Themes / Group
Active · established relationshipLatest completed snapshot · Jul 14 · 18:03 ET

MARKET-DISCOVERED GROUP

Auto Parts & Machinery

THE TRADER READShared activity without a clean directional read

0 of 6 measured session-normalized paths align to the mixed across 4.3 effective names. Common-bar coverage spans 6 of 24 cohort members. BA is also moving with filing-linked members. Capital-flow agreement is 17%, so the basket is not yet clean. No verified headline preceded the measured move.

Price breadth11 up · 4 down-0.0% session-normalized median path
Capital-flow alignment17%Price breadth is not yet confirmed by flow
Activity nowExtremeActivity score 96/100 · lift 1.3×
Evidence depth2 episodesLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

4 timed events · 15:55–15:55 ET
TIMING READNo verified timestamped headline was found within 24 hours of the first measured price move in the available common-bar window. The move currently reads as market-led or unexplained.
  1. 5-minute inferenceESE registered the first material upside path

    +1.71% session path at the threshold · ESE

  2. 5-minute inferenceATS registered a material upside path

    +1.04% session path at the threshold · ATS

  3. 5-minute inferenceBDC registered a material downside path

    -0.69% session path at the threshold · BDC

  4. 5-minute inferenceFLS registered a material downside path

    -0.60% session path at the threshold · FLS

2 earlier filing context receipts

THU, FEB 26ACA filing documented shared operating contextcredit / rates affecting interest expense · date precision only

MON, AUG 3AME filing documented shared operating contextcredit / rates affecting interest expense · date precision only

Headline times and retained activity confirmations are point-in-time evidence. Price order is inferred from aligned 5-minute bars. Filing evidence has date precision only and is context, not an intraday catalyst claim.
THEME CONSTRUCTION

Broad move or one-stock disguise?

Session-normalized 5m paths

Observed movement is balanced across 4.3 effective names. ESE represents 38.3% of absolute path energy; 0 of 6 members align without a clean common direction.

ConstructionBalanced38.3% from the largest path
Effective names4.3 / 66 of 24 cohort members had common bars
Direction breadthMixedmixed relative path · 0 counter-moving
Largest moverESE 38.3%56.1% from the top two paths
ESE38.3%Dominant mover · path +1.71% · basket +0.28pp
ATS17.8%Independent direction · path +0.80% · basket +0.13pp
BDC16.0%Independent direction · path -0.71% · basket -0.12pp
AME14.2%Independent direction · path -0.64% · basket -0.11pp
FLS7.5%Independent direction · path -0.33% · basket -0.06pp
ACA6.2%Independent direction · path +0.28% · basket +0.05pp
Top six names by movement share are shown. Movement share measures absolute 5-minute path energy; signed basket contribution is equal-weight. Neither is a portfolio weight or causal attribution.

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations
HOW THE PRICE MOVE SPREAD

Observed session sequence

5-minute bars · inferred
  1. ESE moved higher firstFirst member to clear the material path threshold · path +1.71%
  2. ATS registered a material higher path0m after the first price move · path +1.04%
  3. BDC registered a material lower path0m after the first price move · path -0.69%
  4. FLS registered a material lower path0m after the first price move · path -0.60%
  5. AME registered a material lower path65m after the first price move · path -0.52%

Sequence inferred from aligned 5-minute price paths; it is not a causal ordering.

RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized
Aug 13 · 15:55 ET15:50 ETAug 14 · 15:55 ET
Group median -0.03%Strongest relative path ESEWeakest relative path BDC

Observed member paths normalized to the session. The dashed marker shows when the median move first cleared a material threshold; shading marks the latest 20% of the observed window.

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

24/26 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across ACA, BDC, BLBD, CECO, ESE, FLS, GHM, ORN, ROK, SPXC, SXI, TRS.

credit / rates affecting interest expense

“Interest expense increased in the second quarter of 2026 primarily due to $10.0 million of fees associated with the bridge loan financing entered into in connection with the definitive agreement to acquire Indicor Instrumentation.”

AME 10-Q · 2026-08-04
demand / volume affecting orders

“The increase in orders for the second quarter of 2026 was due to a 25% increase in organic orders and a 6% increase from acquisitions, partially offset by a 3% unfavorable effect of foreign currency translation.”

AME 10-Q · 2026-08-04
demand / volume affecting revenue

“The increase in international sales was primarily driven by higher demand in Europe and contributions from recent acquisitions, partially offset by lower demand in Asia.”

