LMT+13.06%10.8%
NOC-11.09%10.8%
SPCX-8.33%9.9%
RTX+27.45%9.0%
BA-9.27%7.2%
BAH-29.10%7.2%
BWXT-5.41%7.2%
DCO+82.45%5.4%
HO.PA-4.57%5.4%
KTOS-28.82%5.4%
LHX-9.15%5.4%
PSN-38.08%5.4%
HEI-1.30%3.6%
SIDU+68.85%3.6%
AVAV-43.01%1.8%
COHR+193.25%1.8%
As of Sep 10, 2026, 5:04 AM ET
Space Supply Chain '26: Space War & Defense Constituents
Lockheed Martin CorporationLMT | 10.8% | -2.18% | -6.99% | -13.05% | -3.68% | 8.43% | -19.88% | 15.81% | 13.06% | -8.47% | 63.95% | $121.04B |
Northrop Grumman CorporationNOC | 10.8% | -0.58% | -5.50% | -10.78% | -3.25% | -9.58% | -28.83% | 0.66% | -11.09% | -1.23% | 52.19% | $73.24B |
Space Exploration Technologies Corp.SPCX | 9.9% | -3.86% | 4.28% | 6.35% | 3.74% | -8.33% | -8.33% | -8.33% | -8.33% | -8.33% | -8.33% | $1.93T |
RTX CorporationRTX | 9.0% | -0.63% | -6.69% | -11.56% | -3.71% | 7.72% | -2.50% | 49.78% | 27.45% | 66.32% | 159.06% | $266.25B |
Booz Allen Hamilton Holding CorporationBAH | 7.2% | 0.12% | -4.04% | -6.61% | -4.22% | -14.41% | -8.41% | -34.91% | -29.10% | -51.29% | -5.42% | $8.68B |
BWX Technologies, Inc.BWXT | 7.2% | -2.31% | 2.53% | -7.21% | -2.99% | -9.21% | -23.81% | 54.79% | -5.41% | 64.41% | 190.27% | $14.36B |
The Boeing CompanyBA | 7.2% | -2.05% | -1.62% | -11.33% | 0.37% | -4.93% | -9.28% | 22.46% | -9.27% | 26.71% | -3.51% | $163.15B |
Ducommun IncorporatedDCO | 5.4% | -1.16% | -5.63% | -14.61% | -1.40% | 74.90% | 34.62% | 183.44% | 82.45% | 164.56% | 228.10% | $2.51B |
Kratos Defense & Security Solutions, Inc.KTOS | 5.4% | -3.03% | -10.12% | -25.12% | -5.27% | -38.43% | -45.76% | 50.00% | -28.82% | 118.82% | 100.09% | $8.76B |
L3Harris Technologies, Inc.LHX | 5.4% | -2.08% | -4.72% | -13.57% | -4.53% | -14.70% | -31.31% | 18.17% | -9.15% | 9.74% | 15.55% | $46.63B |
Parsons CorporationPSN | 5.4% | -2.73% | -5.53% | 0.35% | -0.17% | -25.10% | -29.86% | -26.58% | -38.08% | -51.79% | 30.39% | $4.94B |
Thales S.A.HO.PA | 5.4% | -3.01% | -7.38% | -15.00% | -5.15% | -2.84% | -12.81% | -2.31% | -4.57% | 65.21% | 184.75% | $53.95B |
HEICO CorporationHEI | 3.6% | -1.20% | -7.19% | -14.18% | -3.95% | -3.45% | -2.24% | 15.72% | -1.30% | 22.32% | 150.83% | $43.51B |
Sidus Space, Inc.SIDU | 3.6% | -2.37% | -6.79% | -11.59% | -2.83% | -34.39% | 5.64% | 57.25% | 68.85% | -25.36% | -99.83% | $206.9M |
AeroVironment, Inc.AVAV | 1.8% | -5.36% | -4.83% | -25.56% | -2.34% | -41.79% | -44.18% | 11.01% | -43.01% | -22.18% | 53.04% | $7.13B |
Coherent, Inc.COHR | 1.8% | 0.53% | 8.70% | -6.66% | 11.56% | 64.43% | 17.21% | 349.33% | 193.25% | 328.64% | 387.36% | $59.37B |
| Theme return | — | -1.91% | -3.99% | -8.87% | -1.76% | 1.36% | -10.85% | 35.86% | 10.46% | 31.67% | 73.39% | — |
| Average | 6.2% | -1.99% | -3.84% | -11.26% | -1.74% | -3.23% | -13.11% | 47.27% | 12.31% | 43.63% | 93.66% | $175.19B |
| Median | 5.4% | -2.13% | -5.51% | -11.57% | -3.12% | -8.77% | -11.04% | 16.99% | -6.87% | 16.03% | 58.50% | $45.07B |
| Std Dev | 2.8% | 1.45% | 4.80% | 7.68% | 4.11% | 31.10% | 20.75% | 91.73% | 57.43% | 93.35% | 114.84% | $458.24B |
| Min | 1.8% | -5.36% | -10.12% | -25.56% | -5.27% | -41.79% | -45.76% | -34.91% | -43.01% | -51.79% | -99.83% | $206.9M |
| Max | 10.8% | 0.53% | 8.70% | 6.35% | 11.56% | 74.90% | 34.62% | 349.33% | 193.25% | 328.64% | 387.36% | $1.93T |
| % Positive Tickers | 12.50% | 18.75% | 12.50% | 18.75% | 25.00% | 18.75% | 75.00% | 31.25% | 56.25% | 75.00% |
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About this theme
Space Supply Chain '26: Space War & Defense tracks 16 publicly listed stocks in this theme. Sample tickers: LMT, NOC, SPCX, RTX, BA, BAH, BWXT, DCO, HO.PA, KTOS, LHX, PSN, and 4 more. Use the table below for the full list.