Lockheed Martin Should Benefit From Trump's 'Peace Through Strength' Approach
- Lockheed Martin's strong financials, stable revenues, and large backlog make it a 'Strong Buy', despite recent revenue slowdowns and slight margin deterioration.
- Trump's 'Peace Through Strength' approach is expected to boost defense spending, benefiting LMT's sales, margins, and EPS growth significantly over the next four years.
- LMT's valuation remains reasonable compared to peers, with the potential for higher multiples due to anticipated EPS growth under the Trump administration.
- We re-iterate our 'Strong Buy' rating on LMT.
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Over the last year, we've written two separate articles on Lockheed Martin (NYSE:LMT), the top U.S. defense contractor.
In our first article, titled "Lockheed Martin: 3 Reasons To Buy This Compounding Machine", we argued
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