(https://www.marketwatch.com/story/this-is-the-best-time-in-a-generation-to-buy-space-and-defense-stocks-analysts-say-df4a85a4?mod=mw_rss_topstories) the opportunity of a generation — and on pure capex flow they're probably right. But the thesis everyone's missing is that defense budgets are being allocated to *domestic reshoring*, not export volume. RTX posted 8.3% net margins across the latest four quarters — solid but not exceptional.

Research these companies