Geopolitics Alpha

Sanctioned Russian military aircraft lands at Ben Gurion Airport in Israel

Published . Updated .

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Sanctioned Russian military aircraft lands at Ben Gurion Airport in Israel

The Tupolev Tu-154M, which departed from a military base near Moscow, has been on the US sanctions list since 2023.

Directly affected

  • No company is named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story.

  • XAR SPDR S&P Aerospace & Defense ETF-4.4% 30d

    SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story.

  • USO United States Oil Fund-1.1% 30d

    United States Oil Fund: its price follows crude oil. Linked by “russian” (oil) in this story.

  • EIS iShares MSCI Israel ETF-4.5% 11d

    iShares MSCI Israel ETF holds stocks listed in Israel, which this story is about (“israel”).

  • GE GE Aerospace+1.6% 30d

    GE Aerospace (electronic and other electrical equipment (no computer equip)): aircraft makers and suppliers move with orders and air travel. Linked by “aircraft” (aerospace) in this story.

  • TDG TransDigm Group+9.3% 30d

    TransDigm Group (aircraft parts and auxiliary equipment): aircraft makers and suppliers move with orders and air travel. Linked by “aircraft” (aerospace) in this story.

  • HWM Howmet Aerospace-11.5% 30d

    Howmet Aerospace (rolling drawing and extruding of nonferrous metals): aircraft makers and suppliers move with orders and air travel. Linked by “aircraft” (aerospace) in this story.

  • RTX Rtx-2.0% 14d

    Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “military” (defense) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ITA+3.67%+2.77%baseafter closeafter closeafter closeafter close
XAR+2.91%+0.53%baseafter closeafter closeafter closeafter close
USO+5.62%-2.06%baseafter closeafter closeafter closeafter close
EIS+3.35%+0.97%baseafter closeafter closeafter closeafter close
GE-2.33%+1.90%baseafter closeafter closeafter closeafter close
TDG+1.32%+1.66%baseafter closeafter closeafter closeafter close
HWM+3.45%+3.76%baseafter closeafter closeafter closeafter close
RTX+7.00%+4.71%baseafter closeafter closeafter closeafter 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.

Sanctioned Russian military aircraft lands at Ben Gurion Airport in Israel The Jerusalem Post

Source: The Jerusalem Post

Defense

CompanyWhenMoveStatus
EISthree days earlier+0.97%final price
EISfive days earlier+3.35%final price
GEthree days earlier+1.90%final price
GEfive days earlier-2.33%final price
HWMthree days earlier+3.76%final price
HWMfive days earlier+3.45%final price
ITAthree days earlier+2.77%final price
ITAfive days earlier+3.67%final price
RTXthree days earlier+4.71%final price
RTXfive days earlier+7.00%final price
TDGthree days earlier+1.66%final price
TDGfive days earlier+1.32%final price
USOthree days earlier-2.06%final price
USOfive days earlier+5.62%final price
XARthree days earlier+0.53%final price
XARfive days earlier+2.91%final price

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

“Sanctioned Russian military aircraft lands at Ben Gurion Airport in Israel” scores 12 out of 100. The score uses 1 sources.