Geopolitics Alpha

Hegseth Visits USS Lincoln Ahead of Homecoming After Record-Breaking Deployment

Published . Updated .

DEFENSEHegseth Visits USS Lincoln Aheadof Homecoming AfterRecord-Breaking DeploymentGEOPOLITICS ALPHA

Secretary of War Pete Hegseth spoke to sailors aboard the aircraft carrier USS Abraham Lincoln in San Diego following their record-setting 321-day deployment, during which the ship spent 264 consecutive days at sea without a port call.

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-6.8%

    GE Aerospace supplies and competes in commercial aircraft engines

  • DAL Delta Air Lines-0.7%

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

  • LMT Lockheed Martin+4.2%

    Lockheed Martin is a defense and aerospace peer

  • 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

  • HWM Howmet Aerospace-8.4%

    Howmet supplies parts used on commercial and defense aircraft

  • UAL United Airlines+1.0%

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

  • TDG TransDigm+1.6%

    TransDigm supplies aircraft components to Boeing and the airlines

  • AAL American Airlines-4.9%

    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———————
RTX———————
NOC———————
HWM———————
UAL———————
TDG———————
AAL———————

Market Call

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Secretary of War Pete Hegseth spoke to sailors aboard the aircraft carrier USS Abraham Lincoln in San Diego following their record-setting 321-day deployment, during which the ship spent 264 consecutive days at sea without a port call.

Source: U.S. Department of Defense

Trades by members of Congress and officials in the stocks in 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).

How solid the defense case looks

12 out of 100

“Hegseth Visits USS Lincoln Ahead of Homecoming After Record-Breaking Deployment” scores 12 out of 100. The score uses 1 sources.