This single Pentagon program is going to upend the combat jet industry

For all the talk of shrinking global defense budgets and sequestration, the U.S. military’s three prime combat aircraft contractors—Lockheed Martin, Boeing, and Northrop Grumman—have enjoyed a good run of late, with each company’s stock currently bumping up against its 52-week high. But don’t expect the smooth sailing to last, says one prominent industry analyst.

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