credit / rates affecting interest expense
“Interest expense increased by $11.4 million due to increased borrowings in the acquired Skyland business, which was partially offset by lower incentive compensation.”
ANDE 10-Q
Confirmed
Industrial & Consumer Equipment
74 names are moving together; 54% 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 |
|---|---|---|---|---|
| CLDX | Celldex Therapeutics, Inc. | Healthcare | -1.6% | Group member |
| MNST | Monster Beverage Corporation | Consumer Defensive | -0.4% | Group member |
| CRC | California Resources Corporatio | Energy | +1.6% | Group member |
| AER | AerCap Holdings N.V. | Industrials | -0.5% | Group member |
| BG | Bunge Limited | Consumer Defensive | +2.7% | Group member |
| MFC | Manulife Financial Corporation | Financial Services | -0.0% | Group member |
| LESL | Leslie's, Inc. | Consumer Cyclical | -11.1% | Group member |
| AES | The AES Corporation | Utilities | +0.0% | Group member |
| LEN-B | Lennar Corporation | Consumer Cyclical | -1.6% | Group member |
| BBUC | Brookfield Business Corporation | Industrials | -4.4% | Group member |
| OI | O-I Glass, Inc. | Consumer Cyclical | -0.9% | Group member |
| AXTA | Axalta Coating Systems Ltd. | Basic Materials | -1.2% | Group member |
| FTV | Fortive Corporation | Technology | +0.2% | Group member |
| DINO | HF Sinclair Corporation | Energy | +4.7% | Group member |
| FAST | Fastenal Company | Industrials | +1.2% | Group member |
| HST | Host Hotels & Resorts, Inc. | Real Estate | -0.4% | Group member |
| DK | Delek US Holdings, Inc. | Energy | +4.6% | Group member |
| BCAX | Bicara Therapeutics Inc. | Healthcare | -2.4% | Group member |
| AXIA | AXIA Energia | Utilities | -3.0% | Group member |
| GGG | Graco Inc. | Industrials | -0.0% | Group member |
| CBIO | Crescent Biopharma, Inc. | Healthcare | -9.2% | Group member |
| MLM | Martin Marietta Materials, Inc. | Basic Materials | -1.3% | Group member |
| BCH | Banco De Chile | Financial Services | -2.4% | Group member |
| LNN | Lindsay Corporation | Industrials | +1.4% | Group member |
Why we believe this
Cohort
74 namesParticipation
54% this sessionObserved history
1 daily buildsFiling coverage
67/74 membersdemand / volume affecting revenue
“The decreases in both sales and merchandising revenues and cost of sales and merchandising revenues were primarily driven by lower volumes of third-party ethanol gallons and renewable feedstocks, while prices remained consistent with the prior year.”
ANDE 10-Q
restructuring affecting expense
“Operating, administrative and general expenses increased by $9.5 million, primarily due to $5.9 million in costs associated with the acquisition of the remaining equity interests in TAMH, as well as a $3.3 million impairment charge related to equipment used in corn oil refinement.”
ANDE 10-Q
Industrial & Consumer Equipment can stay leader-led if CLDX and the next software names fail to join while ANDE 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.