Geopolitics Alpha

Trade Group Warns Importers That IEEPA Tariff Ruling Does Not Guarantee Refunds

Published . Updated .

Trade Group Warns Importers That IEEPA Tariff Ruling Does Not Guarantee Refunds Vinetur

Directly affected

  • No company is 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

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • NKE Nike

    Sales and supply chains are exposed to a new tariff

  • 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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
GD-2.62%-2.77%—————
AAPL-0.68%-0.11%—————
NKE———————
ITA-1.45%-2.33%—————
BA-0.30%-2.89%—————
LHX———————
HII-2.79%-2.64%—————

Trade Group Warns Importers That IEEPA Tariff Ruling Does Not Guarantee Refunds Vinetur

Source: Vinetur

Defense

CompanyWhenMoveStatus
AAPLthree days earlier-0.11%final price
AAPLfive days earlier-0.68%final price
BAthree days earlier-2.89%final price
BAfive days earlier-0.30%final price
GDthree days earlier-2.77%final price
GDfive days earlier-2.62%final price
HIIthree days earlier-2.64%final price
HIIfive days earlier-2.79%final price
ITAthree days earlier-2.33%final price
ITAfive days earlier-1.45%final price
SPY
XLI

How solid the defense case looks

25 out of 100

“Trade Group Warns Importers That IEEPA Tariff Ruling Does Not Guarantee Refunds” scores 25 out of 100. The score uses 2 sources.