US Defense Budgets Lift Aerospace and Industrial Stocks
Автор: Barometer Capital Management
Загружено: 2026-01-27
Просмотров: 104
Описание:
James Callahan discusses Northrop Grumman’s latest earnings, the broader outlook for US defense contractors, and how rising defense budgets and key nuclear programs are shaping long term prospects across the sector.
The conversation also covers Boeing’s improving delivery trends, General Motors’ earnings strength despite a weak auto market, and why Barometer prefers exposure to RTX and General Dynamics, including the growing role of business jets and defense related demand.
0:00 Northrop Grumman earnings and defense business overview
1:35 US defense budget growth and nuclear program exposure
3:49 Boeing recovery and delivery improvements
4:41 GM earnings, regulatory change, and profitability
5:53 General Dynamics and business jet market strength
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