19 names are moving together; 11% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ADNT | Adient plc | Consumer Cyclical | +0.4% | Group member |
| GT | The Goodyear Tire & Rubber Comp | Consumer Cyclical | +0.0% | 1/10 observed active sessions |
| IBP | Installed Building Products, In | Consumer Cyclical | +0.8% | Group member |
| SNA | Snap-On Incorporated | Industrials | +1.0% | 3/10 observed active sessions |
| UFPI | UFP Industries, Inc. | Basic Materials | -0.3% | 4/10 observed active sessions |
| RUSHA | Rush Enterprises, Inc. | Consumer Cyclical | +0.8% | 3/10 observed active sessions |
| AOS | A.O. Smith Corporation | Industrials | +2.3% | 3/10 observed active sessions |
| ITW | Illinois Tool Works Inc. | Industrials | +0.3% | 3/10 observed active sessions |
| GGG | Graco Inc. | Industrials | -0.2% | Group member |
| QXO | QXO, Inc. | Industrials | +4.2% | Group member |
| CROX | Crocs, Inc. | Consumer Cyclical | +0.5% | Group member |
| BIRK | Birkenstock Holding plc | Consumer Cyclical | -0.6% | Group member |
| FAST | Fastenal Company | Industrials | -2.8% | 3/10 observed active sessions |
| MSM | MSC Industrial Direct Company, | Industrials | +0.1% | 2/10 observed active sessions |
| PKG | Packaging Corporation of Americ | Consumer Cyclical | -0.1% | 3/10 observed active sessions |
| TXT | Textron Inc. | Industrials | +0.1% | 2/10 observed active sessions |
| ASH | Ashland Inc. | Basic Materials | +1.3% | Group member |
| TTC | Toro Company (The) | Industrials | -0.6% | 5/10 observed active sessions |
| GWW | W.W. Grainger, Inc. | Industrials | -1.4% | 2/10 observed active sessions |
Cohort
19 namesParticipation
11% this sessionObserved history
19 daily buildsFiling coverage
18/19 membersrestructuring 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
demand / volume affecting revenue
“The year over year increase in cost of sales was primarily due to the unfavorable impact of foreign currencies ($143 million), the impact of higher production volumes in Americas and Asia, net of lower production volumes in EMEA as a result of softening customer demand and strategic portfolio actions ($103 million) and unfavorable net operating performance including increased program launch costs and the impact of tariffs partially offset by favorable material cost adjustments ($12 million).”
ADNT 10-Q
demand / volume
“We achieved growth in our safety category reflecting the lower volatility of PPE demand, which tends to be utilized in more MRO than OEM applications, growth of our vending installed base, and success with data center customers.”
FAST 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
TXTcustomer · Not moving with the group now
Filing receipt · ISSC / TXT
“tember 30, 2023, the three largest customers, Pilatus, ATSG and Textron accounted for 23%, 12% and 10% of total revenue, respectively.”
TXT · customer
ADNTcustomer · Moving with the group now · 115 min observed
Filing receipt · F / ADNT
“Customers Adient is a supplier to all of the global OEMs and has longstanding relationships with premier automotive manufacturers, including BMW, Mercedes-Benz Group, Fo…”
ADNT · customer
ASHcustomer · Not moving with the group now
Filing receipt · JPM / ASH
“Under this program, JP Morgan and its affiliates may purchase certain confirmed receivables directly from suppliers pursuant to the terms of a separate arrangement enter…”
ASH · customer
PKGcustomer · Not moving with the group now
Filing receipt · SON / PKG
“Segment net sales increased $775.9 million over the corresponding prior year quarter primarily as a result of $758.2 million of net sales, including the impact of foreig…”
PKG · customer
PKGsupplier · Not moving with the group now
Filing receipt · KALU / PKG
“Kaiser Aluminum Corporation specializes in the production of semi-fabricated specialty aluminum mill products, such as aluminum plate and sheet, bare and coated coil and…”
PKG · supplier