LMT+2.53%10.8%
NOC-20.50%10.8%
SPCX-1.15%9.9%
RTX+10.92%9.0%
BA-11.85%7.2%
BAH-34.92%7.2%
BWXT-26.20%7.2%
DCO+86.13%5.4%
HO.PA-21.12%5.4%
KTOS-54.24%5.4%
LHX-22.49%5.4%
PSN-52.40%5.4%
HEI-2.00%3.6%
SIDU+63.96%3.6%
AVAV-60.85%1.8%
COHR+199.41%1.8%
As of Oct 2, 2026, 9:55 PM ET
Space Supply Chain '26: Space War & Defense Constituents
Lockheed Martin CorporationLMT | 10.8% | -0.02% | -1.98% | -3.68% | 1.29% | 5.86% | -21.79% | 13.06% | 2.53% | -16.05% | 58.51% | $116.64B |
Northrop Grumman CorporationNOC | 10.8% | -0.83% | -5.66% | -8.17% | -0.21% | -15.65% | -33.60% | -6.09% | -20.50% | -10.71% | 39.48% | $67.91B |
Space Exploration Technologies Corp.SPCX | 9.9% | 7.35% | 2.83% | 13.07% | 5.33% | -1.15% | -1.15% | -1.15% | -1.15% | -1.24% | -1.24% | $2.10T |
RTX CorporationRTX | 9.0% | -0.18% | -3.23% | -7.95% | -0.10% | 0.78% | -8.78% | 40.13% | 10.92% | 52.33% | 131.61% | $248.90B |
Booz Allen Hamilton Holding CorporationBAH | 7.2% | -4.43% | -12.60% | -8.89% | -5.40% | -20.98% | -15.43% | -39.90% | -34.92% | -57.10% | -10.10% | $8.10B |
BWX Technologies, Inc.BWXT | 7.2% | -1.41% | -5.43% | -12.21% | -0.10% | -20.82% | -33.56% | 34.99% | -26.20% | 16.39% | 158.15% | $12.36B |
The Boeing CompanyBA | 7.2% | 0.67% | -3.06% | -8.24% | -0.32% | -11.73% | -15.76% | 13.70% | -11.85% | 28.59% | -14.35% | $152.98B |
Ducommun IncorporatedDCO | 5.4% | 2.01% | 5.37% | 5.91% | 2.01% | 84.37% | 41.91% | 198.79% | 86.13% | 169.29% | 241.69% | $2.65B |
Kratos Defense & Security Solutions, Inc.KTOS | 5.4% | 0.58% | -7.42% | -8.99% | 1.55% | -42.72% | -49.54% | 39.55% | -54.24% | 71.05% | 90.83% | $8.08B |
L3Harris Technologies, Inc.LHX | 5.4% | -0.76% | -4.32% | -11.75% | -3.73% | -21.82% | -37.04% | 8.31% | -22.49% | -2.22% | 15.43% | $44.06B |
Parsons CorporationPSN | 5.4% | -0.54% | -5.62% | -8.29% | 1.46% | -32.67% | -36.95% | -34.00% | -52.40% | -61.49% | 18.20% | $4.36B |
Thales S.A.HO.PA | 5.4% | -1.15% | -6.79% | -8.18% | -1.15% | -6.56% | -16.16% | -6.06% | -21.12% | 56.66% | 173.50% | $51.51B |
HEICO CorporationHEI | 3.6% | -1.29% | 1.16% | -3.58% | 1.62% | -3.75% | -2.54% | 15.35% | -2.00% | 16.33% | 124.28% | $42.14B |
Sidus Space, Inc.SIDU | 3.6% | 1.69% | -14.55% | -15.35% | 2.25% | -42.04% | -6.67% | 38.93% | 63.96% | -31.70% | -99.85% | $181.8M |
AeroVironment, Inc.AVAV | 1.8% | 0.36% | -9.67% | -2.99% | 0.53% | -41.69% | -44.08% | 11.20% | -60.85% | -29.98% | 61.73% | $7.13B |
Coherent, Inc.COHR | 1.8% | 5.59% | 8.80% | 25.71% | 5.80% | 82.97% | 30.42% | 400.01% | 199.41% | 257.53% | 456.26% | $65.94B |
| Theme return | — | 0.38% | -3.87% | -4.76% | 0.50% | -3.29% | -14.93% | 29.63% | -3.62% | 19.26% | 62.75% | — |
| Average | 6.2% | 0.48% | -3.89% | -3.97% | 0.68% | -5.47% | -15.67% | 45.43% | 3.45% | 28.61% | 90.26% | $183.02B |
| Median | 5.4% | -0.10% | -4.87% | -8.18% | 0.91% | -13.69% | -15.96% | 13.38% | -16.17% | 7.55% | 60.12% | $43.10B |
| Std Dev | 2.8% | 2.69% | 5.99% | 10.20% | 2.71% | 36.87% | 24.36% | 104.89% | 63.26% | 80.45% | 125.50% | $498.08B |
| Min | 1.8% | -4.43% | -14.55% | -15.35% | -5.40% | -42.72% | -49.54% | -39.90% | -60.85% | -61.49% | -99.85% | $181.8M |
| Max | 10.8% | 7.35% | 8.80% | 25.71% | 5.80% | 84.37% | 41.91% | 400.01% | 199.41% | 257.53% | 456.26% | $2.10T |
| % Positive Tickers | 43.75% | 25.00% | 18.75% | 56.25% | 25.00% | 12.50% | 68.75% | 31.25% | 50.00% | 75.00% |
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