Covering Space Sector Market Trends & Indices for July 2026, including:
The fall continues. Core (-20%) and Frontier (-15%) fell again this month, following declines of 22% and 39% last month. The broader market held flat (0% MoM).
EO led the decline, down 27%, with only 1 of 9 EO stocks in positive territory (ISI +11% MoM). Seven stocks fell double digit and three fell nearly 40% (PL, SATL, SPIR). The sector is up 5% YTD and 31% y/y.
Space Hardware fell 17%, with 14/15 stocks in the red (Addvalue +5% MoM). US lunar names had a particularly rough month, with FLY, LUNR, and RDW all down >30%. Space Hardware remains up 21% YTD and 59% y/y - the second-best performer in both periods.
Ground Hardware fell 16%, with every company down. 4 of 6 fell double digit and 2 of 6 fell ≥20%. The sector is down 28% YTD and up 2% y/y.
Satcom fell 15%, with every stock down except GSAT (+4% MoM). Still, the sector remains the best performer YTD (+38%) and y/y (+77%). A&D Primes (+6%) and Gov't Services (+5%) both saw mild gains this month.
