Record Orders, Hesitant Investors: Who Really Benefits from the Defense Boom!

Lockheed Martin, RTX, Northrop Grumman, and GE Aerospace deliver strong numbers, yet the stock market remains skeptical. For patient investors, this might be an opportunity. The American defense and aerospace industry is experiencing a record year, but the stock market hardly feels it. Since the onset of the Iran war at the end of February, rockets have been in short supply, and the corporations are building new facilities. President Donald Trump, alongside European defense ministers, is pushing for faster deliveries. Nevertheless, many investors...