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Space Supply Chain '26: Space Traffic Control & SDA
10 tickers · $129.50B total market cap
Group: Space Supply Chain
Space Supply Chain '26: Space Traffic Control & SDA tracks 10 publicly listed stocks in this theme: BKSY, IRDM, KTOS, LDOS, LHX, MDA.TO, PL, PSN, SPIR, VOYG. 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 |
|---|---|---|---|---|---|---|---|---|
L3Harris Technologies, Inc.LHX | 01/29/2026 (BMO) | 04/30/2026 (BMO) | -4.84% | — | 2.19% | — | $65.44B | 15.0000 |
Leidos Holdings, Inc.LDOS | 02/17/2026 (BMO) | — | -2.71% | — | -9.54% | — | $19.61B | 15.0000 |
Kratos Defense & Security Solutions, Inc.KTOS | 02/23/2026 (AMC) | 05/13/2026 (AMC) | -6.45% | — | -19.54% | — | $13.30B | 12.0000 |
Planet Labs PBCPL | 03/19/2026 (AMC) | 06/04/2026 (AMC) | 25.48% | — | 13.75% | — | $12.42B | 4.0000 |
Parsons CorporationPSN | 02/11/2026 (BMO) | 04/29/2026 (BMO) | -10.74% | — | -11.04% | — | $5.97B | 10.0000 |
MDA Ltd.MDA.TO | 03/04/2026 (BMO) | 05/06/2026 (BMO) | 2.68% | — | 15.50% | — | $4.45B | 8.0000 |
Iridium Communications Inc.IRDM | 02/12/2026 | 04/23/2026 | 3.48% | — | 80.62% | — | $4.42B | 10.0000 |
Voyager Technologies, Inc.VOYG | 03/09/2026 (AMC) | — | 2.89% | — | 14.23% | — | $1.85B | 12.0000 |
BlackSky Technology Inc.BKSY | 02/26/2026 (BMO) | — | -6.64% | — | 99.31% | — | $1.39B | 10.0000 |
Spire Global, Inc.SPIR | 03/18/2026 (AMC) | — | 13.78% | — | 59.90% | — | $654.7M | 4.0000 |
| Average | 1.69% | — | 24.54% | — | $12.95B | 10.0000 | ||
| Median | -0.01% | — | 13.99% | — | $5.21B | 10.0000 | ||
| Std Dev | 10.34% | — | 38.94% | — | $18.44B | 3.6606 | ||
| Min | -10.74% | — | -19.54% | — | $654.7M | 4.0000 | ||
| Max | 25.48% | — | 99.31% | — | $65.44B | 15.0000 | ||
| % Positive Tickers | 50.00% | — | 70.00% | — |
* 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%.