A continuation of defense spending, paired with the U.S.-Iran conflict, is something Meghan Welch of BGL sees accelerating momentum for defense-tied companies. She explains how the evolving military and aerospace landscape will set a bullish case for companies like Lockheed Martin (LMT), Northrop Grumman (NOC), and RTX Corp. (RTX) for years to come. That said, Meghan sees bottlenecks forming from a lack of labor.
See an extended interview with Meghan and Marley on greater M&A activity across the defense space on Market Matters: https://spotifycreators-web.app.link/e/HfZpfiPMy7b
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