Backbone of the Western Defense
Despite an ambitious valuation, I believe a further breakout is possible with sustained momentum.
The key triggers are new large contracts, a strong outlook in February, and further increasing defense spending.
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BAE Systems is one of the central integrators of the western defense industry. The business model is based on long-term government programs across the entire military spectrum – from ammunition and armored vehicles to nuclear submarines, fighter jets, and electronic warfare. Scalability arises less from unit numbers than from decades-long programs, maintenance, upgrades, and follow-up orders. The structural advantage lies in privileged access to US programs and political entry barriers that are hardly surmountable. Operationally, things are...
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