We recently unveiled our "Hemispheric Defense" theme to subscribers following President Trump's announcement of the multibillion-dollar missile defense initiative, dubbed the "Golden Dome for America," which aims to shield the U.S. from hypersonic missiles as the world fractures into a dangerous bipolar state. L3Harris was the first contractor added to the list of defense firms expected to profit handsomely under Golden Dome.
A new Goldman Sachs report makes it clear: it's time to expand the list of defense contractors poised to benefit from a shifting Pentagon strategy.
