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Shipbuilding '26: Shipyard Equipment & Tech
10 tickers · $5.00T total market cap
Group: Shipbuilding
Shipbuilding '26: Shipyard Equipment & Tech tracks 10 publicly listed stocks in this theme: 071970.KO, DSY.PA, HII, KALMAR.HE, KCR.HE, NVDA, ROK, TER, VELO, ZBRA. See the constituent table for details.
Constituents
Build 20260416T080821
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
NVIDIA CorporationNVDA | 02/25/2026 (AMC) | 05/27/2026 (AMC) | -9.39% | — | 12.24% | — | $4.83T | 6.0000 |
Teradyne, Inc.TER | 02/02/2026 (AMC) | 04/27/2026 (AMC) | 7.83% | — | 35.64% | — | $57.14B | 10.0000 |
Rockwell Automation, Inc.ROK | 02/05/2026 (BMO) | 05/06/2026 (BMO) | -3.45% | — | -4.25% | — | $44.68B | 12.0000 |
Dassault Systèmes SEDSY.PA | 02/11/2026 (BMO) | 04/23/2026 (BMO) | 0.26% | — | -1.01% | — | $28.00B | 14.0000 |
Huntington Ingalls Industries, Inc.HII | 02/05/2026 (BMO) | — | -3.72% | — | 0.09% | — | $15.68B | 11.0000 |
Zebra Technologies CorporationZBRA | 02/12/2026 (BMO) | 05/12/2026 (BMO) | 4.80% | — | -13.22% | — | $11.30B | 8.0000 |
Konecranes PlcKCR.HE | 02/05/2026 (AMC) | 04/29/2026 (AMC) | 2.35% | — | 7.77% | — | $8.52B | 15.0000 |
Kalmar OyjKALMAR.HE | 02/13/2026 (AMC) | 05/05/2026 (AMC) | -0.04% | — | 10.17% | — | $3.10B | 9.0000 |
HD-Hyundai Marine Engine Co., Ltd.071970.KO | 02/09/2026 | — | 0.73% | — | 1.54% | — | $2.02B | 8.0000 |
Velo3D, Inc.VELO | 03/24/2026 | — | -26.04% | — | 6.21% | — | $236.2M | 7.0000 |
| Average | -2.67% | — | 5.52% | — | $500.42B | 10.0000 | ||
| Median | 0.11% | — | 3.88% | — | $13.49B | 9.5000 | ||
| Std Dev | 9.01% | — | 12.30% | — | $1.44T | 2.8284 | ||
| Min | -26.04% | — | -13.22% | — | $236.2M | 6.0000 | ||
| Max | 7.83% | — | 35.64% | — | $4.83T | 15.0000 | ||
| % Positive Tickers | 50.00% | — | 70.00% | — |
* 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%.