Themes / Group
Building · newly observed relationshipLatest completed snapshot · Aug 14 · 16:45 ET

MARKET-DISCOVERED GROUP

Construction & Building Products

THE TRADER READShared activity without a clean directional read

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

Price breadth7 up · 17 downRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowBuilding_pressureActivity score 31/100
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

WED, NOV 5QXO filing documented shared operating contextcredit / rates affecting interest expense · date precision only

WED, AUG 12ALH filing documented shared operating contextcredit / rates affecting interest expense · 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

26/27 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across ALH, BCC, BLDR, CNM, ESAB, FBIN, FSS, HNI, KAI, LPX, MHK, OC, PNR, SSD, SWK, TTC, UFPI, W.

credit / rates affecting interest expense

“The increase in interest expense was partially offset by higher interest income due to a higher average interest-bearing cash balance during the nine months ended September 30, 2025.”

QXO 10-Q · 2025-11-06
restructuring affecting expense

“The increase in SG&A expense was partially offset by decreases in stock-based compensation expense of $36 million, restructuring charges of $27 million, and transaction costs of $14 million due to the closing of the Beacon Acquisition in the prior year.”

QXO 10-Q · 2026-08-14
input costs affecting expense

“Many of the products that we distribute are subject to price changes based upon manufacturers’ raw material costs, energy costs, labor costs, and tariffs as well as other manufacturer pricing decisions.”

QXO 10-Q · 2026-08-14
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
SSD → UVXYPositive historical lead/lag · strength 0.20
SSD → UNGPositive historical lead/lag · strength 0.18

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
ALHTTCPIIQXOKAILPXBLDRHAYWCNMBCCMHKHNIUFPIESABJHXTREXSSDCSWOCWSMWFBINCSLSWK

10/27 active7 rising · 17 falling

MemberUnusual activityToday's moveRead now
ALHAlliance Laundry Holdings Inc.
Elevated · 100/100
-1.2%
Active; unclassifiedHistorical role unavailable
TTCToro Company (The)
Elevated · 94/100
+1.8%
Active; unclassifiedHistorical role unavailable
PIIPolaris Inc.
Elevated · 77/100
+0.8%
Active; unclassifiedHistorical role unavailable
QXOQXO, Inc.
Most unusual · 53/100
-2.6%
Active; unclassifiedHistorical role unavailable
KAIKadant Inc
Elevated · 42/100
+0.9%
Active; unclassifiedHistorical role unavailable
LPXLouisiana-Pacific Corporation
Elevated · 41/100
-0.4%
Active; unclassifiedHistorical role unavailable
BLDRBuilders FirstSource, Inc.
Elevated · 39/100
-1.4%
Active; unclassifiedHistorical role unavailable
HAYWHayward Holdings, Inc.
Elevated · 38/100
-0.8%
Active; unclassifiedHistorical role unavailable
CNMCore & Main, Inc.
Elevated · 36/100
-0.4%
Active; unclassifiedHistorical role unavailable
BCCBoise Cascade Company
Elevated · 35/100
-1.1%
Active; unclassifiedHistorical role unavailable
MHKMohawk Industries, Inc.
Elevated · 34/100
+0.8%
Active; unclassifiedHistorical role unavailable
HNIHNI Corporation
Elevated · 30/100
-0.9%
Active; unclassifiedHistorical role unavailable
UFPIUFP Industries, Inc.
Quiet · 28/100
-1.6%
Watch / laggardHistorical role unavailable
ESABESAB Corporation
Quiet · 26/100
-0.5%
Watch / laggardHistorical role unavailable
JHXJames Hardie Industries plc
Quiet · 25/100
+0.5%
Watch / laggardHistorical role unavailable
TREXTrex Company, Inc.
Quiet · 23/100
-0.8%
Watch / laggardHistorical role unavailable
SSDSimpson Manufacturing Company,
Elevated · 21/100
-0.8%
Active; unclassifiedHistorical role unavailable
CSWCSW Industrials, Inc.
Quiet · 20/100
+0.7%
Watch / laggardHistorical role unavailable
OCOwens Corning
Quiet · 18/100
-0.6%
Watch / laggardHistorical role unavailable
WSMWilliams-Sonoma, Inc.
Quiet · 17/100
-0.3%
Watch / laggardHistorical role unavailable
WWayfair Inc.
Quiet · 16/100
+0.5%
Watch / laggardHistorical role unavailable
FBINFortune Brands Innovations, Inc.
Quiet · 15/100
-1.2%
Watch / laggardHistorical role unavailable
CSLCarlisle Companies Incorporated
Quiet · 13/100
-1.5%
Watch / laggardHistorical role unavailable
SWKStanley Black & Decker, Inc.
Participating · 11/100
-0.2%
Active; unclassifiedHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
ALHAlliance Laundry Holdings Inc.Participating-1.2%—Price participation is not yet confirmed by per-name flow.
TTCToro Company (The)Participating+1.8%—Price participation is not yet confirmed by per-name flow.
PIIPolaris Inc.Participating+0.8%—Price participation is not yet confirmed by per-name flow.
QXOQXO, Inc.Most unusual-2.6%—Most unusual activity in this snapshot; performance direction may differ.
KAIKadant IncParticipating+0.9%—Price participation is not yet confirmed by per-name flow.
LPXLouisiana-Pacific CorporationParticipating-0.4%—Price participation is not yet confirmed by per-name flow.
BLDRBuilders FirstSource, Inc.Participating-1.4%—Price participation is not yet confirmed by per-name flow.
HAYWHayward Holdings, Inc.Participating-0.8%—Price participation is not yet confirmed by per-name flow.
CNMCore & Main, Inc.Participating-0.4%—Price participation is not yet confirmed by per-name flow.
BCCBoise Cascade CompanyParticipating-1.1%—Price participation is not yet confirmed by per-name flow.
MHKMohawk Industries, Inc.Participating+0.8%—Price participation is not yet confirmed by per-name flow.
HNIHNI CorporationParticipating-0.9%—Price participation is not yet confirmed by per-name flow.
UFPIUFP Industries, Inc.Quiet / lagging-1.6%—Not participating yet; a breadth test or a genuine divergence.
ESABESAB CorporationQuiet / lagging-0.5%—Not participating yet; a breadth test or a genuine divergence.
JHXJames Hardie Industries plcQuiet / lagging+0.5%—Not participating yet; a breadth test or a genuine divergence.
TREXTrex Company, Inc.Quiet / lagging-0.8%—Not participating yet; a breadth test or a genuine divergence.
SSDSimpson Manufacturing Company,Participating-0.8%—Price participation is not yet confirmed by per-name flow.
CSWCSW Industrials, Inc.Quiet / lagging+0.7%—Not participating yet; a breadth test or a genuine divergence.
OCOwens CorningQuiet / lagging-0.6%—Not participating yet; a breadth test or a genuine divergence.
WSMWilliams-Sonoma, Inc.Quiet / lagging-0.3%—Not participating yet; a breadth test or a genuine divergence.
WWayfair Inc.Quiet / lagging+0.5%—Not participating yet; a breadth test or a genuine divergence.
FBINFortune Brands Innovations, Inc.Quiet / lagging-1.2%—Not participating yet; a breadth test or a genuine divergence.
CSLCarlisle Companies IncorporatedQuiet / lagging-1.5%—Not participating yet; a breadth test or a genuine divergence.
SWKStanley Black & Decker, Inc.Participating-0.2%—Price participation is not yet confirmed by per-name flow.

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.