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Defense Spending "Not Going Anywhere:" Bull Case for LMT, RTX, BA & Others

Defense Spending "Not Going Anywhere:" Bull Case for LMT, RTX, BA & Others

Schwab Network · Schwab Network

October 24, 20259m 3s

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Show Notes

Tony Bancroft doesn't see much downside when it comes to the defense sector. He points to increasing defense spending and rising geopolitical tensions benefitting companies like RTX Corp. (RTX) and Lockheed Martin (LMT). Tony later talks about the impacts to the aerospace industry and how companies like Boeing (BA) fly on defense tailwinds.


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