Iran war has cost Pentagon $38 billion and depleted missile stockpiles, CBO says
Published . Updated .
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Directly affected
- No company is named in this report.
Indirectly affected
- FRO Frontline
Tanker operators earn more when freight rates spike
- INSW International Seaways
Tanker operators earn more when freight rates spike
- DHT DHT Holdings
Tanker operators earn more when freight rates spike
- TNK Teekay Tankers
Tanker operators earn more when freight rates spike
- USO United States Oil Fund
Oil prices move when Iranian supply is at risk
- XLE Energy Select Sector SPDR
Energy companies move with Iran supply risk
- LMT Lockheed Martin
Defense contractors get more work when conflict spending rises
- RTX RTX
Defense contractors get more work when conflict spending rises
- XOM Exxon Mobil
Oil producers earn more when crude prices rise
- DAL Delta Air Lines
Airlines pay more for fuel when oil prices jump
Price reaction, T-5 to T+3
Source: CNBC Top
IShares U.S. Aerospace & Defense ETF (ITA) since this story, compared with the market
Since the first closing price after “Iran war has cost Pentagon $38 billion and depleted missile stockpiles, CBO says,” IShares U.S. Aerospace & Defense ETF (ITA) is -3.57%. The S&P 500 fund (SPY) is +1.66% over the same days, a -5.23% difference versus the market. industrial stocks (XLI) is -1.17%, a -2.40% difference versus that group of stocks.
IShares U.S. Aerospace & Defense ETF (ITA) filings in this defense 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 gains and who loses around IShares U.S. Aerospace & Defense ETF (ITA)
Companies carried with this story
- ITA IShares U.S. Aerospace & Defense ETF
For “Iran war has cost Pentagon $38 billion and depleted missile stockpiles, CBO says,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can alter defense demand expectations and risk premia
- XAR Spdr Series Trust
For “Iran war has cost Pentagon $38 billion and depleted missile stockpiles, CBO says,” Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can alter defense demand expectations and risk premia
- AADX Applied Aerospace & Defense
For “Iran war has cost Pentagon $38 billion and depleted missile stockpiles, CBO says,” 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
- UFO Procure Trust Ii Space Etf
For “Iran war has cost Pentagon $38 billion and depleted missile stockpiles, CBO says,” Procure Trust Ii Space Etf (UFO) is linked, with no stored direction, medium confidence. Reason on file: Security escalation can change defense, aerospace, surveillance, satellite, and military-space demand expectations
- ARKX Ark Etf Tr
For “Iran war has cost Pentagon $38 billion and depleted missile stockpiles, CBO says,” Ark Etf Tr (ARKX) is linked, with no stored direction, medium confidence. Reason on file: Security escalation can change defense, aerospace, surveillance, satellite, and military-space demand expectations
- CDP Copt Defense Properties
Copt Defense Properties (CDP) is linked, with no stored direction, medium confidence in the 15 Sep 2026 story “Iran war has cost Pentagon $38 billion and depleted missile stockpiles, CBO says.” 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
For “Iran war has cost Pentagon $38 billion and depleted missile stockpiles, CBO says,” 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 15 Sep 2026 story “Iran war has cost Pentagon $38 billion and depleted missile stockpiles, CBO says.” 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
IShares U.S. Aerospace & Defense ETF (ITA) and the defense link
The 15 Sep 2026 story “Iran war has cost Pentagon $38 billion and depleted missile stockpiles, CBO says” names IShares U.S. Aerospace & Defense ETF (ITA) because of Defense.
What ties IShares U.S. Aerospace & Defense ETF (ITA) to the headline is this: Material security escalation can alter defense demand expectations and risk premia
A second company, Spdr Series Trust (XAR), is listed for a different reason: Material security escalation can alter defense demand expectations and risk premia
Price levels for IShares U.S. Aerospace & Defense ETF (ITA)
AADX traded between 10.31 and 13.08 across 20 sessions. The latest close on file is 10.82. ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60. XAR traded between 216.28 and 245.40 across 20 sessions. The latest close on file is 223.20.
The defense score for IShares U.S. Aerospace & Defense ETF (ITA)
46 out of 100
“Iran war has cost Pentagon $38 billion and depleted missile stockpiles, CBO says” scores 46 out of 100. The score uses 1 sources, and 13 linked companies.