Theme

Modern Warfare '26: Attritable Warfare

12 tickers$68.28B market cap
10D rank#659of 869 themes#13of 19 in Modern Warfare
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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
Leonardo S.p.A.LDO.MI
1.25%-5.42%-1.67%3.89%2.01%7/30/25 (AMC)-2.51%11.16%$34.65B5.3%
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%$10.54B14.6%
AeroVironment, Inc.AVAV
-4.42%-14.83%-13.51%-27.03%-9.82%3/10/26 (AMC)-4.37%-15.03%$8.81B16.2%
Karman Holdings Inc.KRMN
-2.68%-15.88%-9.84%-33.89%3.62%5/12/26 (AMC)5/12/26 (AMC)-15.59%14.38%-25.68%-28.11%$6.41B12.1%
DroneShield LimitedDRO.AU
-2.80%-19.38%-11.51%-4.45%95.01%2/24/2623.41%-18.70%$1.80B9.7%
Electro Optic Systems Holdings LimitedEOS.AU
-2.55%-12.14%-17.04%11.54%354.83%2/23/26 (BMO)8.13%35.79%$1.59B7.3%
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%$1.24B8.1%
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%$1.13B5.7%
Avio S.p.A.AVIO.MI
-1.86%-15.01%-6.95%23.75%84.90%9/9/25 (AMC)-2.66%2.94%$1.09B8.1%
Unusual Machines, Inc.UMAC
-7.78%-24.80%-17.24%87.60%160.35%5/14/26 (AMC)5/14/26 (AMC)14.81%8.22%-14.67%47.53%$805.4M4.0%
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%$134.4M3.2%
Mobilicom LtdMOB
-4.73%-18.78%-21.29%-4.26%117.91%3/23/26-3.84%5.23%$69.9M5.7%
Average-3.86%-18.46%-16.37%6.38%80.90%-3.32%2.70%-4.88%3.81%$5.69B8.3%
Median-3.14%-17.33%-15.27%-0.18%58.74%-3.84%-0.08%-14.67%4.71%$1.42B7.7%
Std Dev2.52%8.64%9.87%32.77%96.69%14.07%6.54%19.83%24.11%$9.37B3.9%
Min-7.78%-42.29%-42.50%-33.89%-9.82%-25.43%-3.89%-30.27%-28.11%$69.9M3.2%
Max1.25%-5.42%-1.67%87.60%354.83%23.41%14.38%35.79%47.53%$34.65B16.2%
% Positive Tickers8.33%0.00%0.00%50.00%91.67%27.27%50.00%45.45%50.00%

* 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

Modern Warfare '26: Attritable Warfare tracks 12 publicly listed stocks in this theme: AVAV, AVEX, AVIO.MI, DPRO, DRO.AU, EOS.AU, KRMN, KTOS, LDO.MI, MOB, RCAT, UMAC. See the constituent table for details.

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