Themes / Group
Building · newly observed relationshipLatest completed snapshot · Aug 21 · 16:50 ET

MARKET-DISCOVERED GROUP

Cyclical Industrials · LPX

THE TRADER READShared activity without a clean directional read

Price direction is split across 24 measured members. Capital-flow confirmation is unavailable.

Price breadth19 up · 4 downRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowBuilding_pressureActivity score 33/100
Evidence depth0 support daysLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

0 timed events
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.

No session event has enough timestamp precision to place on the clock.

2 earlier filing context receipts

TUE, JUL 21AIR filing documented shared operating contextdemand / volume · date precision only

TUE, AUG 4LPX filing documented shared operating contextdemand / volume · date precision only

Headline times and retained activity confirmations are point-in-time evidence. Price order is inferred from aligned 5-minute bars. Filing evidence has date precision only and is context, not an intraday catalyst claim.

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations
Price sequence unavailableA timestamped price sequence is unavailable.
RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized

Observed intraday paths are not available for this group yet.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast
WHY NOW

Verified recent context

0 items

No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.

WHY THIS GROUP EXISTS

Shared filing context

23/26 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across AIR, BANC, BCC, CR, CRH, LMND, LOAR, LPX, MLM, PPG, PSN, SITE, TTC, VFC, VMC, WSO.

demand / volume

Repair and remodeling demand is difficult to measure precisely due to diversity of remodeling projects, however, available market indicators suggest activity is roughly flat compared to the prior year.

LPX 10-Q · 2026-08-05
credit / rates affecting interest expense

71 Non-operating income (expense) Non-operating income (expense) is comprised of the following components (dollar amounts in millions): Year Ended December 31, 2025 2024 2023 Interest expense $ ( 17 ) $ ( 14 ) $ ( 17 ) Amortization of debt charges ( 1 ) ( 1 ) ( 1 ) Capitalized interest 3 1 4 Interest expense, net of capitalized interest $ ( 15 ) $ ( 14 ) $ ( 14 ) Interest income $ 16 $ 22 $ 18 Investment income $ 16 $ 22 $ 18 Foreign currency gain (loss), net $ ( 15 ) $ 9 $ ( 40 ) Pension settlement charges — — ( 4 ) Other — — 1 Other non-operating (expense) income $ ( 15 ) $ 9 $ ( 43 ) During 2025, we recognized $ 15 million of foreign currency losses primarily driven by $ 2 million and $ 13 million of transactional gains on Canadian and South American exchange rates, respectively.

LPX 10-K · 2026-02-17
demand / volume affecting revenue

Segment net sales and Adjusted EBITDA for this segment were as follows (dollar amounts in millions): Three Months Ended March 31, 2026 2025 % Change Net sales $ 360 $ 402 (10) % Adjusted EBITDA 101 106 (5) % Net sales in this segment by product line were as follows (dollar amounts in millions): Three Months Ended March 31, 2026 2025 % Change Siding $ 359 $ 400 (10) % Other 1 3 (44) % Total $ 360 $ 402 (10) % 24 Percent changes in average net sales prices and unit shipments for the three months ended March 31, 2026, compared to the corresponding period in 2025, were as follows: Three Months Ended March 31, 2026 versus 2025 Average Net Selling Price Unit Shipments Siding 9 % (18) % For the three months ended March 31, 2026, Siding net sales decreased year over year by $42 million reflecting higher prices offset by lower volumes.

LPX 10-Q · 2026-05-06
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
MASUVXYPositive historical lead/lag · strength 0.31
MASHYGInverse historical lead/lag · strength -0.24

Filing-linked outsiders test whether the move is spreading beyond the established cohort.

No high-confidence filing-linked outsiders are available for this group yet.

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
AIREDULOARCRLPXTTAMMGRCPPGEXPCRHMLMBANCVFCVMCSLGNDBDMASSITELIIVSECWSOBCCLMNDPSN

