Theme · live manifest · live theme JSON
Space Supply Chain '26: Aerospace Composites, Materials & Alloys
11 tickers · $213.21B total market cap
Group: Space Supply Chain
Space Supply Chain '26: Aerospace Composites, Materials & Alloys tracks 11 publicly listed stocks in this theme: ATI, CRS, CSTM, DD, HWM, HXL, KALU, KRMN, MP, MTRN, SYENS.BR. See the constituent table for details.
Constituents
Build 20260418T075308
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Howmet Aerospace Inc.HWM | 02/12/2026 (BMO) | — | 8.39% | — | 2.19% | — | $102.92B | 14.0000 |
ATI Inc.ATI | 02/03/2026 (BMO) | 04/30/2026 (BMO) | 4.71% | — | 29.15% | — | $22.55B | 12.0000 |
Carpenter Technology CorporationCRS | 01/29/2026 (BMO) | 04/29/2026 (BMO) | -4.16% | — | 40.23% | — | $22.20B | 10.0000 |
DuPont de Nemours, Inc.DD | 02/10/2026 (BMO) | 05/01/2026 (BMO) | 9.41% | — | -8.11% | — | $19.84B | 8.0000 |
Karman Holdings Inc.KRMN | 03/25/2026 (AMC) | — | -15.59% | — | -0.58% | — | $11.06B | 8.0000 |
MP Materials Corp.MP | 02/26/2026 (AMC) | — | -1.88% | — | 3.60% | — | $10.84B | 0.0% |
Syensqo SA/NVSYENS.BR | 02/26/2026 (AMC) | 05/15/2026 (AMC) | -11.35% | — | 16.80% | — | $6.80B | 9.0000 |
Hexcel CorporationHXL | 01/28/2026 (AMC) | 04/22/2026 (AMC) | 3.22% | — | 5.19% | — | $6.73B | 10.0000 |
Constellium SECSTM | 02/18/2026 | 04/29/2026 | -0.78% | — | 14.61% | — | $4.08B | 14.0000 |
Materion CorporationMTRN | 02/12/2026 | 04/29/2026 | 0.43% | — | 13.95% | — | $3.78B | 9.0000 |
Kaiser Aluminum CorporationKALU | 02/18/2026 | 04/22/2026 | -7.43% | — | 16.77% | — | $2.40B | 6.0000 |
| Average | -1.37% | — | 12.16% | — | $19.38B | 9.0909 | ||
| Median | -0.78% | — | 13.95% | — | $10.84B | 9.0000 | ||
| Std Dev | 7.50% | — | 13.22% | — | $27.34B | 3.7284 | ||
| Min | -15.59% | — | -8.11% | — | $2.40B | 0.0% | ||
| Max | 9.41% | — | 40.23% | — | $102.92B | 14.0000 | ||
| % Positive Tickers | 45.45% | — | 81.82% | — |
* 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%.