8 names are moving together; 63% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| FELE | Franklin Electric Co., Inc. | Industrials | -0.3% | Group member |
| BDC | Belden Inc | Technology | -3.0% | Group member |
| ITW | Illinois Tool Works Inc. | Industrials | -0.3% | Most structurally connected |
| CSW | CSW Industrials, Inc. | Industrials | +0.7% | Group member |
| PH | Parker-Hannifin Corporation | Industrials | -1.3% | Group member |
| APG | APi Group Corporation | Industrials | -0.8% | Group member |
| FLS | Flowserve Corporation | Industrials | -1.0% | Group member |
| MWA | MUELLER WATER PRODUCTS | Industrials | +0.6% | Group member |
Cohort
8 namesParticipation
63% this sessionObserved history
1 daily buildsFiling coverage
8/8 membersdemand / volume affecting revenue
“Equipment organic revenue declined 10.1% primarily due to lower demand in the institutional and food retail end markets, partially offset by higher demand in the noninstitutional end market, primarily in the quick serve restaurant end market.”
ITW 10-Q
restructuring affecting expense
“Operating margin of 25.4% increased 60 basis points primarily due to benefits from the Company's enterprise initiatives of 120 basis points and lower restructuring expenses of 30 basis points, partially offset by higher employee-related expenses.”
ITW 10-Q
credit / rates affecting interest expense
“The decrease in interest expense was primarily due to a decrease in floating rates, partially offset by discontinuation of benefits from certain derivatives.”
APG 10-K
Industrial Flow Solutions can stay leader-led if PH and the next software names fail to join while ITW keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.