TDG-14.71%10.8%
MOG-A+91.00%10.0%
HONA-22.37%8.8%
RBC+40.98%8.5%
APH+41.56%6.9%
AADX-33.56%6.5%
ARXS+31.61%6.3%
HWM+20.13%6.2%
TEL+1.45%6.2%
RDW+4.49%4.6%
SPCX-1.15%4.6%
ELMT+23.62%3.6%
CW+2.87%3.1%
MDA.TO+20.90%3.1%
RKLB+41.14%3.1%
TRS+4.61%3.1%
ENS+66.15%1.5%
MOB-53.67%1.5%
QRVO+22.90%1.5%
As of Oct 2, 2026, 9:55 PM ET
Space Supply Chain '26: Space & Satellite Components & Subsystems Constituents
TransDigm Group IncorporatedTDG | 10.8% | -0.63% | -1.57% | -5.09% | -0.20% | -17.66% | -15.95% | -15.97% | -14.71% | -12.87% | 101.93% | $60.99B |
Moog Inc.MOG-A | 10.0% | 0.65% | 7.41% | 8.20% | 1.26% | 62.22% | 17.09% | 125.11% | 91.00% | 100.23% | 417.95% | $12.44B |
Honeywell Aerospace IncHONA | 8.8% | 0.36% | -7.21% | 1.77% | 0.77% | -22.37% | -22.37% | -22.37% | -22.37% | -22.68% | -22.68% | $49.01B |
RBC Bearings IncorporatedRBC | 8.5% | 1.39% | 5.76% | 7.70% | 3.97% | 17.89% | -8.21% | 56.88% | 40.98% | 76.84% | 141.70% | $16.31B |
Amphenol CorporationAPH | 6.9% | 1.51% | 5.02% | 8.70% | 1.55% | 29.20% | 19.54% | 158.46% | 41.56% | 183.96% | 386.81% | $214.44B |
Applied Aerospace & Defense, Inc.AADX | 6.5% | 8.04% | -0.24% | 3.52% | 8.04% | -33.56% | -33.56% | -33.56% | -33.56% | -33.56% | -33.56% | $2.16B |
Arxis, Inc. Class A Common StockARXS | 6.3% | 5.28% | -0.04% | -0.31% | 7.32% | 31.61% | 31.61% | 31.61% | 31.61% | 29.11% | 29.11% | $2.03B |
Howmet Aerospace Inc.HWM | 6.2% | 1.21% | 1.86% | -9.25% | 0.51% | 11.96% | -12.56% | 71.54% | 20.13% | 130.04% | 621.52% | $92.53B |
TE Connectivity plcTEL | 6.2% | 1.18% | 5.07% | 10.93% | 3.01% | -1.41% | -2.54% | 57.64% | 1.45% | 52.97% | 64.23% | $63.89B |
Redwire CorpRDW | 4.6% | 2.93% | -7.95% | 4.79% | 2.41% | 42.43% | 19.35% | 17.54% | 4.49% | 62.87% | 14.77% | $2.60B |
Space Exploration Technologies Corp.SPCX | 4.6% | 7.35% | 2.83% | 13.07% | 5.33% | -1.15% | -1.15% | -1.15% | -1.15% | -1.24% | -1.24% | $2.10T |
Elmet Group Co.ELMT | 3.6% | 8.75% | 6.34% | 39.60% | 8.80% | 23.62% | 23.62% | 23.62% | 23.62% | 23.56% | 23.56% | $663.5M |
Curtiss-Wright CorporationCW | 3.1% | 0.13% | 0.39% | -1.67% | 1.32% | 0.16% | -21.16% | 69.49% | 2.87% | 61.63% | 331.02% | $20.16B |
MDA Ltd.MDA.TO | 3.1% | 3.38% | -4.58% | 6.73% | 3.38% | 54.13% | 3.19% | 54.06% | 20.90% | 116.56% | 133.32% | $4.14B |
Rocket Lab USA, Inc.RKLB | 3.1% | 4.91% | 2.88% | 17.36% | 5.10% | 6.16% | 7.17% | 282.91% | 41.14% | 699.14% | 362.58% | $42.79B |
TriMas CorporationTRS | 3.1% | 1.43% | 1.09% | -0.18% | 1.43% | 10.47% | 0.10% | 66.81% | 4.61% | 57.71% | 23.74% | $1.40B |
EnerSysENS | 1.5% | 3.54% | 6.31% | 6.13% | 0.80% | 30.23% | 15.02% | 106.54% | 66.15% | 101.84% | 166.92% | $7.16B |
Mobilicom LtdMOB | 1.5% | -2.55% | -22.19% | -21.61% | -2.20% | -30.74% | -22.62% | 142.82% | -53.67% | 286.24% | -23.03% | $50.4M |
Qorvo, Inc.QRVO | 1.5% | 1.75% | -5.02% | 11.80% | 0.26% | 33.12% | 35.71% | 54.87% | 22.90% | 12.28% | -32.55% | $10.07B |
| Theme return | — | 2.39% | 0.84% | 4.83% | 2.50% | 17.38% | 4.23% | 58.42% | 22.71% | 75.72% | 169.29% | — |
| Average | 5.3% | 2.66% | -0.20% | 5.38% | 2.78% | 12.96% | 1.70% | 65.62% | 15.16% | 101.30% | 142.43% | $142.01B |
| Median | 4.6% | 1.51% | 1.09% | 6.13% | 1.55% | 11.96% | 0.10% | 56.88% | 20.13% | 61.63% | 64.23% | $12.44B |
| Std Dev | 2.8% | 2.94% | 6.87% | 11.82% | 2.90% | 26.48% | 19.45% | 73.04% | 33.32% | 159.55% | 185.23% | $463.11B |
| Min | 1.5% | -2.55% | -22.19% | -21.61% | -2.20% | -33.56% | -33.56% | -33.56% | -53.67% | -33.56% | -33.56% | $50.4M |
| Max | 10.8% | 8.75% | 7.41% | 39.60% | 8.80% | 62.22% | 35.71% | 282.91% | 91.00% | 699.14% | 621.52% | $2.10T |
| % Positive Tickers | 89.47% | 57.89% | 68.42% | 89.47% | 68.42% | 52.63% | 78.95% | 73.68% | 78.95% | 73.68% |
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