Geopolitics Alpha

Stocktwits Defense Watch: L3Harris, BA Report Record Backlogs, HII Raises FY2026 Shipbuilding Revenue Forecast

Published . Updated .

GEOPOLITICS ALPHAStocktwits Defense Watch:L3Harris, BA Report RecordBacklogs, HII Raises FY2026…LHXGEOPOLITICS ALPHA

This report is about defense.

Directly affected

  • LHX L3Harris Technologies+11.9% 30d

    Named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF+0.3% 30d

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

  • XAR SPDR S&P Aerospace & Defense ETF-1.9% 30d

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

  • XLI Industrial Select Sector SPDR+0.2% 30d

    Industrial Select Sector SPDR holds the industrials sector that L3Harris Technologies belongs to, so it often moves with news about it.

  • NOC Northrop Grumman+6.6% 30d

    Northrop Grumman is a peer of L3Harris Technologies in search, detection, navigation, guidance, aeronautical sys; rivals often move on the same news.

  • TDY Teledyne Technologies+7.2% 8d

    Teledyne Technologies is a peer of L3Harris Technologies in search, detection, navigation, guidance, aeronautical sys; rivals often move on the same news.

  • DRS Leonardo DRS+10.2% 13d

    Leonardo DRS is a peer of L3Harris Technologies in search, detection, navigation, guidance, aeronautical sys; rivals often move on the same news.

  • GRMN Garmin-4.8% 30d

    Garmin is a peer of L3Harris Technologies in search, detection, navigation, guidance, aeronautical sys; rivals often move on the same news.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LHX-6.25%-6.12%baseafter closeafter closeafter closeafter close
ITA-1.26%-0.97%baseafter closeafter closeafter closeafter close
XARNo price data for this ticker———————
XLINo price data for this ticker———————
NOC+1.43%-0.90%baseafter closeafter closeafter closeafter close
TDYNo price data for this ticker———————
DRSNo price data for this ticker———————
GRMNNo price data for this ticker———————

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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Stocktwits Defense Watch: L3Harris, BA Report Record Backlogs, HII Raises FY2026 Shipbuilding Revenue Forecast Yahoo Finance

Source: Yahoo Finance

This story

CompanyWhenMoveStatus
ITAthree days earlier-0.97%final price
ITAfive days earlier-1.26%final price
LHXthree days earlier-6.12%final price
LHXfive days earlier-6.25%final price
NOCthree days earlier-0.90%final price
NOCfive days earlier+1.43%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).

This story

12 out of 100

“Stocktwits Defense Watch: L3Harris, BA Report Record Backlogs, HII Raises FY2026 Shipbuilding Revenue Forecast” scores 12 out of 100. The score uses 1 sources.