TDG-12.56%10.8%
MOG-A+86.68%10.0%
HONA-24.21%8.8%
RBC+28.55%8.5%
APH+37.53%6.9%
AADX-37.19%6.5%
ARXS+35.30%6.3%
HWM+26.56%6.2%
TEL-2.69%6.2%
RDW+30.01%4.6%
SPCX-8.33%4.6%
ELMT-8.10%3.6%
CW+14.10%3.1%
MDA.TO+26.07%3.1%
RKLB+36.60%3.1%
TRS-0.22%3.1%
ENS+71.53%1.5%
MOB-21.11%1.5%
QRVO+18.00%1.5%
As of Sep 10, 2026, 5:04 AM ET
Space Supply Chain '26: Space & Satellite Components & Subsystems Constituents
TransDigm Group IncorporatedTDG | 10.8% | -1.70% | -5.08% | -7.99% | -2.60% | -15.35% | -13.59% | -13.61% | -12.56% | -2.01% | 127.59% | $62.96B |
Moog Inc.MOG-A | 10.0% | -0.57% | -1.91% | -10.25% | 0.68% | 50.90% | 8.91% | 109.40% | 86.68% | 97.60% | 394.83% | $11.64B |
Honeywell Aerospace IncHONA | 8.8% | -2.47% | -6.65% | -7.06% | -1.72% | -24.21% | -24.21% | -24.21% | -24.21% | -24.21% | -24.21% | $48.04B |
RBC Bearings IncorporatedRBC | 8.5% | -1.26% | -2.91% | -12.66% | -0.54% | 8.39% | -15.61% | 44.23% | 28.55% | 70.97% | 128.89% | $15.38B |
Amphenol CorporationAPH | 6.9% | -0.51% | 3.13% | -2.99% | -0.31% | 20.80% | 11.77% | 141.65% | 37.53% | 172.18% | 352.52% | $200.58B |
Applied Aerospace & Defense, Inc.AADX | 6.5% | -3.63% | -10.23% | -44.52% | -4.86% | -37.19% | -37.19% | -37.19% | -37.19% | -37.19% | -37.19% | $2.04B |
Arxis, Inc. Class A Common StockARXS | 6.3% | -1.43% | -0.08% | -8.83% | 2.18% | 35.30% | 35.30% | 35.30% | 35.30% | 35.30% | 35.30% | $2.12B |
Howmet Aerospace Inc.HWM | 6.2% | 0.47% | -12.17% | -18.01% | -8.74% | 13.46% | -11.39% | 73.84% | 26.56% | 148.82% | 643.15% | $93.07B |
TE Connectivity plcTEL | 6.2% | -0.14% | 1.01% | -4.47% | -1.59% | -10.03% | -11.06% | 43.86% | -2.69% | 41.95% | 48.31% | $59.35B |
Redwire CorpRDW | 4.6% | -4.72% | -1.56% | -18.45% | 4.29% | 40.79% | 17.97% | 16.18% | 30.01% | 81.36% | -16.73% | $2.56B |
Space Exploration Technologies Corp.SPCX | 4.6% | -3.86% | 4.28% | 6.35% | 3.74% | -8.33% | -8.33% | -8.33% | -8.33% | -8.33% | -8.33% | $1.93T |
Elmet Group Co.ELMT | 3.6% | -2.78% | -1.08% | -0.12% | 4.44% | -8.10% | -8.10% | -8.10% | -8.10% | -8.10% | -8.10% | $493.5M |
Curtiss-Wright CorporationCW | 3.1% | -1.29% | -5.20% | -18.58% | -2.19% | 2.55% | -19.28% | 73.54% | 14.10% | 89.94% | 395.59% | $20.88B |
MDA Ltd.MDA.TO | 3.1% | -4.30% | 0.27% | -13.63% | 1.73% | 48.93% | -0.28% | 48.87% | 26.07% | 155.40% | 129.27% | $4.00B |
Rocket Lab USA, Inc.RKLB | 3.1% | -4.25% | -2.05% | -21.20% | 0.85% | -9.59% | -8.73% | 226.11% | 36.60% | 927.20% | 204.39% | $36.51B |
TriMas CorporationTRS | 3.1% | -1.27% | -3.26% | -4.40% | -1.72% | 7.98% | -2.15% | 63.06% | -0.22% | 57.75% | 28.68% | $1.37B |
EnerSysENS | 1.5% | -0.79% | -3.43% | -3.86% | -1.10% | 22.04% | 7.79% | 93.56% | 71.53% | 89.56% | 132.35% | $6.53B |
Mobilicom LtdMOB | 1.5% | 0.61% | -10.29% | -13.57% | -6.58% | -18.52% | -8.97% | 185.63% | -21.11% | 433.26% | -9.14% | $59.4M |
Qorvo, Inc.QRVO | 1.5% | 1.12% | 11.09% | 8.50% | 9.17% | 24.53% | 26.95% | 44.88% | 18.00% | -0.03% | -41.19% | $9.28B |
| Theme return | — | -1.73% | -2.99% | -12.13% | -0.44% | 12.17% | -0.39% | 51.39% | 22.76% | 79.12% | 157.01% | — |
| Average | 5.3% | -1.72% | -2.43% | -10.30% | -0.26% | 7.60% | -3.17% | 58.35% | 15.61% | 122.18% | 130.31% | $131.91B |
| Median | 4.6% | -1.29% | -2.05% | -8.83% | -0.54% | 7.98% | -8.33% | 44.88% | 18.00% | 70.97% | 48.31% | $11.64B |
| Std Dev | 2.8% | 1.73% | 5.32% | 11.30% | 4.03% | 24.62% | 17.32% | 68.29% | 31.06% | 215.88% | 184.26% | $426.29B |
| Min | 1.5% | -4.72% | -12.17% | -44.52% | -8.74% | -37.19% | -37.19% | -37.19% | -37.19% | -37.19% | -41.19% | $59.4M |
| Max | 10.8% | 1.12% | 11.09% | 8.50% | 9.17% | 50.90% | 35.30% | 226.11% | 86.68% | 927.20% | 643.15% | $1.93T |
| % Positive Tickers | 15.79% | 26.32% | 10.53% | 42.11% | 57.89% | 31.58% | 73.68% | 57.89% | 68.42% | 63.16% |
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About this theme
Space Supply Chain '26: Space & Satellite Components & Subsystems tracks 19 publicly listed stocks in this theme. Sample tickers: TDG, MOG-A, HONA, RBC, APH, AADX, ARXS, HWM, TEL, RDW, SPCX, ELMT, and 7 more. Use the table below for the full list.