MDA.TO+0.94%9.1%
SPCX-32.73%9.1%
RKLB+69.66%8.2%
LMT+32.76%7.3%
RDW-21.75%7.3%
FLY-62.15%6.4%
KTOS-6.09%6.4%
MDA-39.54%6.4%
YSS-60.87%6.4%
AIR.PA+19.23%5.5%
LHX+3.34%5.5%
NOC-5.40%5.5%
RTX+43.36%5.5%
HO.PA+8.28%4.5%
ASTS+32.03%3.6%
OHB.XETRA+268.20%3.6%
As of Aug 6, 2026, 4:25 AM ET
Space Supply Chain '26: Satellite Builders Constituents
MDA Ltd.MDA.TO | 9.1% | -1.19% | 14.55% | -19.26% | 12.07% | 74.82% | 17.05% | 74.74% | 0.94% | $4.71B |
Space Exploration Technologies Corp.SPCX | 9.1% | -13.61% | -5.91% | -32.51% | -0.09% | -32.73% | -32.73% | -32.73% | -32.73% | $1.42T |
Rocket Lab USA, Inc.RKLB | 8.2% | 0.46% | 17.07% | -19.63% | 15.20% | 7.25% | 8.28% | 286.87% | 69.66% | $43.31B |
Lockheed Martin CorporationLMT | 7.3% | -2.01% | -0.91% | 7.30% | -0.93% | 19.36% | -11.81% | 27.48% | 32.76% | $133.30B |
Redwire CorpRDW | 7.3% | 0.85% | 23.36% | -5.63% | 24.36% | 41.05% | 18.19% | 16.40% | -21.75% | $2.56B |
Firefly Aerospace Inc.FLY | 6.4% | -2.10% | 16.00% | -18.43% | 12.35% | 2.10% | 18.53% | -62.15% | -62.15% | $3.75B |
Kratos Defense & Security Solutions, Inc.KTOS | 6.4% | 6.69% | 16.87% | 3.36% | 18.76% | -27.10% | -35.79% | 77.60% | -6.09% | $10.38B |
MDA Space LtdMDA | 6.4% | -0.96% | 14.78% | -19.40% | 12.20% | -39.54% | -39.54% | -39.54% | -39.54% | $4.71B |
York Space Systems, Inc.YSS | 6.4% | -14.11% | -22.92% | -44.21% | -10.73% | -60.87% | -48.63% | -60.87% | -60.87% | $1.73B |
Airbus SEAIR.PA | 5.5% | 0.40% | 5.38% | 3.25% | 6.13% | 6.11% | 13.73% | 39.40% | 19.23% | $195.49B |
L3Harris Technologies, Inc.LHX | 5.5% | 0.29% | -4.69% | -5.03% | 3.27% | -2.54% | -21.51% | 35.03% | 3.34% | $53.30B |
Northrop Grumman CorporationNOC | 5.5% | 1.07% | 2.81% | 1.77% | 2.76% | -2.23% | -23.04% | 8.84% | -5.40% | $79.18B |
RTX CorporationRTX | 5.5% | 2.01% | 4.47% | 10.40% | 3.29% | 21.22% | 9.72% | 68.55% | 43.36% | $299.38B |
Thales S.A.HO.PA | 4.5% | -0.27% | 11.83% | 9.18% | 6.25% | 11.54% | 0.08% | 12.14% | 8.28% | $62.12B |
AST SpaceMobile, Inc.ASTS | 3.6% | -2.74% | 21.67% | -15.20% | 15.94% | -5.85% | -13.65% | 205.13% | 32.03% | $27.82B |
OHB SEOHB.XETRA | 3.6% | -1.97% | 5.25% | -13.66% | 9.05% | 108.91% | 11.12% | 275.46% | 268.20% | $5.96B |
| Theme return | — | -2.04% | 7.34% | -12.51% | 8.39% | 12.50% | -2.15% | 52.73% | 13.85% | — |
| Average | 6.2% | -1.70% | 7.48% | -9.86% | 8.12% | 7.59% | -8.12% | 58.27% | 15.58% | $146.46B |
| Median | 6.4% | -0.61% | 8.61% | -9.64% | 7.65% | 4.11% | -5.86% | 31.26% | 2.14% | $35.57B |
| Std Dev | 1.6% | 5.07% | 11.70% | 15.15% | 8.39% | 40.62% | 22.34% | 105.02% | 74.19% | $337.50B |
| Min | 3.6% | -14.11% | -22.92% | -44.21% | -10.73% | -60.87% | -48.63% | -62.15% | -62.15% | $1.73B |
| Max | 9.1% | 6.69% | 23.36% | 10.40% | 24.36% | 108.91% | 18.53% | 286.87% | 268.20% | $1.42T |
| % Positive Tickers | 43.75% | 75.00% | 37.50% | 81.25% | 56.25% | 50.00% | 75.00% | 56.25% |
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About this theme
Space Supply Chain '26: Satellite Builders tracks 16 publicly listed stocks in this theme. Sample tickers: AIR.PA, ASTS, FLY, HO.PA, KTOS, LHX, LMT, MDA, MDA.TO, NOC, OHB.XETRA, RDW, and 4 more. Use the table below for the full list.