Confirmed

Auto Parts & Materials

8 names are moving together; 63% are participating in the current session.

Co-movement

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

Members

TICKER	Company	Sector	Today	Observed activity
NPO	Enpro Inc.	Industrials	+0.2%	Group member
BWA	BorgWarner Inc.	Consumer Cyclical	-1.0%	Group member
ST	Sensata Technologies Holding pl	Technology	-3.5%	Most structurally connected
GTX	Garrett Motion Inc.	Consumer Cyclical	+0.5%	Group member
NRG	NRG Energy, Inc.	Utilities	+0.3%	Group member
SOLS	Solstice Advanced Materials Inc	Basic Materials	+4.9%	Group member
KALU	Kaiser Aluminum Corporation	Basic Materials	—	Group member
ROG	Rogers Corporation	Technology	—	Group member

Why we believe this

Cohort

8 names

Participation

63% this session

Observed history

1 daily builds

Filing coverage

8/8 members

restructuring

“Restructuring and other charges, net Restructuring and other charges, net decreased in the year ended December 31, 2025 versus the prior year period, due to (1) the loss on the sale of the Insights Business in the third quarter of 2024, and (2) charges related to our decision to exit the Spear aerospace and defense business in the third quarter of 2024, partially offset by (1) the loss on the sale of the Magnetic Speed and Positioning Business ("MSP Business") in the first quarter of 2025, and (2) an increase in charges related to our restructuring plans.”
ST 10-K

demand / volume

“This was partially offset by unfavorable volume, mix and net new business of approximately $5 million due to lower volumes in China offset by strong volumes in North America.”
BWA 10-Q

capital investment / capacity affecting capex

“Net cash used in investing activities for the year ended December 31, 2025 increased compared to the corresponding period of the prior year, primarily due to lower proceeds received from the sale of the MSP Business in 2025 compared to the proceeds received from sale of the Insights Business in 2024 , and lower capital expenditures.”
ST 10-K

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

PKG

KALUsupplier · Not moving with the group now

Filing receipt · PKG / KALU

“Kaiser Aluminum Corporation specializes in the production of semi-fabricated specialty aluminum mill products, such as aluminum plate and sheet, bare and coated coil and…”
KALU · supplier

GTXcustomer · Not moving with the group now

Filing receipt · F / GTX

“In 2025, 2024 and 2023, our sales to Ford Motor Company (“Ford”), our third largest customer, were 11%, 10%, and 9%, respectively, of our total sales.”
GTX · customer

STLA

GTXcustomer · Not moving with the group now

Filing receipt · STLA / GTX

“Our largest customer is Stellantis N.V.”
GTX · customer

CMI

BWAcompetitor · Not moving with the group now

Filing receipt · CMI / BWA

“Our primary competitors include Daimler, PACCAR, Traton, BYD Company Limited, Dana Incorporated and BorgWarner Inc.”
BWA · competitor

AMAT

NPOcustomer · Current intraday read unavailable

Filing receipt · AMAT / NPO

“Representative customers include leading global manufacturers of semiconductor manufacturing equipment, such as Applied Materials and ASML, as well as manufacturers of e…”
NPO · customer

History

2026-07-108 names in the durable cohort