Locked And Loaded: Defense Companies Enter A New Era
Source: SeekingAlpha
2026-02-01 07:30:00 ET
Introduction
In recent years, I have written countless articles on the defense industry. That’s mainly because of two reasons:
- I have owned almost every major defense contractor at some point since the pandemic. Currently, I own just three aerospace & defense companies, none of which are pure-play defense companies.
- The defense industry is home to some of my favorite dividend growers that consistently grow their dividends, buy back stock, and offer a highly favorable risk/reward, backed by a lot of anti-cyclical government funding.
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Locked And Loaded: Defense Companies Enter A New Era
Transdigm Group Incorporated Inc.
NASDAQ: TDG
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Aerospace & Defense
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