Truth Social post of February 5, 2026

PostStatementPublished 02/05Open the original

Summary

President Trump says he had productive talks with Prime Minister Starmer about Diego Garcia, and will retain the right to militarily reinforce the US presence there if the lease deal ever falls apart or the base is threatened.

By industry

Defense1 trading day+0.7%p15 stocks5 trading days−3.2%p15 stocks20 trading days+1.2%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
26/02/04	0.0%	0.0%
26/02/05	−1.4%	−2.1%
26/02/06	+2.4%	+0.4%
26/02/09	+3.9%	+1.0%
26/02/10	+2.6%	+0.9%
26/02/11	−2.5%	+0.8%
26/02/12	−2.3%	−0.7%
26/02/13	−0.5%	−0.8%
26/02/17	−0.4%	−0.7%
26/02/18	+1.7%	−0.2%
26/02/19	+4.2%	−0.4%
26/02/20	+2.1%	+0.3%
26/02/23	+0.6%	−0.7%
26/02/24	+1.4%	−0.1%
26/02/25	−0.5%	+1.0%
26/02/26	+1.2%	−0.1%
26/02/27	+1.7%	−0.4%
26/03/02	+3.2%	−0.3%
26/03/03	+2.6%	−1.2%
26/03/04	+2.3%	−0.3%
26/03/05	+0.2%	−1.0%

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.

Mortimer J. BuckleyDirector
BuyBoeing
Buy
Boeing
BA
$500K
2,230 sh
$500K
Filed 03/05
Traded 03/03
Christopher T. CalioChairman, President and CEO
SellRTX
Sell
RTX
RTX
$10.4M
51,107 sh
$10.4M
Filed 02/23
Traded 02/19
Neil G. Mitchill Jr.EVP, CFO
SellRTX
Sell
RTX
RTX
$4.8M
23,531 sh
$4.8M
Filed 02/23
Traded 02/19
Christopher T. CalioChairman, President and CEO
SellRTX
Sell
RTX
RTX
$2.3M
11,420 sh
$2.3M
Filed 02/23
Traded 02/19
Neil G. Mitchill Jr.EVP, CFO
SellRTX
Sell
RTX
RTX
$1.3M
6,303 sh
$1.3M
Filed 02/23
Traded 02/19
Scott C. DonnellyExecutive Chairman
SellTextron
Sell
Textron
TXT
$12.8M
130,168 sh
$12.8M
Filed 02/18
Traded 02/13
Neil G. Mitchill Jr.EVP, CFO
SellRTX
Sell
RTX
RTX
$1.2M
5,921 sh
$1.2M
Filed 02/23
Traded 02/19
Scott C. DonnellyExecutive Chairman
SellTextron
Sell
Textron
TXT
$8.8M
89,229 sh
$8.8M
Filed 02/18
Traded 02/13
Kathy J. WardenChair, CEO and President
SellNorthrop Grumman
Sell
Northrop Grumman
NOC
$4.1M
5,734 sh
$4.1M
Filed 02/10
Traded 02/06
Shane G. EddyPresident, P&W
SellRTX
Sell
RTX
RTX
$3.5M
17,527 sh
$3.5M
Filed 02/13
Traded 02/12
Kathy J. WardenChair, CEO and President
SellNorthrop Grumman
Sell
Northrop Grumman
NOC
$3.3M
4,695 sh
$3.3M
Filed 02/10
Traded 02/06
Jana Partners ManagementDirector
SellMercury Systems
Sell
Mercury Systems
MRCY
$32.4M
400,000 sh
$32.4M
Filed 02/11
Traded 02/09
Julia LetlowRepresentative · Republican · LA
BuyBoeing
Buy
Boeing
BA
$1K–$15K
Self
$1K–$15K
Reported 03/12
Traded 02/02
Ramsaran MaharajhEVP and General Counsel
SellRTX
Sell
RTX
RTX
$3.1M
15,124 sh
$3.1M
Filed 02/23
Traded 02/19
Dantaya M. WilliamsEVP & Chief HR Officer
SellRTX
Sell
RTX
RTX
$2.6M
12,713 sh
$2.6M
Filed 02/23
Traded 02/23
Kathy J. WardenChair, CEO and President
SellNorthrop Grumman
Sell
Northrop Grumman
NOC
$2.5M
3,552 sh
$2.5M
Filed 02/10
Traded 02/06
Howard E. McKenzieChief Engineer & EVP, ET&T
SellBoeing
Sell
Boeing
BA
$2.5M
10,496.82 sh
$2.5M
Filed 02/05
Traded 02/05
Christopher T. CalioChairman, President and CEO
SellRTX
Sell
RTX
RTX
$213.7K
1,041 sh
$213.7K
Filed 02/23
Traded 02/19
Thomas E. StiehleEx. VP and CFO
SellHuntington Ingalls Industries
Sell
Huntington Ingalls Industries
HII
$1.9M
4,500 sh
$1.9M
Filed 03/09
Traded 03/06
Jana Partners ManagementDirector
SellMercury Systems
Sell
Mercury Systems
MRCY
$17.2M
182,510 sh
$17.2M
Filed 03/04
Traded 03/02