Theme

Drones '26: Drone OEMs & C-UAS

15 tickers$106.75B market cap
10D rank#559of 869 themes#3of 5 in Drones
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As of Jun 9, 2026, 8:59 PM ET

Constituents

Build 20260610T080726

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Company1D %10D %MTD %YTD %1Yr %Prev RptNext RptLst Q Ern %Ern Move %Intra-Qtr %Since Rpt %Mkt CapWgt
Elbit Systems Ltd.ESLT
0.73%-5.07%-2.54%44.75%101.49%5/26/26 (BMO)5/26/26 (BMO)9.04%7.94%-19.48%0.90%$39.20B7.5%
Leonardo S.p.A.LDO.MI
1.25%-5.42%-1.67%3.89%2.01%7/30/25 (AMC)-2.51%11.16%$34.65B7.5%
Kratos Defense & Security Solutions, Inc.KTOS
-2.67%-12.38%-11.50%-25.98%38.43%5/6/26 (AMC)5/6/26 (AMC)-6.45%-3.89%-30.27%-1.42%$10.54B11.3%
AeroVironment, Inc.AVAV
-4.42%-14.83%-13.51%-27.03%-9.82%3/10/26 (AMC)-4.37%-15.03%$8.81B14.1%
Ondas Holdings Inc.ONDS
-6.31%-27.00%-28.31%-1.13%474.40%5/14/26 (BMO)5/14/26 (BMO)6.16%19.86%-17.04%-9.13%$4.78B6.6%
Exail TechnologiesEXA.PA
-4.70%-14.84%-10.85%48.99%78.13%3/18/26 (AMC)4.01%-17.17%$2.42B4.7%
DroneShield LimitedDRO.AU
-2.80%-19.38%-11.51%-4.45%95.01%2/24/2623.41%-18.70%$1.80B11.3%
Electro Optic Systems Holdings LimitedEOS.AU
-2.55%-12.14%-17.04%11.54%354.83%2/23/26 (BMO)8.13%35.79%$1.59B6.6%
Red Cat Holdings, Inc.RCAT
-7.74%-20.72%-22.54%44.96%30.62%5/7/26 (AMC)5/7/26 (AMC)-22.06%-2.35%-21.81%10.85%$1.24B8.5%
Aevex Corp.AVEX
-3.48%-42.29%-42.50%13.85%13.85%5/20/26 (AMC)5/20/26 (AMC)1.48%-16.92%$1.13B4.7%
AIRO Group Holdings, Inc. Common StockAIRO
2.98%-3.90%-6.50%5.50%-13.70%5/14/26 (BMO)5/14/26 (BMO)-4.08%-18.65%-4.74%35.48%$271.4M2.8%
Draganfly Inc.DPRO
-6.85%-19.95%-20.90%-13.46%79.04%5/11/26 (AMC)5/11/26 (AMC)-25.43%-1.64%17.37%10.95%$134.4M4.7%
Aureus Greenway Holdings, Inc.PUSA
0.00%20.95%6.28%40.72%40.72%5/12/265/12/260.00%-5.36%15.79%25.12%$109.8M100.0%
Mobilicom LtdMOB
-4.73%-18.78%-21.29%-4.26%117.91%3/23/26-3.84%5.23%$69.9M2.8%
AGH
5.7%
Average-2.95%-13.98%-14.60%9.85%100.21%-1.38%-0.33%-4.53%6.98%$7.63B6.7%
Median-3.14%-14.83%-12.51%4.70%59.43%-2.51%-2.00%-15.03%5.87%$1.70B6.6%
Std Dev3.09%13.59%11.86%24.96%136.41%12.27%10.36%18.96%16.24%$12.39B3.4%
Min-7.74%-42.29%-42.50%-27.03%-13.70%-25.43%-18.65%-30.27%-16.92%$69.9M100.0%
Max2.98%20.95%6.28%48.99%474.40%23.41%19.86%35.79%35.48%$39.20B14.1%
% Positive Tickers21.43%7.14%7.14%57.14%85.71%38.46%37.50%38.46%62.50%

* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.

About this theme

Drones '26: Drone OEMs & C-UAS tracks 15 publicly listed stocks in this theme. Sample tickers: AGH, AIRO, AVAV, AVEX, DPRO, DRO.AU, EOS.AU, ESLT, EXA.PA, KTOS, LDO.MI, MOB, and 3 more. Use the table below for the full list.

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