demand / volume affecting revenue
“Reciprocating engine sales are expected to increase, driven by strong demand in gas compression applications.”
CAT 10-K
Confirmed
Electrical Infrastructure Services
22 names are moving together; 5% 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 |
|---|---|---|---|---|
| CAT | Caterpillar, Inc. | Industrials | +0.2% | Group member |
| FIX | Comfort Systems USA, Inc. | Industrials | +2.4% | Group member |
| TER | Teradyne, Inc. | Technology | +3.5% | Group member |
| POWL | Powell Industries, Inc. | Industrials | +3.9% | Group member |
| ETN | Eaton Corporation, PLC | Industrials | +3.2% | Group member |
| ECG | Everus Construction Group, Inc. | Industrials | +3.5% | Group member |
| CMI | Cummins Inc. | Industrials | +1.7% | Group member |
| ST | Sensata Technologies Holding pl | Technology | +0.6% | Group member |
| NVT | nVent Electric plc | Industrials | +2.4% | Group member |
| PWR | Quanta Services, Inc. | Industrials | +2.3% | Most structurally connected |
| EME | EMCOR Group, Inc. | Industrials | +1.3% | Group member |
| WCC | WESCO International, Inc. | Industrials | +2.9% | Group member |
| VRT | Vertiv Holdings, LLC | Industrials | -0.7% | Group member |
| IESC | IES Holdings, Inc. | Industrials | +2.3% | Group member |
| STRL | Sterling Infrastructure, Inc. | Industrials | +3.0% | Group member |
| GTX | Garrett Motion Inc. | Consumer Cyclical | +0.6% | Group member |
| MOD | Modine Manufacturing Company | Consumer Cyclical | -2.1% | Group member |
| MYRG | MYR Group, Inc. | Industrials | +1.7% | Group member |
| SPXC | SPX Technologies, Inc. | Industrials | +1.3% | Group member |
| JCI | Johnson Controls International | Industrials | +0.9% | Group member |
| MTZ | MasTec, Inc. | Industrials | +1.3% | Group member |
| AGX | Argan, Inc. | Industrials | +3.5% | Group member |
Why we believe this
Cohort
22 namesParticipation
5% this sessionObserved history
1 daily buildsFiling coverage
22/22 membersdemand / volume
“In particular, we continue to experience strong demand from our utility customers, which we believe is driven by increasing demand for electricity associated with, among other things, data centers and other technology-related dynamics, domestic manufacturing reshoring initiatives and overall electrification trends.”
PWR 10-K
credit / rates affecting interest expense
“Consolidated Interest Coverage Ratio is the ratio of (i) Consolidated EBIT (as defined in the credit agreement) for the four fiscal quarters most recently ended to (ii) Consolidated Interest Expense (as defined in the credit agreement) for such period (excluding all interest expense attributable to capitalized loan costs and the amount of fees paid in connection with the issuance of letters of credit on behalf of Quanta during such period).”
PWR 10-K
Electrical Infrastructure Services can stay leader-led if POWL and the next software names fail to join while PWR 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.