Geopolitics Alpha

Sony: The Hardware Cycle Is Hiding A Better Earnings Mix (NYSE:SONY)

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Sony: The Hardware Cycle Is Hiding A Better Earnings Mix (NYSE:SONY) Seeking Alpha

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
GD———————
ITA———————
BA———————
LHX———————
HII———————

Sony: The Hardware Cycle Is Hiding A Better Earnings Mix (NYSE:SONY) Seeking Alpha

Source: Seeking Alpha

Defense

SPY
XLI

How solid the defense case looks

12 out of 100

“Sony: The Hardware Cycle Is Hiding A Better Earnings Mix (NYSE:SONY)” scores 12 out of 100. The score uses 1 sources.