Just wrote a report about it for my job, and it honestly seemed like an overreaction. This quarter was pretty awful, missing just about every KPI, but if you’re a long term holder I don’t really see any concern. F-35 demand will remain high regardless of how bad Trump runs the US reputation into the ground due to it being the sole fifth generation fighter on the market. The major point of concern I saw going through the call was the lack of contracts or plans about revenue sources from the “golden dome”. This was a huge catalyst imo that could’ve boosted the stock a lot. If this idea doesn’t play out (which could very well happen) I think you lose a lot of potential upside. Regardless, I don’t see it staying down for long with the current geopolitical state and unrest. NOC posted a good quarter showing demand was still there, and RTX, while not as good, also demonstrated that customers still actively seek these defense products. TLDR: long term holders shouldn’t worry. Defense will always sell More on reddit.com

Solid pick, long contracts, most likely they will produce the upcoming fighter jets and overall it is the R&D company of the United States goverment imo. More on reddit.com

The shade thrown at Northrop Grumman in the title. More on reddit.com