Cut to US aid would impact Israeli acquisition timelines, spending: Analysts
Published . Updated .
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Israel is actively seeking more Apache helicopters, F-15 and F-35 fighter jets and munitions.
Directly affected
- No company is named in this report.
Indirectly affected
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “munitions” (defense) in this story.
- XAR SPDR S&P Aerospace & Defense ETF-4.4% 30d
SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “munitions” (defense) in this story.
- EIS iShares MSCI Israel ETF-4.5% 11d
iShares MSCI Israel ETF holds stocks listed in Israel, which this story is about (“israeli”).
- LMT Lockheed Martin+13.5% 30d
Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “munitions” (defense) in this story.
- RTX Rtx+2.6% 12d
Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “munitions” (defense) in this story.
- NOC Northrop Grumman+3.2% 30d
Northrop Grumman (search, detection, navigation, guidance, aeronautical sys): defense contractors gain when military spending rises. Linked by “munitions” (defense) in this story.
- GD General Dynamics+8.5% 30d
General Dynamics (ship and boat building and repairing): defense contractors gain when military spending rises. Linked by “munitions” (defense) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ITANo price data for this ticker | — | — | — | — | — | — | — |
| XARNo price data for this ticker | — | — | — | — | — | — | — |
| EIS | +7.41% | +7.71% | base | +3.05% | after close | after close | after close |
| LMTNo price data for this ticker | — | — | — | — | — | — | — |
| RTXNo price data for this ticker | — | — | — | — | — | — | — |
| NOCNo price data for this ticker | — | — | — | — | — | — | — |
| GDNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Cut to US aid would impact Israeli acquisition timelines, spending: Analysts Breaking Defense
Source: Breaking Defense
This story
| Company | When | Move | Status |
|---|---|---|---|
| EIS | that day | +3.05% | still updating |
| EIS | three days earlier | +7.71% | final price |
| EIS | five days earlier | +7.41% | final price |
This story
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 44 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 44 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 50 days before publication. Filed 13 Oct 2026. View the filing.
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).
This story
12 out of 100Price not final
“Cut to US aid would impact Israeli acquisition timelines, spending: Analysts” scores 12 out of 100. The score uses 1 sources. The price is not final yet.