iShares U.S. Aerospace & Defense ETF (ITA)

Investor interest in global defense stocks has surged after Donald Trump's decision to temporarily suspend U.S. military aid to Ukraine.

US-Ukraine deal for priority access to critical minerals collapses, causing market disruption and potential economic and strategic setbacks.

The Trump administration may stop all shipments of military aid to Ukraine following a tense exchange between President Donald Trump and Ukrainian President Vladymyr Zelenskyy in the Oval Office Friday.

The company said revenue from its TASER segment, which produces the eponymous brand of electroshock devices, rose 37% to $221.2 million.

RTX Corp (NYSERTX) wins multi-million-dollar contract from Danish Defence Armed Forces for ELCAN Specter DR dual-role sights. NATO oversees contract.

Elon Musk is assisting Boeing in resolving delays and cost overruns for Air Force One, as the company works to speed up delivery.

Trump's cost-cutting initiative under DOGE raises uncertainty for defense sector, causing volatility in ETFs with major holdings in defense giants.

U.S. officials led by Secretary of State Marco Rubio met with Russian officials led by Foreign Minister Sergey Lavrov in Saudi Arabia to begin discussions to end the war in Ukraine.

Its fourth-quarter revenue stood at $10.69 billion year-over-year (YOY), falling short of the average analysts’ estimate of $10.97 billion.

According to FinChat data, the company forecasted 2025 revenue of about $50.3 billion, which was short of an expected $50.40 billion.

The aerospace and defense firm reported adjusted earnings of $1.54 per share, for the fourth quarter, compared with an estimate of $1.38 per share.

Raytheon sales rose 4% Y/Y to almost $7.2 billion on higher volume in land and air defense systems, including Global Patriot.

The materials supplier posted a net income of $5.8 million for the quarter ended Dec. 31, compared with a loss of $18.2 million last year.

On an adjusted basis, the company reported earnings of $1.32 per share for the fourth quarter, beating the average analysts’ estimate of $1.04 per share, as per FinChat data.

Goldman Sachs analyst Noah Poponak positive on GE Aerospace's Q4 earnings, expects growth in FY25. Stock rated Buy with price target of $204.

GE Aerospace reports 16% revenue growth in Q4 2024, exceeding analyst consensus. Plans for share repurchase and dividend increase.

Textron reports Q4 results, misses sales expectations but meets EPS estimates. Aviation and Bell segments drive revenue growth while Industrial segment faces challenges. FY25 outlook shows growth and improved margins.

Trump's first day in office saw executive orders on immigration and energy, withdrawal from global agreements, and tariff threats. Market reactions varied.

Last week, the market finally experienced a new short-term uptrend. Stocks gapped up and rallied nicely, while the number of NYSE new 52-week lows dropped to harmless levels. Of course, there is always something else to worry about in the market.

Defense stocks dipped on Wednesday on news of a ceasefire agreement in Gaza, but quickly rebounded. Long-term optimism remains due to increased demand for defense systems and advanced technologies.

RTX announced a $529 million contract with the Netherlands for a Patriot defense system.

WEF's 2025 Global Risks Report highlights geopolitical tensions, climate change, and disinformation as major challenges. ETFs can help investors navigate these risks with defense, clean energy, and cybersecurity funds.

President-elect Donald Trump's cabinet picks are set to begin the confirmation process with several appearing before Senate committees this week. Former Fox News host Pete Segeth and former Georgia congressman Doug Collins are up first on Tuesday.

Space industry accessible to investors thanks to technology and surge in commercial interest. ETFs like ARKX, ITA, XAR offer potential, but with risks.

Lockheed Martin Corporation launched GPS III SV07, joining Space Force's efforts to modernize GPS constellation.