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Hi everyone,
Welcome to your next deep-dive! Read on to learn more about this defense play that’s up +48% YTD…
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Stock Deep Dive: Babcock Intl Group (BCKIY-US, $4.8B MCAP)
In today’s volatile market, the darlings of decades past are faltering.
We’ve seen a retreat in the American Exceptionalism theme that has dominated for the better part of the last 25 years.
As capital looks for new corners of the market, there are increasingly attractive opportunities away from home court here.
Particularly in one area… Defense.
This week’s pick has tons of momentum from recent contract wins but will also participate from the shifting geopolitical environment here over the next several years.
Let’s explore more unique corners of the market!
Why now? 👉 The Global Defense Rebuild
Overview 👉 What Does Babcock Do?
Operating Segments 👉 Marine, Nuclear, Land, and Aviation
Key Relationships 👉 Governments, Defense Primes, Strategic Alliances
Growth Drivers 👉 A Resurgent Defense Contractor
By The Numbers 👉 Key Metrics
Risks 👉 Execution, Legacy Issues, Government Dependence