invest1 distinct publisher
BAE's H1-26 beat is a capex story wearing a growth multiple
EPS is up, but one analyst's figures show free cash flow down 17% and operating cash flow down 9% since 2023, against a 26-29x P/E. The rearmament trade is being funded, not harvested.
Publishers:seekingalpha.com
Reality
- Evidence30
- Adoption
- Insufficient
- Hype gap+22
- Incentives68
- Confidence34