ASLE+4.55%14.3%
ATRO+173.27%14.3%
HEI+15.92%14.3%
SARO+10.32%14.3%
TDG-3.82%14.3%
VSEC+38.29%14.3%
WWD+48.30%14.3%
As of Aug 6, 2026, 4:25 AM ET
Supply Shock in MidEast Short '26: Aftermarket Aircraft Suppliers Constituents
AerSale CorporationASLE | 14.3% | -1.08% | 4.21% | -1.38% | 3.87% | -9.42% | -17.44% | -15.82% | 4.55% | $304.3M |
Astronics CorporationATRO | 14.3% | 2.06% | 10.44% | 7.45% | 11.01% | 78.20% | 19.89% | 292.59% | 173.27% | $2.97B |
HEICO CorporationHEI | 14.3% | -0.23% | 4.92% | 0.41% | 2.93% | 13.39% | 14.82% | 35.90% | 15.92% | $51.10B |
StandardAero, Inc.SARO | 14.3% | 1.08% | 8.05% | 0.29% | 5.80% | 8.12% | 0.68% | 14.05% | 10.32% | $10.31B |
TransDigm Group IncorporatedTDG | 14.3% | -1.60% | 1.46% | -6.79% | 0.03% | -5.65% | -3.69% | -3.71% | -3.82% | $70.18B |
VSE CorporationVSEC | 14.3% | 0.71% | 10.40% | -9.35% | 10.99% | 24.94% | -4.99% | 74.04% | 38.29% | $6.05B |
Woodward, Inc.WWD | 14.3% | -0.10% | -10.91% | -11.85% | 3.47% | 23.47% | -3.49% | 96.32% | 48.30% | $22.24B |
| Theme return | — | -0.12% | -4.08% | 3.17% | -3.95% | -18.04% | -0.79% | -57.02% | -36.54% | — |
| Average | 14.3% | 0.12% | 4.08% | -3.03% | 5.44% | 19.01% | 0.83% | 70.48% | 40.98% | $23.31B |
| Median | 14.3% | -0.10% | 4.92% | -1.38% | 3.87% | 13.39% | -3.49% | 35.90% | 15.92% | $10.31B |
| Std Dev | 0.0% | 1.17% | 6.85% | 6.18% | 3.85% | 27.06% | 11.75% | 98.09% | 56.65% | $25.02B |
| Min | 14.3% | -1.60% | -10.91% | -11.85% | 0.03% | -9.42% | -17.44% | -15.82% | -3.82% | $304.3M |
| Max | 14.3% | 2.06% | 10.44% | 7.45% | 11.01% | 78.20% | 19.89% | 292.59% | 173.27% | $70.18B |
| % Positive Tickers | 42.86% | 85.71% | 42.86% | 100.00% | 71.43% | 42.86% | 71.43% | 85.71% |
About this theme
Supply Shock in MidEast Short '26: Aftermarket Aircraft Suppliers tracks 7 publicly listed stocks in this theme: ASLE, ATRO, HEI, SARO, TDG, VSEC, WWD. See the constituent table for details.
