Missile manufacturers and Rusal enterprises have been hit with Ukrainian sanctions
Published . Updated .
🏠Two companies in the group imported nearly 150 million rubles’ worth of aluminum oxide into Russia between April 2024 and March 2025. The raw material was used to manufacture military aircraft, missiles, armored vehicles, and drones. 🔹 The confiscated Mykolaiv Alumina Plant is
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-10.1%
GE Aerospace supplies and competes in commercial aircraft engines
- DAL Delta Air Lines-3.8%
Delta flies the 737, so a Boeing aircraft story reaches its fleet
- LMT Lockheed Martin+14.2%
Lockheed Martin is a defense and aerospace peer
- RTX RTX-2.2%
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+5.1%
Defense contractors get more work when conflict spending rises
- GD General Dynamics-2.1%
Defense contractors get more work when conflict spending rises
- ITA iShares U.S. Aerospace & Defense-6.7%
A fund of aerospace and defense companies
- XLE Energy Select Sector SPDR+7.4%
Energy prices move when sanctioned supply is blocked
- USO United States Oil Fund+8.2%
This fund moves with oil prices
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| SPRNo price data for this ticker | — | — | — | — | — | — | — |
| GENo price data for this ticker | — | — | — | — | — | — | — |
| DALNo price data for this ticker | — | — | — | — | — | — | — |
| LMT | -9.31% | -8.71% | base | after close | after close | after close | after close |
| RTX | +0.57% | +0.33% | base | after close | after close | after close | after close |
| NOC | -7.45% | -2.17% | base | after close | after close | after close | after close |
| GD | -2.30% | -1.30% | base | after close | after close | after close | after close |
| ITA | +2.64% | +1.68% | base | after close | after close | after close | after close |
| XLE | -2.19% | -1.69% | base | after close | after close | after close | after close |
| USO | -5.13% | -5.78% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Missile manufacturers and Rusal enterprises have been hit with Ukrainian sanctions Корабелов.ІНФО
Source: 블루밍비트
Defense
| Company | When | Move | Status |
|---|---|---|---|
| BA | three days earlier | +2.12% | final price |
| BA | five days earlier | +1.64% | final price |
| GD | three days earlier | -1.30% | final price |
| GD | five days earlier | -2.30% | final price |
| HII | three days earlier | -0.04% | final price |
| HII | five days earlier | -1.72% | final price |
| ITA | three days earlier | +1.68% | final price |
| ITA | five days earlier | +2.64% | final price |
| LHX | three days earlier | -2.45% | final price |
| LHX | five days earlier | -3.97% | final price |
| LMT | three days earlier | -8.71% | final price |
| LMT | five days earlier | -9.31% | final price |
| NOC | three days earlier | -2.17% | final price |
| NOC | five days earlier | -7.45% | final price |
| RTX | three days earlier | +0.33% | final price |
| RTX | five days earlier | +0.57% | final price |
| USO | three days earlier | -5.78% | final price |
| USO | five days earlier | -5.13% | final price |
| XLE | three days earlier | -1.69% | final price |
| XLE | five days earlier | -2.19% | final price |
Congressional trades in the stocks in this story
- Rep. Maria Elvira Salazar sold General Electric (GE), worth $1,001 - $15,000 on 24 Sep 2026. That is 30 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 31 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 31 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 37 days before publication. Filed 13 Oct 2026. View the filing.
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
“Missile manufacturers and Rusal enterprises have been hit with Ukrainian sanctions” scores 12 out of 100. The score uses 1 sources.