ESE+70.65%8.9%
ALFA.ST+35.78%8.1%
FERG+14.51%8.1%
PAL.VI-15.98%8.1%
ABBN.SW+56.18%7.3%
FLS+46.28%7.3%
HWM+60.10%7.3%
IMI.LSE+43.15%7.3%
LHX+3.34%7.3%
CAT+103.66%6.5%
CMI+70.37%6.5%
EMR+21.79%6.5%
VELO+103.68%6.5%
KMAR.OL-6.16%4.8%
As of Aug 6, 2026, 4:25 AM ET
Shipbuilding '26: Shipbuilding Components & Equipment Constituents
ESCO Technologies Inc.ESE | 8.9% | 0.42% | -0.05% | -4.36% | 3.91% | 67.68% | 18.15% | 104.13% | 70.65% | $8.49B |
Alfa Laval Corporate ABALFA.ST | 8.1% | -0.70% | 0.77% | -2.05% | 0.29% | 17.35% | 0.12% | 38.50% | 35.78% | $24.72B |
Ferguson plcFERG | 8.1% | -0.10% | 10.66% | 11.50% | 8.93% | 15.11% | -2.11% | 54.88% | 14.51% | $49.50B |
Palfinger AGPAL.VI | 8.1% | -0.33% | -7.71% | -8.52% | 2.56% | -9.23% | -22.25% | 25.39% | -15.98% | $1.31B |
ABB LtdABBN.SW | 7.3% | 0.83% | 3.75% | -6.06% | 3.20% | 36.05% | 8.79% | 95.90% | 56.18% | $185.14B |
Flowserve CorporationFLS | 7.3% | -1.11% | 8.66% | 5.30% | 3.53% | 13.39% | -11.13% | 57.78% | 46.28% | $10.05B |
Howmet Aerospace Inc.HWM | 7.3% | 1.07% | 0.70% | 4.81% | 3.20% | 42.07% | 10.95% | 117.67% | 60.10% | $116.60B |
IMI plcIMI.LSE | 7.3% | 2.05% | 2.30% | 7.53% | 5.12% | 25.23% | 8.07% | 72.73% | 43.15% | $9.87B |
L3Harris Technologies, Inc.LHX | 7.3% | 0.29% | -4.69% | -5.03% | 3.27% | -2.54% | -21.51% | 35.03% | 3.34% | $53.30B |
Caterpillar Inc.CAT | 6.5% | -0.62% | -1.99% | -10.19% | 6.91% | 52.06% | 17.27% | 162.54% | 103.66% | $401.25B |
Cummins Inc.CMI | 6.5% | 2.25% | -2.17% | -4.13% | 2.53% | 27.39% | 11.37% | 103.21% | 70.37% | $89.73B |
Emerson Electric Co.EMR | 6.5% | 2.26% | 9.82% | 14.77% | 8.44% | 22.42% | 7.77% | 46.88% | 21.79% | $91.00B |
Velo3D, Inc.VELO | 6.5% | -7.01% | 31.64% | -15.19% | 25.67% | -7.35% | 25.05% | 112.17% | 103.68% | $246.9M |
Kongsberg Maritime ASAKMAR.OL | 4.8% | 2.16% | 7.87% | 9.44% | 5.76% | -7.11% | -12.33% | -4.11% | -6.16% | $5.24B |
| Theme return | — | 0.08% | 3.86% | 0.27% | 5.53% | 28.57% | 6.86% | 98.37% | 58.38% | — |
| Average | 7.1% | 0.10% | 4.25% | -0.16% | 5.95% | 20.89% | 2.73% | 73.05% | 43.38% | $74.75B |
| Median | 7.3% | 0.36% | 1.54% | -3.09% | 3.72% | 19.89% | 7.92% | 65.26% | 44.72% | $37.11B |
| Std Dev | 1.0% | 2.27% | 9.28% | 8.69% | 5.94% | 22.43% | 14.25% | 43.13% | 35.99% | $104.61B |
| Min | 4.8% | -7.01% | -7.71% | -15.19% | 0.29% | -9.23% | -22.25% | -4.11% | -15.98% | $246.9M |
| Max | 8.9% | 2.26% | 31.64% | 14.77% | 25.67% | 67.68% | 25.05% | 162.54% | 103.68% | $401.25B |
| % Positive Tickers | 57.14% | 64.29% | 42.86% | 100.00% | 71.43% | 64.29% | 92.86% | 85.71% |
About this theme
Shipbuilding '26: Shipbuilding Components & Equipment tracks 14 publicly listed stocks in this theme. Sample tickers: ABBN.SW, ALFA.ST, CAT, CMI, EMR, ESE, FERG, FLS, HWM, IMI.LSE, KMAR.OL, LHX, and 2 more. Use the table below for the full list.
