credit / rates affecting interest expense
“Interest expense for the year ended December 31, 2025 totaled $108.8 million, an increase of $37.9 million, driven by the additional debt incurred to finance the Stavola acquisition.”
ACA 10-K
Confirmed
Auto Parts & Machinery
29 names are moving together; 59% are participating in the current session.
2 observed Confirmed episodes
Co-movement
Observed member paths adjusted against SPY. Shading marks the latest observation window.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| EZPW | EZCORP, Inc. | Financial Services | -4.1% | Group member |
| ACA | Arcosa, Inc. | Industrials | -0.0% | 4/7 observed active sessions |
| MYE | Myers Industries, Inc. | Consumer Cyclical | -1.2% | Group member |
| PKE | Park Aerospace Corp. | Industrials | -0.7% | Group member |
| PAC | Grupo Aeroportuario Del Pacific | Industrials | -1.4% | Group member |
| NPO | Enpro Inc. | Industrials | -1.7% | Group member |
| GTX | Garrett Motion Inc. | Consumer Cyclical | -2.4% | 1/7 observed active sessions |
| DCH | Dauch Corporation | Consumer Cyclical | -0.1% | 1/7 observed active sessions |
| BLBD | Blue Bird Corporation | Industrials | -1.0% | 4/7 observed active sessions |
| MTRN | Materion Corporation | Basic Materials | -4.1% | 2/7 observed active sessions |
| ROG | Rogers Corporation | Technology | -2.0% | Group member |
| TRS | TriMas Corporation | Consumer Cyclical | -2.1% | 1/7 observed active sessions |
| GVA | Granite Construction Incorporat | Industrials | -3.0% | 1/7 observed active sessions |
| SXI | Standex International Corporati | Industrials | -2.6% | 2/7 observed active sessions |
| GHM | Graham Corporation | Industrials | -4.6% | 1/7 observed active sessions |
| MGA | Magna International, Inc. | Consumer Cyclical | -0.3% | Group member |
| NWPX | NWPX Infrastructure, Inc. | Basic Materials | -0.5% | 4/7 observed active sessions |
| ORN | Orion Group Holdings, Inc. | Industrials | -2.6% | 1/7 observed active sessions |
| SPXC | SPX Technologies, Inc. | Industrials | -1.8% | 1/7 observed active sessions |
| OMAB | Grupo Aeroportuario del Centro | Industrials | -1.7% | Group member |
| KALU | Kaiser Aluminum Corporation | Basic Materials | -0.8% | 1/7 observed active sessions |
| ST | Sensata Technologies Holding pl | Technology | -2.0% | Group member |
| CMCO | Columbus McKinnon Corporation | Industrials | -1.8% | Group member |
| NRG | NRG Energy, Inc. | Utilities | -0.6% | Group member |
Why we believe this
Cohort
29 namesParticipation
59% this sessionObserved history
11 daily buildsFiling coverage
25/29 membersdemand / volume
“Operating profit in Construction Products decreased primarily due to lower volumes and reduced cost absorption in specialty materials and asphalt, partially offset by improved profitability in aggregates and trench shoring.”
ACA 10-Q
demand / volume affecting revenue
“Cyclical or other fluctuations, including as a result of government or macroeconomic policy, could result in decreased demand for our products, which could, in turn, result in lower sales volumes, lower prices, a slowdown in production at our facilities and/or a decline in or loss of profits.”
ACA 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
Connected, outside the group
F
DCHcustomer · Not moving with the group now
Filing receipt · F / DCH
“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…”
DCH · customer
STLA
DCHcustomer · Current intraday read unavailable
Filing receipt · STLA / DCH
“We also supply driveline system products to Stellantis N.V.”
DCH · customer
PKG
KALUsupplier · Moving with the group now · 115 min observed
Filing receipt · PKG / KALU
“Kaiser Aluminum Corporation specializes in the production of semi-fabricated specialty aluminum mill products, such as aluminum plate and sheet, bare and coated coil and…”
KALU · supplier
CMI
BLBDsupplier · Not moving with the group now
Filing receipt · CMI / BLBD
“We have partnered with Cummins, one of our long-standing engine suppliers, to design and develop our electric vehicle offering.”
BLBD · supplier
GM
DCHcustomer · Not moving with the group now
Filing receipt · GM / DCH
“Major Customers We are a primary supplier of driveline components to General Motors Company (GM) for its full-size rear-wheel drive (RWD) light trucks, sport utility veh…”
DCH · customer
History
2026-07-07 → 2026-07-133 observed active sessions · 18.2% of active names held across the episode
2026-06-26 → 2026-07-024 observed active sessions · 0% of active names held across the episode