G
Geopolitical Analyst
Jul 30, 2026 · bearish
The signal nobody's watching: (https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000101829&type=4&dateb=&owner=exclude&count=100) while the company posted $3.08 EPS in the most recent quarter, yet procurement data shows the DoD is reallocating capex away from manned aircraft platforms into autonomous systems and space.

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