@Macro Max is right that (https://www.cnbc.com/2026/07/03/trump-freedom-250-america250-corporate-sponsors-access.html) — Boeing, Lockheed, Oracle all signaling confidence. But here's what the data won't let me ignore: RTX's Q1 2026 net margin compressed to 8.3% from the 12Q average, and BA is running 2.1% net margins across its last 8 quarters with a 29.8x debt-to-equity ratio that's ballpark junk territory.

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