AME 10-Q · 2025-10-30
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.

BAMoving with group

RBC · customer

Filing receipt
“Our largest Aerospace & Defense customers include the DOD, Boeing, Airbus, Newport News Shipbuilding, Lockheed Martin, Northrop Grumman, Raytheon, Blue Origin and SpaceX…”
LMTNot confirming

RBC · customer

Filing receipt
“Our largest Aerospace & Defense customers include the DOD, Boeing, Airbus, Newport News Shipbuilding, Lockheed Martin, Northrop Grumman, Raytheon, Blue Origin and SpaceX…”
CMINot confirming

BLBD · supplier

Filing receipt
“We have partnered with Cummins, one of our long-standing engine suppliers, to design and develop our electric vehicle offering.”
HONNot confirming

CECO · partner

Filing receipt
“He has also held senior business, strategic business development, commercial, and engineering leadership roles with ITT Inc., Trane Technologies PLC, WABCO Holdings, Inc…”

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
AMEACANWPXBLBDSXIORNBDCDAKTSPXCTEXMTRNRRXFLSRBCCMCOGHMESEMYEATSEZPWMGAROKITTCECO

20/26 active11 rising · 4 falling

MemberUnusual activityToday's moveRead now
AMEAMETEK, Inc.
Most unusual · 100/100
-0.6%
Active; unclassifiedActive in 16.7% of observed group sessions
ACAArcosa, Inc.
Elevated · 33/100
+0.3%
Active; unclassifiedActive in 50% of observed group sessions
NWPXNWPX Infrastructure, Inc.
Elevated · 19/100
—
Flow divergenceActive in 50% of observed group sessions
BLBDBlue Bird Corporation
Participating · 16/100
—
Active; unclassifiedActive in 66.7% of observed group sessions
SXIStandex International Corporation
Participating · 15/100
+1.3%
Active; unclassifiedActive in 33.3% of observed group sessions
ORNOrion Group Holdings, Inc.
Participating · 14/100
—
Active; unclassifiedActive in 16.7% of observed group sessions
BDCBelden Inc
Participating · 12/100
-0.7%
Active; unclassifiedActive in 0% of observed group sessions
DAKTDaktronics, Inc.
Participating · 12/100
—
Active; unclassifiedActive in 16.7% of observed group sessions
SPXCSPX Technologies, Inc.
Participating · 7/100
+2.8%
Active; unclassifiedActive in 16.7% of observed group sessions
TEXTerex Corporation
Participating · 7/100
+2.8%
Active; unclassifiedActive in 0% of observed group sessions
MTRNMaterion Corporation
Participating · 7/100
-0.1%
Active; unclassifiedActive in 33.3% of observed group sessions
RRXRegal Rexnord Corporation
Participating · 7/100
+2.9%
Flow divergenceActive in 0% of observed group sessions
FLSFlowserve Corporation
Participating · 7/100
-0.3%
Active; unclassifiedActive in 0% of observed group sessions
RBCRBC Bearings Incorporated
Participating · 6/100
+1.1%
Flow divergenceActive in 0% of observed group sessions
CMCOColumbus McKinnon Corporation
Participating · 6/100
—
Active; unclassifiedActive in 0% of observed group sessions
GHMGraham Corporation
Participating · 6/100
—
Active; unclassifiedActive in 16.7% of observed group sessions
ESEESCO Technologies Inc.
Participating · 6/100
+1.7%
Dominant path moverActive in 0% of observed group sessions
MYEMyers Industries, Inc.
Participating · 6/100
—
Active; unclassifiedActive in 0% of observed group sessions
ATSATS Corporation
Quiet · 5/100
+0.8%
Watch / laggardActive in 33.3% of observed group sessions
EZPWEZCORP, Inc.
Quiet · 4/100
—
Watch / laggardActive in 0% of observed group sessions
MGAMagna International Inc.
Quiet · 4/100
+0.4%
Watch / laggardActive in 0% of observed group sessions
ROKRockwell Automation, Inc.
Quiet · 4/100
+0.8%
Watch / laggardActive in 0% of observed group sessions
ITTITT Inc.
Quiet · 4/100
+1.3%
Watch / laggardActive in 0% of observed group sessions
CECOCECO Environmental Corp.
Quiet · 4/100
—
Watch / laggardActive in 0% of observed group sessions
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
AMEAMETEK, Inc.Most unusual-0.6%16.7% of 6 sessionsMost unusual activity in this snapshot; performance direction may differ.
ACAArcosa, Inc.Participating+0.3%50% of 6 sessionsPrice participation is not yet confirmed by per-name flow.
NWPXNWPX Infrastructure, Inc.Participating—50% of 6 sessionsPrice participation with distributing signed flow.
BLBDBlue Bird CorporationParticipating—66.7% of 6 sessionsPrice participation is not yet confirmed by per-name flow.
SXIStandex International CorporationParticipating+1.3%33.3% of 6 sessionsPrice participation is not yet confirmed by per-name flow.
ORNOrion Group Holdings, Inc.Participating—16.7% of 6 sessionsPrice participation is not yet confirmed by per-name flow.
BDCBelden IncParticipating-0.7%0% of 6 sessionsPrice participation is not yet confirmed by per-name flow.
DAKTDaktronics, Inc.Participating—16.7% of 6 sessionsPrice participation is not yet confirmed by per-name flow.
SPXCSPX Technologies, Inc.Participating+2.8%16.7% of 6 sessionsPrice participation is not yet confirmed by per-name flow.
TEXTerex CorporationParticipating+2.8%0% of 6 sessionsPrice participation is not yet confirmed by per-name flow.
MTRNMaterion CorporationParticipating-0.1%33.3% of 6 sessionsPrice participation is not yet confirmed by per-name flow.
RRXRegal Rexnord CorporationParticipating+2.9%0% of 6 sessionsPrice participation with distributing signed flow.
FLSFlowserve CorporationParticipating-0.3%0% of 6 sessionsPrice participation is not yet confirmed by per-name flow.
RBCRBC Bearings IncorporatedParticipating+1.1%0% of 6 sessionsPrice participation with distributing signed flow.
CMCOColumbus McKinnon CorporationParticipating—0% of 6 sessionsPrice participation is not yet confirmed by per-name flow.
GHMGraham CorporationParticipating—16.7% of 6 sessionsPrice participation is not yet confirmed by per-name flow.
ESEESCO Technologies Inc.Participating+1.7%0% of 6 sessionsPrice participation is not yet confirmed by per-name flow.
MYEMyers Industries, Inc.Participating—0% of 6 sessionsPrice participation is not yet confirmed by per-name flow.
ATSATS CorporationQuiet / lagging+0.8%33.3% of 6 sessionsNot participating yet; a breadth test or a genuine divergence.
EZPWEZCORP, Inc.Quiet / lagging—0% of 6 sessionsNot participating yet; a breadth test or a genuine divergence.
MGAMagna International Inc.Quiet / lagging+0.4%0% of 6 sessionsNot participating yet; a breadth test or a genuine divergence.
ROKRockwell Automation, Inc.Quiet / lagging+0.8%0% of 6 sessionsNot participating yet; a breadth test or a genuine divergence.
ITTITT Inc.Quiet / lagging+1.3%0% of 6 sessionsNot participating yet; a breadth test or a genuine divergence.
CECOCECO Environmental Corp.Quiet / lagging—0% of 6 sessionsNot 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