16/26 active19 rising · 5 falling

MemberUnusual activityToday's moveRead now
AIRAAR Corp.
Elevated · 100/100
+1.2%
Active; unclassifiedHistorical role unavailable
EDUNew Oriental Education & Techno
Elevated · 75/100
+1.7%
Active; unclassifiedHistorical role unavailable
LOARLoar Holdings Inc.
Elevated · 73/100
+0.9%
Active; unclassifiedHistorical role unavailable
CRCrane Company
Elevated · 68/100
+0.8%
Active; unclassifiedHistorical role unavailable
LPXLouisiana-Pacific Corporation
Most unusual · 67/100
-0.9%
Active; unclassifiedHistorical role unavailable
TTAMTitan America SA
Elevated · 62/100
+1.3%
Active; unclassifiedHistorical role unavailable
MGRCMcGrath RentCorp
Elevated · 56/100
+0.2%
Active; unclassifiedHistorical role unavailable
PPGPPG Industries, Inc.
Elevated · 52/100
+1.1%
Active; unclassifiedHistorical role unavailable
EXPEagle Materials Inc.
Elevated · 49/100
+1.8%
Active; unclassifiedHistorical role unavailable
CRHCRH PLC
Elevated · 42/100
+2.1%
Active; unclassifiedHistorical role unavailable
MLMMartin Marietta Materials, Inc.
Elevated · 41/100
+1.8%
Active; unclassifiedHistorical role unavailable
BANCBanc of California, Inc.
Elevated · 41/100
-0.1%
Active; unclassifiedHistorical role unavailable
VFCV.F. Corporation
Elevated · 35/100
+3.1%
Active; unclassifiedHistorical role unavailable
VMCVulcan Materials Company
Elevated · 35/100
+2.0%
Active; unclassifiedHistorical role unavailable
SLGNSilgan Holdings Inc.
Quiet · 34/100
+3.1%
Watch / laggardHistorical role unavailable
DBDDiebold Nixdorf, Incorporated
Quiet · 33/100
+3.3%
Watch / laggardHistorical role unavailable
MASMasco Corporation
Elevated · 28/100
-0.0%
Active; unclassifiedHistorical role unavailable
SITESiteOne Landscape Supply, Inc.
Quiet · 28/100
+0.3%
Watch / laggardHistorical role unavailable
LIILennox International, Inc.
Quiet · 28/100
-0.8%
Watch / laggardHistorical role unavailable
VSECVSE Corporation
Quiet · 26/100
+1.4%
Watch / laggardHistorical role unavailable
WSOWatsco, Inc.
Quiet · 23/100
-0.9%
Watch / laggardHistorical role unavailable
BCCBoise Cascade Company
Elevated · 20/100
+0.7%
Active; unclassifiedHistorical role unavailable
LMNDLemonade, Inc.
Quiet · 17/100
+5.3%
Watch / laggardHistorical role unavailable
PSNParsons Corporation
Quiet · 16/100
+6.6%
Watch / laggardHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
AIRAAR Corp.Participating+1.2%Price participation is not yet confirmed by per-name flow.
EDUNew Oriental Education & TechnoParticipating+1.7%Price participation is not yet confirmed by per-name flow.
LOARLoar Holdings Inc.Participating+0.9%Price participation is not yet confirmed by per-name flow.
CRCrane CompanyParticipating+0.8%Price participation is not yet confirmed by per-name flow.
LPXLouisiana-Pacific CorporationMost unusual-0.9%Most unusual activity in this snapshot; performance direction may differ.
TTAMTitan America SAParticipating+1.3%Price participation is not yet confirmed by per-name flow.
MGRCMcGrath RentCorpParticipating+0.2%Price participation is not yet confirmed by per-name flow.
PPGPPG Industries, Inc.Participating+1.1%Price participation is not yet confirmed by per-name flow.
EXPEagle Materials Inc.Participating+1.8%Price participation is not yet confirmed by per-name flow.
CRHCRH PLCParticipating+2.1%Price participation is not yet confirmed by per-name flow.
MLMMartin Marietta Materials, Inc.Participating+1.8%Price participation is not yet confirmed by per-name flow.
BANCBanc of California, Inc.Participating-0.1%Price participation is not yet confirmed by per-name flow.
VFCV.F. CorporationParticipating+3.1%Price participation is not yet confirmed by per-name flow.
VMCVulcan Materials CompanyParticipating+2.0%Price participation is not yet confirmed by per-name flow.
SLGNSilgan Holdings Inc.Quiet / lagging+3.1%Not participating yet; a breadth test or a genuine divergence.
DBDDiebold Nixdorf, IncorporatedQuiet / lagging+3.3%Not participating yet; a breadth test or a genuine divergence.
MASMasco CorporationParticipating-0.0%Price participation is not yet confirmed by per-name flow.
SITESiteOne Landscape Supply, Inc.Quiet / lagging+0.3%Not participating yet; a breadth test or a genuine divergence.
LIILennox International, Inc.Quiet / lagging-0.8%Not participating yet; a breadth test or a genuine divergence.
VSECVSE CorporationQuiet / lagging+1.4%Not participating yet; a breadth test or a genuine divergence.
WSOWatsco, Inc.Quiet / lagging-0.9%Not participating yet; a breadth test or a genuine divergence.
BCCBoise Cascade CompanyParticipating+0.7%Price participation is not yet confirmed by per-name flow.
LMNDLemonade, Inc.Quiet / lagging+5.3%Not participating yet; a breadth test or a genuine divergence.
PSNParsons CorporationQuiet / lagging+6.6%Not participating yet; a breadth test or a genuine divergence.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome
POINT-IN-TIME LIVE OUTCOMES

Live outcome ledger collecting

0/0 events completed

No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.

No point-in-time live observations have completed yet.
Low structural sample

Only 0 completed episodes across 0 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support0 daysHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades

Historical cohort observations are not available yet.