DEFENCE · NYSE · PEER OF LMT
Submarine programmes (Columbia-class) and shipbuilding. Pacific naval rebuild structural thesis.
Abrams + Stryker production for Ukraine and US Army restocks. Submarine programmes a structural NATO eastern flank play. Less Ukraine-specific than Rheinmetall but real exposure.
Submarines (Columbia-class), Gulfstream jets, combat vehicles. Naval shipbuilding directly relevant to Hormuz ops.
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