics | 2.3 | 1.22 | Rugged compute for defense |
Sample values are point-in-time. The template file refreshes every cell live through MarketXLS.
What is happening at Paris Air Show 2026
A few storylines are worth knowing before you stress test order assumptions in the workbook:
- Widebody refresh cycle. Long-haul fleets ordered in 2010 to 2014 are reaching mid-life. Several Gulf and Asian carriers have signaled fleet decisions tied to Paris 2026.
- Narrowbody continues to dominate. A320neo and 737 MAX remain the workhorses. Engine availability, not airframe slots, is the binding constraint.
- Defense MoUs in commercial dress. Lockheed, Northrop, and RTX use Paris for international partnerships even though it is primarily a commercial show.
- Engine technology bridge. GE Aerospace and Rolls-Royce are talking up open-fan and UltraFan demonstrators. Real revenue from these is a 2030+ story, but headlines move stocks today.
- Aftermarket as the slow-burn winner. HEICO and TransDigm do not book Paris orders directly, but every firm order creates an installed base that pays them for thirty years.
The blog template uses a scenario sheet to map order announcements into three-year revenue contribution at the OEM and engine maker level. The full workbook lets you change the assumption cells and watch the implied revenue shift.
How to track aerospace stocks in Excel with MarketXLS
The aerospace stocks dashboard Excel workbook in this post leans on a small set of MarketXLS formulas that, taken together, give you a complete picture of valuation, momentum, profitability, balance-sheet quality, and dividend income. Every formula is verified against the MarketXLS function reference.
Core formulas powering the screener
=QM_Last("BA") -> Live Boeing price
=MarketCapitalization("BA") -> Market cap in USD
=Beta("BA") -> Beta vs market
=PERatio("BA") -> Trailing P/E
=DividendYield("BA") -> Annual dividend yield %
=RSI("BA") -> 14-day RSI momentum
=SimpleMovingAverage("BA",50) -> 50-day SMA
=OperatingMargin("BA") -> Operating margin %
=ReturnOnEquity("BA") -> Trailing ROE %
=TotalDebtToEquity("BA") -> Balance sheet leverage
=Revenue("BA") -> Trailing 12M revenue
=EarningsPerShare("BA") -> Trailing EPS
=CashFlowPerShare("BA") -> Operating cash flow per share
=FiftyTwoWeekHigh("BA") -> 52-week high
=FiftyTwoWeekLow("BA") -> 52-week low
=Sector("BA") -> Sector classification
=Industry("BA") -> Industry classification
Swap "BA" for any of the seventeen tickers in the workbook and every cell updates the moment you press F9.
Composite scoring formula
The Main Dashboard composite score blends four factors. Weights are user inputs (yellow cells), so you can tilt toward value, momentum, profitability, or Paris-driven order exposure as you see fit. The simplified scoring expression looks like:
= w_value * (1 / PERatio(t))
+ w_momentum * (Price/SMA50 - 1 + 0.1)
+ w_profit * (OperatingMargin(t) + ReturnOnEquity(t)) / 2
+ w_paris * (ParisOrders_t / 300)
A higher score means a better factor mix for the cycle. The score is illustrative, not predictive, and you should treat it as a research starting point rather than a buy signal.
The Paris Air Show order book scenario model
The Scenario Analysis sheet is the part of the workbook that aerospace investors actually want. You plug in five global assumptions:
- Average unit price - narrowbody, in millions of dollars
- Average unit price - widebody, in millions of dollars
- Average unit price - engine sale, in millions of dollars
- Backlog-to-revenue conversion percentage
- Discount to list price
The sheet then walks five scenarios from bear to bull, multiplies the show-week order estimates by a scenario multiplier, and derives implied three-year revenue contribution and approximate margin impact in basis points.
Order scenario example
Assume the show closes with the model's base case: 17 covered tickers add 870 firm units worth roughly $95 billion. Apply a 92% backlog conversion and a 25% discount to list, and the implied three-year revenue contribution lands around $66 billion at the OEM and engine layer combined. A bull case at 1.5x order volume pushes the same number toward $98 billion. A bear case at 0.55x pulls it back below $40 billion.
