RHM.XETRA-24.67%12.0%
BA.LSE+25.96%10.2%
HO.PA+11.54%9.2%
SAAB-B.ST+11.96%8.3%
KOG.OL+27.34%7.4%
AVIO.MI+4.15%6.5%
HAG.XETRA+16.73%6.5%
LDO.MI+14.36%6.5%
BAB.LSE-4.50%4.6%
CHG.LSE+33.51%4.6%
FCT.MI-21.88%4.6%
AIR.PA+6.11%3.8%
DSY.PA-12.12%3.7%
MTX.XETRA+3.92%3.7%
CHRT.LSE+38.44%2.8%
GOMX.ST-31.40%2.8%
R3NK.XETRA-11.41%2.8%
As of Aug 6, 2026, 4:25 AM ET
Global Defense '26: European Warfare & Defense Constituents
Rheinmetall AGRHM.XETRA | 12.0% | -0.02% | 16.89% | 6.87% | 5.14% | -24.67% | -29.64% | -2.31% | -33.57% | $64.71B |
BAE Systems plcBA.LSE | 10.2% | -1.28% | 10.67% | 7.58% | 3.04% | 25.96% | 2.11% | 41.97% | 17.20% | $84.99B |
Thales S.A.HO.PA | 9.2% | -0.27% | 11.83% | 9.18% | 6.25% | 11.54% | 0.08% | 12.14% | 8.28% | $62.12B |
Saab AB (publ)SAAB-B.ST | 8.3% | 0.84% | 8.56% | 7.05% | 4.12% | 11.96% | -9.71% | 67.31% | 15.89% | $34.93B |
Kongsberg Gruppen ASAKOG.OL | 7.4% | 1.14% | 8.38% | -3.49% | 4.44% | 27.34% | -19.44% | 13.16% | 9.88% | $28.76B |
Avio S.p.A.AVIO.MI | 6.5% | -1.55% | 10.24% | -6.01% | 7.33% | 4.15% | -13.93% | 92.42% | -12.01% | $922.1M |
Hensoldt AGHAG.XETRA | 6.5% | 0.05% | 10.74% | 9.74% | 9.50% | 16.73% | 14.62% | 48.82% | -8.51% | $11.67B |
Leonardo S.p.A.LDO.MI | 6.5% | 1.54% | 10.95% | 5.13% | 3.96% | 14.36% | -1.49% | 37.28% | 14.04% | $38.26B |
Babcock International Group PLCBAB.LSE | 4.6% | 0.42% | 6.99% | 14.30% | 5.83% | -4.50% | -12.29% | 67.95% | 19.03% | $7.85B |
Chemring Group PLCCHG.LSE | 4.6% | 2.69% | 6.85% | 12.57% | 6.77% | 33.51% | 18.01% | 67.06% | 15.48% | $2.29B |
Fincantieri S.p.A.FCT.MI | 4.6% | -2.27% | 5.33% | 10.32% | -1.90% | -21.88% | -10.01% | 36.22% | -24.68% | $5.51B |
Airbus SEAIR.PA | 3.8% | 0.40% | 5.38% | 3.25% | 6.13% | 6.11% | 13.73% | 39.40% | 19.23% | $195.49B |
Dassault Systèmes SEDSY.PA | 3.7% | 0.38% | 8.69% | 16.77% | 6.51% | -12.12% | 12.41% | -35.88% | -23.30% | $32.47B |
MTU Aero Engines AGMTX.XETRA | 3.7% | 1.97% | 11.16% | 0.77% | 4.03% | 3.92% | 0.58% | 23.75% | -2.07% | $23.45B |
Cohort plcCHRT.LSE | 2.8% | -0.32% | -1.65% | -10.90% | 2.36% | 38.44% | -2.91% | 4.08% | -11.30% | $773.0M |
GomSpace Group AB (publ)GOMX.ST | 2.8% | -3.44% | -0.42% | -21.29% | -2.08% | -31.40% | -38.16% | 70.85% | 10.75% | $220.9M |
RENK Group AGR3NK.XETRA | 2.8% | -2.06% | 8.25% | 0.19% | 1.19% | -11.41% | -16.95% | 14.23% | -30.18% | $5.60B |
| Theme return | — | -0.02% | 9.61% | 7.99% | 4.75% | 7.76% | -5.41% | 41.05% | 4.10% | — |
| Average | 5.9% | -0.10% | 8.17% | 3.65% | 4.27% | 5.18% | -5.47% | 35.20% | -0.93% | $35.30B |
| Median | 4.6% | 0.05% | 8.56% | 6.87% | 4.44% | 6.11% | -2.91% | 37.28% | 8.28% | $23.45B |
| Std Dev | 2.7% | 1.56% | 4.29% | 9.44% | 2.99% | 19.95% | 15.20% | 31.56% | 18.02% | $47.09B |
| Min | 2.8% | -3.44% | -1.65% | -21.29% | -2.08% | -31.40% | -38.16% | -35.88% | -33.57% | $220.9M |
| Max | 12.0% | 2.69% | 16.89% | 16.77% | 9.50% | 38.44% | 18.01% | 92.42% | 19.23% | $195.49B |
| % Positive Tickers | 52.94% | 88.24% | 76.47% | 88.24% | 64.71% | 41.18% | 88.24% | 52.94% |
About this theme
Global Defense '26: European Warfare & Defense tracks 17 publicly listed stocks in this theme. Sample tickers: AIR.PA, AVIO.MI, BA.LSE, BAB.LSE, CHG.LSE, CHRT.LSE, DSY.PA, FCT.MI, GOMX.ST, HAG.XETRA, HO.PA, KOG.OL, and 5 more. Use the table below for the full list.
