In short: Terranova's other defense holding: with "a $1.5 trillion defense budget on the table," RTX and General Dynamics "are the two strongest names in the defense industry that we still maintain the exposure to."
General Dynamics is Joe Terranova's other defence holding. The thesis is simply the size of the customer: a $1.5 trillion defence budget under discussion, with RTX and General Dynamics named as "the two strongest names in the defense industry that we still maintain the exposure to."
In short: Cited among Merlin's strong industry partners alongside GE and Honeywell — incumbent validation of the platform.
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