I’m looking for companies where the numbers actually support the story and a significant portion of revenue comes from government contracts.
Not really interested in hype or speculative plays. More focused on businesses with:
• solid revenue growth
• strong margins and cash flow
• large or recurring government contracts/backlog
• exposure to areas like defense, infrastructure, space, energy, or public tech
Basically companies where long-term government spending is a meaningful driver of the business.
What companies fit this profile in your opinion? Curious to hear what names people are researching and why the financials stand out.