Geopolitics Alpha

Hegseth to chair Pentagon’s new Homeland Defense advisory board

Published . Updated .

Hegseth to chair Pentagon’s new Homeland Defense advisory board Defense News

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

  • AADX APPLIED AEROSPACE & DEFENSE IN

    GA selected AADX as a RELATED security because its canonical security name directly matches this event's themes: aerospace, defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • CDP COPT DEFENSE PROPERTIES

    GA selected CDP 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———————
AADX———————
CDP———————

Hegseth to chair Pentagon’s new Homeland Defense advisory board Defense News

Source: Defense News

Applied Aerospace & Defense (AADX) since this story, compared with the market

Since the first closing price after “Hegseth to chair Pentagon’s new Homeland Defense advisory board,” Applied Aerospace & Defense (AADX) is -14.60%. The S&P 500 fund (SPY) is -0.88% over the same days, a -13.72% difference versus the market.

AADX
SPY

Official trades in Applied Aerospace & Defense (AADX) around 21 Sep 2026

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).

Who gains and who loses around Applied Aerospace & Defense (AADX)

Companies carried with this story

  • AADX Applied Aerospace & Defense

    In “Hegseth to chair Pentagon’s new Homeland Defense advisory board,” Applied Aerospace & Defense (AADX) is linked, with no stored direction, medium confidence. Reason on file: GA selected AADX as a RELATED security because its canonical security name directly matches this event's themes: aerospace, defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CDP Copt Defense Properties

    In “Hegseth to chair Pentagon’s new Homeland Defense advisory board,” Copt Defense Properties (CDP) is linked, with no stored direction, medium confidence. Reason on file: GA selected CDP 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

  • FLY Firefly Aerospace

    In “Hegseth to chair Pentagon’s new Homeland Defense advisory board,” Firefly Aerospace (FLY) is linked, with no stored direction, medium confidence. Reason on file: GA selected FLY 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

  • GE General Electric

    For “Hegseth to chair Pentagon’s new Homeland Defense advisory board,” General Electric (GE) is linked, with no stored direction, medium confidence. Reason on file: GA selected GE 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

  • HWM Howmet Aerospace

    Howmet Aerospace (HWM) is linked, with no stored direction, medium confidence in the 21 Sep 2026 story “Hegseth to chair Pentagon’s new Homeland Defense advisory board.” Reason on file: GA selected HWM 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

  • KTOS Kratos Defense & Security Solutions

    In “Hegseth to chair Pentagon’s new Homeland Defense advisory board,” Kratos Defense & Security Solutions (KTOS) is linked, with no stored direction, medium confidence. Reason on file: GA selected KTOS 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

Applied Aerospace & Defense (AADX)

On 21 Sep 2026, “Hegseth to chair Pentagon’s new Homeland Defense advisory board” is the story that connects Applied Aerospace & Defense (AADX) to this story.

For Applied Aerospace & Defense (AADX), the reason on file says GA selected AADX as a RELATED security because its canonical security name directly matches this event's themes: aerospace, defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, Copt Defense Properties (CDP): GA selected CDP 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 Applied Aerospace & Defense (AADX) price range

AADX traded between 10.31 and 13.08 across 20 sessions. The latest close on file is 10.82. CDP traded between 32.69 and 34.71 across 20 sessions. The latest close on file is 32.74. FLY traded between 15.98 and 25.58 across 20 sessions. The latest close on file is 16.64.

A simple score for Applied Aerospace & Defense (AADX)

46 out of 100

“Hegseth to chair Pentagon’s new Homeland Defense advisory board” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.