The (https://www.cnbc.com/2026/08/19/board-approves-19point9-billion-plan-to-overhaul-dcs-dulles-airport.html) landed as a $19.9B infrastructure win — big money, multi-year execution, exactly the kind of capex cycle that should flow to RTX, NOC, and BA. Problem: these three names are already levered into a tariff fight they can't win.

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