Why Defense Stocks Slip Despite High Yields

With defense contractor stocks like Lockheed Martin and RTX trading near multi-year highs while the broader market faces volatility, a curious divergence is emerging. We explore why capital markets are pricing in resilience for aerospace giants even as geopolitical risks escalate globally. Lucas and Luna dissect the specific financial mechanics behind this trend, focusing on free cash flow conversion, supply chain re-engineering, and the quiet shift toward software-defined defense systems. The conversation anchors to recent data points from October 2026, examining how companies are navigating oil price shocks and talent shortages without sacrificing margins. Listeners will learn one concrete takeaway: the new metric driving valuation in defense tech isn't just order backlog, but the speed of delivery through complex supplier networks.

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