19 names are moving together; 74% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| VSEC | VSE Corporation | Industrials | -2.5% | Group member |
| AIR | AAR Corp. | Industrials | +1.2% | Group member |
| WWD | Woodward, Inc. | Industrials | +1.0% | Group member |
| GE | GE Aerospace | Industrials | +1.9% | Group member |
| ATI | ATI Inc. | Industrials | +2.2% | Group member |
| CRS | Carpenter Technology Corporatio | Industrials | +0.1% | Group member |
| LOAR | Loar Holdings Inc. | Industrials | -1.3% | Group member |
| HEI | Heico Corporation | Industrials | +1.7% | Group member |
| TDG | Transdigm Group Incorporated | Industrials | +1.4% | Most structurally connected |
| CW | Curtiss-Wright Corporation | Industrials | -0.1% | Group member |
| HEI-A | Heico Corporation | Industrials | +1.4% | Group member |
| EMBJ | Embraer S.A. | Industrials | +0.0% | Group member |
| SARO | StandardAero, Inc. | Industrials | +0.7% | Group member |
| BWXT | BWX Technologies, Inc. | Industrials | -1.6% | Group member |
| MOG-A | Moog Inc. | Industrials | +1.1% | Group member |
| FTAI | FTAI Aviation Ltd. | Industrials | +3.7% | Group member |
| HWM | Howmet Aerospace Inc. | Industrials | +0.8% | Group member |
| CXT | Crane NXT, Co. | Industrials | +1.5% | Group member |
| HXL | Hexcel Corporation | Industrials | +0.8% | Group member |
Cohort
19 namesParticipation
74% this sessionObserved history
1 daily buildsFiling coverage
18/19 membersdemand / volume affecting revenue
“Commercial aftermarket sales increased in fiscal 2025 compared to fiscal 2024 primarily due to the overall demand for air travel resulting in higher flight hours and utilization of passenger and freight aircraft as global air traffic continues to surpass pre-pandemic levels.”
TDG 10-K
demand / volume
“Revenues at our airframe maintenance facilities fluctuate based on demand for maintenance which, in turn, is driven by the number of aircraft operating and the extent of outsourcing of maintenance activities by airlines.”
AIR 10-K
credit / rates affecting interest expense
“The increase in interest expense-net was primarily due to an increase in outstanding borrowings (refer to Note 10, “Debt” in the notes to the consolidated financial statements for information on our debt) and a decrease in interest income.”
TDG 10-K
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.