MARKET-DISCOVERED GROUP
Price direction is split across 18 measured members. Capital-flow agreement is 20%, so the basket is not yet clean.
No session event has enough timestamp precision to place on the clock.
WED, OCT 29SNDR filing documented shared operating contextrestructuring affecting expense · date precision only
THU, JUL 16ALV filing documented shared operating contextrestructuring affecting expense · date precision only
01 · WHAT IS HAPPENING
Observed intraday paths are not available for this group yet.
02 · WHY IT MATTERS
No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.
Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across ALV, ARMK, BAX, GXO, HAS, JBHT, KNX, ODFL, PHIN, SAIA, SBUX, UPS, VC, XPO.
“Salaries, wages, and benefits increased $54.8 million, or 16%, as a result of increases in Truckload driver pay and office wages and total benefits due to expanded headcount (related to the Cowan acquisition) and increases in healthcare, workers’ compensation, and severance costs, partially offset by headcount reductions in our core business.”
SNDR 10-Q · 2025-10-30
“This decrease was partially offset by a $1.9 million reduction in the provision for income taxes and a $1.1 million decrease in other expenses, driven by lower interest expense.”
SNDR 10-Q · 2026-05-01
“During 2024, the Company recorded valuation allowances against deferred tax assets of tax losses in certain companies and a partial valuation allowance against the deferred tax asset recognized due to the transfer of certain assets and operations as part of the Company’s restructuring activities, on the basis of management’s assessment of the amount of the related deferred tax assets that are not more likely than not to be realized.”
ALV 10-K · 2026-02-19
Filing-linked outsiders test whether the move is spreading beyond the established cohort.
03 · WHO IS IN IT
11/18 active16 rising · 2 falling
| TICKER | Company | Role now | Today | Observed history | Trader interpretation |
|---|---|---|---|---|---|
| SNDR | Schneider National, Inc. | Most unusual | +2.0% | 20% of 15 sessions | Most unusual activity in this snapshot; performance direction may differ. |
| R | Ryder System, Inc. | Participating | +0.4% | 20% of 15 sessions | Price participation is not yet confirmed by per-name flow. |
| LEA | Lear Corporation | Participating | +2.4% | 13.3% of 15 sessions | Price participation is not yet confirmed by per-name flow. |
| KNX | Knight-Swift Transportation Holdings Inc. | Participating | +3.2% | 0% of 15 sessions | Price participation with distributing signed flow. |
| SBUX | Starbucks Corporation | Participating | +3.0% | 0% of 15 sessions | Price participation with distributing signed flow. |
| GXO | GXO Logistics, Inc. | Participating | +0.6% | 0% of 15 sessions | Price participation is not yet confirmed by per-name flow. |
| PHIN | PHINIA Inc. | Participating | +1.8% | 13.3% of 15 sessions | Price participation is not yet confirmed by per-name flow. |
| SAIA | Saia, Inc. | Participating | +0.7% | 13.3% of 15 sessions | Price participation is not yet confirmed by per-name flow. |
| VC | Visteon Corporation Common Stock | Participating | +0.7% | 13.3% of 15 sessions | Price participation is not yet confirmed by per-name flow. |
| XPO | XPO, Inc. | Participating | +0.5% | 33.3% of 15 sessions | Price participation is not yet confirmed by per-name flow. |
| ARMK | Aramark | Participating | +0.8% | 0% of 15 sessions | Price participation is not yet confirmed by per-name flow. |
| ALV | Autoliv, Inc. | Participating | +3.1% | 0% of 15 sessions | Price participation is not yet confirmed by per-name flow. |
| JBHT | J.B. Hunt Transport Services, Inc. | Quiet / lagging | +0.3% | 0% of 15 sessions | Not participating yet; a breadth test or a genuine divergence. |
| ODFL | Old Dominion Freight Line, Inc. | Quiet / lagging | +1.0% | 13.3% of 15 sessions | Not participating yet; a breadth test or a genuine divergence. |
| BAX | Baxter International Inc. | Quiet / lagging | -0.3% | 0% of 15 sessions | Not participating yet; a breadth test or a genuine divergence. |
| TFII | TFI International Inc. | Quiet / lagging | +1.5% | 13.3% of 15 sessions | Not participating yet; a breadth test or a genuine divergence. |
| UPS | United Parcel Service, Inc. | Quiet / lagging | -0.5% | 20% of 15 sessions | Not participating yet; a breadth test or a genuine divergence. |
| HAS | Hasbro, Inc. | Quiet / lagging | +0.0% | 0% of 15 sessions | Not participating yet; a breadth test or a genuine divergence. |
04 · HAS THIS HAPPENED BEFORE
Only 3 completed episodes across 15 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.