BA.LSE+6.24%15.0%
LMT+38.63%12.0%
079550.KO+23.08%11.0%
RTX+36.16%10.0%
012540.KO—9.0%
HO.PA-4.72%8.0%
LDO.MI+6.34%8.0%
NOC-4.18%7.0%
BA-9.46%6.0%
PSN-21.52%6.0%
DRS+1.15%4.0%
IDR.MC+39.72%4.0%
As of Jul 27, 2026, 7:41 AM ET
Fiscal Spend '26: Saudi Defense Suppliers Constituents
BAE Systems plcBA.LSE | 15.0% | 0.31% | 6.58% | 5.82% | 14.15% | -7.46% | 28.67% | 6.24% | $76.96B |
Lockheed Martin CorporationLMT | 12.0% | 2.68% | 13.37% | 11.89% | 20.71% | -10.81% | 28.92% | 38.63% | $134.33B |
LIG Defense&Aerospace079550.KO | 11.0% | 0.00% | 10.68% | 11.52% | 74.82% | 44.60% | 193.23% | 23.08% | $11.65B |
RTX CorporationRTX | 10.0% | 1.68% | 9.97% | 10.89% | 15.96% | 4.96% | 61.24% | 36.16% | $286.56B |
—012540.KO | 9.0% | — | — | — | — | — | — | — | — |
Leonardo S.p.A.LDO.MI | 8.0% | 0.73% | 2.08% | 7.18% | 2.92% | -11.34% | 23.56% | 6.34% | $34.28B |
Thales S.A.HO.PA | 8.0% | -0.80% | 7.05% | 3.05% | -0.40% | -10.63% | 0.13% | -4.72% | $55.22B |
Northrop Grumman CorporationNOC | 7.0% | 2.33% | 3.26% | 4.99% | -4.26% | -24.64% | 6.58% | -4.18% | $77.02B |
Parsons CorporationPSN | 6.0% | 2.11% | 10.48% | 12.29% | -3.41% | -9.55% | -5.32% | -21.52% | $6.28B |
The Boeing CompanyBA | 6.0% | 0.85% | -2.81% | -3.47% | -2.82% | -7.26% | 25.18% | -9.46% | $165.17B |
Indra Sistemas, S.A.IDR.MC | 4.0% | -2.49% | 8.78% | 7.71% | 6.43% | -18.05% | 106.82% | 39.72% | $10.63B |
Leonardo DRS, Inc.DRS | 4.0% | 1.73% | 10.42% | 14.77% | 43.72% | 12.92% | 44.49% | 1.15% | $12.83B |
| Theme return | — | 0.92% | 7.64% | 8.06% | 22.09% | 1.16% | 54.39% | 19.96% | — |
| Average | 8.3% | 0.83% | 7.26% | 7.88% | 15.26% | -3.39% | 46.68% | 10.13% | $79.17B |
| Median | 8.0% | 0.85% | 8.78% | 7.71% | 6.43% | -9.55% | 28.67% | 6.24% | $55.22B |
| Std Dev | 3.1% | 1.46% | 4.51% | 4.96% | 23.20% | 17.95% | 55.12% | 20.12% | $82.58B |
| Min | 4.0% | -2.49% | -2.81% | -3.47% | -4.26% | -24.64% | -5.32% | -21.52% | $6.28B |
| Max | 15.0% | 2.68% | 13.37% | 14.77% | 74.82% | 44.60% | 193.23% | 39.72% | $286.56B |
| % Positive Tickers | 72.73% | 90.91% | 90.91% | 63.64% | 27.27% | 90.91% | 63.64% |
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About this theme
Fiscal Spend '26: Saudi Defense Suppliers tracks 12 publicly listed stocks in this theme: 012540.KO, 079550.KO, BA, BA.LSE, DRS, HO.PA, IDR.MC, LDO.MI, LMT, NOC, PSN, RTX. See the constituent table for details.