Feed / Theme
Confirmed

Aerospace & Industrial Tech

17 names are moving together; 77% are participating in the current session.

2 observed Confirmed episodes

Co-movement

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

Members

TICKERCompanySectorTodayObserved activity
HXLHexcel CorporationIndustrials+0.1%3/5 observed active sessions
ECATBlackRock ESG Capital Allocation Term TrustFinancial Services+0.1%Group member
CRSCarpenter Technology CorporatioIndustrials-2.2%3/5 observed active sessions
BCATBlackRock Capital Allocation Term TrustFinancial Services-1.1%Most structurally connected
UIUbiquiti Inc.Technology-1.7%1/5 observed active sessions
TELTE Connectivity plcTechnology-1.1%Group member
BWXTBWX Technologies, Inc.Industrials-4.7%1/5 observed active sessions
MIRMirion Technologies, Inc.Industrials-4.7%Group member
EMREmerson Electric CompanyIndustrials-2.5%Group member
FTAIFTAI Aviation Ltd.Industrials-7.7%1/5 observed active sessions
CWCurtiss-Wright CorporationIndustrials-1.8%5/5 observed active sessions
DRTSAlpha Tau Medical Ltd.Healthcare-4.2%Group member
CALXCalix, IncTechnology-1.7%Group member
ATIATI Inc.Industrials-1.7%Group member
RBCRBC Bearings IncorporatedIndustrials-1.5%1/5 observed active sessions
FSCOFS Credit Opportunities Corp.Financial Services-1.5%Group member
APHAmphenol CorporationTechnology-1.9%1/5 observed active sessions

Why we believe this

Cohort

17 names

Participation

77% this session

Observed history

19 daily builds

Filing coverage

13/17 members

credit / rates affecting interest expense

“The modest increase in operating margin for the Interconnect and Sensor Systems segment for 2024 compared to 2023 was primarily driven by strong operating performance on the higher sales volumes, partially offset by the negative impact on operating margin related to acquisitions completed within the prior 12 months that are currently operating below the average operating margin of the Company. ​ Interest expense was $217.0 in 2024 compared to $139.5 in 2023.”

APH 10-K

demand / volume affecting revenue

“Net sales to the automotive market increased approximately $168.3, reflecting strength in demand from power management, infotainment communications, safety and security systems and antenna and related assemblies, along with contributions from acquisitions, partially offset by moderations in electric and hybrid drive train platforms.”

APH 10-K

restructuring

“Any indefinite-lived intangible assets that are not subject to amortization, which are comprised of certain trade names, are reviewed at least annually for impairment.”

APH 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

BA

ATIsupplier · Not moving with the group now

Filing receipt · BA / ATI

“Our LTAs include a titanium products supply agreement for aircraft airframes and structural components with Boeing.”

ATI · supplier
VISN

APHinvestee · Not moving with the group now

Filing receipt · VISN / APH

“henol in the current year period compared to $2,034.5 million of net proceeds related to the sale of the OWN segment and DAS business unit to Amphenol in the prior year…”

APH · investee
ESE

RBCsupplier · Not moving with the group now

Filing receipt · ESE / RBC

“On May 20, 2025, the Company announced it had entered into a definitive agreement to sell VACCO Industries (VACCO) to RBC Bearings Incorporated (RBC), an international m…”

RBC · supplier
LMT

RBCcustomer · Not moving with the group now

Filing receipt · LMT / RBC

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

RBC · customer
SCSC

UIcustomer · Not moving with the group now

Filing receipt · SCSC / UI

“Our key suppliers includ e AT&T, Avaya, Axis, Cisco, Comcast Business, Dell, Elo, Extreme, Five9, Fortinet, Hanwha, Honeywell, HP Poly, HPE/Aruba, Ingenico, Lumen, Micro…”

UI · customer

History

2026-07-071 observed active session · 100% of active names held across the episode
2026-06-26 → 2026-07-024 observed active sessions · 7.1% of active names held across the episode