Truth Social post of January 7, 2026
PostStatementPublished 01/07Open the original
Summary
President Trump said he decided the 2027 military budget should be $1.5 trillion rather than $1 trillion, explaining that increased tariff revenue makes it possible to also pay down debt and provide a dividend.
By industry
- Defense1 trading day−0.5%p15 stocks5 trading days+7.9%p15 stocks20 trading days+1.6%p15 stocks
Day by day after the announcement
| Day | Defense stocks | S&P 500 |
|---|---|---|
| 26/01/06 | 0.0% | 0.0% |
| 26/01/07 | −0.8% | −0.3% |
| 26/01/08 | +2.5% | −0.2% |
| 26/01/09 | +6.0% | +0.3% |
| 26/01/12 | +7.7% | +0.4% |
| 26/01/13 | +8.1% | +0.2% |
| 26/01/14 | +9.0% | −0.3% |
| 26/01/15 | +10.4% | 0.0% |
| 26/01/16 | +11.9% | −0.1% |
| 26/01/20 | +8.4% | −2.0% |
| 26/01/21 | +8.8% | −0.8% |
| 26/01/22 | +8.9% | −0.6% |
| 26/01/23 | +8.9% | −0.6% |
| 26/01/26 | +7.1% | +0.0% |
| 26/01/27 | +8.2% | +0.5% |
| 26/01/28 | +7.1% | +0.3% |
| 26/01/29 | +5.9% | +0.3% |
| 26/01/30 | +4.6% | −0.1% |
| 26/02/02 | +3.5% | +0.5% |
| 26/02/03 | +5.2% | −0.4% |
| 26/02/04 | +0.9% | −0.7% |
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.
- Prabu Natarajan
BuyScience Applications International
BuyScience Applications International
SAIC
$201K
2,000 sh
$201K
Filed 25/12/16
Traded 25/12/16
- James Reagan
BuyScience Applications International
BuyScience Applications International
SAIC
$100.2K
1,000 sh
$100.2K
Filed 25/12/17
Traded 25/12/16
- Vincent P. DiFronzo
BuyScience Applications International
BuyScience Applications International
SAIC
$15.4K
150 sh
$15.4K
Filed 01/06
Traded 25/12/23
- Hilary Hageman
BuyScience Applications International
BuyScience Applications International
SAIC
$10K
100 sh
$10K
Filed 25/12/17
Traded 25/12/16
- Kathy J. Warden
SellNorthrop Grumman
SellNorthrop Grumman
NOC
$4.1M
5,734 sh
$4.1M
Filed 02/10
Traded 02/06
- Kathy J. Warden
SellNorthrop Grumman
SellNorthrop Grumman
NOC
$3.3M
4,695 sh
$3.3M
Filed 02/10
Traded 02/06
- Srinivas Attili
BuyScience Applications International
BuyScience Applications International
SAIC
$10.1K
100 sh
$10.1K
Filed 01/02
Traded 25/12/31
- Julia Letlow
BuyBoeing
BuyBoeing
BA
$1K–$15K
Self
$1K–$15K
Reported 03/12
Traded 02/02
- David Rouzer
Full saleBoeing
Full saleBoeing
BA
$1K–$15K
Self
$1K–$15K
Reported 01/07
Traded 25/12/09
- David Rouzer
Full saleBoeing
Full saleBoeing
BA
$1K–$15K
Self
$1K–$15K
Reported 01/07
Traded 25/12/09
- Kathy J. Warden
SellNorthrop Grumman
SellNorthrop Grumman
NOC
$2.5M
3,552 sh
$2.5M
Filed 02/10
Traded 02/06
- Howard E. McKenzie
SellBoeing
SellBoeing
BA
$2.5M
10,496.82 sh
$2.5M
Filed 02/05
Traded 02/05
- Eric M. Demarco
Sell10b5-1 planKratos Defense & Security Solutions
Sell10b5-1 planKratos Defense & Security Solutions
KTOS
$17.1M
189,824 sh
$17.1M
Filed 01/06
Traded 01/06
- Kathy J. Warden
SellNorthrop Grumman
SellNorthrop Grumman
NOC
$1.6M
2,303 sh
$1.6M
Filed 02/10
Traded 02/06
- Kathy J. Warden
SellNorthrop Grumman
SellNorthrop Grumman
NOC
$1.6M
2,196 sh
$1.6M
Filed 02/10
Traded 02/06
- Eric M. Demarco
Sell10b5-1 planKratos Defense & Security Solutions
Sell10b5-1 planKratos Defense & Security Solutions
KTOS
$13.6M
169,441 sh
$13.6M
Filed 25/12/23
Traded 25/12/22
- Kathy J. Warden
SellNorthrop Grumman
SellNorthrop Grumman
NOC
$928.7K
1,306 sh
$928.7K
Filed 02/10
Traded 02/06
- Uma M. Amuluru
SellBoeing
SellBoeing
BA
$644.6K
2,731.35 sh
$644.6K
Filed 02/05
Traded 02/04
- David Paddock
SellGeneral Dynamics
SellGeneral Dynamics
GD
$5.7M
16,895 sh
$5.7M
Filed 25/12/18
Traded 25/12/17
- Kathy J. Warden
Sell10b5-1 planNorthrop Grumman
Sell10b5-1 planNorthrop Grumman
NOC
$4.2M
7,000 sh
$4.2M
Filed 01/07
Traded 01/05