Ukraine Health Cluster: Additional Guidance On Reporting On Activity HE201 Relating to Health Facility Support - In line with Actions Relating to Energy & Safety at the Health Facility Level, October 2026

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

• XLE Energy Select Sector SPDR

  Energy prices move when Russian supply is at risk

• 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

• ZIM ZIM Integrated Shipping

  Container lines are exposed when a shipping lane is disrupted

• MATX Matson

  Container lines are exposed when a shipping lane is disrupted

• XOM Exxon Mobil

  Oil producers earn more when crude prices rise

• CVX Chevron

  Oil producers earn more when crude prices rise

Price reaction, T-5 to T+3