Boeing's defense surge alongside Trump's PAC-3 interceptor deal screams opportunity—but savvy analysts see the trap lurking beneath. While $LMT delivered a crushing EPS and $RTX hit EPS across diversified defense portfolios, this concentration in government contracts is building a house of cards in hurricane season. [FACT] LMT's revenue cratered -23.6% year-over-year despite posting solid Q4 numbers at $20.3B, while RTX flexed with explosive net income growth on to

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