input costs affecting expense
“The increased other direct costs in 2026 were primarily due to higher material and labor costs to prepare equipment for shipment.”
MGRC 10-Q
Confirmed
Home Improvement & Building
20 names are moving together; 60% 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 |
|---|---|---|---|---|
| UFPI | UFP Industries, Inc. | Basic Materials | +5.6% | Group member |
| HD | Home Depot, Inc. (The) | Consumer Cyclical | +2.4% | Group member |
| BCC | Boise Cascade, L.L.C. | Basic Materials | +8.9% | Group member |
| LOW | Lowe's Companies, Inc. | Consumer Cyclical | +1.9% | Group member |
| GPK | Graphic Packaging Holding Compa | Consumer Cyclical | +5.6% | Group member |
| HNI | HNI Corporation | Consumer Cyclical | +5.8% | Group member |
| ANF | Abercrombie & Fitch Company | Consumer Cyclical | +9.5% | Group member |
| LPX | Louisiana-Pacific Corporation | Industrials | +2.0% | Group member |
| ICUI | ICU Medical, Inc. | Healthcare | +2.6% | Group member |
| SMG | Scotts Miracle-Gro Company (The | Basic Materials | +3.9% | Group member |
| ATR | AptarGroup, Inc. | Healthcare | +2.0% | Group member |
| GAP | Gap, Inc. (The) | Consumer Cyclical | +2.0% | Group member |
| THO | Thor Industries, Inc. | Consumer Cyclical | +3.3% | Group member |
| POOL | Pool Corporation | Industrials | +5.3% | Group member |
| GPC | Genuine Parts Company | Consumer Cyclical | +3.4% | Group member |
| PATK | Patrick Industries, Inc. | Consumer Cyclical | +1.4% | Group member |
| MGRC | McGrath RentCorp | Industrials | +4.1% | Most structurally connected |
| AEO | American Eagle Outfitters, Inc. | Consumer Cyclical | +4.0% | Group member |
| OTIS | Otis Worldwide Corporation | Industrials | +0.3% | Group member |
| BKE | Buckle, Inc. (The) | Consumer Cyclical | +5.2% | Group member |
Why we believe this
Cohort
20 namesParticipation
60% this sessionObserved history
1 daily buildsFiling coverage
20/20 memberscredit / rates affecting interest expense
“Interest expense decreased $16.6 million, due to 23% lower average debt levels of the Company, accompanied by 15% lower net average interest rates of 5.48% in 2025 compared to 6.48% in 2024.”
MGRC 10-K
restructuring
“During challenging times, our customers may tighten their budgets or face constraints in gaining timely access to sufficient funding or other credit, which could result in an impairment of their ability to make timely payments to us.”
MGRC 10-Q
Home Improvement & Building can stay leader-led if LOW and the next software names fail to join while MGRC 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.