Active · established relationshipLatest completed snapshot · Aug 11 · 18:07 ET

MARKET-DISCOVERED GROUP

Aerospace & Industrial

THE TRADER READShared activity without a clean directional read

Price direction is split across 10 measured members. Capital-flow agreement is 1%, so the basket is not yet clean.

Price breadth7 up · 3 downRelative median unavailable

Capital-flow alignment1%Price breadth is not yet confirmed by flow

Activity nowHotActivity score 63/100 · lift 1.3×

Evidence depth3 episodesLow sample—context, not a validated playbook

EVIDENCE CLOCK

What happened, in timestamp order

0 timed events

TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.

No session event has enough timestamp precision to place on the clock.

2 earlier filing context receipts

TUE, JUL 21AIR filing documented shared operating contextdemand / volume affecting revenue · date precision only

WED, AUG 5VSEC filing documented shared operating contextdemand / volume affecting revenue · date precision only

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations

Price sequence unavailableA timestamped price sequence is unavailable.

RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized

Observed intraday paths are not available for this group yet.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast

WHY NOW

Verified recent context

0 items

No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.

WHY THIS GROUP EXISTS

Shared filing context

9/10 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across AIR, BA, CXT, HEI, HEI-A, LOAR, SARO.

demand / volume affecting revenue

“Revenue growth also reflected recently initiated distribution contract wins and improved demand for the Company's commercial aerospace products and services resulting from strong end market activity in global commercial air travel.”
VSEC 10-Q · 2026-08-06

demand / volume

“Revenues increased driven by contributions from recent acquisitions, recently initiated distribution contract wins and improved demand for the Company's commercial aerospace and business and general aviation products and services.”
VSEC 10-K · 2026-02-27

credit / rates affecting interest expense

“Interest expense decreased primarily due to a reduction in the Company's average borrowings under its debt facilities and a lower average interest rate on outstanding borrowings during the period.”
VSEC 10-K · 2026-02-27

CONFIRMATION NETWORK

Outsiders and cross-asset links

1 outsiders confirming

No qualified cross-asset lead/lag link is available for this group.

Filing-linked outsiders test whether the move is spreading beyond the established cohort.

RTXMoving with group

BA · customer

Filing receipt

“Collins’ largest commercial customers are Boeing and Airbus with combined sales, prior to discounts and incentives, of 16%, 16%, and 19% of total Collins segment sales i…”

ISSCRelationship only · live confirmation unavailable

BA · supplier

Filing receipt

“This order marks our latest OEM contract and builds on existing programs with Pilatus for the PC-24, Textron for the King Air 260/360 and Boeing for the KC-46A, KC-767 a…”

ALGTRelationship only · live confirmation unavailable

BA · supplier

Filing receipt

“Due to the heavy maintenance needs on certain aging Airbus airframes and capacity constraints at the maintenance, repair, and overhaul contractors, we identified aging a…”

DCORelationship only · live confirmation unavailable

BA · customer

Filing receipt

“For 2025, Boeing and RTX Corporation (f/k/a Raytheon Technologies Corporation) (“RTX”) were our largest customers, with Boeing generating 13% and RTX generating 18% of o…”

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately

VSECHEI-AEMBJHEICXTLOARAIRGESAROBA

7/10 active7 rising · 3 falling

MemberUnusual activityToday's moveRead now

VSECVSE Corporation

Most unusual · 100/100

+9.7%

Flow confirmerActive in 57.9% of observed group sessions

HEI-AHEICO Corporation

Elevated · 87/100

+0.2%

Active; unclassifiedActive in 73.7% of observed group sessions

EMBJEmbraer S.A.

Elevated · 70/100

-3.3%

Active; unclassifiedActive in 15.8% of observed group sessions

HEIHeico Corporation

Elevated · 69/100

+0.8%

Flow divergenceActive in 47.4% of observed group sessions

CXTCrane NXT, Co.

Elevated · 67/100

-0.9%

Active; unclassifiedActive in 10.5% of observed group sessions

LOARLoar Holdings Inc.

Elevated · 56/100

+3.5%

Active; unclassifiedActive in 36.8% of observed group sessions

AIRAAR Corp.

Elevated · 46/100

+2.1%

Active; unclassifiedActive in 52.6% of observed group sessions

GEGE Aerospace

Quiet · 33/100

+0.4%

Watch / laggardActive in 21.1% of observed group sessions

SAROStandardAero, Inc.

Quiet · 24/100

-0.4%

Watch / laggardActive in 10.5% of observed group sessions

BAThe Boeing Company

Quiet · 21/100

+0.1%

Watch / laggardActive in 0% of observed group sessions

View exact member values

TICKER	Company	Role now	Today	Observed history	Trader interpretation
VSEC	VSE Corporation	Most unusual	+9.7%	57.9% of 19 sessions	Most unusual activity in this snapshot; performance direction may differ.
HEI-A	HEICO Corporation	Participating	+0.2%	73.7% of 19 sessions	Price participation is not yet confirmed by per-name flow.
EMBJ	Embraer S.A.	Participating	-3.3%	15.8% of 19 sessions	Price participation is not yet confirmed by per-name flow.
HEI	Heico Corporation	Participating	+0.8%	47.4% of 19 sessions	Price participation with distributing signed flow.
CXT	Crane NXT, Co.	Participating	-0.9%	10.5% of 19 sessions	Price participation is not yet confirmed by per-name flow.
LOAR	Loar Holdings Inc.	Participating	+3.5%	36.8% of 19 sessions	Price participation is not yet confirmed by per-name flow.
AIR	AAR Corp.	Participating	+2.1%	52.6% of 19 sessions	Price participation is not yet confirmed by per-name flow.
GE	GE Aerospace	Quiet / lagging	+0.4%	21.1% of 19 sessions	Not participating yet; a breadth test or a genuine divergence.
SARO	StandardAero, Inc.	Quiet / lagging	-0.4%	10.5% of 19 sessions	Not participating yet; a breadth test or a genuine divergence.
BA	The Boeing Company	Quiet / lagging	+0.1%	0% of 19 sessions	Not participating yet; a breadth test or a genuine divergence.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome

POINT-IN-TIME LIVE OUTCOMES

Early observed follow-through

1/1 events completed

No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.

Low structural sample

Only 3 completed episodes across 19 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support37 daysHow often the cohort identity was observed

Completed episodes3Separate periods of broad group activity

Active sessions19Completed session observations, not trades

2026-07-13 → 2026-08-1114 active sessionsNo name was active through every recorded session

2026-07-071 active session100% composition consistency through the episode

2026-06-25 → 2026-06-304 active sessionsNo name was active through every recorded session

MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS

HEI-A73.7% · 2 episodes

VSEC57.9% · 3 episodes

AIR52.6% · 2 episodes

HEI47.4% · 3 episodes

LOAR36.8% · 2 episodes

GE21.1% · 2 episodes

EMBJ15.8% · 2 episodes

CXT10.5% · 1 episode

SARO10.5% · 1 episode

BA0% · 0 episodes