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US Airlines Long '24: Bottleneck Beneficiaries
8 tickers · $295.50B total market cap
Group: US Airlines Long
ATI and HWM are poised to capitalize on persistent aerospace supply chain constraints, benefiting from their critical roles in high-performance materials and components essential for aircraft production.
US Airlines Long '24: Bottleneck Beneficiaries tracks 8 publicly listed stocks in this theme: AER, AIR, ATI, FTAI, HEI, HWM, MTX.XETRA, TDG. See the constituent table for details.
Thesis update: 2025-05-29
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Howmet Aerospace Inc.HWM | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 8.39% | 5.56% | 2.44% | -6.45% | $101.49B | 12.5000 |
TransDigm Group IncorporatedTDG | 05/05/2026 | 05/05/2026 | -2.97% | 7.28% | -5.69% | -4.40% | $65.95B | 12.5000 |
HEICO CorporationHEI | 02/25/2026 | 05/27/2026 | -7.33% | — | -6.59% | — | $40.69B | 12.5000 |
FTAI Aviation Ltd.FTAI | 04/29/2026 (AMC) | 04/29/2026 (AMC) | 1.25% | 15.59% | -30.31% | -10.49% | $22.93B | 12.5000 |
AerCap Holdings N.V.AER | 04/29/2026 | 04/29/2026 | 0.00% | 3.70% | -1.13% | -4.35% | $22.70B | 12.5000 |
ATI Inc.ATI | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 4.71% | 6.18% | 14.69% | -3.10% | $20.53B | 12.5000 |
MTU Aero Engines AGMTX.XETRA | 02/24/2026 (BMO) | — | -3.87% | — | -28.79% | — | $17.20B | 12.5000 |
AAR Corp.AIR | 03/24/2026 | — | 2.79% | — | -14.88% | — | $4.01B | 12.5000 |
| Average | 0.37% | 7.66% | -8.78% | -5.76% | $36.94B | 12.5000 | ||
| Median | 0.62% | 6.18% | -6.14% | -4.40% | $22.81B | 12.5000 | ||
| Std Dev | 4.72% | 4.13% | 14.36% | 2.60% | $29.93B | 0.0% | ||
| Min | -7.33% | 3.70% | -30.31% | -10.49% | $4.01B | 12.5000 | ||
| Max | 8.39% | 15.59% | 14.69% | -3.10% | $101.49B | 12.5000 | ||
| % Positive Tickers | 50.00% | 100.00% | 25.00% | 0.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.