Enovix Q3 Revenue Reaches $11 Million as Drone Defense Pipeline Hits $216 Million

Published 13 Oct 2026, 10:20 UTC. Updated 13 Oct 2026, 10:40 UTC.

Enovix Q3 Revenue Reaches $11 Million as Drone Defense Pipeline Hits $216 Million Quiver Quantitative

Directly affected

ENVX Enovix
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
XOM Exxon Mobil
Oil producers earn more when crude prices rise
CVX Chevron
Oil producers earn more when crude prices rise
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

Price reaction, T-5 to T+3

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
ENVX	—	—	—	—	—	—	—
LMT	—	—	—	—	—	—	—
RTX	—	—	—	—	—	—	—
NOC	—	—	—	—	—	—	—
GD	-1.12%	-1.56%	—	-0.79%	-0.15%	+0.55%	+2.69%
XOM	—	—	—	—	—	—	—
CVX	-3.45%	-1.61%	—	+1.30%	+3.29%	+2.02%	+4.63%
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%

Enovix Q3 Revenue Reaches $11 Million as Drone Defense Pipeline Hits $216 Million Quiver Quantitative

Source: Quiver Quantitative

How far iShares S&P GSCI Commodity-Indexed Trust (GSG) has moved since 13 Oct 2026

Since the first closing price after “Enovix Q3 Revenue Reaches $11 Million as Drone Defense Pipeline Hits $216 Million,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is +1.20%. The S&P 500 fund (SPY) is -0.40% over the same days, a +1.60% difference versus the market. energy stocks (XLE) is +0.27%, a +0.94% difference versus that group of stocks.

Company	When	Move	Status
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
CVX	that day	+1.30%	final price
CVX	the next day	+3.29%	final price
CVX	two days later	+2.02%	final price
CVX	three days later	+4.63%	final price
CVX	three days earlier	-1.61%	final price
CVX	five days earlier	-3.45%	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

GSG

SPY

XLE

Who collects and who pays in energy

Companies carried with this story

GSG iShares S&P GSCI Commodity-Indexed Trust
iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Enovix Q3 Revenue Reaches $11 Million as Drone Defense Pipeline Hits $216 Million.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
VDE Vanguard World Fd
Vanguard World Fd (VDE) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Enovix Q3 Revenue Reaches $11 Million as Drone Defense Pipeline Hits $216 Million.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
FENY
In “Enovix Q3 Revenue Reaches $11 Million as Drone Defense Pipeline Hits $216 Million,” FENY is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
BNO United States Brent Oil Fund
United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Enovix Q3 Revenue Reaches $11 Million as Drone Defense Pipeline Hits $216 Million.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
UGA United States Gasoline Fund
For “Enovix Q3 Revenue Reaches $11 Million as Drone Defense Pipeline Hits $216 Million,” United States Gasoline Fund (UGA) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf
In “Enovix Q3 Revenue Reaches $11 Million as Drone Defense Pipeline Hits $216 Million,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
IEZ Ishares U.S. Oil Equipment & Services Etf
Ishares U.S. Oil Equipment & Services Etf (IEZ) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Enovix Q3 Revenue Reaches $11 Million as Drone Defense Pipeline Hits $216 Million.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
AMLP Alps Etf Tr
Alps Etf Tr (AMLP) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Enovix Q3 Revenue Reaches $11 Million as Drone Defense Pipeline Hits $216 Million.” Reason on file: Pipeline, terminal, and midstream disruptions can transmit through transport capacity and midstream cash-flow expectations

How energy news reaches iShares S&P GSCI Commodity-Indexed Trust (GSG)

“Enovix Q3 Revenue Reaches $11 Million as Drone Defense Pipeline Hits $216 Million” (13 Oct 2026) reaches iShares S&P GSCI Commodity-Indexed Trust (GSG) through Energy.

For iShares S&P GSCI Commodity-Indexed Trust (GSG), the reason on file says Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

Also listed, Vanguard World Fd (VDE): Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

Price levels for iShares S&P GSCI Commodity-Indexed Trust (GSG)

FENY traded between 34.72 and 37.59 across 10 sessions. The latest close on file is 37.19. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. VDE traded between 176.54 and 190.84 across 10 sessions. The latest close on file is 189.01.

How solid the energy case looks

46 out of 100

“Enovix Q3 Revenue Reaches $11 Million as Drone Defense Pipeline Hits $216 Million” scores 46 out of 100. The score uses 1 sources, and 15 linked companies.