30 stocks in the theme · theme 1-month +0.6% · as of 2026-06-11
The historic $75 billion IPO of SpaceX marks a watershed moment for the space economy, likely catalyzing massive investor interest across the entire satellite and aerospace infrastructure sector. Companies in space launch, satellite operations, earth observation, and space infrastructure
Below are the 10 largest Space & Satellites stocks by market capitalization, led by BA (Boeing Company) at $182.2B. Each is shown with its 1-month, 3-month, and year-to-date performance, relative-strength rank, and recent price action — a snapshot of where the money and momentum sit in the theme today.
These are the recognizable leaders, not micro-cap lottery tickets: ranking by market cap surfaces the companies with the scale, liquidity, and institutional ownership to actually represent the theme. Use the relative-strength column to separate the names outperforming the broad market from those just along for the ride.
Boeing is a major aerospace and defense firm operating in three segments: commercial airplanes; defense, space, and security; and global services. Boeing's commercial airplanes segment competes with Airbus in the production of aircraft that can carry more than 130 passengers.…
BA (Boeing Company) is a $182.2B name. Within the theme it sits in the Space Infrastructure & Services sub-group. A -6.4% one-month move has it out of favor for now. Relative strength sits mid-pack at 50. Over longer windows it's +8.2% in three months and -2.7% year-to-date.
#2. LMT — Lockheed Martin Corp. · $122.3B
Aerospace & Defense · Defense — Prime Contractor · Public since 1995
Lockheed Martin is the world's largest defense contractor and has dominated the Western market for high-end fighter aircraft since it won the F-35 Joint Strike Fighter program in 2001. Aeronautics is Lockheed's largest segment, which derives upward of two-thirds of its revenue…
LMT (Lockheed Martin Corp.) carries a $122.3B valuation. Within the theme it sits in the Space Infrastructure & Services sub-group. A +5.3% one-month move shows buyers in control. Relative strength sits mid-pack at 63. Over longer windows it's -16.0% in three months and +10.4% year-to-date.
#3. RKLB — Rocket Lab Corporation Common Stock · $83.1B
Aerospace & Defense · SPACe Services — Satellite Design & Data Solutions · Public since 2021
Rocket Lab Corp is engaged in space, building rockets, and spacecraft. It provides end-to-end mission services that provide frequent and reliable access to space for civil, defense, and commercial markets. It designs and manufactures the Electron and Neutron launch vehicles and…
RKLB (Rocket Lab Corporation Common Stock) commands a $83.1B market cap. Within the theme it sits in the Launch & Space Exploration sub-group. The past month has been quiet — -2.4%. With RS at 98, it's outperforming the broad tape. Over longer windows it's +67.9% in three months and +51.0% year-to-date.
#4. NOC — Northrop Grumman Corp. · $80.1B
Aerospace & Defense · Defense — Prime Contractor · Public since 1972
Northrop Grumman is a diversified defense contractor providing aeronautics, defense, and space systems. The company's aerospace segment produces autonomous and piloted aircraft such as Global Hawk drones and the new B-21 bomber, creates the fuselage for the massive F-35 program,…
NOC (Northrop Grumman Corp.) commands a $80.1B market cap. Within the theme it sits in the Space Infrastructure & Services sub-group. It's roughly flat over the past month (-1.0%). An RS rank of 61 is middling — neither leader nor laggard. Over longer windows it's -25.0% in three months and -5.7% year-to-date.
#5. LHX — L3Harris Technologies, Inc. · $58.7B
Aerospace & Defense · Defense Systems — Unmanned & Electronic Warfare · Public since 1955
In addition to its legacy software-defined radio franchise, L3Harris Technologies has through a series of acquisitions established franchises producing uncrewed aerial vehicles, sensors, avionics, space-based systems, missiles, and solid rocket motors. It is also adept at…
LHX (L3Harris Technologies, Inc.) carries a $58.7B valuation. Within the theme it sits in the Space Infrastructure & Services sub-group. It's roughly flat over the past month (+0.9%). An RS rank of 77 is middling — neither leader nor laggard. Over longer windows it's -12.8% in three months and +2.5% year-to-date.
#6. SATS — EchoStar Corporation · $37.4B
Telecommunications · Telecom Services — Rural/Remote Markets · Public since 2007
Satellite television provides the bulk of EchoStar's revenue. The firm serves about 5 million US satellite customers, about 10% of the traditional television market. It also serves 2 million customers under the Sling brand. EchoStar has also amassed an extensive portfolio of…
SATS (EchoStar Corporation) is a $37.4B name. Within the theme it sits in the Satellite Networks & Connectivity sub-group. The past month has been quiet — -1.0%. An RS rank of 99 puts it among the market's leaders. Over longer windows it's +19.0% in three months and +14.2% year-to-date.
#7. ASTS — AST SpaceMobile, Inc. Class A Common Stock · $33.9B
Telecommunications · Maritime Communications — Integrated Connectivity · Public since 2021
AST SpaceMobile Inc is currently designing, developing and manufacturing the constellation of BlueBird (BB) satellites and has begun launching its planned space-based Cellular Broadband network distributed through a constellation of low Earth orbit (LEO) satellites. The company…
ASTS (AST SpaceMobile, Inc. Class A Common Stock) carries a $33.9B valuation. Within the theme it sits in the Satellite Networks & Connectivity sub-group. A +33.7% one-month move shows buyers in control. Relative strength is strong at 96 — it's outpacing most of the market. Over longer windows it's +12.0% in three months and +16.9% year-to-date.
#8. PL — Planet Labs PBC · $18.2B
Aerospace & Defense · SPACe Services — Satellite Design & Data Solutions · Public since 2021
Planet Labs PBC is an Earth-imaging company. It uses space to help life on Earth by imaging the world every day and making change visible, accessible, and actionable. Its platform includes imagery, insights, and machine learning that empower companies, governments, and…
PL (Planet Labs PBC) is a $18.2B name. Within the theme it sits in the Earth Observation & Data Analytics sub-group. It's down -16.0% over the past month, lagging the theme's leaders. An RS rank of 98 puts it among the market's leaders. Over longer windows it's +36.8% in three months and +67.4% year-to-date.
#9. MOG.A — Moog Inc. · $10.9B
Aerospace & Defense · Aerospace Components — Thermal Management & MRO Services · Public since 1899
Moog Inc. manufactures precision motion and fluid control systems for aerospace, defense, and industrial markets. Its four segments are Space and Defense, Military Aircraft, Commercial Aircraft, and Industrial, with the majority of revenue from Space and Defense. The company…
MOG.A (Moog Inc.) carries a $10.9B valuation. Within the theme it sits in the Space Infrastructure & Services sub-group. The stock is up +31.7% over the past month — clear momentum. Relative strength is strong at 95 — it's outpacing most of the market. Over longer windows it's +32.3% in three months and +62.3% year-to-date.
#10. GSAT — Globalstar, Inc. Common Stock · $10.8B
Telecommunications · Maritime Communications — Integrated Connectivity · Public since 2006
Globalstar Inc is a telecommunications company that derives revenue from the provision of mobile satellite services. Mobile satellite services, including voice and data communications services to retail, business, and governmental customers, as well as wholesale satellite…
GSAT (Globalstar, Inc. Common Stock) is a $10.8B name. Within the theme it sits in the Satellite Networks & Connectivity sub-group. The past month has been quiet — -1.9%. An RS rank of 98 puts it among the market's leaders. Over longer windows it's +42.0% in three months and +26.8% year-to-date.