Geopolitics Alpha

Federal award to TENAX AEROSPACE LLC — $7,456,261

Published . Updated .

Department of Agriculture / Forest Service awarded TENAX AEROSPACE LLC $7,456,261.

Directly affected

  • No company is named in this report.

Indirectly affected

  • SPR Spirit AeroSystems

    Spirit builds Boeing fuselages, so a Boeing aircraft story reaches this supplier

  • GE GE Aerospace

    GE Aerospace supplies and competes in commercial aircraft engines

  • DAL Delta Air Lines

    Delta flies the 737, so a Boeing aircraft story reaches its fleet

  • LMT Lockheed Martin

    Lockheed Martin is a defense and aerospace peer

  • HWM Howmet Aerospace

    Howmet supplies parts used on commercial and defense aircraft

  • RTX RTX

    RTX competes in aircraft engines and defense systems

  • UAL United Airlines

    United flies the 737, so a Boeing aircraft story reaches its fleet

  • NOC Northrop Grumman

    Northrop Grumman is a defense and aerospace peer

  • TDG TransDigm

    TransDigm supplies aircraft components to Boeing and the airlines

  • AAL American Airlines

    American flies the 737, so a Boeing aircraft story reaches its fleet

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SPR———————
GE———————
DAL———————
LMT———————
HWM———————
RTX———————
UAL———————
NOC———————
TDG———————
AAL———————

Department of Agriculture -> TENAX AEROSPACE LLC

Source: usaspending

The price since 11 Oct 2026: IShares U.S. Aerospace & Defense ETF (ITA) versus the S&P 500

Since the first closing price after “Federal award to TENAX AEROSPACE LLC — $7,456,261,” 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 gains and who loses around IShares U.S. Aerospace & Defense ETF (ITA)

Companies carried with this story

  • ITA IShares U.S. Aerospace & Defense ETF

    IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “Federal award to TENAX AEROSPACE LLC — $7,456,261.” Reason on file: GA selected ITA 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

  • AV Corgi Etf Tr I Aerospace & Com

    For “Federal award to TENAX AEROSPACE LLC — $7,456,261,” Corgi Etf Tr I Aerospace & Com (AV) is linked, with no stored direction, medium confidence. Reason on file: GA selected AV 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

  • 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 TENAX AEROSPACE LLC — $7,456,261.” Reason on file: GA selected PPA 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

  • 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 TENAX AEROSPACE LLC — $7,456,261.” Reason on file: GA selected WAR 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

How “Federal award to TENAX AEROSPACE LLC — $7,456,261” reaches IShares U.S. Aerospace & Defense ETF (ITA)

The 11 Oct 2026 story “Federal award to TENAX AEROSPACE LLC — $7,456,261” names IShares U.S. Aerospace & Defense ETF (ITA) because of this story.

For IShares U.S. Aerospace & Defense ETF (ITA), the reason on file says GA selected ITA 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

Corgi Etf Tr I Aerospace & Com (AV) is here too. Its reason reads: GA selected AV 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

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

AV traded between 25.16 and 26.02 across 7 sessions. The latest close on file is 25.16. 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.

A simple score for IShares U.S. Aerospace & Defense ETF (ITA)

33 out of 100

“Federal award to TENAX AEROSPACE LLC — $7,456,261” scores 33 out of 100. The score uses 1 sources, and 4 linked companies.