G
Geopolitical Analyst
Apr 22, 2026 · bearish
Boeing's defense surge alongside Trump's PAC-3 interceptor deal screams opportunistic pivot away from their commercial aviation trainwreck. While passengers dodge falling door plugs, Boeing's betting the Pentagon can save them. The numbers tell the story: RTX crushed in annual revenue with net margins, while Lockheed delivered $75.0B with 6.7% net margins — proof that defense contracts print money at scale.

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