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Space Supply Chain '26: Lunar Infrastructure
12 tickers · $616.61B total market cap
Group: Space Supply Chain
Space Supply Chain '26: Lunar Infrastructure tracks 12 publicly listed stocks in this theme: AMTM, BA, BWXT, HON, LMT, LUNR, MDA.TO, NOK, RDW, TER, TRS, VELO. See the constituent table for details.
Constituents
Build 20260420T075856
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
The Boeing CompanyBA | 01/27/2026 (BMO) | 04/22/2026 (BMO) | -2.75% | — | -7.54% | — | $175.54B | 11.0000 |
Honeywell International Inc.HON | 01/29/2026 (BMO) | 04/23/2026 (BMO) | 5.02% | — | 2.65% | — | $148.46B | 7.0000 |
Lockheed Martin CorporationLMT | 01/29/2026 (BMO) | 04/23/2026 (BMO) | 6.19% | — | -6.63% | — | $136.48B | 14.0000 |
Teradyne, Inc.TER | 02/02/2026 (AMC) | 04/28/2026 (AMC) | 7.83% | — | 41.37% | — | $59.55B | 0.0% |
Nokia OyjNOK | 01/29/2026 (BMO) | 04/23/2026 (BMO) | -6.09% | — | 60.97% | — | $55.68B | 8.0000 |
BWX Technologies, Inc.BWXT | 02/23/2026 (AMC) | 05/04/2026 (AMC) | 4.99% | — | 13.37% | — | $21.60B | 11.0000 |
Amentum Holdings, Inc.AMTM | 02/09/2026 | — | -16.94% | — | -13.97% | — | $6.72B | 4.0000 |
MDA Ltd.MDA.TO | 03/04/2026 (BMO) | 05/06/2026 (BMO) | 2.68% | — | 15.56% | — | $4.80B | 10.0000 |
Intuitive Machines, Inc.LUNR | 03/19/2026 (AMC) | — | -5.71% | — | 54.68% | — | $4.40B | 17.0000 |
Redwire CorporationRDW | 02/25/2026 (AMC) | 05/11/2026 (AMC) | 5.22% | — | 14.00% | — | $1.71B | 10.0000 |
TriMas CorporationTRS | 02/26/2026 | 04/30/2026 | 2.95% | — | -2.15% | — | $1.44B | 4.0000 |
Velo3D, Inc.VELO | 03/24/2026 | — | -26.04% | — | 5.93% | — | $235.6M | 4.0000 |
| Average | -1.89% | — | 14.85% | — | $51.38B | 8.3333 | ||
| Median | 2.81% | — | 9.65% | — | $14.16B | 9.0000 | ||
| Std Dev | 9.97% | — | 23.68% | — | $62.59B | 4.6068 | ||
| Min | -26.04% | — | -13.97% | — | $235.6M | 0.0% | ||
| Max | 7.83% | — | 60.97% | — | $175.54B | 17.0000 | ||
| % Positive Tickers | 58.33% | — | 66.67% | — |
* 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%.