Signify Beats on Tariff Refund, Warns U.S. Projects Cooling
Published . Updated .
This report is about Defense and China tariffs. 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
- AAPL Apple+5.3%
Sales and supply chains are exposed to a new tariff
- NKE Nike+1.2%
Sales and supply chains are exposed to a new tariff
- 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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| RTX | -0.33% | -0.66% | base | after close | after close | after close | after close |
| LMT | -6.43% | -7.02% | base | after close | after close | after close | after close |
| NOC | -5.86% | -3.30% | base | after close | after close | after close | after close |
| GD | -1.89% | -1.84% | base | after close | after close | after close | after close |
| AAPL | -1.42% | -2.49% | base | after close | after close | after close | after close |
| NKE | -3.09% | -1.10% | base | after close | after close | after close | after close |
| ITA | +2.30% | +0.79% | base | after close | after close | after close | after close |
| BA | +1.35% | +1.49% | base | after close | after close | after close | after close |
| LHX | -2.26% | -2.14% | base | after close | after close | after close | after close |
| HII | -2.62% | -2.41% | 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
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Signify Beats on Tariff Refund, Warns U.S. Projects Cooling Inside Lighting
Source: Inside Lighting
Defense
| Company | When | Move | Status |
|---|---|---|---|
| AAPL | three days earlier | -2.49% | final price |
| AAPL | five days earlier | -1.42% | final price |
| BA | three days earlier | +1.49% | final price |
| BA | five days earlier | +1.35% | final price |
| GD | three days earlier | -1.84% | final price |
| GD | five days earlier | -1.89% | final price |
| HII | three days earlier | -2.41% | final price |
| HII | five days earlier | -2.62% | final price |
| ITA | three days earlier | +0.79% | final price |
| ITA | five days earlier | +2.30% | final price |
| LHX | three days earlier | -2.14% | final price |
| LHX | five days earlier | -2.26% | final price |
| LMT | three days earlier | -7.02% | final price |
| LMT | five days earlier | -6.43% | final price |
| NKE | three days earlier | -1.10% | final price |
| NKE | five days earlier | -3.09% | final price |
| NOC | three days earlier | -3.30% | final price |
| NOC | five days earlier | -5.86% | final price |
| RTX | three days earlier | -0.66% | final price |
| RTX | five days earlier | -0.33% | final price |
Trades by members of Congress and officials 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 30 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 30 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 36 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Pete Sessions sold Apple (AAPL) (held by a spouse), worth $100,001 - $250,000 on 22 Sep 2026. That is 31 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Apple (AAPL) (held by a dependent child), worth $1,001 - $15,000 on 8 Sep 2026. That is 45 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Cleo Fields bought Apple (AAPL), worth $1,001 - $15,000 on 8 Sep 2026. That is 45 days before publication. Filed 1 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Nike (NKE), worth $15,001 - $50,000 on 28 Aug 2026. That is 56 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Nike (NKE), worth $15,001 - $50,000 on 27 Aug 2026. That is 57 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Kevin Hern sold Nike (NKE), worth $1,001 - $15,000 on 13 Aug 2026. That is 71 days before publication. Filed 1 Sep 2026. View the filing.
- Rep. Maria Elvira Salazar sold Boeing (BA), worth $1,001 - $15,000 on 24 Sep 2026. That is 29 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Boeing (BA) (jointly held), worth $15,001 - $50,000 on 13 Aug 2026. That is 71 days before publication. Filed 1 Sep 2026. View the filing.
- Rep. Kevin Hern sold Boeing (BA) (jointly held), worth $1,001 - $15,000 on 13 Aug 2026. That is 71 days before publication. Filed 1 Sep 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 “Signify Beats on Tariff Refund, Warns U.S. Projects Cooling” looks
12 out of 100
“Signify Beats on Tariff Refund, Warns U.S. Projects Cooling” scores 12 out of 100. The score uses 1 sources.