Geopolitics Alpha

3 European Defense Stocks to Watch as Air Defense Spending Rises

Published . Updated .

3 European Defense Stocks to Watch as Air Defense Spending Rises Yahoo Finance

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

  • AADX APPLIED AEROSPACE & DEFENSE IN

    GA selected AADX as a RELATED security because its canonical security name directly matches this event's themes: aerospace, defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • CDP COPT DEFENSE PROPERTIES

    GA selected CDP as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
GD-1.12%-1.56%—-0.79%-0.15%+0.55%+2.69%
ITA———————
BA+0.18%-0.93%—-1.56%-2.60%-0.40%+0.30%
LHX———————
HII-0.10%+0.38%—-2.41%+0.16%+1.23%+2.87%
AADX+9.61%+3.57%—-3.44%+2.41%+5.29%+5.66%
CDP+0.24%-0.39%—-0.15%-1.13%-1.16%-0.92%

3 European Defense Stocks to Watch as Air Defense Spending Rises Yahoo Finance

Source: Yahoo Finance

Applied Aerospace & Defense (AADX) since this story, compared with the market

Since the first closing price after “3 European Defense Stocks to Watch as Air Defense Spending Rises,” Applied Aerospace & Defense (AADX) is +3.94%. The S&P 500 fund (SPY) is -1.47% over the same days, a +5.41% difference versus the market.

CompanyWhenMoveStatus
Applied Aerospace & Defense (AADX)that day-3.44%final price
Applied Aerospace & Defense (AADX)the next day+2.41%final price
Applied Aerospace & Defense (AADX)two days later+5.29%final price
Applied Aerospace & Defense (AADX)three days later+5.66%final price
Applied Aerospace & Defense (AADX)three days earlier+3.57%final price
Applied Aerospace & Defense (AADX)five days earlier+9.61%final price
BAthat day-1.56%final price
BAthe next day-2.60%final price
BAtwo days later-0.40%final price
BAthree days later+0.30%final price
BAthree days earlier-0.93%final price
BAfive days earlier+0.18%final price
Copt Defense Properties (CDP)that day-0.15%final price
Copt Defense Properties (CDP)the next day-1.13%final price
Copt Defense Properties (CDP)two days later-1.16%final price
Copt Defense Properties (CDP)three days later-0.92%final price
Copt Defense Properties (CDP)three days earlier-0.39%final price
Copt Defense Properties (CDP)five days earlier+0.24%final price
GDthat day-0.79%final price
GDthe next day-0.15%final price
GDtwo days later+0.55%final price
GDthree days later+2.69%final price
GDthree days earlier-1.56%final price
GDfive days earlier-1.12%final price
HIIthat day-2.41%final price
HIIthe next day+0.16%final price
HIItwo days later+1.23%final price
HIIthree days later+2.87%final price
HIIthree days earlier+0.38%final price
HIIfive days earlier-0.10%final price
AADX
SPY

Filings that name Applied Aerospace & Defense (AADX) around 12 Oct 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Applied Aerospace & Defense (AADX)

Companies carried with this story

  • AADX Applied Aerospace & Defense

    For “3 European Defense Stocks to Watch as Air Defense Spending Rises,” Applied Aerospace & Defense (AADX) is linked, with no stored direction, medium confidence. Reason on file: GA selected AADX as a RELATED security because its canonical security name directly matches this event's themes: aerospace, defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CDP Copt Defense Properties

    For “3 European Defense Stocks to Watch as Air Defense Spending Rises,” Copt Defense Properties (CDP) is linked, with no stored direction, medium confidence. Reason on file: GA selected CDP as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • FLY Firefly Aerospace

    Firefly Aerospace (FLY) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “3 European Defense Stocks to Watch as Air Defense Spending Rises.” Reason on file: GA selected FLY as a RELATED security because its canonical security name directly matches this event's themes: aerospace. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GE General Electric

    In “3 European Defense Stocks to Watch as Air Defense Spending Rises,” General Electric (GE) is linked, with no stored direction, medium confidence. Reason on file: GA selected GE as a RELATED security because its canonical security name directly matches this event's themes: aerospace. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • HWM Howmet Aerospace

    Howmet Aerospace (HWM) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “3 European Defense Stocks to Watch as Air Defense Spending Rises.” Reason on file: GA selected HWM as a RELATED security because its canonical security name directly matches this event's themes: aerospace. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • KTOS Kratos Defense & Security Solutions

    In “3 European Defense Stocks to Watch as Air Defense Spending Rises,” Kratos Defense & Security Solutions (KTOS) is linked, with no stored direction, medium confidence. Reason on file: GA selected KTOS as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Applied Aerospace & Defense (AADX)

On 12 Oct 2026, “3 European Defense Stocks to Watch as Air Defense Spending Rises” is the story that connects Applied Aerospace & Defense (AADX) to this story.

For Applied Aerospace & Defense (AADX), the reason on file says GA selected AADX as a RELATED security because its canonical security name directly matches this event's themes: aerospace, defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Copt Defense Properties (CDP) is here too. Its reason reads: GA selected CDP as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for Applied Aerospace & Defense (AADX)

AADX traded between 10.31 and 13.08 across 20 sessions. The latest close on file is 10.82. CDP traded between 32.69 and 34.71 across 20 sessions. The latest close on file is 32.74. FLY traded between 15.98 and 25.58 across 20 sessions. The latest close on file is 16.64.

What the saved facts support for Applied Aerospace & Defense (AADX)

46 out of 100

“3 European Defense Stocks to Watch as Air Defense Spending Rises” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.