Meghan Welch's Bull Case in Defense & Aerospace as U.S.-Iran War Lingers
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.
