BKSY+148.82%6.3%
DRS+6.31%6.3%
ESLT+101.49%6.3%
KTOS+38.43%6.3%
LDOS-15.59%6.3%
LHX+25.57%6.3%
LUNR+132.99%6.3%
PL+434.65%6.3%
PLTR+0.01%6.3%
RKLB+265.15%6.3%
RTX+29.35%6.3%
SPIR+31.98%6.3%
TDY+22.48%6.3%
VOYG+27.32%6.3%
AVEX+13.85%6.1%
HAWK-28.41%6.1%
As of Jun 9, 2026, 8:59 PM ET
Constituents
Build 20260610T080726
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| Company | 1D % | 10D % | MTD % | YTD % | 1Yr % | Prev Rpt | Next Rpt | Lst Q Ern % | Ern Move % | Intra-Qtr % | Since Rpt % | Mkt Cap | Wgt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Palantir Technologies Inc.PLTR | -3.22% | -15.63% | -17.79% | -25.70% | 0.01% | 5/4/26 (AMC) | 5/4/26 (AMC) | -5.56% | -5.66% | 4.65% | -2.83% | $303.24B | 6.3% |
RTX CorporationRTX | 1.62% | 1.06% | 4.10% | -1.00% | 29.35% | 4/21/26 (BMO) | 4/21/26 (BMO) | 2.75% | -7.60% | -1.84% | 0.36% | $244.50B | 6.3% |
Rocket Lab USA, Inc.RKLB | -4.77% | -24.57% | -11.57% | 55.15% | 265.15% | 5/7/26 (AMC) | 5/7/26 (AMC) | -4.89% | 24.60% | 13.72% | 2.62% | $62.65B | 6.3% |
L3Harris Technologies, Inc.LHX | 2.01% | -2.22% | -0.06% | 4.97% | 25.57% | 4/30/26 (BMO) | 4/30/26 (BMO) | -4.84% | -2.50% | -6.26% | -1.66% | $57.41B | 6.3% |
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% | $39.20B | 6.3% |
Teledyne Technologies IncorporatedTDY | 1.08% | -0.14% | 1.56% | 21.19% | 22.48% | 4/22/26 (BMO) | 4/22/26 (BMO) | 9.78% | 1.39% | 3.41% | -5.03% | $28.69B | 6.3% |
Leidos Holdings, Inc.LDOS | 0.58% | -3.35% | -3.29% | -31.53% | -15.59% | 5/5/26 (BMO) | 5/5/26 (BMO) | -2.71% | -9.35% | -13.25% | -8.44% | $15.54B | 6.3% |
Leonardo DRS, Inc.DRS | 1.72% | -2.89% | -1.27% | 38.90% | 6.31% | 5/5/26 (BMO) | 5/5/26 (BMO) | 11.06% | 4.47% | -5.57% | 13.30% | $12.63B | 6.3% |
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% | $10.54B | 6.3% |
Planet Labs PBCPL | -4.92% | -39.05% | -32.91% | 58.06% | 434.65% | 6/4/26 (AMC) | 6/4/26 (AMC) | 25.48% | -25.30% | 28.67% | -3.26% | $10.38B | 6.3% |
Intuitive Machines, Inc.LUNR | -7.62% | -37.33% | -28.11% | 69.25% | 132.99% | 5/14/26 (AMC) | 5/14/26 (AMC) | -5.71% | -5.02% | 104.82% | -18.94% | $4.38B | 6.3% |
Voyager Technologies, Inc.VOYG | -6.93% | -20.31% | -16.89% | 50.99% | 27.32% | 5/4/26 (AMC) | 5/4/26 (AMC) | 2.89% | -0.75% | -6.71% | 49.51% | $2.34B | 6.3% |
HawkEye 360, Inc.HAWK | -7.91% | -26.26% | -23.07% | -28.41% | -28.41% | — | — | — | — | — | — | $2.27B | 6.1% |
BlackSky Technology Inc.BKSY | -7.67% | -34.70% | -25.32% | 68.80% | 148.82% | 5/7/26 (BMO) | 5/7/26 (BMO) | -6.64% | -2.62% | 114.91% | -19.77% | $1.17B | 6.3% |
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% | $1.13B | 6.1% |
Spire Global, Inc.SPIR | -4.47% | -28.81% | -20.91% | 116.80% | 31.98% | 5/13/26 (AMC) | 5/13/26 (AMC) | 13.78% | 3.29% | 50.33% | -10.76% | $529.0M | 6.3% |
| Average | -2.87% | -18.37% | -14.50% | 26.88% | 77.15% | 2.71% | -1.30% | 16.94% | -1.49% | $49.79B | 6.2% | ||
| Median | -3.35% | -17.97% | -14.23% | 30.05% | 28.34% | 0.02% | -2.50% | 0.78% | -2.83% | $11.58B | 6.3% | ||
| Std Dev | 3.57% | 14.78% | 13.30% | 41.79% | 117.44% | 9.47% | 10.16% | 42.55% | 16.07% | $87.43B | 4.1% | ||
| Min | -7.91% | -42.29% | -42.50% | -31.53% | -28.41% | -6.64% | -25.30% | -30.27% | -19.77% | $529.0M | 6.1% | ||
| Max | 2.01% | 1.06% | 4.10% | 116.80% | 434.65% | 25.48% | 24.60% | 114.91% | 49.51% | $303.24B | 6.3% | ||
| % Positive Tickers | 37.50% | 6.25% | 12.50% | 68.75% | 87.50% | 50.00% | 40.00% | 50.00% | 33.33% |
* 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: ISR tracks 16 publicly listed stocks in this theme. Sample tickers: AVEX, BKSY, DRS, ESLT, HAWK, KTOS, LDOS, LHX, LUNR, PL, PLTR, RKLB, and 4 more. Use the table below for the full list.