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Confirmed

Industrial & Healthcare Solutions

26 names are moving together; 38% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
IMVTImmunovant, Inc.Healthcare+0.2%Group member
BOOTBoot Barn Holdings, Inc.Consumer Cyclical-5.3%Most structurally connected
EZPWEZCORP, Inc.Financial Services-2.7%Group member
AEOAmerican Eagle Outfitters, Inc.Consumer Cyclical+0.8%Group member
MOSMosaic Company (The)Basic Materials+2.8%Group member
CXTCrane NXT, Co.Industrials+0.3%Group member
BEPCBrookfield Renewable CorporatioUtilities+1.0%Group member
IARTIntegra LifeSciences Holdings CHealthcare-1.0%Group member
MRVIMaravai LifeSciences Holdings,Healthcare+2.4%Group member
IRIngersoll Rand Inc.Industrials+0.6%Group member
LOARLoar Holdings Inc.Industrials-0.6%Group member
VIRTVirtu Financial, Inc.Financial Services-7.9%Group member
DBDeutsche Bank AGFinancial Services+1.2%Group member
ALHAlliance Laundry Holdings Inc.Consumer Cyclical-0.2%Group member
HXLHexcel CorporationIndustrials+2.6%Group member
EYPTEyePoint, Inc.Healthcare-4.0%Group member
BAPCredicorp Ltd.Financial Services+0.7%Group member
MYEMyers Industries, Inc.Consumer Cyclical+1.5%Group member
TNCTennant CompanyIndustrials+0.3%Group member
ZWSZurn Elkay Water Solutions CorpIndustrials+1.1%Group member
STVNStevanato Group S.p.A.Healthcare+0.3%Group member
VRDNViridian Therapeutics, Inc.Healthcare+0.6%Group member
WLFCWillis Lease Finance CorporatioIndustrials+0.3%Group member
CSWCSW Industrials, Inc.Industrials+3.6%Group member

Why we believe this

Cohort

26 names

Participation

38% this session

Observed history

1 daily builds

Filing coverage

22/26 members

credit / rates affecting interest expense

Interest Expense (Income), Net Fiscal Years Ending Increase/(Decrease) January 31, February 1, 2026 2025 (In thousands) (In thousands) (Percentage) Interest expense (income) net $ 4,112 $ (7,769 ) $ (11,881 ) 153 % Interest expense (income) as a percentage of net revenue 0.1 % (0.1 ) % -20 basis points The increase in interest expense (income), net was primarily attributable to a $7 million reduction in interest income as a result of lower investable cash balances, as well as a $5 million increase in interest expense as a result of borrowings on our Credit Facility (as defined below) in Fiscal 2025.

AEO 10-K

restructuring affecting expense

As set forth below, for Fiscal 2024, we recorded $10.7 million of employee severance related to corporate restructuring, and $6.8 million of impairment and restructuring costs due to the sale of our Hong Kong retail operations.

AEO 10-K

demand / volume

Net revenues increased $159.8 million in North America, mainly driven by strong demand across all end markets, with particularly strong performance in Vended, an increase of 11% , and Commercial In-Home, an increase of 26% , end markets.

ALH 10-K

Industrial & Healthcare Solutions can stay leader-led if MOS and the next software names fail to join while BOOT 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.