Geopolitics Alpha

Federal award to EXCELSIOR DEFENSE, INC — $2,867,232

Published . Updated .

Department of Veterans Affairs / Department of Veterans Affairs awarded EXCELSIOR DEFENSE, INC $2,867,232.

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

  • PPA INVESCO AEROSPACE & DEFENSE ETF

    GA selected PPA 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.

  • WAR U.S. GLOBAL TECHNOLOGY AND AEROSPACE & DEFENSE ETF

    GA selected WAR 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.

Price reaction, T-5 to T+3

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

Department of Veterans Affairs -> EXCELSIOR DEFENSE, INC

Source: usaspending

How far IShares U.S. Aerospace & Defense ETF (ITA) has moved since 11 Oct 2026

Since the first closing price after “Federal award to EXCELSIOR DEFENSE, INC — $2,867,232,” IShares U.S. Aerospace & Defense ETF (ITA) is +0.73%. The S&P 500 fund (SPY) is -1.47% over the same days, a +2.20% difference versus the market.

ITA
SPY

Who is named in “Federal award to EXCELSIOR DEFENSE, INC — $2,867,232”

Companies mentioned with this story

  • ITA IShares U.S. Aerospace & Defense ETF

    In “Federal award to EXCELSIOR DEFENSE, INC — $2,867,232,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: GA selected ITA 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

  • PPA Invesco Aerospace & Defense Etf

    Invesco Aerospace & Defense Etf (PPA) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “Federal award to EXCELSIOR DEFENSE, INC — $2,867,232.” Reason on file: GA selected PPA 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

  • WAR U.S. Global Technology And Aerospace & Defense Etf

    U.S. Global Technology And Aerospace & Defense Etf (WAR) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “Federal award to EXCELSIOR DEFENSE, INC — $2,867,232.” Reason on file: GA selected WAR 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 “Federal award to EXCELSIOR DEFENSE, INC — $2,867,232” reaches IShares U.S. Aerospace & Defense ETF (ITA)

IShares U.S. Aerospace & Defense ETF (ITA) is the company in “Federal award to EXCELSIOR DEFENSE, INC — $2,867,232,” the 11 Oct 2026 this story story.

The link for IShares U.S. Aerospace & Defense ETF (ITA) is this: GA selected ITA 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

A second company, Invesco Aerospace & Defense Etf (PPA), is listed for a different reason: GA selected PPA 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

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

ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60. PPA traded between 151.56 and 162.12 across 20 sessions. The latest close on file is 156.07. WAR traded between 27.98 and 32.67 across 18 sessions. The latest close on file is 28.45.

How solid “Federal award to EXCELSIOR DEFENSE, INC — $2,867,232” looks

27 out of 100

“Federal award to EXCELSIOR DEFENSE, INC — $2,867,232” scores 27 out of 100. The score uses 1 sources, and 3 linked companies.