The BalancedInvestor Club

Aerospace Defense Industry Analysis

84 companies analyzed • Returns from -402.5% to +242.4% • Data through May 1, 2026

Company List (85 Results)

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Industry Performance

(84/84 companies)
2025-05-05 → 2026-05-01
Weighted Avg
+23.8%
Best
+242.4%
Worst
-402.5%
Returns Distribution
Top 5
1. VWAVW+242.4%2. HOVRW+240.8%3. PL+236.4%4. MOBBW+224.0%5. SIF+175.8%
Bottom 5
1. GPUS-402.5%2. PEW-176.9%3. BYRN-136.9%4. DFSC-130.2%5. AIRO-117.4%

VWAVW

+242.4%

VisionWave Holdings, Inc. Warrant

HOVRW

+240.8%

New Horizon Aircraft Ltd

PL

+236.4%

Planet Labs PBC

MOBBW

+224.0%

Mobilicom Limited Warrants

SIF

+175.8%

SIFCO Industries Inc

HOVR

+155.0%

New Horizon Aircraft Ltd

MOB

+130.0%

Mobilicom Limited American Depositary Shares

RKLB

+125.4%

Rocket Lab USA Inc.

ISSC

+113.1%

Innovative Solutions and Support

ATRO

+109.4%

Astronics Corporation

LUNR

+104.1%

Intuitive Machines Inc.

DPRO

+101.7%

Draganfly Inc

PKE

+95.3%

Park Electrochemical Corporation

MNTS

+88.8%

Momentus Inc

DCO

+88.0%

Ducommun Incorporated

KITT

+85.9%

Nauticus Robotics Inc.

SATLW

+81.3%

Satellogic Inc. Warrant

SIDU

+79.3%

Sidus Space Inc

ESLT

+72.1%

Elbit Systems Ltd

RCAT

+70.7%

Red Cat Holdings Inc

1–20 of 85
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Methodology

The Weighted Average return (+23.8%) is calculated using market capitalization as weights. This gives larger companies more influence on the average, providing a more market-representative view.

75 companies with market cap data included: PL, MOBBW, SIF, HOVR, MOB, RKLB, ISSC, ATRO, LUNR, DPRO and 65 more...

Educational content · Not investment advice or recommendations

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