TDG-19.77%11.5%
MOG-A+122.67%10.7%
HONA+1.43%9.5%
RBC+56.25%9.1%
APH+45.67%7.4%
ARXS+16.13%6.7%
HWM+53.19%6.6%
TEL-3.57%6.6%
RDW-46.11%4.9%
SPCX-29.53%4.9%
ELMT-18.01%3.8%
CW+46.09%3.3%
MDA.TO-1.07%3.3%
RKLB+33.93%3.3%
TRS+27.80%3.3%
ENS+115.16%1.6%
MOB+33.33%1.6%
QRVO+1.50%1.6%
As of Jul 27, 2026, 7:41 AM ET
Space Supply Chain '26: Space & Satellite Components & Subsystems Constituents
TransDigm Group IncorporatedTDG | 11.5% | -1.08% | -1.20% | -8.28% | -9.71% | -7.83% | -7.85% | -19.77% | $69.17B |
Moog Inc.MOG-A | 10.7% | -0.77% | 3.83% | -3.44% | 66.91% | 20.47% | 131.61% | 122.67% | $12.99B |
Honeywell Aerospace IncHONA | 9.5% | 3.57% | -2.24% | -10.75% | 1.43% | 1.43% | 1.43% | 1.43% | $64.68B |
RBC Bearings IncorporatedRBC | 9.1% | 1.93% | 3.17% | -2.20% | 35.32% | 5.37% | 80.07% | 56.25% | $18.83B |
Amphenol CorporationAPH | 7.4% | -2.82% | -3.40% | -11.17% | 13.20% | 4.74% | 125.31% | 45.67% | $187.82B |
Arxis, Inc. Class A Common StockARXS | 6.7% | 5.51% | 4.65% | -3.33% | 16.13% | 16.13% | 16.13% | 16.13% | $1.72B |
Howmet Aerospace Inc.HWM | 6.6% | 1.13% | 4.89% | 8.57% | 41.61% | 10.59% | 116.96% | 53.19% | $115.74B |
TE Connectivity plcTEL | 6.6% | 0.93% | -0.17% | -0.40% | -11.81% | -12.82% | 41.01% | -3.57% | $59.24B |
Redwire CorpRDW | 4.9% | -6.68% | -11.09% | -27.65% | 13.95% | -4.52% | -5.97% | -46.11% | $2.08B |
Space Exploration Technologies Corp.SPCX | 4.9% | -4.07% | -16.65% | -28.00% | -29.53% | -29.53% | -29.53% | -29.53% | $1.50T |
Elmet Group Co.ELMT | 3.8% | -1.51% | 0.51% | -23.71% | -18.01% | -18.01% | -18.01% | -18.01% | $427.2M |
Curtiss-Wright CorporationCW | 3.3% | -5.55% | -5.82% | -6.52% | 28.50% | 1.15% | 117.45% | 46.09% | $27.71B |
MDA Ltd.MDA.TO | 3.3% | -3.80% | -12.62% | -28.14% | 52.63% | 2.19% | 52.56% | -1.07% | $4.11B |
Rocket Lab USA, Inc.RKLB | 3.3% | -9.24% | -19.39% | -36.52% | -8.94% | -8.07% | 228.46% | 33.93% | $37.00B |
TriMas CorporationTRS | 3.3% | -0.47% | -1.50% | -7.51% | 13.04% | 2.43% | 70.69% | 27.80% | $1.43B |
EnerSysENS | 1.6% | 0.91% | 0.32% | -8.43% | 37.56% | 21.50% | 118.16% | 115.16% | $6.95B |
Mobilicom LtdMOB | 1.6% | -4.45% | -4.84% | -8.53% | -22.62% | -13.55% | 171.26% | 33.33% | $55.9M |
Qorvo, Inc.QRVO | 1.6% | -0.20% | 4.90% | -4.76% | 2.42% | 4.41% | 19.16% | 1.50% | $7.63B |
| Theme return | — | -0.68% | -1.92% | 28.70% | 19.36% | 5.14% | 64.27% | 28.77% | — |
| Average | 5.6% | -1.48% | -3.15% | -11.71% | 12.34% | -0.22% | 68.27% | 24.17% | $117.90B |
| Median | 4.9% | -0.92% | -1.35% | -8.35% | 13.12% | 1.81% | 61.63% | 21.97% | $15.91B |
| Std Dev | 3.0% | 3.61% | 7.19% | 11.65% | 26.39% | 12.97% | 70.66% | 44.11% | $339.74B |
| Min | 1.6% | -9.24% | -19.39% | -36.52% | -29.53% | -29.53% | -29.53% | -46.11% | $55.9M |
| Max | 11.5% | 5.51% | 4.90% | 8.57% | 66.91% | 21.50% | 228.46% | 122.67% | $1.50T |
| % Positive Tickers | 33.33% | 38.89% | 5.56% | 66.67% | 61.11% | 77.78% | 66.67% |
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About this theme
Space Supply Chain '26: Space & Satellite Components & Subsystems tracks 18 publicly listed stocks in this theme. Sample tickers: APH, ARXS, CW, ELMT, ENS, HONA, HWM, MDA.TO, MOB, MOG-A, QRVO, RBC, and 6 more. Use the table below for the full list.