demand / volume
“The aerospace and defense industry has undergone significant fluctuations in demand as a result of economic and political conditions.”
TEL 10-K
Confirmed
Industrial Automation Solutions
6 names are moving together; 33% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| TKR | Timken Company (The) | Industrials | +1.1% | Group member |
| RRX | Regal Rexnord Corporation | Industrials | +1.3% | Group member |
| ROK | Rockwell Automation, Inc. | Industrials | +2.0% | Group member |
| TPC | Tutor Perini Corporation | Industrials | +4.0% | Group member |
| TEL | TE Connectivity plc | Technology | +1.4% | Most structurally connected |
| LGN | Legence Corp. | Industrials | +2.1% | Group member |
Why we believe this
Cohort
6 namesParticipation
33% this sessionObserved history
1 daily buildsFiling coverage
6/6 memberstariffs / trade costs affecting expense
“Also, to the extent that we cannot acquire equipment and materials at reasonable costs, we experience delays in the receipt of equipment and materials, including as a result of material shortages, trade disputes, increases in levels of or goods subject to tariffs, supply chain disruptions or other factors, or if the amount we are required to pay exceeds our estimates, our ability to complete a project in a timely fashion or at a profit may be impaired.”
LGN 10-K
credit / rates affecting interest expense
“Interest Expense The increase in interest expense is primarily attributable to higher average borrowings during the year ended December 31, 2025 compared to the year ended December 31, 2024.”
LGN 10-K
Industrial Automation Solutions can stay leader-led if TPC and the next software names fail to join while TEL keeps moving.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.