Feed / Theme
Confirmed

Aerospace & Industrial

5 names are moving together; 40% are participating in the current session.

2 observed Confirmed episodes

Co-movement

Observed member paths adjusted against SPY. Shading marks the latest observation window.

Members

TICKERCompanySectorTodayObserved activity
HWMHowmet Aerospace Inc.Industrials+0.1%Group member
AERAerCap Holdings N.V.Industrials-0.5%Group member
WWDWoodward, Inc.Industrials-2.5%1/5 observed active sessions
FERFerrovial N.V.Industrials-0.8%Group member
ASRGrupo Aeroportuario del SuresteIndustrials-2.1%Most structurally connected

Why we believe this

Cohort

5 names

Participation

40% this session

Observed history

17 daily builds

This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.

Connected, outside the group

BA

WWDcustomer · Not moving with the group now

Filing receipt · BA / WWD

As a result of the work stoppage and our disciplined and measured production ramp to meet demand following the work stoppage, our direct sales to Boeing for the first ha…

WWD · customer
ATI

HWMtext peer · Not moving with the group now

No filing excerpt is available for this relationship.

SWK

HWMinvestee · Moving with the group now · 115 min observed

Filing receipt · SWK / HWM

Divestitures On April 6, 2026, the Company completed the previously announced sale of its CAM business to Howmet Aerospace for $1.8 billion in cash.

HWM · investee
JYNT

WWDpartner · Current intraday read unavailable

Filing receipt · JYNT / WWD

Joint venture In fiscal year 2016, Woodward and GE consummated the formation of a strategic joint venture (the “JV”).

WWD · partner
ATEC

WWDtext peer · Not moving with the group now

No filing excerpt is available for this relationship.

History

2026-07-071 observed active session · 100% of active names held across the episode
2026-06-25 → 2026-06-304 observed active sessions · 0% of active names held across the episode