Themes / Group
Inactive · newly observed relationshipLatest completed snapshot · Jul 14 · 18:03 ET

MARKET-DISCOVERED GROUP

Auto Parts & Materials

THE TRADER READRecurring relationship, inactive in the latest snapshot

Price direction is split across 6 measured members. Capital-flow agreement is 32%, so the basket is not yet clean.

Price breadth3 up · 3 downRelative median unavailable
Capital-flow alignment32%Price breadth is not yet confirmed by flow
Activity nowCalmActivity score 23/100 · lift 0.8×
Evidence depth1 support daysLow 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

THU, FEB 26ST filing documented shared operating contextrestructuring · date precision only

TUE, AUG 4BWA filing documented shared operating contextrestructuring · 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.

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

8/8 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across BWA, GTX, NPO, NRG, ROG, SOLS.

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 · 2026-02-27
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 · 2026-02-27
demand / volume affecting revenue

Favorable volume, mix and net new business increased net sales by approximately $10 million due to strong volumes in North America partially offset by lower volumes in China and broader Asia.

BWA 10-Q · 2026-08-05
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 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.

ESINot confirming

SOLS · text peer

OCCNot confirming

ROG · text peer

ZTSNot confirming

ST · text peer

CCINot confirming

ST · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
STNPOROGKALUBWANRGSOLSGTX

5/8 active3 rising · 3 falling

MemberUnusual activityToday's moveRead now
STSensata Technologies Holding plc
Most unusual · 100/100
+2.1%
Active; unclassifiedActive in 0% of observed group sessions
NPOEnpro Inc.
Elevated · 76/100
-0.1%
Flow divergenceActive in 0% of observed group sessions
ROGRogers Corporation
Elevated · 55/100
Active; unclassifiedActive in 0% of observed group sessions
KALUKaiser Aluminum Corporation
Elevated · 49/100
Active; unclassifiedActive in 0% of observed group sessions
BWABorgWarner Inc.
Elevated · 48/100
+4.5%
Flow divergenceActive in 0% of observed group sessions
NRGNRG Energy, Inc.
Quiet · 38/100
-1.9%
Watch / laggardActive in 0% of observed group sessions
SOLSSolstice Advanced Materials, Inc.
Quiet · 32/100
-0.8%
Watch / laggardActive in 0% of observed group sessions
GTXGarrett Motion Inc.
Quiet · 21/100
+0.9%
Watch / laggardActive in 0% of observed group sessions
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
STSensata Technologies Holding plcMost unusual+2.1%0% of 0 sessionsMost unusual activity in this snapshot; performance direction may differ.
NPOEnpro Inc.Participating-0.1%0% of 0 sessionsPrice participation with distributing signed flow.
ROGRogers CorporationParticipating0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
KALUKaiser Aluminum CorporationParticipating0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
BWABorgWarner Inc.Participating+4.5%0% of 0 sessionsPrice participation with distributing signed flow.
NRGNRG Energy, Inc.Quiet / lagging-1.9%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
SOLSSolstice Advanced Materials, Inc.Quiet / lagging-0.8%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
GTXGarrett Motion Inc.Quiet / lagging+0.9%0% of 0 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 0 completed episodes across 0 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 support1 dayHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades
2026-07-108 names in the durable cohort
MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS
BWA0% · 0 episodes
GTX0% · 0 episodes
KALU0% · 0 episodes
NPO0% · 0 episodes
NRG0% · 0 episodes
ROG0% · 0 episodes
SOLS0% · 0 episodes
ST0% · 0 episodes