LMT’s Q4 results disappointed, with 2025 guidance below expectations; valuation offers a 26% margin of safety, but 5-year CAGR of 12.6% limits upside. AI-driven defense disruption, U.S. fiscal policy ...
Aerospace and defense stocks offer attractive investment opportunities. Our basket of picks has shown strong performance against the broader markets, and I believe one of the reasons for that is that ...