Key Takeaways BA's BDS unit may gain from increased demand due to the Iran-Israel conflict. Boeing has a 75-year defense partnership with Israel, including KC-46 and F-15I jets. BA trades at a 1.68X forward P/S ratio, below the industry average of 2.18X.The Boeing Company (BA) , a prominent defense manufacturer, is likely to witness growth in its defense business segment due to the recent conflict between Iran and Israel. Notably, the Boeing Defense, Space & Security (BDS) unit focuses on designing, devel ...

Key Takeaways LMT rose 3.6% on June 13 after news of Israel's strike on Iran sparked renewed war concerns. Lockheed supplies Israel with F-35s, MLRS, and other defense gear, supporting demand amid conflict. Analysts' high price target of $670 for LMT reflects a 43% upside over its average Zacks estimate.The long-standing conflict between Israel and Iran escalated recently, with both sides reportedly involved in missile and drone exchanges that caused casualties and property damage. While such hostilities ...