Editor’s Note: Hedge fund legend who delivered a 279% return on cash in 2025 and went on a 20 year winning streak, says Elon Musk is now executing the “Final Phase of his Master Plan”… and he’s identified the ONE ticker that stands to benefit most (it’s not SpaceX, Tesla, or anything you’d associate Elon with). Click here to see the details.

Dear Reader,

I’m in the middle of sending a recommendation out to my readers, urging them to act quickly on this.

I don’t want anyone to miss out.

We all know that SpaceX went public.

And so many investors I’ve spoken to are so disappointed because they thought the IPO would make them rich.

But that was never the big opportunity.

This is…

What people don’t know is that the IPO just triggered the “Final Phase of Elon’s Master Plan.”

Which means that very soon, billions of dollars could start flowing into one specific ticker.

And no, it’s not any of Elon’s companies.

This trade idea is overlooked, and I think could be your move of the year... if you act fast and play it right... because that flow of money could start any day.

You can get the name of the ticker right now by watching this video.

Watch it all the way through. I explain what the “Final Phase of Elon’s Master Plan” is, the ticker that stands to benefit most, AND how to play it…

Regards,

Larry Benedict
Founder, The Opportunistic Trader

3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks

Authored by Nathan Reiff. Article Published: 7/19/2026.

An optimistic Q2 earnings report from GE Aerospace (NYSE: GE) saw the company boost its full-year profit guidance amid resilient demand for repairs and spare parts, despite challenges related to fuel prices and other factors. This may bode well for the aerospace services industry more broadly, suggesting that companies providing critical services and products may be able to carve out a niche and potentially outperform larger aircraft makers and related firms.

Aerospace and defense demand continues to surge, prompting some investors to flock to lesser-known names in search of companies with the capacity to scale production. Investors willing to take on a bit more risk may find that these firms have greater upside potential than some of the industry's largest companies.

Ducommun Pivots Toward Defense as Revenue Continues to Rise

With a market capitalization of just $2.6 billion, Ducommun Inc. (NYSE: DCO) is on the smaller side among the aerospace firms on our list. DCO's share price has risen fairly steadily throughout 2026, although a July sell-off has interrupted that momentum somewhat. Still, shares are up 74% year to date (YTD).

Helping drive this growth is the company's pivot toward defense, which now accounts for the majority of its revenue. Ducommun has also thrived on the top line: in the latest quarter, the company reported record revenue of $209 million, up about 8% year over year (YOY) and marking its fourth consecutive quarter with at least $200 million in sales.

The firm's commercial aerospace business is in the midst of a rebound, with revenue increasing about 18% YOY in the last quarter. This improvement has helped margins as well. Nonetheless, defense remains Ducommun's largest business, with missile defense standing out in particular after quarterly revenue increased 22% YOY.

The recent share price dip may represent a buying opportunity, as it has helped temper Ducommun's valuation metrics and brought its price-to-sales (P/S) ratio to 3.0. Analysts see modest upside potential and hold a moderately optimistic view of DCO shares in the near term, based on four Buy ratings and three Holds.

Why StandardAero’s Pullback Could Be a Buying Opportunity

StandardAero (NYSE: SARO), with a market cap of $9 billion, is considerably larger than Ducommun but still not approaching the scale of the biggest players in aerospace. The company has had a dramatically different share price trajectory this year compared with DCO: SARO stock is down 5% YTD after multiple rises and falls earlier in the year.

Investors looking closely at the company's financials may see this decline as an opportunity. StandardAero reported 13.3% YOY revenue growth in the most recent quarter, driven by durable demand and strong sales growth for its LEAP engine products. Military contracts and demand are helping drive these top-line gains, allowing management to raise full-year guidance and project revenue of as much as $6.45 billion.

Margins have been a weaker area, but much of that pressure is likely due to low-margin pass-through inventory and the timing of engine shipments. On a positive note, the company remains on track with its capital deployment plans, having completed about $60 million in share repurchases last quarter.

These factors have led analysts to take a fairly bullish view of SARO stock, with eight Buys and six Holds. Wall Street sees a price target of $34, which is more than 28% above where SARO currently trades.

HEICO's Aggressive Acquisition Strategy Is Paying Off

HEICO Corp. (NYSE: HEI) is by far the largest company on this list, with a market cap of $48 billion, but its performance falls in the middle: HEI shares are up 7% YTD after an early-year dip that reversed course in recent weeks.

One advantage of HEICO's size is its ability to pursue an aggressive acquisition strategy. In June alone, the company announced the completion of two acquisitions: Cook Defence Systems, a maker of tracking systems for armored defense vehicles; and CalRamic Technologies, a manufacturer of high-voltage ceramic capacitors. These two deals showcase HEICO's inorganic growth strategy, allowing the company to acquire smaller niche firms and enhance its offerings.

This approach can work as long as HEICO's financials support it, and the company appears well-positioned to do just that. In the last reported quarter, net income surged 49% YOY, while net sales climbed 25% over the same period. Operating cash flow of $292 million represented a 43% YOY improvement. Given its size and scope, HEICO is well-positioned in commercial aviation, defense and space applications, all of which are experiencing rising orders and backlogs.