BA.LSE+25.96%15.0%
LMT+19.36%12.0%
079550.KO+89.55%11.0%
RTX+21.22%10.0%
012540.KO—9.0%
HO.PA+11.54%8.0%
LDO.MI+14.36%8.0%
NOC-2.23%7.0%
BA+10.63%6.0%
PSN-22.69%6.0%
DRS+30.89%4.0%
IDR.MC+23.93%4.0%
As of Aug 6, 2026, 4:25 AM ET
Fiscal Spend '26: Saudi Defense Suppliers Constituents
BAE Systems plcBA.LSE | 15.0% | -1.28% | 10.67% | 7.58% | 3.04% | 25.96% | 2.11% | 41.97% | 17.20% | $84.99B |
Lockheed Martin CorporationLMT | 12.0% | -2.01% | -0.91% | 7.30% | -0.93% | 19.36% | -11.81% | 27.48% | 32.76% | $133.30B |
LIG Defense&Aerospace079550.KO | 11.0% | -0.37% | 4.72% | -2.09% | 14.16% | 89.55% | 56.78% | 217.93% | 32.34% | $12.20B |
RTX CorporationRTX | 10.0% | 2.01% | 4.47% | 10.40% | 3.29% | 21.22% | 9.72% | 68.55% | 43.36% | $299.38B |
—012540.KO | 9.0% | — | — | — | — | — | — | — | — | — |
Leonardo S.p.A.LDO.MI | 8.0% | 1.54% | 10.95% | 5.13% | 3.96% | 14.36% | -1.49% | 37.28% | 14.04% | $38.26B |
Thales S.A.HO.PA | 8.0% | -0.27% | 11.83% | 9.18% | 6.25% | 11.54% | 0.08% | 12.14% | 8.28% | $62.12B |
Northrop Grumman CorporationNOC | 7.0% | 1.07% | 2.81% | 1.77% | 2.76% | -2.23% | -23.04% | 8.84% | -5.40% | $79.18B |
Parsons CorporationPSN | 6.0% | -1.67% | -18.64% | -16.83% | 8.08% | -22.69% | -27.61% | -24.22% | -37.07% | $5.10B |
The Boeing CompanyBA | 6.0% | 1.28% | 14.64% | 2.41% | 11.13% | 10.63% | 5.56% | 42.50% | 6.73% | $189.84B |
Indra Sistemas, S.A.IDR.MC | 4.0% | 3.05% | 16.28% | 18.76% | 7.96% | 23.93% | -4.58% | 140.82% | 65.69% | $12.43B |
Leonardo DRS, Inc.DRS | 4.0% | -1.44% | -7.23% | -1.65% | -3.11% | 30.89% | 2.83% | 31.58% | 8.01% | $11.90B |
| Theme return | — | -0.06% | 5.05% | 6.88% | 5.01% | 29.39% | 7.20% | 63.61% | 27.28% | — |
| Average | 8.3% | 0.17% | 4.51% | 3.81% | 5.14% | 20.23% | 0.78% | 54.99% | 16.90% | $84.43B |
| Median | 8.0% | -0.27% | 4.72% | 5.13% | 3.96% | 19.36% | 0.08% | 37.28% | 14.04% | $62.12B |
| Std Dev | 3.1% | 1.62% | 9.91% | 8.64% | 4.81% | 26.14% | 20.91% | 64.87% | 25.67% | $87.55B |
| Min | 4.0% | -2.01% | -18.64% | -16.83% | -3.11% | -22.69% | -27.61% | -24.22% | -37.07% | $5.10B |
| Max | 15.0% | 3.05% | 16.28% | 18.76% | 14.16% | 89.55% | 56.78% | 217.93% | 65.69% | $299.38B |
| % Positive Tickers | 45.45% | 72.73% | 72.73% | 81.82% | 81.82% | 54.55% | 90.91% | 81.82% |
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About this theme
Fiscal Spend '26: Saudi Defense Suppliers tracks 12 publicly listed stocks in this theme: 012540.KO, 079550.KO, BA, BA.LSE, DRS, HO.PA, IDR.MC, LDO.MI, LMT, NOC, PSN, RTX. See the constituent table for details.