NATO Article 5 signals and Taiwan procurement directly benefit F-35 and F-16 production lines. $158B backlog not reflected in 18x P/E.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| SAAB | Saab AB | 67 | +25% | ↑18% | EARLY |
| HEI | HEICO Corporation | 67 | +12% | ↑18% | EARLY |
| NOC | Northrop Grumman Corporation | 67 | +7% | ↑18% | EARLY |
| AIR | Airbus SE | 67 | +13% | ↑18% | EARLY |
| BA | The Boeing Company | 67 | 0% | ↑18% | NEUTRAL |
| GD | General Dynamics Corporation | 67 | +15% | ↑18% | EARLY |
| HII | Huntington Ingalls Industries | 64 | +14% | ↑18% | EARLY |
Baltic state NATO emergency consultation — F-35 procurement acceleration discussed
Estimates · Yahoo Finance · Not audited figures