Theme · live manifest · live theme JSON
Space Supply Chain '26: Space War & Defense
15 tickers · $957.66B total market cap
Group: Space Supply Chain
Space Supply Chain '26: Space War & Defense tracks 15 publicly listed stocks in this theme. Sample tickers: AVAV, BA, BAH, BWXT, COHR, DCO, HEI, HO.PA, KTOS, LHX, LMT, NOC, and 3 more. Use the table below for the full list.
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 |
|---|---|---|---|---|---|---|---|---|
RTX CorporationRTX | 01/27/2026 (BMO) | 04/21/2026 (BMO) | 2.75% | — | -1.52% | — | $263.65B | 10.0000 |
The Boeing CompanyBA | 01/27/2026 (BMO) | 04/22/2026 (BMO) | -2.75% | — | -7.54% | — | $175.54B | 8.0000 |
Lockheed Martin CorporationLMT | 01/29/2026 (BMO) | 04/23/2026 (BMO) | 6.19% | — | -6.63% | — | $136.48B | 12.0000 |
Northrop Grumman CorporationNOC | 01/27/2026 (BMO) | 04/21/2026 (BMO) | 4.26% | — | -3.46% | — | $94.42B | 12.0000 |
L3Harris Technologies, Inc.LHX | 01/29/2026 (BMO) | 04/30/2026 (BMO) | -4.84% | — | 2.19% | — | $65.44B | 6.0000 |
Thales S.A.HO.PA | 03/03/2026 (BMO) | — | -3.07% | — | 6.87% | — | $64.13B | 6.0000 |
Coherent, Inc.COHR | 02/04/2026 (BMO) | 05/06/2026 (AMC) | -8.70% | — | 64.89% | — | $54.71B | 2.0000 |
HEICO CorporationHEI | 02/25/2026 | 06/02/2026 | -7.33% | — | -6.84% | — | $40.58B | 4.0000 |
BWX Technologies, Inc.BWXT | 02/23/2026 (AMC) | — | 4.99% | — | 13.37% | — | $21.56B | 8.0000 |
Kratos Defense & Security Solutions, Inc.KTOS | 02/23/2026 (AMC) | 05/13/2026 (AMC) | -6.45% | — | -19.54% | — | $13.30B | 6.0000 |
Booz Allen Hamilton Holding CorporationBAH | 01/23/2026 (BMO) | 05/22/2026 (BMO) | 6.76% | — | -20.01% | — | $10.08B | 8.0000 |
AeroVironment, Inc.AVAV | 03/10/2026 (AMC) | 06/30/2026 (AMC) | -4.37% | — | -9.66% | — | $9.56B | 2.0000 |
Parsons CorporationPSN | 02/11/2026 (BMO) | 04/29/2026 (BMO) | -10.74% | — | -11.04% | — | $5.97B | 6.0000 |
Ducommun IncorporatedDCO | 02/26/2026 (AMC) | — | 0.97% | — | 11.66% | — | $2.07B | 6.0000 |
Sidus Space, Inc.SIDU | 03/31/2026 | — | 33.19% | — | 154.76% | — | $188.7M | 4.0000 |
| Average | 0.72% | — | 11.17% | — | $63.84B | 6.6667 | ||
| Median | -2.75% | — | -3.46% | — | $40.58B | 6.0000 | ||
| Std Dev | 10.25% | — | 43.06% | — | $73.32B | 2.9814 | ||
| Min | -10.74% | — | -20.01% | — | $188.7M | 2.0000 | ||
| Max | 33.19% | — | 154.76% | — | $263.65B | 12.0000 | ||
| % Positive Tickers | 46.67% | — | 40.00% | — |
* 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%.