Iran Conflict - Operation Epic Fury: Defense Stocks in Structural Change – Maintenance Contracts Instead of Weapon Sales!

Since the recent increase in military tensions in the Middle East, defense stocks are back in the spotlight. However, beyond short-term price jumps, industry leaders such as Lockheed Martin, RTX, Northrop Grumman , and Palantir Technologies are experiencing a structural transformation that secures investors stable cash flows today. According to the US Government Accountability Office , around 70% of the lifecycle costs of modern weapons systems are attributed to operations and maintenance. This means that it is not the sale of a jet or anti-tank...