Playing the Retreat in Defense Stocks
Published . Updated .
This report is about Defense. Names like LMT and RTX typically gain because defense contractors get more work when conflict spending rises.
Directly affected
- RTX Rtx
Named in this report.
Indirectly affected
- LMT Lockheed Martin+4.2%
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+2.8%
Defense contractors get more work when conflict spending rises
- GD General Dynamics-3.4%
Defense contractors get more work when conflict spending rises
- ITA iShares U.S. Aerospace & Defense-5.8%
A fund of aerospace and defense companies
- BA Boeing-6.2%
Defense and aerospace orders move with conflict spending
- LHX L3Harris-0.6%
Defense contractors get more work when conflict spending rises
- HII Huntington Ingalls
Shipyards benefit when naval spending rises
Price reaction, T-5 to T+3
Market Call
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Playing the Retreat in Defense Stocks WSJ
Source: The Wall Street Journal
Congressional trades in the stocks in this story
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 28 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 28 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 34 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Boeing (BA), worth $1,001 - $15,000 on 24 Sep 2026. That is 27 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Boeing (BA) (jointly held), worth $1,001 - $15,000 on 13 Aug 2026. That is 69 days before publication. Filed 1 Sep 2026. View the filing.
- Rep. Kevin Hern sold Boeing (BA) (jointly held), worth $15,001 - $50,000 on 13 Aug 2026. That is 69 days before publication. Filed 1 Sep 2026. View the filing.
- Rep. Richard Dean McCormick sold L3Harris Technologies (LHX), worth $1,001 - $15,000 on 30 Jul 2026. That is 83 days before publication. Filed 14 Aug 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).
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How solid “Playing the Retreat in Defense Stocks” looks
12 out of 100
“Playing the Retreat in Defense Stocks” scores 12 out of 100. The score uses 1 sources.