Army eyes changes to emergency war gear stocks amid review

Published 13 Oct 2026, 18:21 UTC. Updated 14 Oct 2026, 00:11 UTC.

Army eyes changes to emergency war gear stocks amid review Military Times

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

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
LMT	—	—	—	—	—	—	—
RTX	—	—	—	—	—	—	—
NOC	—	—	—	—	—	—	—
GD	-1.12%	-1.56%	—	-0.79%	-0.15%	+0.55%	+2.69%
ITA	+1.03%	-0.59%	—	-0.98%	-0.89%	+0.37%	+1.47%
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%
XAR	—	—	—	—	—	—	—
AADX	+9.61%	+3.57%	—	-3.44%	+2.41%	+5.29%	+5.66%

Army eyes changes to emergency war gear stocks amid review Defense News

Source: Defense News

The price since 13 Oct 2026: IShares U.S. Aerospace & Defense ETF (ITA) versus the S&P 500

Since the first closing price after “Army eyes changes to emergency war gear stocks amid review,” IShares U.S. Aerospace & Defense ETF (ITA) is +1.63%. The S&P 500 fund (SPY) is -0.40% over the same days, a +2.03% difference versus the market. industrial stocks (XLI) is -0.20%, a +1.83% difference versus that group of stocks.

Company	When	Move	Status
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
BA	that day	-1.56%	final price
BA	the next day	-2.60%	final price
BA	two days later	-0.40%	final price
BA	three days later	+0.30%	final price
BA	three days earlier	-0.93%	final price
BA	five days earlier	+0.18%	final price
GD	that day	-0.79%	final price
GD	the next day	-0.15%	final price
GD	two days later	+0.55%	final price
GD	three days later	+2.69%	final price
GD	three days earlier	-1.56%	final price
GD	five days earlier	-1.12%	final price
HII	that day	-2.41%	final price
HII	the next day	+0.16%	final price
HII	two days later	+1.23%	final price
HII	three days later	+2.87%	final price
HII	three days earlier	+0.38%	final price
HII	five days earlier	-0.10%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	that day	-0.98%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	the next day	-0.89%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	two days later	+0.37%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	three days later	+1.47%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	three days earlier	-0.59%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	five days earlier	+1.03%	final price

ITA

SPY

XLI

Filings that name IShares U.S. Aerospace & Defense ETF (ITA) around 13 Oct 2026

Maria Elvira Salazar sell General Electric (GE) ($1,001 - $15,000). That is 19 days before publication, inside 30 days. The filing is listed beside the story “Army eyes changes to emergency war gear stocks amid review.”

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 collects and who pays in defense

Companies mentioned with this story

ITA IShares U.S. Aerospace & Defense ETF
For “Army eyes changes to emergency war gear stocks amid review,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can alter defense demand expectations and risk premia
XAR Spdr Series Trust
In “Army eyes changes to emergency war gear stocks amid review,” Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can alter defense demand expectations and risk premia
AADX Applied Aerospace & Defense
In “Army eyes changes to emergency war gear stocks amid review,” 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
In “Army eyes changes to emergency war gear stocks amid review,” 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
For “Army eyes changes to emergency war gear stocks amid review,” 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
For “Army eyes changes to emergency war gear stocks amid review,” 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
For “Army eyes changes to emergency war gear stocks amid review,” Howmet Aerospace (HWM) is linked, with no stored direction, medium confidence. 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
For “Army eyes changes to emergency war gear stocks amid review,” 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

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

IShares U.S. Aerospace & Defense ETF (ITA) is the company in “Army eyes changes to emergency war gear stocks amid review,” the 13 Oct 2026 Defense story.

The link for IShares U.S. Aerospace & Defense ETF (ITA) is this: Material security escalation can alter defense demand expectations and risk premia

Spdr Series Trust (XAR) is here too. Its reason reads: Material security escalation can alter defense demand expectations and risk premia

Dates and price levels for IShares U.S. Aerospace & Defense ETF (ITA)

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.

How solid “Army eyes changes to emergency war gear stocks amid review” looks

54 out of 100

“Army eyes changes to emergency war gear stocks amid review” scores 54 out of 100. The score uses 2 sources, and 11 linked companies.