Defense ETFs in Focus: Q4 Earnings & 2026 Spending Boost

Defense ETFs draw attention as rising global tensions, record budgets and fourth-quarter 2025 earnings shape 2026 outlook.

Zacks Investment Research • Feb 3, 2026

Locked And Loaded: Defense Companies Enter A New Era

Defense contractors are entering a new era as key pillars of the industrial base, driven by robust, less cyclical demand and government-backed capacity expansion. Book-to-bill ratios and backlogs at LHX, RTX, NOC, and GD signal strong forward revenue visibility, with RTX posting a standout 1.56x ratio and $270B backlog.

Seeking Alpha • Feb 1, 2026

Defense ETFs to Watch Before Q4 Earnings Season Unfolds

SHLD and other defense ETFs are in focus as Q4 earnings loom, with rising global military spending set to validate record contract-driven growth.

Zacks Investment Research • Jan 23, 2026

Best-Performing ETFs to Start 2026

WGMI, DRNZ and MEME are among the top ETF winners of 2026 so far as defense stocks surge, crypto rebounds, and global political shifts lift markets.

Zacks Investment Research • Jan 20, 2026

Financials and defense stocks have done very well, says Evans May Wealth's Elizabeth Evans

Elizabeth Evans, Evans May Wealth managing partner, joins 'Closing Bell' to discuss the market playbook for the year ahead, which sectors will outperform and much more.

CNBC Television • Jan 15, 2026

5 Sector ETFs Apt for Q4 Revenue Growth Plays

Q4 revenue growth looks strong across construction, tech, aerospace, finance & utilities. Play the trend via PAVE, XLK, ITA, VFH & XLU.

Zacks Investment Research • Jan 14, 2026

Should You Invest in the iShares U.S. Aerospace & Defense ETF (ITA)?

Designed to provide broad exposure to the Industrials - Aerospace & Defense segment of the equity market, the iShares U.S. Aerospace & Defense ETF (ITA) is a passively managed exchange traded fund launched on May 1, 2006.

Zacks Investment Research • Jan 13, 2026

3 Sector ETFs to Play on Solid Q4 Earnings Trends

Solid Q4 earnings trends put sector ETFs in focus as growth broadens beyond Tech. ETFs ITA, XLK, VFH stand out.

Zacks Investment Research • Jan 13, 2026

With Trump's Military Maneuvers, One ETF Looks Like A Screaming Buy

The iShares U.S. Aerospace & Defense ETF (NYSEARCA:ITA) has surged 61% over the past year, and President Trump's aggressive military posture suggests the rally may continue.

24/7 Wall Street • Jan 10, 2026

Defense ETFs in 2026: Trump's Spending Push & Other Key Tailwinds

Defense ETFs like ITA rally as Trump eyes a $500B spending hike, geopolitics intensify and earnings surge despite stretched valuations.

Zacks Investment Research • Jan 9, 2026