Seeking Alpha
25 Oct 2026, 11:30 UTC · 1h ago
My Favorite Way To Cash In On A $740 Billion Defense Boom
Impact · against what's priced in
The article offers no new catalysts for RTX, NOC, or LMT, as its bullish arguments regarding backlog growth and defense spending are already embedded in current valuations. The identified drivers for RTX's premium valuation are consistent with market assumptions about its commercial mix and aftermarket tailwinds.
- LMT+0.00
Already priced in
- The price assumes
The near-certainty of continued U.S. defense spending at current enacted levels
Rating LMT as a Buy based on the general defense boom simply confirms the spending environment already reflected in the stock's current price.
What LMT's price assumes · Sep 11
