Geopolitics Alpha

Hegseth to chair Pentagon’s new homeland defense panel

Published . Updated .

Hegseth to chair Pentagon’s new homeland defense panel The Hill

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 panel The Hill

Source: The Hill

The price since 22 Sep 2026: Applied Aerospace & Defense (AADX) versus the S&P 500

Since the first closing price after “Hegseth to chair Pentagon’s new homeland defense panel,” Applied Aerospace & Defense (AADX) is -14.77%. The S&P 500 fund (SPY) is -0.17% over the same days, a -14.60% difference versus the market.

AADX
SPY

Who reported a Applied Aerospace & Defense (AADX) trade near this story

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 is named in “Hegseth to chair Pentagon’s new homeland defense panel”

Companies carried with this story

  • AADX Applied Aerospace & Defense

    For “Hegseth to chair Pentagon’s new homeland defense panel,” 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

    Copt Defense Properties (CDP) is linked, with no stored direction, medium confidence in the 22 Sep 2026 story “Hegseth to chair Pentagon’s new homeland defense panel.” 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 panel,” 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

    General Electric (GE) is linked, with no stored direction, medium confidence in the 22 Sep 2026 story “Hegseth to chair Pentagon’s new homeland defense panel.” 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 22 Sep 2026 story “Hegseth to chair Pentagon’s new homeland defense panel.” 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 panel,” 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

How “Hegseth to chair Pentagon’s new homeland defense panel” reaches Applied Aerospace & Defense (AADX)

The 22 Sep 2026 story “Hegseth to chair Pentagon’s new homeland defense panel” names Applied Aerospace & Defense (AADX) because of this story.

What ties Applied Aerospace & Defense (AADX) to the headline is this: 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

A second company, Copt Defense Properties (CDP), is listed for a different reason: 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 and price levels for Applied Aerospace & Defense (AADX)

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.

What the saved facts support for Applied Aerospace & Defense (AADX)

46 out of 100

“Hegseth to chair Pentagon’s new homeland defense panel” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.