Defense primes (Lockheed, Northrop, RTX, General Dynamics) + commercial aerospace (Boeing, Airbus suppliers). Multi-decade contract visibility + regulatory + technical moats - the original wide-moat industrial cohort.
Industry leader
Zen Technologies Limited ZENTEC.BO
Buffett-Fit: 75/100
Defense primes ride 5-20-year contract backlogs that smooth earnings across full business cycles. Government concentration is the customer risk; engineering capability + clearance staff + classified IP is the moat. ROIC routinely above 15% with low cyclicality - Buffett-quality compounders disguised as boring industrials.
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Educational framework analysis only. Not investment advice, not a recommendation, not personalized to your situation. Always do your own research.