9 names are moving together; 33% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| TT | Trane Technologies plc | Industrials | +0.2% | Group member |
| ATI | ATI Inc. | Industrials | -1.0% | 1/1 observed active sessions |
| CRS | Carpenter Technology Corporatio | Industrials | +0.4% | 1/1 observed active sessions |
| RBC | RBC Bearings Incorporated | Industrials | -0.1% | Group member |
| FTAI | FTAI Aviation Ltd. | Industrials | -0.3% | Group member |
| ATRO | Astronics Corporation | Industrials | -1.7% | Group member |
| HWM | Howmet Aerospace Inc. | Industrials | +0.8% | 1/1 observed active sessions |
| ESE | ESCO Technologies Inc. | Technology | -0.9% | Most structurally connected |
| GVA | Granite Construction Incorporat | Industrials | -1.5% | Group member |
Cohort
9 namesParticipation
33% this sessionObserved history
3 daily buildsFiling coverage
9/9 membersdemand / volume affecting revenue
“Results of Operations Sales First quarter 2026 sales increased approximately 1% to $1.15 billion, compared to $1.14 billion of sales for the first quarter 2025, primarily due to increased demand and favorable pricing in the aerospace & defense markets, partially offset by a net decline in sales to our other markets, mostly in the conventional energy market.”
ATI 10-Q
credit / rates affecting interest expense
“The increase in interest expense in the second quarter and first six months of 2026 compared to the corresponding periods of 2025 was mainly due to higher average outstanding borrowings due to the Maritime acquisition in April 2025.”
ESE 10-Q
demand / volume
“This increase was primarily driven by strong demand for commercial jet engine products, which grew more than 8% on a year-over-year basis.”
ATI 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
ATIsupplier · Moving with the group now · 115 min observed
Filing receipt · BA / ATI
“Our LTAs include a titanium products supply agreement for aircraft airframes and structural components with Boeing.”
ATI · supplier
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
RBCcustomer · Not moving with the group now
Filing receipt · NOC / 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
HWMinvestee · Not moving with the group now
Filing receipt · SWK / HWM
“Divestitures On April 6, 2026, the Company completed the previously announced sale of its CAM business to Howmet Aerospace for $1.8 billion in cash.”
HWM · investee
ESEtext peer · Moving with the group now · 115 min observed
No filing excerpt is available for this relationship.