10 names are moving together; 50% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| GM | General Motors Company | Consumer Cyclical | -1.4% | Group member |
| GIL | Gildan Activewear, Inc. | Consumer Cyclical | -1.6% | Group member |
| WLFC | Willis Lease Finance Corporatio | Industrials | -2.4% | 1/3 observed active sessions |
| ERII | Energy Recovery, Inc. | Industrials | -0.8% | Group member |
| AIR | AAR Corp. | Industrials | -3.6% | 2/3 observed active sessions |
| F | Ford Motor Company | Consumer Cyclical | -0.9% | Group member |
| CXT | Crane NXT, Co. | Industrials | -0.6% | Group member |
| AIN | Albany International Corporatio | Consumer Cyclical | -1.9% | 1/3 observed active sessions |
| HMC | Honda Motor Company, Ltd. | Consumer Cyclical | -0.3% | 1/3 observed active sessions |
| TPR | Tapestry, Inc. | Consumer Cyclical | -3.3% | Group member |
Cohort
10 namesParticipation
50% this sessionObserved history
4 daily buildsFiling coverage
8/10 memberscredit / rates affecting interest expense
“Interest Expense Interest expense in fiscal 2025 increased $32.2 million primarily reflecting the impact of higher average borrowings used to fund investments in the business, including our acquisition of Product Support businesses in the fourth quarter of fiscal 2024.”
AIR 10-K
demand / volume
“Revenues at our airframe maintenance facilities fluctuate based on demand for maintenance which, in turn, is driven by the number of aircraft operating and the extent of outsourcing of maintenance activities by airlines.”
AIR 10-K
restructuring affecting expense
“A summary of MC's selected financial results is as follows: Three Months Ended March 31, (in thousands, except percentages) 2026 2025 Net revenues $ 165,952 $ 174,697 Gross profit 75,062 79,902 % of net revenues 45.2 % 45.7 % SG&A expenses 33,249 32,881 Technical and research expenses 7,185 7,243 Restructuring expenses, net 2,676 1,347 Operating income 31,952 38,431 % of net revenues 19.3 % 22.0 % Net revenues Net revenues for the three months ended March 31, 2026 decreased 5.0% as compared to the three months ended March 31, 2025, driven by reduced sales volume in the US region, primarily due to temporary production interruptions, including scheduled maintenance at certain plants.”
AIN 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
Fcustomer · Not moving with the group now
Filing receipt · DCH / F
“Sales to Ford were approximately 11% of our consolidated net sales for the first three months of 2026 and 15% for both the first three months of 2025 and the full year 2…”
F · customer
Fcustomer · Not moving with the group now
Filing receipt · FOXF / F
“In 2025, 2024, and 2023, our sales to Ford, a powered vehicles OEM, accounted for approximately 12%, 15%, and 13%, of total net sales, respectively.”
F · customer
Fcustomer · Not moving with the group now
Filing receipt · ADNT / F
“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…”
F · customer
Fcustomer · Not moving with the group now
Filing receipt · APTV / F
“On September 15, 2023, several of our largest customers’ collective bargaining agreements with the International Union, United Automobile, Aerospace and Agricultural Imp…”
F · customer
Fcustomer · Not moving with the group now
Filing receipt · RUSHA / F
“The Truck Segment includes our operation of a network of commercial vehicle dealerships under the name “Rush Truck Centers.” Rush Truck Centers primarily sell commercial…”
F · customer