Apr. 22 at 3:40 PM
Aerospace is one of the most top-heavy trades in the market right now.
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$BA and
$LMT continue to dominate the U.S. defense/aero complex by sheer scale and capital power, while
$AIR holds the European crown. These aren’t just leaders — they are the market.
Meanwhile, everyone else? Fragmented, underfunded, and fighting for scraps. Smaller OEMs, China plays, Canada exposure, even the hyped eVTOL names — all still miles behind in revenue, backlog, and execution.
This is a classic duopoly structure at the top with a long speculative tail underneath.
Translation for traders: capital flows concentrate → leaders stay leaders → dips on
$BA /
$LMT /
$AIR get bought.
Don’t overcomplicate it. Follow the money.
