Geopolitics Alpha

Q2 Earnings Highs And Lows: Salesforce (NYSE:CRM) Vs The Rest Of The Sales Software Stocks

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Q2 Earnings Highs And Lows: Salesforce (NYSE:CRM) Vs The Rest Of The Sales Software Stocks Yahoo Finance

Directly affected

  • CRM Salesforce

    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

  • XAR SPDR SERIES TRUST

    Material security escalation can alter defense demand expectations and risk premia.

  • EPI WISDOMTREE INDIA EARNINGS FUND ETF

    GA selected EPI as a RELATED security because its canonical security name directly matches this event's themes: earnings. 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
CRM———————
LMT———————
RTX———————
NOC———————
GD-1.12%-1.56%—-0.79%-0.15%+0.55%+2.69%
ITA+1.03%-0.59%—-0.98%-0.89%+0.37%+1.47%
BA+0.18%-0.93%—-1.56%-2.60%-0.40%+0.30%
LHX———————
HII-0.10%+0.38%—-2.41%+0.16%+1.23%+2.87%
XAR———————
EPI———————

Q2 Earnings Highs And Lows: Salesforce (NYSE:CRM) Vs The Rest Of The Sales Software Stocks Yahoo Finance

Source: Yahoo Finance

Price since this story was published: IShares U.S. Aerospace & Defense ETF (ITA)

Since the first closing price after “Q2 Earnings Highs And Lows: Salesforce (NYSE:CRM) Vs The Rest Of The Sales Software Stocks,” IShares U.S. Aerospace & Defense ETF (ITA) is +1.63%. The S&P 500 fund (SPY) is -0.40% over the same days, a +2.03% difference versus the market. industrial stocks (XLI) is -0.20%, a +1.83% difference versus that group of stocks.

CompanyWhenMoveStatus
BAthat day-1.56%final price
BAthe next day-2.60%final price
BAtwo days later-0.40%final price
BAthree days later+0.30%final price
BAthree days earlier-0.93%final price
BAfive days earlier+0.18%final price
GDthat day-0.79%final price
GDthe next day-0.15%final price
GDtwo days later+0.55%final price
GDthree days later+2.69%final price
GDthree days earlier-1.56%final price
GDfive days earlier-1.12%final price
Spdr Gold Trust (GLD)that day-0.14%final price
Spdr Gold Trust (GLD)the next day-1.62%final price
Spdr Gold Trust (GLD)two days later+0.13%final price
Spdr Gold Trust (GLD)three days later-0.03%final price
Spdr Gold Trust (GLD)three days earlier-0.93%final price
Spdr Gold Trust (GLD)five days earlier+0.03%final price
HIIthat day-2.41%final price
HIIthe next day+0.16%final price
HIItwo days later+1.23%final price
HIIthree days later+2.87%final price
HIIthree days earlier+0.38%final price
HIIfive days earlier-0.10%final price
IShares U.S. Aerospace & Defense ETF (ITA)that day-0.98%final price
IShares U.S. Aerospace & Defense ETF (ITA)the next day-0.89%final price
IShares U.S. Aerospace & Defense ETF (ITA)two days later+0.37%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days later+1.47%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier-0.59%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier+1.03%final price
ITA
SPY
XLI

Who gains and who loses around IShares U.S. Aerospace & Defense ETF (ITA)

Companies tied to this story

  • ITA IShares U.S. Aerospace & Defense ETF

    For “Q2 Earnings Highs And Lows: Salesforce (NYSE:CRM) Vs The Rest Of The Sales Software Stocks,” 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

    Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Q2 Earnings Highs And Lows: Salesforce (NYSE:CRM) Vs The Rest Of The Sales Software Stocks.” Reason on file: Material security escalation can alter defense demand expectations and risk premia

  • EPI Wisdomtree India Earnings Fund Etf

    For “Q2 Earnings Highs And Lows: Salesforce (NYSE:CRM) Vs The Rest Of The Sales Software Stocks,” Wisdomtree India Earnings Fund Etf (EPI) is linked, with no stored direction, medium confidence. Reason on file: GA selected EPI as a RELATED security because its canonical security name directly matches this event's themes: earnings. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BAMG Brookstone Growth Stock Etf

    Brookstone Growth Stock Etf (BAMG) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Q2 Earnings Highs And Lows: Salesforce (NYSE:CRM) Vs The Rest Of The Sales Software Stocks.” Reason on file: GA selected BAMG as a RELATED security because its canonical security name directly matches this event's themes: stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BAMV Brookstone Value Stock Etf

    Brookstone Value Stock Etf (BAMV) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Q2 Earnings Highs And Lows: Salesforce (NYSE:CRM) Vs The Rest Of The Sales Software Stocks.” Reason on file: GA selected BAMV as a RELATED security because its canonical security name directly matches this event's themes: stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • FBT First Trust NYSE Arca Biotech ETF

    First Trust NYSE Arca Biotech ETF (FBT) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Q2 Earnings Highs And Lows: Salesforce (NYSE:CRM) Vs The Rest Of The Sales Software Stocks.” Reason on file: GA selected FBT as a RELATED security because its canonical security name directly matches this event's themes: nyse. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • NYSX Global X Fds Nyse 100 Etf

    In “Q2 Earnings Highs And Lows: Salesforce (NYSE:CRM) Vs The Rest Of The Sales Software Stocks,” Global X Fds Nyse 100 Etf (NYSX) is linked, with no stored direction, medium confidence. Reason on file: GA selected NYSX as a RELATED security because its canonical security name directly matches this event's themes: nyse. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GLD Spdr Gold Trust

    For “Q2 Earnings Highs And Lows: Salesforce (NYSE:CRM) Vs The Rest Of The Sales Software Stocks,” Spdr Gold Trust (GLD) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can affect safe-haven and macro-risk proxies; this is a monitoring relationship, not a directional prediction

IShares U.S. Aerospace & Defense ETF (ITA) and the defense link

On 13 Oct 2026, “Q2 Earnings Highs And Lows: Salesforce (NYSE:CRM) Vs The Rest Of The Sales Software Stocks” is the story that connects IShares U.S. Aerospace & Defense ETF (ITA) to Defense.

For IShares U.S. Aerospace & Defense ETF (ITA), the reason on file says Material security escalation can alter defense demand expectations and risk premia

Also listed, Spdr Series Trust (XAR): Material security escalation can alter defense demand expectations and risk premia

What this defense story puts on the calendar

EPI traded between 39.37 and 42.06 across 20 sessions. The latest close on file is 41.09. 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

“Q2 Earnings Highs And Lows: Salesforce (NYSE:CRM) Vs The Rest Of The Sales Software Stocks” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.