demand / volume affecting gross margin
“The increased gross profit was primarily driven by higher volumes and sales prices in both aggregates and asphalt.”
GVA 10-Q
Confirmed
Infrastructure Construction
3 names are moving together; 67% 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 |
|---|---|---|---|---|
| ROAD | Construction Partners, Inc. | Industrials | +1.5% | Group member |
| GVA | Granite Construction Incorporat | Industrials | +5.2% | Most structurally connected |
| IONS | Ionis Pharmaceuticals, Inc. | Healthcare | -2.8% | Group member |
Why we believe this
Cohort
3 namesParticipation
67% this sessionObserved history
1 daily buildsFiling coverage
3/3 membersdemand / volume affecting revenue
“The increased profit was primarily driven by higher volumes and sales prices in both aggregates and asphalt.”
GVA 10-Q
credit / rates affecting expense
“Other (Income) Expense The following table presents the components of other (income) expense, net for the respective periods: Years Ended December 31, 2025 2024 2023 (in thousands) Loss on debt extinguishment $ — $ 27,552 $ 51,052 Interest income (26,878) (24,349) (17,538) Interest expense 47,223 29,188 18,462 Equity in income of affiliates, net (14,958) (16,982) (25,748) Other income, net (11,768) (4,238) (6,020) Total other (income) expense, net $ (6,381) $ 11,171 $ 20,208 During 2025, total other (income) expense, net improved $17.6 million primarily due to the $27.6 million loss on debt extinguishment not recurring in the current year.”
GVA 10-K
Infrastructure Construction can stay leader-led if secondary names fail to join while GVA 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.