LMT is the third largest manufacturer of aircraft in the world, after Boeing and Airbus. They've built commercial aircraft before and are the best positioned to

LMT is the third largest manufacturer of aircraft in the world, after Boeing and Airbus. They've built commercial aircraft before and are the best positioned to re-enter that market if there is a (government-encouraged) opening from massive failures at Boeing. I don't think they'll walk into it unprovoked, but my point is that Boeing isn't the only game in town long-term in the US.