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.
Blake Bos has no position in any stocks mentioned. The Motley Fool recommends Cubic. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.