By: Carter Copeland

This note concludes the sixth year in our effort to aggregate quarterly defense company results into “scorecards” to more clearly compare various operational and stock-performance metrics across our large cap coverage universe. Inside, we look at indices we created to more easily observe/compare industry-wide performance trends and attempt to reconcile them to share price performance. We discuss these trends in light of current industry events to draw conclusions about the attractiveness of the broader defense group.

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