
AAL+1.99%6.7%

BPOST.BR-39.97%6.7%

CCL-16.91%6.7%

DAL+33.59%6.7%

DHL.XETRA+38.98%6.7%

EXPD+56.48%6.7%

FDX+38.16%6.7%

GXO-16.25%6.7%

KNIN.SW+30.09%6.7%

MAERSK-B.CO+48.75%6.7%

NCLH-31.18%6.7%

ODFL+29.75%6.7%

UAL+9.90%6.7%

UPS+14.85%6.7%

XPO+43.92%6.7%
As of Aug 24, 2026, 4:53 AM ET
Supply Shock in MidEast Short '26: Global Logistics Constituents
A.P. Møller - Mærsk A/SMAERSK-B.CO | 6.7% | -0.62% | 23.63% | 24.98% | 20.51% | 40.54% | 30.60% | 87.63% | 133.94% | 114.74% | 48.75% | $49.34B |
American Airlines Group Inc.AAL | 6.7% | 2.22% | -9.61% | -4.56% | -9.50% | -9.85% | 5.74% | 30.50% | 33.01% | -27.68% | 1.99% | $9.15B |
bpost NV/SABPOST.BR | 6.7% | -0.30% | -2.74% | -9.58% | -9.89% | -35.07% | -38.39% | -1.73% | -46.59% | -80.15% | -39.97% | $312.1M |
Carnival Corporation & plcCCL | 6.7% | 1.42% | -7.21% | -2.28% | -7.48% | -14.84% | -17.95% | 29.91% | 56.58% | 13.92% | -16.91% | $35.24B |
Delta Air Lines, Inc.DAL | 6.7% | 1.67% | -8.85% | -3.12% | -5.75% | 18.75% | 25.43% | 90.02% | 100.23% | 114.00% | 33.59% | $54.19B |
Deutsche Post AGDHL.XETRA | 6.7% | 1.05% | 2.39% | 0.83% | -1.81% | 19.06% | 10.53% | 60.65% | 60.08% | 11.81% | 38.98% | $73.18B |
Expeditors International of Washington, Inc.EXPD | 6.7% | 0.76% | 5.98% | 7.14% | 11.86% | 26.04% | 29.50% | 55.14% | 54.61% | 59.39% | 56.48% | $24.56B |
FedEx CorporationFDX | 6.7% | -0.29% | 0.82% | 3.21% | 5.75% | 12.54% | -16.00% | 34.30% | 12.50% | 32.73% | 38.16% | $76.91B |
GXO Logistics, Inc.GXO | 6.7% | 0.77% | -2.04% | -13.26% | -8.85% | -13.15% | -27.23% | 13.99% | -8.60% | -42.17% | -16.25% | $5.26B |
Kuehne + Nagel International AGKNIN.SW | 6.7% | 2.81% | 12.46% | 9.61% | 7.62% | 26.91% | 17.51% | 24.81% | -7.21% | -9.84% | 30.09% | $32.53B |
Norwegian Cruise Line Holdings Ltd.NCLH | 6.7% | 2.93% | -7.81% | -11.00% | -6.96% | -22.76% | -30.46% | -11.59% | -1.49% | -30.03% | -31.18% | $7.92B |
Old Dominion Freight Line, Inc.ODFL | 6.7% | 0.95% | -1.42% | -11.38% | -2.67% | 31.68% | 1.68% | 21.38% | 1.58% | 47.54% | 29.75% | $42.94B |
United Airlines Holdings, Inc.UAL | 6.7% | 1.31% | -10.40% | -4.31% | -6.73% | 1.21% | 6.46% | 58.57% | 161.24% | 148.56% | 9.90% | $36.73B |
United Parcel Service, Inc.UPS | 6.7% | -0.56% | -2.32% | -11.13% | -2.12% | 2.84% | -12.03% | -4.13% | -15.23% | -37.17% | 14.85% | $86.66B |
XPO Logistics, Inc.XPO | 6.7% | 0.46% | -2.78% | -7.17% | -1.61% | 45.49% | -6.05% | 77.65% | 58.05% | 284.24% | 43.92% | $23.15B |
| Theme return | — | -0.97% | 0.66% | 2.91% | 0.87% | -10.53% | 0.60% | -45.62% | -47.41% | -48.98% | -23.59% | — |
| Average | 6.7% | 0.97% | -0.66% | -2.13% | -1.18% | 8.63% | -1.38% | 37.81% | 39.51% | 39.99% | 16.14% | $37.20B |
| Median | 6.7% | 0.95% | -2.32% | -4.31% | -2.67% | 12.54% | 1.68% | 30.50% | 33.01% | 13.92% | 29.75% | $35.24B |
| Std Dev | 0.0% | 1.10% | 8.82% | 9.86% | 8.56% | 23.27% | 21.33% | 31.57% | 56.28% | 90.76% | 29.35% | $26.07B |
| Min | 6.7% | -0.62% | -10.40% | -13.26% | -9.89% | -35.07% | -38.39% | -11.59% | -46.59% | -80.15% | -39.97% | $312.1M |
| Max | 6.7% | 2.93% | 23.63% | 24.98% | 20.51% | 45.49% | 30.60% | 90.02% | 161.24% | 284.24% | 56.48% | $86.66B |
| % Positive Tickers | 73.33% | 33.33% | 33.33% | 26.67% | 66.67% | 53.33% | 80.00% | 66.67% | 60.00% | 73.33% |
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.
