CPI Aerostructures can work as a small portfolio position, though gross-margin upside looks limited because it appears to operate all contracts on a fixed-price basis. Inflation expectations are baked into prices, but only as assumptions, and an inflationary wave from Iran could repeat the A-10 problems in other programs. x.com 

Lockheed Martin is a defensive core holding with near-monopoly defense franchises and steady cash flow. The F-35, over 25% of revenue, is the only fifth-generation fighter deployed at scale in the West, and FY2026-27 budgets raise F-35 funding 62% and more than double PAC-3 and THAAD procurement. Backlog is $186.4B, 2.4x annual revenue, new Army and Navy contracts landed May 28, and over 60% of free cash flow goes to dividends and buybacks. x.com 

GE Aerospace earns most of its money servicing a huge installed engine base, and record air traffic keeps that base turning. Engines sell at up to 70% off, while shop visits bring up to 70% of lifetime revenue; services were about 70% of 2025's $42B revenue, with a $210B backlog. At 43x earnings versus a 37x five-year average it is not cheap, a premium backed by the end of the conglomerate discount, margins and visibility. A correction would come only with a normal general market pullback. x.com  … Show more

TechPrecision could benefit meaningfully from the Navy's $525M award to Sikorsky to develop and qualify advanced technologies for the CH-53K King Stallion, reported by @Defence_blog. Its Stadco subsidiary is deeply embedded in producing CH-53K parts, and the company's market cap is only about $35M. x.com  x.com 

Northrop Grumman's B-21 bomber has reached a profitability inflection, removing a key risk and unlocking significant margin upside. After inflation-driven losses in early production, digital manufacturing gains and a new Air Force agreement have turned the program to positive operating income. A $95.61 billion backlog locks in years of revenue visibility, and B-21 and Sentinel sit in nuclear modernization spending that is essentially untouchable. Space defense adds growth. x.com