Zelenskyy imposes sanctions against major companies in enemy’s industrial sector that supply raw materials to russia’s military-industrial complex—Head of State Decrees
Published . Updated .
This report is about Russia and Ukraine and Defense. Names like LMT and RTX typically gain because defense contractors get more work when conflict spending rises.
Directly affected
- RTX Rtx-2.2%
Named in this report.
Indirectly affected
- LMT Lockheed Martin+14.2%
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+5.1%
Defense contractors get more work when conflict spending rises
- XLE Energy Select Sector SPDR+7.4%
Energy prices move when Russian supply is at risk
- GD General Dynamics-2.1%
Defense contractors get more work when conflict spending rises
- ITA iShares U.S. Aerospace & Defense-6.7%
A fund of aerospace and defense companies
- USO United States Oil Fund+8.2%
This fund moves with oil prices
- XOM Exxon Mobil+11.0%
Oil producers move when sanctioned barrels leave the market
- XLI Industrial Select Sector SPDR-3.1%
A fund of industrial companies
- CAT Caterpillar-12.3%
A large machinery maker
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| RTX | +0.57% | +0.33% | base | after close | after close | after close | after close |
| LMT | -9.31% | -8.71% | base | after close | after close | after close | after close |
| NOC | -7.45% | -2.17% | base | after close | after close | after close | after close |
| XLE | -2.19% | -1.69% | base | after close | after close | after close | after close |
| GD | -2.30% | -1.30% | base | after close | after close | after close | after close |
| ITA | +2.64% | +1.68% | base | after close | after close | after close | after close |
| USO | -5.13% | -5.78% | base | after close | after close | after close | after close |
| XOM | -2.72% | -2.80% | base | after close | after close | after close | after close |
| XLI | +1.28% | +2.24% | base | after close | after close | after close | after close |
| CAT | +5.63% | +7.78% | 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
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Zelenskyy imposes sanctions against major companies in enemy’s industrial sector that supply raw materials to russia’s military-industrial complex—Head of State Decrees Ukrainian news
Source: Ukrainian news
Defense
| Company | When | Move | Status |
|---|---|---|---|
| CAT | three days earlier | +7.78% | final price |
| CAT | five days earlier | +5.63% | final price |
| GD | three days earlier | -1.30% | final price |
| GD | five days earlier | -2.30% | final price |
| ITA | three days earlier | +1.68% | final price |
| ITA | five days earlier | +2.64% | final price |
| LMT | three days earlier | -8.71% | final price |
| LMT | five days earlier | -9.31% | final price |
| NOC | three days earlier | -2.17% | final price |
| NOC | five days earlier | -7.45% | final price |
| RTX | three days earlier | +0.33% | final price |
| RTX | five days earlier | +0.57% | final price |
| USO | three days earlier | -5.78% | final price |
| USO | five days earlier | -5.13% | final price |
| XLE | three days earlier | -1.69% | final price |
| XLE | five days earlier | -2.19% | final price |
| XLI | three days earlier | +2.24% | final price |
| XLI | five days earlier | +1.28% | final price |
| XOM | three days earlier | -2.80% | final price |
| XOM | five days earlier | -2.72% | 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 31 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 31 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 37 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 54 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 85 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Lisa McClain bought Caterpillar (CAT) (held by a spouse), worth $1,001 - $15,000 on 28 Sep 2026. That is 26 days before publication. Filed 12 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Caterpillar (CAT), worth $50,001 - $100,000 on 31 Jul 2026. That is 85 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Caterpillar (CAT) (held by a dependent child), worth $1,001 - $15,000 on 27 Jul 2026. That is 89 days before publication. Filed 7 Aug 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 the defense case looks
25 out of 100
“Zelenskyy imposes sanctions against major companies in enemy’s industrial sector that supply raw materials to russia’s military-industrial complex—Head of State Decrees” scores 25 out of 100. The score uses 2 sources.