Aerospace & Defense
Defense, drones, space, commercial aerospace and air mobility.
Leadership as of 2026-10-27: Lagging. Relative to SPY: 5 sessions +3.3pp, 21 sessions −7.6pp, 63 sessions −14.3pp. Participation 31%; 59 of 65 members eligible.
- 21-session excess -7.6pp
- 63-session excess -14.9pp (robust)
Member companies
- Science Applications Internatio (SAIC)
- Lockheed Martin Corporation (LMT)
- National Presto Industries, Inc (NPK)
- Iridium Communications Inc (IRDM)
- KBR, Inc. (KBR)
- Ducommun Incorporated (DCO)
- Parsons Corporation (PSN)
- Leidos Holdings, Inc. (LDOS)
- V2X, Inc. (VVX)
- ATI Inc. (ATI)
- Embraer S.A. (EMBJ)
- Unusual Machines, Inc. (UMAC)
- General Dynamics Corporation (GD)
- Moog Inc. (MOG.A)
- Northrop Grumman Corporation (NOC)
- RTX Corporation (RTX)
- Astronics Corporation (ATRO)
- Voyager Technologies, Inc. (VOYG)
- Heico Corporation (HEI)
- Huntington Ingalls Industries, (HII)
- Redwire Corporation (RDW)
- Satellogic Inc. (SATL)
- Loar Holdings Inc. (LOAR)
- GE Aerospace (GE)
- Mercury Systems Inc (MRCY)
- Transdigm Group Incorporated (TDG)
- Textron Inc. (TXT)
- L3Harris Technologies, Inc. (LHX)
- Park Aerospace Corp. (PKE)
- Firefly Aerospace Inc. (FLY)
- Woodward, Inc. (WWD)
- Hexcel Corporation (HXL)
- AAR Corp. (AIR)
- Leonardo DRS, Inc. (DRS)
- Rocket Lab Corporation (RKLB)
- StandardAero, Inc. (SARO)
- Ondas Inc (ONDS)
- Karman Holdings Inc. (KRMN)
- nLIGHT, Inc. (LASR)
- Intuitive Machines, Inc. (LUNR)
- BlackSky Technology Inc. (BKSY)
- Kratos Defense & Security Solut (KTOS)
- FTAI Aviation Ltd. (FTAI)
- Archer Aviation Inc. (ACHR)
- Howmet Aerospace Inc. (HWM)
- VSE Corporation (VSEC)
- Boeing Company (The) (BA)
- AeroVironment, Inc. (AVAV)
- Curtiss-Wright Corporation (CW)
- Planet Labs PBC (PL)
- Carpenter Technology Corporatio (CRS)
- AST SpaceMobile, Inc. (ASTS)
- Joby Aviation, Inc. (JOBY)
- Red Cat Holdings, Inc. (RCAT)
- Arxis, Inc. (ARXS)
- AEVEX Corp. (AVEX)
- Beta Technologies, Inc. (BETA)
- Honeywell Aerospace Inc. (HONA)
- York Space Systems Inc. (YSS)
- AIRO Group Holdings, Inc. (AIRO)
- Draganfly Inc. (DPRO)
- EHang Holdings Limited (EH)
- Eve Holding, Inc. (EVEX)
- Gogo Inc. (GOGO)
- Virgin Galactic Holdings, Inc. (SPCE)
Themes in this family
- Defense / Drones: Lagging — 21-session vs SPY −2.2pp, participation 52%
- Commercial Aerospace: Lagging — 21-session vs SPY −6.0pp, participation 24%
- Space: Lagging — 21-session vs SPY −20.8pp, participation 0%
- Commercial Aerospace & Aftermarket: Tracked (too few stocks for a leadership state) — 21-session vs SPY −3.1pp, participation 50%
- eVTOL / Air Mobility: Tracked (too few stocks for a leadership state) — 21-session vs SPY −15.8pp, participation 0%
- Aerospace Specialty Alloys: Exposure tag
- Satellite Communications: No price data