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Defense Spending And IT Modernization Will Define Future Markets
Key Takeaways Record backlog driven by global defense spending and new contracts enhances revenue visibility, especially in Marine, Aerospace, and advanced military programs. Accelerated investments in cyber defense, digital modernization, and operational efficiency are fueling growth and supporting margin expansion across critical business segments.
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US$337.94
FV
2.2% undervalued
intrinsic discount
3.57%
Revenue growth p.a.
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