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 ...

Lockheed Martin is lagging, despite record defense budgets, as agile, product-led startups capture the industry's growth and innovation. Supply chain issues, lack of pricing power, and slow growth ...