- The US last week announced a $110B arms sale to Saudi Arabia, part of a $350B 10-year strategic agreement.

- The deal signals a broad shift toward military build-up and a willingness to arm allies abroad.

- Raytheon looks set to benefit from the shifting geopolitical landscape led by an American desire to show strength.

- Raytheon’s consolidation as an indispensable munitions supplier positions it for growth in the Trump era.

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