Geopolitics Alpha

Hegseth Lauds New American Golden Age During Arsenal of Freedom Tour Stop

Published . Updated .

DEFENSEHegseth Lauds New American GoldenAge During Arsenal of Freedom TourStopGEOPOLITICS ALPHA

During the second of two stops on his Arsenal of Freedom tour, Secretary of War Pete Hegseth praised the progress the U.S. and its defense industrial base have made over the past two years under President Donald J. Trump's administration.

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin+4.2%

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+2.8%

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics-3.4%

    Defense contractors get more work when conflict spending rises

  • XLI Industrial Select Sector SPDR-1.0%

    A fund of industrial companies

  • CAT Caterpillar-8.0%

    A large machinery maker

  • ITA iShares U.S. Aerospace & Defense-5.8%

    A fund of aerospace and defense companies

  • BA Boeing-6.2%

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris-0.6%

    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

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During the second of two stops on his Arsenal of Freedom tour, Secretary of War Pete Hegseth praised the progress the U.S. and its defense industrial base have made over the past two years under President Donald J. Trump's administration.

Source: U.S. Department of Defense

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How solid the defense case looks

12 out of 100

“Hegseth Lauds New American Golden Age During Arsenal of Freedom Tour Stop” scores 12 out of 100. The score uses 1 sources.