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defense

Everything tagged "defense" across research, earnings, and macro.

2 articles

Best defense stocks for May 2026

These 10 defense stocks are ranked by quality grade, with General Dynamics leading a list shaped by rearmament, munitions demand, and rising military modernization spending.

May 19, 2026·15 min read

defense

Research ReportOSK

Oshkosh (OSK): Buy on Backlog and Cash Flow

Oshkosh combines strong backlog in Vocational, improving Transport economics, and solid cash generation, but Access remains a cyclical drag into 2026. The stock looks attractive for moderate-risk investors at a disciplined entry point.

May 8, 2026·19 min read

Industrials Farm & Heavy Construction Machinery Industrial

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