6 names are moving together; 33% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| URI | United Rentals, Inc. | Industrials | -1.9% | Group member |
| NSC | Norfolk Southern Corporation | Industrials | -0.2% | Group member |
| CNI | Canadian National Railway Compa | Industrials | -0.5% | Group member |
| UNP | Union Pacific Corporation | Industrials | -0.3% | Most structurally connected |
| CSX | CSX Corporation | Industrials | +0.6% | Group member |
| CP | Canadian Pacific Kansas City Li | Industrials | +0.0% | Group member |
Cohort
6 namesParticipation
33% this sessionObserved history
1 daily buildsFiling coverage
5/6 membersdemand / volume
“Freight revenues from fuel surcharge programs increased to $608 million in the first quarter of 2026 compared to $565 million in the same period of 2025 due to higher fuel prices, which were partially offset by the fuel price lag impact (it generally takes up to two months for changing fuel prices to affect fuel surcharge recoveries) and lower volumes.”
UNP 10-Q
credit / rates affecting interest expense
“Non operating items Three months ended June 30, Six months ended June 30, Millions 2025 2024 Change 2025 2024 Change Other income, net $ 123 $ 103 19% $ 201 $ 195 3% Interest expense (335) (319) 5 (657) (643) 2 Income tax expense (437) (511) (14) (938) (1,010) (7) Other income, net – Other income increased in the second quarter and year-to-date periods of 2025 compared to 2024 driven by higher real estate income, partially offset by interest received in 2024 from the IRS on refund claims.”
UNP 10-Q
input costs
“Freight revenues from bulk shipments increased 10% in the first quarter of 2026 compared to 2025 due to 12% volume growth, core pricing gains, and higher fuel surcharge revenues, partially offset by business mix (from increased coal shipments).”
UNP 10-Q
North American Railroads can stay leader-led if CSX and the next software names fail to join while UNP keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.