In the following video, Fool consumer-goods/industrials analyst Blake Bos breaks down Aviation Week's top aerospace and defense picks by annual revenue. His discussion includes Cubic (NYSE: CUB ) , Rockwell Automation (NYSE: ROK ) , Exelis (UNKNOWN: XLS.DL ) , Boeing (NYSE: BA ) , and Lockheed Martin (NYSE: LMT ) .
Blake reveals his top picks in each revenue category and explains why some of these companies may be better positioned to maintain future earnings in an environment of defense spending cuts.
As Blake points out in the video, Boeing operates as a major player in a multitrillion-dollar market. However, emerging competitors and the company's execution problems have investors wondering whether Boeing will live up to its shareholder responsibilities. In our premium research report on the company, two of The Motley Fool's best minds on industrials have collaborated to provide investors with the key, must-know issues surrounding Boeing. They'll be updating the report as key news hits, so don't miss out -- simply click here now to claim your copy today.