Truth Social post of June 2, 2025

PostStatementPublished 25/06/02Open the original

Summary

President Trump says he had a great talk with military leaders, calling it the strongest military the US has ever had and noting the country is stockpiling weapons at an unprecedented rate.

By industry

Defense1 trading day−1.8%p15 stocks5 trading days−0.1%p15 stocks20 trading days+4.1%p15 stocks

Day by day after the announcement

Defense stocks and the S&P 500 after the announcement, cumulative %
Day	Defense stocks	S&P 500
25/05/30	0.0%	0.0%
25/06/02	−1.1%	+0.6%
25/06/03	+0.4%	+1.1%
25/06/04	+0.2%	+1.1%
25/06/05	+0.3%	+0.6%
25/06/06	+1.6%	+1.7%
25/06/09	+2.2%	+1.8%
25/06/10	+1.0%	+2.3%
25/06/11	+1.1%	+2.1%
25/06/12	+1.8%	+2.3%
25/06/13	+3.4%	+1.3%
25/06/16	+1.4%	+2.3%
25/06/17	+3.1%	+1.4%
25/06/18	+2.0%	+1.4%
25/06/20	+2.1%	+1.0%
25/06/23	+3.0%	+2.4%
25/06/24	+1.4%	+3.0%
25/06/25	+4.0%	+3.0%
25/06/26	+6.3%	+3.9%
25/06/27	+8.1%	+4.3%
25/06/30	+8.9%	+4.8%

Korean stocks in these industries

Hanwha Aerospace 012450
Korea Aerospace Industries 047810
LIG Defense & Aerospace 079550
Hyundai Rotem 064350

Trades in these industries around the announcement

Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.

Eric M. DemarcoPresident & CEO
BuyKratos Defense & Security Solutions
Buy
Kratos Defense & Security Solutions
KTOS
$250.4K
7,455 sh
$250.4K
Filed 25/05/12
Traded 25/05/12
Phebe N. NovakovicChairman and CEO
SellGeneral Dynamics
Sell
General Dynamics
GD
$50.3M
177,611 sh
$50.3M
Filed 25/06/17
Traded 25/06/13
Christopher E. KubasikChair and CEO
SellL3HARRIS Technologies
Sell
L3HARRIS Technologies
LHX
$8.2M
33,061 sh
$8.2M
Filed 25/06/13
Traded 25/06/12
Srinivas AttiliEVP, Civilian
BuyScience Applications International
Buy
Science Applications International
SAIC
$10.2K
100 sh
$10.2K
Filed 25/06/05
Traded 25/06/03
John BoozmanSenator · Republican · AR
BuyRTX
Buy
RTX
RTX
$1K–$15K
Joint
$1K–$15K
Reported 25/06/14
Traded 25/05/30
Dantaya M. WilliamsEVP & Chief HR Officer
SellRTX
Sell
RTX
RTX
$2.3M
16,922 sh
$2.3M
Filed 25/06/05
Traded 25/06/03
Phebe N. NovakovicChairman and CEO
SellGeneral Dynamics
Sell
General Dynamics
GD
$1.4M
4,904 sh
$1.4M
Filed 25/06/17
Traded 25/06/16
Gregory S. GallopoulosSenior VP, Gen. Counsel, Sec
SellGeneral Dynamics
Sell
General Dynamics
GD
$8.7M
30,509 sh
$8.7M
Filed 25/06/17
Traded 25/06/13
Phebe N. NovakovicChairman and CEO
SellGeneral Dynamics
Sell
General Dynamics
GD
$769K
2,735 sh
$769K
Filed 25/06/17
Traded 25/06/16
Jeffrey S. ShockeyEVP, Gov Ops, GPP & CS
SellBoeing
Sell
Boeing
BA
$650.2K
3,205 sh
$650.2K
Filed 25/05/15
Traded 25/05/13
Michael J. ClearyController
SellBoeing
Sell
Boeing
BA
$558K
3,000 sh
$558K
Filed 25/05/08
Traded 25/05/06
Christopher E. KubasikChair and CEO
SellL3HARRIS Technologies
Sell
L3HARRIS Technologies
LHX
$546.4K
2,212 sh
$546.4K
Filed 25/06/13
Traded 25/06/11
Jana Partners ManagementDirector
SellMercury Systems
Sell
Mercury Systems
MRCY
$4.6M
100,000 sh
$4.6M
Filed 25/05/09
Traded 25/05/09
Jana Partners ManagementDirector
SellMercury Systems
Sell
Mercury Systems
MRCY
$4.1M
88,152 sh
$4.1M
Filed 25/05/09
Traded 25/05/08
Kathy J. WardenChair, CEO and President
Sell10b5-1 planNorthrop Grumman
Sell10b5-1 plan
Northrop Grumman
NOC
$3.8M
7,500 sh
$3.8M
Filed 25/06/13
Traded 25/06/13
Phebe N. NovakovicChairman and CEO
SellGeneral Dynamics
Sell
General Dynamics
GD
$343.7K
1,210 sh
$343.7K
Filed 25/06/17
Traded 25/06/13
Amy L. JohnsonCorporate VP and Controller
SellRTX
Sell
RTX
RTX
$320.8K
2,515 sh
$320.8K
Filed 25/05/08
Traded 25/05/06
John BoozmanSenator · Republican · AR
Partial saleGeneral Dynamics
Partial sale
General Dynamics
GD
$1K–$15K
Joint
$1K–$15K
Reported 25/06/14
Traded 25/05/20
Gregory S. GallopoulosSenior VP, Gen. Counsel, Sec
SellGeneral Dynamics
Sell
General Dynamics
GD
$2.3M
8,109 sh
$2.3M
Filed 25/06/17
Traded 25/06/13
Amy L. JohnsonCorporate VP and Controller
SellRTX
Sell
RTX
RTX
$207.9K
1,631 sh
$207.9K
Filed 25/05/08
Traded 25/05/06