credit / rates affecting interest expense
“The increase was primarily due to higher interest expense as a result of higher average interest rates.”
ADNT 10-Q
Confirmed
Aerospace & Defense
16 names are moving together; 81% 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 |
|---|---|---|---|---|
| ADNT | Adient plc | Consumer Cyclical | +0.4% | Group member |
| BBVA | Banco Bilbao Vizcaya Argentaria | Financial Services | +1.2% | Group member |
| WBS | Webster Financial Corporation | Financial Services | -0.1% | Group member |
| CALY | Callaway Golf Company | Consumer Cyclical | +2.8% | Group member |
| PHGE | BiomX Inc. | Industrials | -2.1% | Group member |
| SAN | Banco Santander, S.A. Sponsored | Financial Services | -0.1% | Group member |
| SLS | SELLAS Life Sciences Group, Inc | Healthcare | +6.0% | Group member |
| YSS | York Space Systems Inc. | Industrials | +11.3% | Group member |
| ISSC | Innovative Solutions and Suppor | Industrials | +0.2% | Group member |
| AQST | Aquestive Therapeutics, Inc. | Healthcare | -0.9% | Group member |
| KRMN | Karman Holdings Inc. | Industrials | +1.6% | Group member |
| TGLS | Tecnoglass Inc. | Basic Materials | +3.3% | Group member |
| DRS | Leonardo DRS, Inc. | Industrials | +2.3% | Group member |
| EVR | Evercore Inc. | Financial Services | +2.4% | Group member |
| TRS | TriMas Corporation | Consumer Cyclical | +0.3% | Group member |
| GRMN | Garmin Ltd. | Technology | -1.0% | Most structurally connected |
Why we believe this
Cohort
16 namesParticipation
81% this sessionObserved history
1 daily buildsFiling coverage
14/16 membersdemand / volume affecting revenue
“The increase in fitness revenue was driven by growth across all product categories, led by strong demand for advanced wearables.”
GRMN 10-Q
restructuring affecting expense
“The higher net income in the second quarter of fiscal 2026 is primarily attributable to a $333 million non-cash goodwill impairment charge relating to the EMEA reporting unit in the prior year, the favorable impact of foreign currencies, lower income tax expense, lower SG&A expenses and a decrease in income attributable to noncontrolling interests, partially offset by unfavorable production volume/mix and lower equity income.”
ADNT 10-Q
Aerospace & Defense can stay leader-led if CALY and the next software names fail to join while GRMN 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.