credit / rates affecting interest expense
“The decrease in consolidated net income was primarily due to increases in interest expense and provision for credit losses, partially offset by an increase in finance charges.”
CACC 10-K
Confirmed
Consumer Financing & Construction
5 names are moving together; 20% 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 |
|---|---|---|---|---|
| CACC | Credit Acceptance Corporation | Financial Services | -1.3% | Group member |
| LIVN | LivaNova PLC | Healthcare | -4.6% | Most structurally connected |
| ORC | Orchid Island Capital, Inc. | Real Estate | +1.3% | Group member |
| DFH | Dream Finders Homes, Inc. | Consumer Cyclical | +1.6% | Group member |
| JBTM | JBT Marel Corporation | Industrials | -1.9% | Group member |
Why we believe this
Cohort
5 namesParticipation
20% this sessionObserved history
1 daily buildsFiling coverage
5/5 memberscredit / rates
“Financing Activities Cash used in financing activities for the year ended December 31, 2025 increased $304.2 million, compared to the prior year, primarily resulting from repayments of long-term debt obligations in 2025, including an early repayment of $200 million on principal borrowings under the Term Facilities and the repayment in full of the 2025 Notes at maturity of $57.5 million.”
LIVN 10-K
demand / volume affecting revenue
“Cardiopulmonary Cardiopulmonary net revenue for the year ended December 31, 2025 increased 14.9% to $785.4 million compared to the year ended December 31, 2024, with growth across all regions, driven by strong consumables demand and Essenz Perfusion System sales.”
LIVN 10-K
Consumer Financing & Construction can stay leader-led if DFH and the next software names fail to join while LIVN 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.