BA.LSE+3.73%15.0%
LMT+13.06%12.0%
079550.KO+34.81%11.0%
RTX+27.45%10.0%
012540.KO—9.0%
HO.PA-4.57%8.0%
LDO.MI-0.10%8.0%
NOC-11.09%7.0%
BA-9.27%6.0%
PSN-38.08%6.0%
DRS-12.35%4.0%
IDR.MC+72.66%4.0%
As of Sep 10, 2026, 5:04 AM ET
Fiscal Spend '26: Saudi Defense Suppliers Constituents
BAE Systems plcBA.LSE | 15.0% | -2.32% | -7.04% | -15.05% | -5.90% | 11.36% | -9.72% | 25.53% | 3.73% | 53.24% | 271.43% | $75.36B |
Lockheed Martin CorporationLMT | 12.0% | -2.18% | -6.99% | -13.05% | -3.68% | 8.43% | -19.88% | 15.81% | 13.06% | -8.47% | 63.95% | $121.04B |
LIG Defense & Aerospace Co Ltd079550.KO | 11.0% | 0.60% | -8.72% | -18.59% | -2.19% | 59.14% | 31.63% | 166.93% | 34.81% | 286.61% | 925.81% | $10.25B |
RTX CorporationRTX | 10.0% | -0.63% | -6.69% | -11.56% | -3.71% | 7.72% | -2.50% | 49.78% | 27.45% | 66.32% | 159.06% | $266.25B |
—012540.KO | 9.0% | — | — | — | — | — | — | — | — | — | — | — |
Leonardo S.p.A.LDO.MI | 8.0% | -4.00% | -7.61% | -16.27% | -4.46% | -2.11% | -15.67% | 17.52% | -0.10% | 154.68% | 630.57% | $32.65B |
Thales S.A.HO.PA | 8.0% | -3.01% | -7.38% | -15.00% | -5.15% | -2.84% | -12.81% | -2.31% | -4.57% | 65.21% | 184.75% | $53.95B |
Northrop Grumman CorporationNOC | 7.0% | -0.58% | -5.50% | -10.78% | -3.25% | -9.58% | -28.83% | 0.66% | -11.09% | -1.23% | 52.19% | $73.24B |
Parsons CorporationPSN | 6.0% | -2.73% | -5.53% | 0.35% | -0.17% | -25.10% | -29.86% | -26.58% | -38.08% | -51.79% | 30.39% | $4.94B |
The Boeing CompanyBA | 6.0% | -2.05% | -1.62% | -11.33% | 0.37% | -4.93% | -9.28% | 22.46% | -9.27% | 26.71% | -3.51% | $163.15B |
Indra Sistemas, S.A.IDR.MC | 4.0% | -1.90% | -8.52% | -10.59% | -6.19% | 16.05% | -10.65% | 125.50% | 72.66% | 265.02% | 565.70% | $11.60B |
Leonardo DRS, Inc.DRS | 4.0% | -2.38% | -6.43% | -19.80% | -4.35% | 5.78% | -16.89% | 6.34% | -12.35% | 35.50% | 228.47% | $9.62B |
| Theme return | — | -1.83% | -6.74% | -11.34% | -3.46% | 15.27% | -4.49% | 45.76% | 17.41% | 79.97% | 320.17% | — |
| Average | 8.3% | -1.93% | -6.55% | -12.88% | -3.52% | 5.81% | -11.31% | 36.51% | 6.93% | 81.07% | 282.62% | $74.73B |
| Median | 8.0% | -2.18% | -6.99% | -13.05% | -3.71% | 5.78% | -12.81% | 17.52% | -0.10% | 53.24% | 184.75% | $53.95B |
| Std Dev | 3.1% | 1.22% | 1.84% | 5.13% | 2.03% | 20.08% | 15.68% | 55.51% | 28.18% | 104.54% | 284.32% | $77.52B |
| Min | 4.0% | -4.00% | -8.72% | -19.80% | -6.19% | -25.10% | -29.86% | -26.58% | -38.08% | -51.79% | -3.51% | $4.94B |
| Max | 15.0% | 0.60% | -1.62% | 0.35% | 0.37% | 59.14% | 31.63% | 166.93% | 72.66% | 286.61% | 925.81% | $266.25B |
| % Positive Tickers | 9.09% | 0.00% | 9.09% | 9.09% | 54.55% | 9.09% | 81.82% | 45.45% | 72.73% | 90.91% |
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About this theme
Fiscal Spend '26: Saudi Defense Suppliers tracks 12 publicly listed stocks in this theme: BA.LSE, LMT, 079550.KO, RTX, 012540.KO, HO.PA, LDO.MI, NOC, BA, PSN, DRS, IDR.MC. See the constituent table for details.