Those numbers are not forecasts. They are what-if calculations. The point of running them in Excel is to know which assumption matters most. In aerospace, it almost always turns out to be conversion rate and discount, not headline order count.
Sheet-by-sheet walk through the workbook
Sheet 1: How To Use
Plain-language explanation of every other sheet, the formulas in play, the input cells you should adjust, and links to the MarketXLS site for setup help. Read this first. You will save twenty minutes.
Sheet 2: Main Dashboard
The screener. Seventeen aerospace and defense names with live valuation, momentum, profitability, balance-sheet, and dividend metrics. Yellow input cells let you set portfolio size, risk tolerance, the maximum position size as a percent, a minimum market cap floor, and the composite scoring weights. The screener re-ranks the universe every time you change a weight.
Sheet 3: Scenario Analysis
Five-scenario order book stress test, plus a per-ticker exposure note that explains how each name participates in Paris (or does not, in the aftermarket case). This is the sheet you turn to when a deal is announced and you want to know if it matters at the index level.
Sheet 4: Strategy / Options
Covered call, protective put, collar, and cash-secured put ideas calibrated against the screener. Strike rules use a percent-from-spot framework (ATM+5%, ATM-5%, and so on). The sheet also has a hedging block with sector ETF puts, VIX calls, and long Treasury notional sizing for risk-off hedges. This is educational only and not a recommendation to enter any specific trade.
Sheet 5: Portfolio / Allocation
Bucket sizing across five categories: Commercial OEM, Engine OEM, Defense Prime, Aftermarket / Components, and Specialty (drones, defense electronics, bizjets). Inputs let you set the overall aerospace sleeve as a percent of portfolio, then weight each bucket. The sheet derives dollar allocation, share counts, and expected annual dividend income per name. A dividend calendar at the bottom shows approximate ex-dividend months for the income-relevant tickers.
Sheet 6: Correlation / Comparison
Approximate correlation matrix across the five aerospace buckets, color-coded with a Excel conditional formatting scale. Four written insights below the matrix translate the numbers into actionable diversification rules. The peer comparison block sorts the universe by market cap and shows P/E, operating margin, beta, and the distance to the 52-week high.
Aerospace stocks dashboard Excel: download the templates
Download the templates:
- - Pre-filled snapshot dated 2026-06-18 so you can see the workbook layout and formula structure even without the MarketXLS add-in.
- - Live formulas. Every price, ratio, and metric is a MarketXLS function. Open in Excel desktop with the MarketXLS add-in enabled.
If you do not have MarketXLS installed, the sample file still works to show the layout, scenario logic, and allocation framework. Pair it with the MarketXLS function reference to recreate the live calculations on your own watchlist.
How the screener works in practice
A short walk-through using the sample data in the template:
- Boeing (BA) at $215 with no positive P/E, an RSI of 55, and the largest Paris order estimate. Composite score reflects the order-cycle tilt. It carries balance-sheet risk and depends on 737 delivery cadence after the show.
- GE Aerospace (GE) at $211 with a 38x P/E, RSI 62, ROE above 22%, and high engine-cycle leverage. Composite score blends rich valuation against strong momentum and profitability. The Paris exposure is real because every Airbus and Boeing narrowbody comes with an engine choice that frequently lands on a CFM platform (the GE-Safran joint venture).
- Airbus (EADSY) at $52 with a 32x P/E, RSI 60, and the largest Paris value estimate. Composite score similar to GE.
- Lockheed Martin (LMT) at $491 with a 17x P/E and 0.45 beta. Defensive composite. Paris exposure is mostly international F-35 partnership noise rather than firm bookings.
- HEICO (HEI) at $286 with a 75x P/E and high RSI. Composite penalizes the rich multiple. The Paris event matters indirectly through installed base growth, not directly.
The point is not to make any of these calls. The point is that the dashboard makes the trade-offs explicit so you can build your own view.
Using the workbook beyond the Paris Air Show
Once the show is over, the workbook keeps working as a general-purpose aerospace and defense screener. Three suggested adjustments after Paris week:
- Re-weight the composite score. Set the Paris Orders weight to zero and shift the freed weight to profitability and momentum. The screener now reflects ongoing operations rather than a single-week catalyst.