Live outcome ledger collecting

0/0 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.

Only point-in-time live watcher observations and conservative same-day EOD observations are included. Later backfills and replay runs are excluded.
Low structural sample

Only 2 completed episodes across 6 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 support10 daysHow often the cohort identity was observed
Completed episodes2Separate periods of broad group activity
Active sessions6Completed session observations, not trades
2026-07-07 → 2026-07-102 active sessions25% composition consistency through the episode
2026-06-26 → 2026-07-024 active sessionsNo name was active through every recorded session
MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS
BLBD66.7% · 2 episodes
ACA50% · 2 episodes
NWPX50% · 2 episodes
ATS33.3% · 2 episodes
MTRN33.3% · 1 episode
SXI33.3% · 2 episodes
AME16.7% · 1 episode
DAKT16.7% · 1 episode
GHM16.7% · 1 episode
ORN16.7% · 1 episode
SPXC16.7% · 1 episode
TRS16.7% · 1 episode
BDC0% · 0 episodes
CECO0% · 0 episodes
CMCO0% · 0 episodes
ESE0% · 0 episodes
EZPW0% · 0 episodes
FLS0% · 0 episodes
ITT0% · 0 episodes
MGA0% · 0 episodes
MYE0% · 0 episodes
PRLB0% · 0 episodes
RBC0% · 0 episodes
ROK0% · 0 episodes
RRX0% · 0 episodes
TEX0% · 0 episodes