Theme
Supply Shock in MidEast Short '26: Aftermarket Aircraft Suppliers☆
7 tickers$137.44B market cap
10D rank10D#101of 1,239 themes/1,239#2of 5 in Supply Shock in MidEast Short/5 Supply Shock in MidEast Short

ASLE-35.82%14.3%

ATRO+87.45%14.3%

HEI-2.00%14.3%

SARO-21.80%14.3%

TDG-14.71%14.3%

VSEC+1.94%14.3%

WWD+29.98%14.3%
As of Oct 2, 2026, 9:55 PM ET
Supply Shock in MidEast Short '26: Aftermarket Aircraft Suppliers Constituents
AerSale CorporationASLE | 14.3% | 0.80% | -9.75% | -8.59% | 0.00% | -29.68% | -35.90% | -34.64% | -35.82% | 5.00% | -70.60% | $238.2M |
Astronics CorporationATRO | 14.3% | -0.28% | -0.11% | -5.22% | 1.82% | 60.84% | 8.21% | 254.35% | 87.45% | 342.25% | 475.75% | $2.62B |
HEICO CorporationHEI | 14.3% | -1.29% | 1.16% | -3.58% | 1.62% | -3.75% | -2.54% | 15.35% | -2.00% | 16.33% | 124.28% | $42.14B |
StandardAero, Inc.SARO | 14.3% | -0.57% | -6.15% | -11.18% | 0.99% | -25.45% | -30.58% | -21.37% | -21.80% | -36.15% | -12.29% | $7.00B |
TransDigm Group IncorporatedTDG | 14.3% | -0.63% | -1.57% | -5.09% | -0.20% | -17.66% | -15.95% | -15.97% | -14.71% | -12.87% | 101.93% | $60.99B |
VSE CorporationVSEC | 14.3% | 4.06% | -8.01% | -14.16% | 4.96% | -2.29% | -25.69% | 36.11% | 1.94% | 100.12% | 249.78% | $4.69B |
Woodward, Inc.WWD | 14.3% | -1.36% | 1.38% | -1.45% | -1.65% | 9.37% | -14.51% | 73.89% | 29.98% | 100.03% | 188.72% | $19.76B |
| Theme return | — | -0.10% | 3.29% | 7.28% | -0.73% | -6.15% | 15.98% | -30.90% | -4.65% | -54.55% | -135.18% | — |
| Average | 14.3% | 0.10% | -3.29% | -7.04% | 1.08% | -1.23% | -16.71% | 43.96% | 6.43% | 73.53% | 151.08% | $19.63B |
| Median | 14.3% | -0.57% | -1.57% | -5.22% | 0.99% | -3.75% | -15.95% | 15.35% | -2.00% | 16.33% | 124.28% | $7.00B |
| Std Dev | 0.0% | 1.75% | 4.26% | 4.15% | 1.93% | 28.38% | 14.48% | 92.64% | 38.25% | 120.17% | 167.13% | $21.60B |
| Min | 14.3% | -1.36% | -9.75% | -14.16% | -1.65% | -29.68% | -35.90% | -34.64% | -35.82% | -36.15% | -70.60% | $238.2M |
| Max | 14.3% | 4.06% | 1.38% | -1.45% | 4.96% | 60.84% | 8.21% | 254.35% | 87.45% | 342.25% | 475.75% | $60.99B |
| % Positive Tickers | 28.57% | 28.57% | 0.00% | 57.14% | 28.57% | 14.29% | 57.14% | 42.86% | 71.43% | 71.43% |