- Update the scenario sheet with actual show totals. Replace the unit and value estimates in the per-ticker table with confirmed figures from press releases. The aggregate scenario math updates automatically.
- Roll the allocation sheet quarterly. The portfolio bucket sheet uses live prices and yields, so dollar sizing and dividend income re-compute every time you open the workbook.
FAQ
What aerospace stocks should I track in an Excel dashboard?
Cover the four core buckets: commercial OEMs (Boeing, Airbus), engine OEMs (GE Aerospace, Rolls-Royce, RTX through Pratt & Whitney), defense primes (Lockheed Martin, Northrop Grumman, General Dynamics, RTX), and aftermarket / components (HEICO, TransDigm, Hexcel, Howmet, Spirit AeroSystems). Add specialty names like Curtiss-Wright, Kratos, Textron, and Mercury Systems for unmanned and bizjet exposure. The MarketXLS workbook in this post covers all 17.
How does the Paris Air Show affect aerospace stock prices?
The show drives short-term price action through order announcements that change backlog expectations at Boeing, Airbus, GE, Rolls-Royce, and Safran. The medium-term price effect comes from how those orders convert into firm deliveries (typically 92 to 95 percent over five to ten years) and how delivery cadence translates into recognized revenue. Aftermarket names lag the order cycle by years but ultimately participate through installed base growth.
Can I build this aerospace stocks dashboard Excel without MarketXLS?
You can replicate the layout, scenario sheet, allocation logic, and correlation matrix with manual data entry, but the live-refresh value of the workbook depends on the MarketXLS function library. The sample file works as a teaching template even without the add-in. If you want every price, ratio, and dividend to update automatically, the template version needs MarketXLS installed.
What MarketXLS formulas are most useful for aerospace stock analysis?
For aerospace specifically, the high-value MarketXLS formulas are =QM_Last for live price, =MarketCapitalization for size, =Beta for cyclicality, =PERatio and =OperatingMargin for valuation and profitability, =DividendYield and =DividendPerShare for income, =RSI and =SimpleMovingAverage for momentum, =TotalDebtToEquity for balance-sheet leverage (critical at Boeing and TransDigm), and =Revenue plus =EarningsPerShare to feed scenario sheets.
How do I model order book conversion in Excel for aerospace stocks?
Build a five-scenario table with multipliers from roughly 0.55x (bear) to 1.5x (bull) applied to base-case order estimates. Layer on two assumption cells: backlog-to-revenue conversion (90 to 95 percent is typical industry) and discount to list price (20 to 35 percent is reasonable). Multiply through to get implied three-year revenue and add a basis-points margin impact column for color. The Scenario Analysis sheet in the template does this for you.
Are HEICO and TransDigm worth tracking even if they do not announce orders at Paris?
Yes. Aftermarket parts businesses like HEICO and TransDigm derive revenue from the global installed base of commercial aircraft, not from new orders directly. Every firm order at the Paris Air Show adds airframes that those companies will service over the next twenty-five to thirty-five years. The aerospace stocks dashboard includes both in the Aftermarket/Parts bucket precisely because the long-tail revenue stream is the point.
The Bottom Line
An aerospace stocks dashboard Excel template earns its keep at exactly the moments where research has the most leverage: a major catalyst week, an end-of-quarter screening exercise, a portfolio review where you need to compare seventeen names at once on consistent metrics. The free template attached here covers commercial OEMs, engine makers, defense primes, components, composites, structures, aftermarket parts, and specialty unmanned and electronics names with a single set of MarketXLS formulas. The Scenario Analysis sheet turns Paris Air Show 2026 order headlines into modeled revenue contribution. The Portfolio sheet handles bucket sizing across the five aerospace categories. The Correlation matrix forces honest thinking about which names belong together.
Drop the sample workbook on your laptop and look around. If you want the template version with live formulas, head to marketxls.com to get the add-in installed, or book a demo and we can walk through how the same formula library powers similar dashboards for dividend investing, options income, sector rotation, factor screens, and the rest of the MarketXLS template library.
The Paris Air Show ends on Sunday. Backlog math runs forever.