Theme
Space Supply Chain '26: Space & Satellite Components & Subsystems☆
16 tickers$709.35B market cap
TDG-7.51%12.7%
MOG-A+108.14%11.8%
HON+1.93%10.0%
RBC+55.40%10.0%
APH+65.74%8.2%
ARXS+5.21%7.4%
HWM+48.76%7.3%
TEL+27.04%7.3%
RDW-21.09%5.4%
CW+59.45%3.6%
MDA.TO+76.78%3.6%
RKLB+265.15%3.6%
TRS+51.67%3.6%
ENS+158.22%1.8%
MOB+117.91%1.8%
QRVO+20.78%1.8%
As of Jun 9, 2026, 8:59 PM ET
Constituents
Build 20260610T080726
Scroll or drag sideways to view all columns.
| Company | 1D % | 10D % | MTD % | YTD % | 1Yr % | Prev Rpt | Next Rpt | Lst Q Ern % | Ern Move % | Intra-Qtr % | Since Rpt % | Mkt Cap | Wgt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Amphenol CorporationAPH | 7.29% | 3.57% | 5.28% | 14.01% | 65.74% | 4/29/26 (BMO) | 4/29/26 (BMO) | -10.03% | 2.47% | -3.92% | 4.62% | $189.54B | 8.2% |
Honeywell International Inc.HON | 1.84% | -9.32% | -8.81% | 10.56% | 1.93% | 4/23/26 (BMO) | 4/23/26 (BMO) | 5.02% | -3.09% | -3.32% | 1.19% | $136.68B | 10.0% |
Howmet Aerospace Inc.HWM | 4.29% | -0.42% | 0.64% | 25.43% | 48.76% | 5/7/26 (BMO) | 5/7/26 (BMO) | 8.39% | 5.56% | 2.44% | -4.95% | $102.89B | 7.3% |
TransDigm Group IncorporatedTDG | 4.23% | -0.09% | 1.52% | -5.46% | -7.51% | 5/5/26 (BMO) | 5/5/26 (BMO) | -2.97% | 7.28% | -5.69% | 1.94% | $70.32B | 12.7% |
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 | 3.6% |
TE Connectivity Ltd.TEL | 2.56% | -1.19% | -0.10% | -7.31% | 27.04% | 4/22/26 (BMO) | 4/22/26 (BMO) | -0.82% | -10.47% | 5.11% | -3.15% | $61.56B | 7.3% |
Curtiss-Wright CorporationCW | 1.67% | -1.88% | 1.89% | 33.07% | 59.45% | 5/6/26 (AMC) | 5/6/26 (AMC) | 7.88% | -0.62% | 8.57% | 1.26% | $27.10B | 3.6% |
RBC Bearings IncorporatedRBC | 0.24% | 3.58% | 4.64% | 32.11% | 55.40% | 5/15/26 (BMO) | 5/15/26 (BMO) | 5.27% | -7.01% | 12.48% | 4.10% | $18.74B | 10.0% |
Moog Inc.MOG-A | 3.49% | 7.03% | 4.40% | 58.19% | 108.14% | 4/24/26 (BMO) | 4/24/26 (BMO) | 6.02% | 2.26% | 0.21% | 23.12% | $12.21B | 11.8% |
Qorvo, Inc.QRVO | -1.95% | -5.43% | -2.03% | 15.89% | 20.78% | 5/5/26 (AMC) | 5/5/26 (AMC) | -5.68% | -3.88% | 23.35% | 10.12% | $8.62B | 1.8% |
EnerSysENS | -0.82% | -0.62% | -0.59% | 54.38% | 158.22% | 5/20/26 (AMC) | 5/20/26 (AMC) | -6.92% | 9.89% | 24.58% | -5.17% | $8.27B | 1.8% |
MDA Ltd.MDA.TO | -2.67% | -15.46% | -10.98% | 94.14% | 76.78% | 5/7/26 (BMO) | 5/7/26 (BMO) | 2.68% | 7.06% | 6.09% | 9.03% | $5.23B | 3.6% |
Redwire CorporationRDW | -15.19% | -35.90% | -23.84% | 107.24% | -21.09% | 5/6/26 (AMC) | 5/6/26 (AMC) | 5.22% | 5.87% | 6.28% | 71.20% | $2.37B | 5.4% |
Arxis, Inc. Class A Common StockARXS | 0.39% | -9.26% | -5.41% | 5.21% | 5.21% | 5/27/26 (AMC) | 5/27/26 (AMC) | — | 18.47% | — | -12.94% | $1.65B | 7.4% |
TriMas CorporationTRS | 1.94% | -0.95% | 1.38% | 14.48% | 51.67% | 4/30/26 (BMO) | 4/30/26 (BMO) | 2.95% | 6.79% | -5.27% | 5.22% | $1.45B | 3.6% |
Mobilicom LtdMOB | -4.73% | -18.78% | -21.29% | -4.26% | 117.91% | 3/23/26 | — | -3.84% | — | 5.23% | — | $69.9M | 1.8% |
| Average | -0.14% | -6.86% | -4.05% | 31.43% | 64.60% | 0.55% | 4.34% | 5.99% | 7.21% | $44.33B | 6.2% | ||
| Median | 1.03% | -1.53% | -0.34% | 20.66% | 53.54% | 2.68% | 5.56% | 5.23% | 2.62% | $15.47B | 6.4% | ||
| Std Dev | 5.03% | 11.22% | 8.67% | 33.18% | 69.70% | 5.71% | 8.83% | 9.13% | 18.82% | $54.67B | 3.5% | ||
| Min | -15.19% | -35.90% | -23.84% | -7.31% | -21.09% | -10.03% | -10.47% | -5.69% | -12.94% | $69.9M | 1.8% | ||
| Max | 7.29% | 7.03% | 5.28% | 107.24% | 265.15% | 8.39% | 24.60% | 24.58% | 71.20% | $189.54B | 12.7% | ||
| % Positive Tickers | 62.50% | 18.75% | 43.75% | 81.25% | 87.50% | 53.33% | 66.67% | 73.33% | 73.33% |
* 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
Space Supply Chain '26: Space & Satellite Components & Subsystems tracks 16 publicly listed stocks in this theme. Sample tickers: APH, ARXS, CW, ENS, HON, HWM, MDA.TO, MOB, MOG-A, QRVO, RBC, RDW, and 4 more. Use the table below for the full list.