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Modern Warfare '26: Warfare in Iran
12 tickers · $99.67B total market cap
Group: Modern Warfare
Modern Warfare '26: Warfare in Iran tracks 12 publicly listed stocks in this theme: AERG, BA.LSE, BKSY, ELRN.TA, ESLT, FEIM, IRDM, LASR, LPTH, PL, PNG.V, SAAB-B.ST. See the constituent table for details.
Constituents
Build 20260424T074455
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Elbit Systems Ltd.ESLT | 03/17/2026 (BMO) | — | 9.04% | — | -10.62% | — | $39.67B | 8.3333 |
Saab AB (publ)SAAB-B.ST | 04/23/2026 (BMO) | 04/23/2026 (BMO) | 5.86% | 3.23%* | 30.51% | -12.51% | $33.55B | 8.3333 |
Planet Labs PBCPL | 03/19/2026 (AMC) | 06/04/2026 (AMC) | 25.48% | — | 13.18% | — | $12.35B | 8.3333 |
Iridium Communications Inc.IRDM | 04/23/2026 | 04/23/2026 | -0.27% | 1.31%* | 24.43% | 76.65% | $4.33B | 8.3333 |
nLIGHT, Inc.LASR | 02/26/2026 (AMC) | 05/07/2026 (AMC) | -10.74% | — | 32.05% | — | $4.14B | 8.3333 |
Kraken Robotics Inc.PNG.V | 11/24/2025 | — | 10.52% | — | 40.24% | — | $1.83B | 8.3333 |
BlackSky Technology Inc.BKSY | 02/26/2026 (BMO) | 05/07/2026 (BMO) | -6.64% | — | 103.93% | — | $1.42B | 8.3333 |
BAE Systems plcBA.LSE | 02/18/2026 (AMC) | — | 2.51% | — | -3.80% | — | $821.2M | 8.3333 |
LightPath Technologies, Inc.LPTH | 02/11/2026 (AMC) | — | 12.17% | — | 26.91% | — | $637.8M | 8.3333 |
Frequency Electronics, Inc.FEIM | 03/11/2026 (AMC) | — | -13.03% | — | 8.88% | — | $515.5M | 8.3333 |
Applied Energetics, Inc.AERG | 03/30/2026 (AMC) | — | -0.79% | — | 9.60% | — | $306.7M | 8.3333 |
Elron Ventures LtdELRN.TA | 08/11/2025 | — | -3.16% | — | -6.26% | — | $94.4M | 8.3333 |
| Average | 2.58% | 2.27% | 22.42% | 32.07% | $8.31B | 8.3333 | ||
| Median | 1.12% | 2.27% | 18.80% | 32.07% | $1.62B | 8.3333 | ||
| Std Dev | 10.37% | 0.96% | 29.12% | 44.58% | $13.12B | 0.0% | ||
| Min | -13.03% | 1.31% | -10.62% | -12.51% | $94.4M | 8.3333 | ||
| Max | 25.48% | 3.23% | 103.93% | 76.65% | $39.67B | 8.3333 | ||
| % Positive Tickers | 50.00% | 100.00% | 75.00% | 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%.