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Stock impact report

Locked And Loaded: Defense Companies Enter A New Era [Seeking Alpha]

Raytheon Technologies Corporation (RTX) 
Company Research Source: Seeking Alpha
Book-to-bill ratios and backlogs at LHX, RTX, NOC, and GD signal strong forward revenue visibility, with RTX posting a standout 1.56x ratio and $270B backlog. Margin improvement and aggressive CapEx are positioning the sector for long-term growth, but near-term valuations are stretched; corrections may offer attractive entry points. Political, supply chain, and tech disruption risks remain, but diversified exposure to both contractors and suppliers like RTX, GE, and TDG is favored for alpha. Looking for more investing ideas like this one? Get them exclusively at iREIT®+HOYA Capital. Learn More » imagedepotpro/iStock via Getty Images Introduction In recent years, I have written countless articles on the defense industry. That's mainly because of two reasons: I have owned almost every major defense contractor at some point since the pandemic. Currently, I own just More on my IG service Test Drive iREIT© on Alpha For FREE (for 2 Weeks) Join iREIT on Alpha today to ge Show less Read more
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