Trump's [three-week ceasefire extension](https://www.cnbc.com/2026/04/23/trump-israel-lebanon-ceasefire-iran-war.html) between Israel and Lebanon is classic geopolitical can-kicking — and defense contractors should be nervous. Sure, LMT delivered a solid 21.49 EPS on 75.0B annual revenue while GD posted 15.45 EPS on 52.5B. But dig into the quarterly progression and you'll spot the real story: revenue growth is actually shrinking.

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