AAL+41.23%6.7%
BPOST.BR-31.57%6.7%
CCL+2.56%6.7%
DAL+72.10%6.7%
DHL.XETRA+41.17%6.7%
EXPD+52.79%6.7%
FDX+38.09%6.7%
GXO-5.68%6.7%
KNIN.SW+20.96%6.7%
MAERSK-B.CO+25.92%6.7%
NCLH-18.18%6.7%
ODFL+43.70%6.7%
UAL+49.39%6.7%
UPS+27.17%6.7%
XPO+62.68%6.7%
As of Aug 6, 2026, 4:25 AM ET
Supply Shock in MidEast Short '26: Global Logistics Constituents
A.P. Møller - Mærsk A/SMAERSK-B.CO | 6.7% | -0.65% | -0.46% | 6.83% | -3.84% | 12.15% | 4.21% | 49.72% | 25.92% | $37.88B |
American Airlines Group Inc.AAL | 6.7% | 0.12% | 14.54% | -6.59% | 8.58% | 8.15% | 26.86% | 56.56% | 41.23% | $10.98B |
bpost NV/SABPOST.BR | 6.7% | -1.16% | 2.22% | -6.93% | 2.10% | -26.44% | -30.19% | 11.34% | -31.57% | $354.9M |
Carnival Corporation & plcCCL | 6.7% | 0.27% | 12.69% | 7.85% | 6.69% | -1.80% | -5.38% | 49.80% | 2.56% | $40.64B |
Delta Air Lines, Inc.DAL | 6.7% | 0.40% | 9.50% | 1.84% | 6.52% | 34.21% | 41.77% | 114.76% | 72.10% | $61.25B |
Deutsche Post AGDHL.XETRA | 6.7% | -3.71% | -1.57% | 0.33% | -3.93% | 16.49% | 8.15% | 57.18% | 41.17% | $71.87B |
Expeditors International of Washington, Inc.EXPD | 6.7% | -0.04% | 3.49% | 9.48% | 8.05% | 21.74% | 25.08% | 49.85% | 52.79% | $23.73B |
FedEx CorporationFDX | 6.7% | -0.84% | -1.35% | 0.25% | 1.08% | 7.57% | -19.71% | 28.37% | 38.09% | $73.51B |
GXO Logistics, Inc.GXO | 6.7% | -9.07% | -9.66% | -6.92% | -5.06% | -9.54% | -24.21% | 18.72% | -5.68% | $5.48B |
Kuehne + Nagel International AGKNIN.SW | 6.7% | -0.35% | -0.83% | -1.90% | -2.46% | 15.02% | 6.50% | 13.12% | 20.96% | $29.62B |
Norwegian Cruise Line Holdings Ltd.NCLH | 6.7% | 1.15% | 4.80% | 5.40% | 9.55% | -9.05% | -18.11% | 4.10% | -18.18% | $9.32B |
Old Dominion Freight Line, Inc.ODFL | 6.7% | -1.76% | -7.53% | -0.46% | 1.56% | 37.40% | 6.11% | 26.66% | 43.70% | $44.81B |
United Airlines Holdings, Inc.UAL | 6.7% | 0.11% | 12.25% | 0.20% | 9.42% | 18.73% | 24.89% | 86.02% | 49.39% | $43.09B |
United Parcel Service, Inc.UPS | 6.7% | -1.32% | -6.22% | -2.15% | 3.29% | 8.53% | -7.17% | 1.17% | 27.17% | $91.49B |
XPO Logistics, Inc.XPO | 6.7% | -1.53% | -6.02% | -3.19% | -0.39% | 47.29% | -4.89% | 79.84% | 62.68% | $23.44B |
| Theme return | — | 1.23% | -1.72% | 0.65% | -2.85% | -14.68% | -3.13% | -51.08% | -32.65% | — |
| Average | 6.7% | -1.23% | 1.72% | 0.27% | 2.74% | 12.03% | 2.26% | 43.15% | 28.16% | $37.83B |
| Median | 6.7% | -0.65% | -0.46% | 0.20% | 2.10% | 12.15% | 4.21% | 49.72% | 38.09% | $37.88B |
| Std Dev | 0.0% | 2.38% | 7.48% | 5.08% | 4.99% | 18.57% | 20.20% | 31.74% | 28.79% | $26.33B |
| Min | 6.7% | -9.07% | -9.66% | -6.93% | -5.06% | -26.44% | -30.19% | 1.17% | -31.57% | $354.9M |
| Max | 6.7% | 1.15% | 14.54% | 9.48% | 9.55% | 47.29% | 41.77% | 114.76% | 72.10% | $91.49B |
| % Positive Tickers | 33.33% | 46.67% | 53.33% | 66.67% | 73.33% | 53.33% | 100.00% | 80.00% |
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About this theme
Supply Shock in MidEast Short '26: Global Logistics tracks 15 publicly listed stocks in this theme. Sample tickers: AAL, BPOST.BR, CCL, DAL, DHL.XETRA, EXPD, FDX, GXO, KNIN.SW, MAERSK-B.CO, NCLH, ODFL, and 3 more. Use the table below for the full list.