Expedia shares slide as US-Iran war fallout prolongs pressure on travel firms
Published . Updated .
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This report is about defense and travel.
Directly affected
- EXPE Expedia Group+11.2% 30d
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 “war” (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 “war” (defense) in this story.
- XLY Consumer Discretionary Select Sector SPDR+5.7% 30d
Consumer Discretionary Select Sector SPDR: it holds travel and leisure firms. Linked by “travel” (travel) in this story.
- USO United States Oil Fund-5.0% 30d
United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story.
- MAR Marriott International+27.3% 10d
Marriott International (hotels and motels): travel firms move with tourism demand. Linked by “travel” (travel) in this story.
- BKNG Booking Holdings+8.6% 30d
Booking Holdings (transportation services): travel firms move with tourism demand. Linked by “travel” (travel) in this story.
- RCL Royal Caribbean Cruises+39.4% 30d
Royal Caribbean Cruises (water transportation): travel firms move with tourism demand. Linked by “travel” (travel) in this story.
- HLT Hilton Worldwide Holdings+22.6% 30d
Hilton Worldwide Holdings (hotels and motels): travel firms move with tourism demand. Linked by “travel” (travel) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| EXPE | -10.58% | -5.41% | base | -14.09% | after close | after close | after close |
| ITA | +0.76% | +0.87% | base | -3.86% | after close | after close | after close |
| XAR | +4.35% | +2.37% | base | -4.17% | after close | after close | after close |
| XLY | -5.00% | -3.39% | base | -4.23% | after close | after close | after close |
| USO | +15.71% | +7.84% | base | +1.86% | after close | after close | after close |
| MAR | -5.93% | -2.01% | base | -1.56% | after close | after close | after close |
| BKNG | -12.03% | -10.04% | base | -2.44% | after close | after close | after close |
| RCL | -6.93% | -3.66% | base | -3.73% | after close | after close | after close |
| HLT | -5.24% | -3.14% | base | -2.04% | after close | after close | after close |
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.
Price since this story was published: IShares U.S. Aerospace & Defense ETF (ITA)
| Company | When | Move | Status |
|---|---|---|---|
| Booking Holdings (BKNG) | that day | -2.44% | still updating |
| Booking Holdings (BKNG) | three days earlier | -10.04% | final price |
| Booking Holdings (BKNG) | five days earlier | -12.03% | final price |
| EXPE | that day | -14.09% | still updating |
| EXPE | three days earlier | -5.41% | final price |
| EXPE | five days earlier | -10.58% | final price |
| Hilton Worldwide Holdings (HLT) | that day | -2.04% | still updating |
| Hilton Worldwide Holdings (HLT) | three days earlier | -3.14% | final price |
| Hilton Worldwide Holdings (HLT) | five days earlier | -5.24% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | that day | -3.86% | still updating |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | +0.87% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | +0.76% | final price |
| Marriott International (MAR) | that day | -1.56% | still updating |
| Marriott International (MAR) | three days earlier | -2.01% | final price |
| Marriott International (MAR) | five days earlier | -5.93% | final price |
| Royal Caribbean Cruises (RCL) | that day | -3.73% | still updating |
| Royal Caribbean Cruises (RCL) | three days earlier | -3.66% | final price |
| Royal Caribbean Cruises (RCL) | five days earlier | -6.93% | final price |
| United States Oil Fund (USO) | that day | +1.86% | still updating |
| United States Oil Fund (USO) | three days earlier | +7.84% | final price |
| United States Oil Fund (USO) | five days earlier | +15.71% | final price |
| Spdr Series Trust (XAR) | that day | -4.17% | still updating |
| Spdr Series Trust (XAR) | three days earlier | +2.37% | final price |
| Spdr Series Trust (XAR) | five days earlier | +4.35% | final price |
| Select Sector Spdr Tr (XLY) | that day | -4.23% | still updating |
| Select Sector Spdr Tr (XLY) | three days earlier | -3.39% | final price |
| Select Sector Spdr Tr (XLY) | five days earlier | -5.00% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna sold Booking Holdings (BKNG) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Booking Holdings (BKNG) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 55 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Booking Holdings (BKNG), worth $250,001 - $500,000 on 21 Aug 2026. That is 76 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Royal Caribbean Cruises (RCL), worth $100,001 - $250,000 on 21 Aug 2026. That is 76 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Hilton Worldwide Holdings (HLT), worth $1,001 - $15,000 on 24 Aug 2026. That is 73 days before publication. Filed 8 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).
IShares U.S. Aerospace & Defense ETF (ITA) on one side of this defense story
Companies carried with this story
- ITA IShares U.S. Aerospace & Defense ETF
For “Expedia shares slide as US-Iran war fallout prolongs pressure on travel firms,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story
- XAR Spdr Series Trust
In “Expedia shares slide as US-Iran war fallout prolongs pressure on travel firms,” Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story
- XLY Select Sector Spdr Tr
For “Expedia shares slide as US-Iran war fallout prolongs pressure on travel firms,” Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence. Reason on file: Consumer Discretionary Select Sector SPDR: it holds travel and leisure firms. Linked by “travel” (travel) in this story
- USO United States Oil Fund
United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Expedia shares slide as US-Iran war fallout prolongs pressure on travel firms.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story
- MAR Marriott International
For “Expedia shares slide as US-Iran war fallout prolongs pressure on travel firms,” Marriott International (MAR) is linked, with no stored direction, medium confidence. Reason on file: Marriott International (hotels and motels): travel firms move with tourism demand. Linked by “travel” (travel) in this story
- BKNG Booking Holdings
For “Expedia shares slide as US-Iran war fallout prolongs pressure on travel firms,” Booking Holdings (BKNG) is linked, with no stored direction, medium confidence. Reason on file: Booking Holdings (transportation services): travel firms move with tourism demand. Linked by “travel” (travel) in this story
- RCL Royal Caribbean Cruises
Royal Caribbean Cruises (RCL) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Expedia shares slide as US-Iran war fallout prolongs pressure on travel firms.” Reason on file: Royal Caribbean Cruises (water transportation): travel firms move with tourism demand. Linked by “travel” (travel) in this story
- HLT Hilton Worldwide Holdings
Hilton Worldwide Holdings (HLT) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Expedia shares slide as US-Iran war fallout prolongs pressure on travel firms.” Reason on file: Hilton Worldwide Holdings (hotels and motels): travel firms move with tourism demand. Linked by “travel” (travel) in this story
How defense news reaches IShares U.S. Aerospace & Defense ETF (ITA)
On 5 Nov 2026, “Expedia shares slide as US-Iran war fallout prolongs pressure on travel firms” is the story that connects IShares U.S. Aerospace & Defense ETF (ITA) to Defense.
The link for IShares U.S. Aerospace & Defense ETF (ITA) is this: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story
Spdr Series Trust (XAR) is here too. Its reason reads: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story
What this defense story puts on the calendar
ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. XAR traded between 210.89 and 237.55 across 20 sessions. The latest close on file is 231.04. XLY traded between 110.58 and 119.20 across 20 sessions. The latest close on file is 118.15.
The defense score for IShares U.S. Aerospace & Defense ETF (ITA)
100 out of 100Price not final
“Expedia shares slide as US-Iran war fallout prolongs pressure on travel firms” scores 100 out of 100. The score uses 8 linked companies. The price is not final yet.