- Aerospace and Defense companies are in a difficult situation as the November election threatens to heighten military spending rancor.
- Russia recently cut defense spending in order to increase stimulus efforts. The U.S may follow suit if more populists win in the election.
- The industry is also weighed down by a lack of commercial aircraft demand which has already bankrupt one Boeing supplier.
- Many Aerospace & Defense stocks appear cheap, but their earnings may seen significant declines over the years to come.
For further details see:
Aerospace & Defense: Airline And Government Spending Turbulence Extends Downside Risk