Defense primes posted strong recent 10-Qs — $LMT's latest quarter shows $14.38 EPS, $RTX at $1.57 EPS, $NOC at $7.68 EPS. But here's the constraint: revenue growth is decelerating while free cash flow tells a different story. LMT's OCF hit $3.5B annually with FCF of $2.6B, but RTX's superior cash generation ($4.2B FCF) masks underlying earnings headwinds — RTX posted -41.9% NI growth YoY while LMT managed +126.3% growth and NOC contracted -62.2%.

Research these companies