Geopolitics Alpha

Academy Day event offers guidance on military service academies

Published . Updated .

Academy Day event offers guidance on military service academies WCAX

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

  • XAR SPDR SERIES TRUST

    Material security escalation can alter defense demand expectations and risk premia.

  • 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.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
GD———————
ITA———————
BA———————
LHX———————
HII———————
XAR———————
AADX———————

Academy Day event offers guidance on military service academies WCAX

Source: WCAX

IShares U.S. Aerospace & Defense ETF (ITA) since this story, compared with the market

Since the first closing price after “Academy Day event offers guidance on military service academies,” IShares U.S. Aerospace & Defense ETF (ITA) is -3.02%. The S&P 500 fund (SPY) is -0.88% over the same days, a -2.13% difference versus the market. industrial stocks (XLI) is -2.10%, a -0.92% difference versus that group of stocks.

ITA
SPY
XLI

Filings that name IShares U.S. Aerospace & Defense ETF (ITA) around 21 Sep 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).

Companies in defense around IShares U.S. Aerospace & Defense ETF (ITA)

Companies tied to this story

  • ITA IShares U.S. Aerospace & Defense ETF

    IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 21 Sep 2026 story “Academy Day event offers guidance on military service academies.” Reason on file: Material security escalation can alter defense demand expectations and risk premia

  • XAR Spdr Series Trust

    Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence in the 21 Sep 2026 story “Academy Day event offers guidance on military service academies.” Reason on file: Material security escalation can alter defense demand expectations and risk premia

  • AADX Applied Aerospace & Defense

    Applied Aerospace & Defense (AADX) is linked, with no stored direction, medium confidence in the 21 Sep 2026 story “Academy Day event offers guidance on military service academies.” 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

    Copt Defense Properties (CDP) is linked, with no stored direction, medium confidence in the 21 Sep 2026 story “Academy Day event offers guidance on military service academies.” 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

    In “Academy Day event offers guidance on military service academies,” Firefly Aerospace (FLY) is linked, with no stored direction, medium confidence. 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

    General Electric (GE) is linked, with no stored direction, medium confidence in the 21 Sep 2026 story “Academy Day event offers guidance on military service academies.” 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 21 Sep 2026 story “Academy Day event offers guidance on military service academies.” 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

    Kratos Defense & Security Solutions (KTOS) is linked, with no stored direction, medium confidence in the 21 Sep 2026 story “Academy Day event offers guidance on military service academies.” 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

How defense news reaches IShares U.S. Aerospace & Defense ETF (ITA)

“Academy Day event offers guidance on military service academies” (21 Sep 2026) reaches IShares U.S. Aerospace & Defense ETF (ITA) through Defense.

IShares U.S. Aerospace & Defense ETF (ITA) is on the page because Material security escalation can alter defense demand expectations and risk premia

Also listed, Spdr Series Trust (XAR): Material security escalation can alter defense demand expectations and risk premia

The price range for IShares U.S. Aerospace & Defense ETF (ITA), and the dates in the story

AADX traded between 10.31 and 13.08 across 20 sessions. The latest close on file is 10.82. ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60. XAR traded between 216.28 and 245.40 across 20 sessions. The latest close on file is 223.20.

What the saved facts support for IShares U.S. Aerospace & Defense ETF (ITA)

62 out of 100

“Academy Day event offers guidance on military service academies” scores 62 out of 100. The score uses 3 sources, and 11 linked companies.