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Aerospace & Defense ETF (ITA)

Mentioned in 26 stories across 8 weeks · top score 80 up 26 down 0
Current view
Defense basket up

The largest-ever PAC-3 order lifts the whole missile and prime complex, not just Lockheed. Same clean demand as the LMT view, unrelated to the AI selloff.

From the Market outlook, Jul 30 →
Stories mentioning ITA
Week 13Kuwait Intercepts 14 Missiles and Drones as Iran Says It Targeted US Sites in Kuwait, Qatar and Bahrain80called upplayed out
Week 15US Launches Missile Strike on Larak Island Near Strait of Hormuz, Iranian Media Says72called upnot checked
Week 16U.S. Army Awards Lockheed Martin $58.6 Billion In Largest-Ever PAC-3 Patriot Missile Contract58called upnot checked
Week 16U.S. Awards Lockheed Martin $53.86 Billion to Triple Patriot Missile Production by 203058called upnot checked
Week 16Iran Fires Ballistic Missiles at U.S. Base in Jordan, All Intercepted55called upnot checked
Week 15Iran Warns Gulf Citizens to Move 500 Meters From U.S. Bases as Jordan Intercepted 7 Missiles, 6 Drones55called upnot checked
Week 15Lockheed Martin Raises Full-Year Sales Forecast as $65 Billion in Orders Boosts Backlog to Record $230 Billion45called upnot checked
Week 14Iranian Attack in Jordan Kills 2 U.S. Service Members, Leaves 1 Missing45called upplayed out
Week 11White House Tells Republicans to Expect $80 Billion Funding Request for Iran War45called upmixed
Week 15Iran Targets 3 US Military Sites in Bahrain and Kuwait With Missiles and Drones42called upnot checked
Week 14Iran Attack on Jordan Base Kills 2 U.S. Service Members, Leaves 1 Missing42called upplayed out
Week 9Iran Targets Bases Hosting US Forces in Bahrain, Jordan, Kuwait; Jordan Says 20 Missiles Intercepted42called upfizzled
Week 15Hegseth Tells Senate Iran War Costs $37.5 Billion, Pentagon Seeks $67 Billion Supplemental Funding40called upnot checked
Week 9Iran Targets Bases Hosting US Forces in Bahrain, Kuwait and Jordan; Jordan Says 20 Missiles Intercepted40called upmixed
Week 15Iranian Projectile Appears to Hit Jordan's King Faisal Air Base Despite Interceptor Launches38called upnot checked
Week 2Thales Beats First-Quarter Sales Forecasts as Defense Orders Surge38called upno follow-up
Week 16Jordan Shoots Down Five Iranian Ballistic Missiles at U.S. Base for Second Consecutive Day28called upnot checked
Week 13Israel Raises Alert to Highest Level as Netanyahu and Katz Hold Iran Security Talks28called upplayed out
Week 4Rubio’s Arms Package Includes $17 Billion for Gulf Air-Defense Missiles28called upno follow-up
Week 16Trump Grants Ukraine Licenses to Produce Patriot Missiles, Backs 300-Interceptor Winter Request24called upnot checked
Week 16Jordan Intercepts Five Iranian Missiles as Iran Claims Strikes on U.S. Bases in Kuwait, Bahrain22called upnot checked
Week 16Jordan Shoots Down Five Iranian Ballistic Missiles Targeting U.S. Base in Second Defense in Two Days22called upnot checked
Week 14Saab Profit Beats Forecast as Defense Orders Surge22called upno follow-up
Week 2RTX Beats First-Quarter Estimates, Raises 2026 Sales and EPS Outlook22called upfizzled
Week 16Airbus Q2 Profit Rises 54% on Stronger Jet Deliveries and Defence Demand; Keeps Year Target18called upnot checked

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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