LMT+38.63%10.8%
NOC-4.18%10.8%
SPCX-29.53%9.9%
RTX+36.16%9.0%
BA-9.46%7.2%
BAH-33.84%7.2%
BWXT+17.93%7.2%
DCO+99.77%5.4%
HO.PA-4.72%5.4%
KTOS-20.65%5.4%
LHX+12.33%5.4%
PSN-21.52%5.4%
HEI+8.03%3.6%
SIDU-7.18%3.6%
AVAV-44.76%1.8%
COHR+182.25%1.8%
As of Jul 27, 2026, 7:41 AM ET
Space Supply Chain '26: Space War & Defense Constituents
Lockheed Martin CorporationLMT | 10.8% | 2.68% | 13.37% | 11.89% | 20.71% | -10.81% | 28.92% | 38.63% | $134.33B |
Northrop Grumman CorporationNOC | 10.8% | 2.33% | 3.26% | 4.99% | -4.26% | -24.64% | 6.58% | -4.18% | $77.02B |
Space Exploration Technologies Corp.SPCX | 9.9% | -4.07% | -16.65% | -28.00% | -29.53% | -29.53% | -29.53% | -29.53% | $1.50T |
RTX CorporationRTX | 9.0% | 1.68% | 9.97% | 10.89% | 15.96% | 4.96% | 61.24% | 36.16% | $286.56B |
Booz Allen Hamilton Holding CorporationBAH | 7.2% | 12.25% | 16.33% | 23.21% | -12.35% | -6.20% | -33.35% | -33.84% | $8.70B |
BWX Technologies, Inc.BWXT | 7.2% | -1.65% | -3.38% | -9.15% | 0.67% | -15.53% | 71.63% | 17.93% | $15.99B |
The Boeing CompanyBA | 7.2% | 0.85% | -2.81% | -3.47% | -2.82% | -7.26% | 25.18% | -9.46% | $165.17B |
Ducommun IncorporatedDCO | 5.4% | 2.95% | 7.08% | -5.02% | 89.94% | 46.20% | 207.82% | 99.77% | $2.68B |
Kratos Defense & Security Solutions, Inc.KTOS | 5.4% | -4.08% | -5.83% | -10.59% | -37.52% | -44.97% | 52.20% | -20.65% | $8.88B |
L3Harris Technologies, Inc.LHX | 5.4% | 0.94% | 4.31% | 3.51% | 3.04% | -17.02% | 42.75% | 12.33% | $55.93B |
Parsons CorporationPSN | 5.4% | 2.11% | 10.48% | 12.29% | -3.41% | -9.55% | -5.32% | -21.52% | $6.28B |
Thales S.A.HO.PA | 5.4% | -0.80% | 7.05% | 3.05% | -0.40% | -10.63% | 0.13% | -4.72% | $55.22B |
HEICO CorporationHEI | 3.6% | 2.66% | 1.16% | -2.81% | 8.08% | 9.44% | 29.53% | 8.03% | $48.71B |
Sidus Space, Inc.SIDU | 3.6% | -4.82% | -9.42% | -31.32% | -40.29% | -3.85% | 43.13% | -7.18% | $68.3M |
AeroVironment, Inc.AVAV | 1.8% | -5.04% | 5.06% | -12.59% | -37.69% | -40.25% | 18.83% | -44.76% | $7.57B |
Coherent, Inc.COHR | 1.8% | -9.76% | -9.05% | -23.33% | 53.14% | 9.16% | 318.49% | 182.25% | $44.78B |
| Theme return | — | 0.83% | 2.66% | 12.61% | 3.37% | -9.08% | 38.56% | 12.26% | — |
| Average | 6.2% | -0.11% | 1.93% | -3.53% | 1.45% | -9.40% | 52.39% | 13.70% | $151.41B |
| Median | 5.4% | 0.90% | 3.78% | -3.14% | -1.61% | -10.09% | 29.23% | -4.45% | $46.74B |
| Std Dev | 2.8% | 4.79% | 8.85% | 14.80% | 32.74% | 20.91% | 86.88% | 55.11% | $357.21B |
| Min | 1.8% | -9.76% | -16.65% | -31.32% | -40.29% | -44.97% | -33.35% | -44.76% | $68.3M |
| Max | 10.8% | 12.25% | 16.33% | 23.21% | 89.94% | 46.20% | 318.49% | 182.25% | $1.50T |
| % Positive Tickers | 56.25% | 62.50% | 43.75% | 43.75% | 25.00% | 81.25% | 43.75% |
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About this theme
Space Supply Chain '26: Space War & Defense tracks 16 publicly listed stocks in this theme. Sample tickers: AVAV, BA, BAH, BWXT, COHR, DCO, HEI, HO.PA, KTOS, LHX, LMT, NOC, and 4 more. Use the table below for the full list.