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LMT — Ruslan Averin's Analysis · 2 entries

  1. Lockheed Martin — The Cheap Interceptor Maker With a Broken Quarter
    ·6 min read

    Lockheed Martin — The Cheap Interceptor Maker With a Broken Quarter

    Ruslan Averin on Lockheed Martin (LMT): it builds THAAD and PAC-3 — the interceptors the Gulf runs out of — yet down 25%. Same demand as RTX, half the multiple.

  2. Defense Stocks Fell on the Iran Deal While the S&P Ripped — That's the Trade
    ·3 min read

    Defense Stocks Fell on the Iran Deal While the S&P Ripped — That's the Trade

    Lockheed, Northrop and L3Harris slid 1.1–1.9% as a U.S.–Iran ceasefire lifted the S&P 1.5%. Ruslan Averin on why peace is bad for defense names — and where the durable demand actually sits.