LMT+32.76%10.8%
NOC-5.40%10.8%
SPCX-32.73%9.9%
RTX+43.36%9.0%
BA+6.73%7.2%
BAH-34.98%7.2%
BWXT-5.98%7.2%
DCO+109.83%5.4%
HO.PA+8.28%5.4%
KTOS-6.09%5.4%
LHX+3.34%5.4%
PSN-37.07%5.4%
HEI+15.92%3.6%
SIDU+75.42%3.6%
AVAV-36.12%1.8%
COHR+206.32%1.8%
As of Aug 6, 2026, 4:25 AM ET
Space Supply Chain '26: Space War & Defense Constituents
Lockheed Martin CorporationLMT | 10.8% | -2.01% | -0.91% | 7.30% | -0.93% | 19.36% | -11.81% | 27.48% | 32.76% | $133.30B |
Northrop Grumman CorporationNOC | 10.8% | 1.07% | 2.81% | 1.77% | 2.76% | -2.23% | -23.04% | 8.84% | -5.40% | $79.18B |
Space Exploration Technologies Corp.SPCX | 9.9% | -13.61% | -5.91% | -32.51% | -0.09% | -32.73% | -32.73% | -32.73% | -32.73% | $1.42T |
RTX CorporationRTX | 9.0% | 2.01% | 4.47% | 10.40% | 3.29% | 21.22% | 9.72% | 68.55% | 43.36% | $299.38B |
Booz Allen Hamilton Holding CorporationBAH | 7.2% | -2.28% | -0.85% | 15.41% | 3.14% | -14.76% | -8.78% | -35.18% | -34.98% | $8.65B |
BWX Technologies, Inc.BWXT | 7.2% | -2.39% | -3.58% | -14.53% | -0.25% | -2.50% | -18.19% | 66.22% | -5.98% | $15.42B |
The Boeing CompanyBA | 7.2% | 1.28% | 14.64% | 2.41% | 11.13% | 10.63% | 5.56% | 42.50% | 6.73% | $189.84B |
Ducommun IncorporatedDCO | 5.4% | -0.07% | 8.05% | 1.34% | 7.09% | 101.53% | 55.13% | 226.61% | 109.83% | $2.89B |
Kratos Defense & Security Solutions, Inc.KTOS | 5.4% | 6.69% | 16.87% | 3.36% | 18.76% | -27.10% | -35.79% | 77.60% | -6.09% | $10.38B |
L3Harris Technologies, Inc.LHX | 5.4% | 0.29% | -4.69% | -5.03% | 3.27% | -2.54% | -21.51% | 35.03% | 3.34% | $53.30B |
Parsons CorporationPSN | 5.4% | -1.67% | -18.64% | -16.83% | 8.08% | -22.69% | -27.61% | -24.22% | -37.07% | $5.10B |
Thales S.A.HO.PA | 5.4% | -0.27% | 11.83% | 9.18% | 6.25% | 11.54% | 0.08% | 12.14% | 8.28% | $62.12B |
HEICO CorporationHEI | 3.6% | -0.23% | 4.92% | 0.41% | 2.93% | 13.39% | 14.82% | 35.90% | 15.92% | $51.10B |
Sidus Space, Inc.SIDU | 3.6% | -7.17% | 11.89% | -18.18% | 17.61% | -34.08% | 6.15% | 58.02% | 75.42% | $76.4M |
AeroVironment, Inc.AVAV | 1.8% | -0.57% | 12.41% | -4.96% | 12.51% | -30.52% | -33.38% | 32.50% | -36.12% | $8.51B |
Coherent, Inc.COHR | 1.8% | 1.39% | 16.23% | -2.23% | 24.85% | 77.83% | 26.76% | 385.96% | 206.32% | $64.21B |
| Theme return | — | -1.50% | 2.61% | -2.01% | 5.34% | 6.40% | -6.42% | 42.62% | 14.44% | — |
| Average | 6.2% | -1.10% | 4.35% | -2.67% | 7.53% | 5.40% | -5.91% | 61.58% | 21.47% | $149.95B |
| Median | 5.4% | -0.25% | 4.70% | 0.88% | 4.77% | -2.37% | -10.29% | 35.47% | 5.04% | $52.20B |
| Std Dev | 2.8% | 4.25% | 9.46% | 12.06% | 7.32% | 36.91% | 24.17% | 102.28% | 61.92% | $336.17B |
| Min | 1.8% | -13.61% | -18.64% | -32.51% | -0.93% | -34.08% | -35.79% | -35.18% | -37.07% | $76.4M |
| Max | 10.8% | 6.69% | 16.87% | 15.41% | 24.85% | 101.53% | 55.13% | 385.96% | 206.32% | $1.42T |
| % Positive Tickers | 37.50% | 62.50% | 56.25% | 81.25% | 43.75% | 43.75% | 81.25% | 56.25% |
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About this theme
Space Supply Chain '26: Space War & Defense tracks 16 publicly listed stocks in this theme. Sample tickers: AVAV, BA, BAH, BWXT, COHR, DCO, HEI, HO.PA, KTOS, LHX, LMT, NOC, and 4 more. Use the table below for the full list.