The Balanced Investor Club

Aerospace Defense Industry Analysis

84 companies analyzed • Returns from -269.6% to +290.3% • Data through Mar 19, 2026

Company List (85 Results)

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Industry Performance

(84/84 companies)
2025-03-21 → 2026-03-19
Weighted Avg
+34.2%
Best
+290.3%
Worst
-269.6%
Returns Distribution
Top 5
1. VWAVW+290.3%2. HOVRW+249.0%3. MOBBW+203.6%4. PL+196.2%5. SIF+172.8%
Bottom 5
1. GPUS-269.6%2. PEW-173.9%3. DFSC-140.6%4. FLY-96.6%5. AIRO-88.0%

VWAVW

+290.3%

VisionWave Holdings, Inc. Warrant

HOVRW

+249.0%

New Horizon Aircraft Ltd

MOBBW

+203.6%

Mobilicom Limited Warrants

PL

+196.2%

Planet Labs PBC

SIF

+172.8%

SIFCO Industries Inc

ISSC

+148.6%

Innovative Solutions and Support

RKLB

+133.4%

Rocket Lab USA Inc.

HOVR

+119.3%

New Horizon Aircraft Ltd

KRMN

+111.0%

Karman Holdings Inc.

KTOS

+110.2%

Kratos Defense & Security Solutions

MOB

+106.3%

Mobilicom Limited American Depositary Shares

RCAT

+102.7%

Red Cat Holdings Inc

ATRO

+99.3%

Astronics Corporation

LUNR

+98.1%

Intuitive Machines Inc.

ESLT

+84.5%

Elbit Systems Ltd

VWAV

+80.7%

VisionWave Holdings, Inc. Common Stock

DPRO

+78.6%

Draganfly Inc

OPXS

+75.7%

Optex Systems Holdings, Inc. Common Stock

CW

+75.4%

Curtiss-Wright Corporation

DCO

+75.3%

Ducommun Incorporated

1–20 of 85
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Methodology

The Weighted Average return (+34.2%) 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: MOBBW, PL, SIF, ISSC, RKLB, HOVR, KRMN, KTOS, MOB, RCAT and 65 more...

Educational content · Not investment advice or recommendations

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