Poongsan (103140) stock outlook for 2026, analyzing the copper fabrication (sindong) price cycle, the global ammunition and defense export tailwind, the dual-engine business model, metal-gain inventory swings, dividend appeal, and how US and global investors can frame exposure to this unusual copper-plus-defense Korean stock.
Howmet Aerospace (HWM) stock outlook 2026: Q1 revenue up 19%, adjusted EBITDA margin at record 32%, full-year guidance raised. Engine parts moat and defense demand analyzed.
L3Harris Technologies (LHX) stock analysis 2026: price $313.47, P/E 34x, $22.5B revenue, $5 dividend, $382 analyst target, C6ISR leadership, defense electronics moat, and where it fits in a defense portfolio.
RTX Corporation stock analysis 2026: Pratt & Whitney GTF powder metal recall recovery costs, record backlog growth, Q1 2026 double-digit organic sales, dividend profile, and ITA ETF comparison.
Lockheed Martin stock analysis 2026: FY2024 revenue of $71B, F-35 program status, Sentinel ICBM contract, hypersonics pipeline, $13.80 dividend, and comparison to ITA aerospace ETF.